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 Q3	$11.7M	Buy	1,129,703 +204,498	+22%	+$1.95M	0.08%	212
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Congress Asset Management's WLTH Position: Q3 2026 in Review

Congress Asset Management increased its Wealthfront Corp (WLTH) stake by 22% in Q3 2026, buying an estimated $1.95M and bringing the position to 1,129,703 shares worth $11.7M. The position accounts for 0.08% of the portfolio, ranked #212.

Congress Asset Management first reported a position in WLTH in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

Congress Asset Management held 1,129,703 shares of Wealthfront Corp worth $11.7M as of Q3 2026.
Congress Asset Management bought 204,498 Wealthfront Corp shares in Q3 2026, an estimated $1.95M.
Wealthfront Corp made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #212 holding.
Congress Asset Management first reported a position in Wealthfront Corp in Q1 2026 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.