GIA
WLTH

GHP Investment Advisors’s Wealthfront Corp WLTH Stock Holding History

GHP Investment 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 		$2.23K Buy
250
+140
+127% +$1.46K ﹤0.01% 977
2026
Q1 		$1.02K Buy
+110
New +$1.01K ﹤0.01% 1037

Other funds holding WLTH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GHP Investment Advisors's WLTH Position: Q2 2026 in Review

GHP Investment Advisors increased its Wealthfront Corp (WLTH) stake by 127% in Q2 2026, buying an estimated $1.46K and bringing the position to 250 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

GHP Investment Advisors first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • GHP Investment Advisors held 250 shares of Wealthfront Corp worth $2.23K as of Q2 2026.
  • GHP Investment Advisors bought 140 Wealthfront Corp shares in Q2 2026, an estimated $1.46K.
  • Wealthfront Corp made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #977 holding.
  • GHP Investment Advisors first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.