FGP
WLTH icon

Freestone Grove Partners’s Wealthfront Corp WLTH Stock Holding History

Freestone Grove Partners’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 		$516K Buy
+57,743
New +$601K ﹤0.01% 658
2026
Q1 		– Sell
-36,000
Closed -$489K – 1229
2025
Q4 		$489K Buy
+36,000
New +$478K ﹤0.01% 576

Other funds holding WLTH

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

Freestone Grove Partners's WLTH Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 57,743 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WLTH as recently as Q4 2025.

Freestone Grove Partners first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Freestone Grove Partners held 57,743 shares of Wealthfront Corp worth $516K as of Q2 2026.
  • Wealthfront Corp was a new Freestone Grove Partners position in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #658 holding.
  • Freestone Grove Partners first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.