Federated Hermes’s Wealthfront Corp WLTH Stock Holding History

Federated Hermes’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	$268K	Sell	30,000 -210,000	-88%	-$2.19M	﹤0.01%	1473
2026 Q1	$2.22M	Buy	240,000 +155,833	+185%	+$1.42M	﹤0.01%	956
2025 Q4	$1.14M	Buy	+84,167	New	+$1.12M	﹤0.01%	1083

Other funds holding WLTH

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

DAG Ventures Palo Alto, California $125M AUM

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Federated Hermes's WLTH Position: Q2 2026 in Review

Federated Hermes reduced its Wealthfront Corp (WLTH) stake by 88% in Q2 2026, selling an estimated $2.19M and leaving 30,000 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Federated Hermes first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Federated Hermes held 30,000 shares of Wealthfront Corp worth $268K as of Q2 2026.
Federated Hermes sold 210,000 Wealthfront Corp shares in Q2 2026, an estimated $2.19M.
Wealthfront Corp made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1473 holding.
Federated Hermes first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
Federated Hermes's Wealthfront Corp position peaked at $2.22M in Q1 2026.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.