Congress Asset Management’s Wealthfront Corp WLTH Stock Holding History

Congress Asset Management’s Portfolio WLTH Stock Details WLTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.27M	Buy	925,205 +71,458	+8%	+$744K	0.05%	231
2026 Q1	$7.9M	Buy	+853,747	New	+$7.81M	0.06%	224

Other funds holding WLTH

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Congress Asset Management's WLTH Position: Q2 2026 in Review

Congress Asset Management increased its Wealthfront Corp (WLTH) stake by 8.4% in Q2 2026, buying an estimated $744K and bringing the position to 925,205 shares worth $8.27M. The position accounts for 0.05% of the portfolio, ranked #231.

Congress Asset Management first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Congress Asset Management held 925,205 shares of Wealthfront Corp worth $8.27M as of Q2 2026.
Congress Asset Management bought 71,458 Wealthfront Corp shares in Q2 2026, an estimated $744K.
Wealthfront Corp made up 0.05% of Congress Asset Management's portfolio in Q2 2026, its #231 holding.
Congress Asset Management first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.