DV
WLTH

DAG Ventures’s Wealthfront Corp WLTH Stock Holding History

DAG Ventures’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 		$123M Sell
13,813,473
-1
-0% -$10 98.95% 1
2026
Q1 		$128M Hold
13,813,474
– – 99.19% 1
2025
Q4 		$188M Buy
+13,813,474
New +$183M 99.31% 1

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

DAG Ventures's WLTH Position: Q2 2026 in Review

DAG Ventures reduced its Wealthfront Corp (WLTH) stake by 0% in Q2 2026, selling an estimated $10 and leaving 13,813,473 shares worth $123M. The position accounts for 98.95% of the portfolio, ranked #1.

DAG Ventures first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $188M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • DAG Ventures held 13,813,473 shares of Wealthfront Corp worth $123M as of Q2 2026.
  • DAG Ventures sold 1 Wealthfront Corp share in Q2 2026, an estimated $10.
  • Wealthfront Corp made up 98.95% of DAG Ventures's portfolio in Q2 2026, its #1 holding.
  • DAG Ventures first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • DAG Ventures's Wealthfront Corp position peaked at $188M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on DAG Ventures's 13F filing for Q2 2026, filed 11 Aug 2026.