DIG
WLTH

Dragoneer Investment Group’s Wealthfront Corp WLTH Stock Holding History

Dragoneer Investment Group’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
Q1 		$6.05M Hold
654,338
– – 0.2% 15
2025
Q4 		$8.89M Buy
+654,338
New +$8.69M 0.19% 25

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Dragoneer Investment Group's WLTH Position: Q1 2026 in Review

Dragoneer Investment Group held its Wealthfront Corp (WLTH) position steady in Q1 2026 at 654,338 shares worth $6.05M. The position accounts for 0.2% of the portfolio, ranked #15.

Dragoneer Investment Group first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.89M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Dragoneer Investment Group held 654,338 shares of Wealthfront Corp worth $6.05M as of Q1 2026.
  • Dragoneer Investment Group left its Wealthfront Corp share count unchanged in Q1 2026.
  • Wealthfront Corp made up 0.2% of Dragoneer Investment Group's portfolio in Q1 2026, its #15 holding.
  • Dragoneer Investment Group first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • Dragoneer Investment Group's Wealthfront Corp position peaked at $8.89M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Dragoneer Investment Group's 13F filing for Q1 2026, filed 15 May 2026.