EverSource Wealth Advisors’s Wealthfront Corp WLTH Stock Holding History

EverSource Wealth Advisors’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	$984	Buy	+110	New	+$1.15K	﹤0.01%	3967

Other funds holding WLTH

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's WLTH Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 110 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #3967 among its holdings.

11 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

EverSource Wealth Advisors held 110 shares of Wealthfront Corp worth $984 as of Q2 2026.
Wealthfront Corp was a new EverSource Wealth Advisors position in Q2 2026.
Wealthfront Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3967 holding.
11 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.