Granahan Investment Management’s Wealthfront Corp WLTH Stock Holding History

Granahan Investment Management’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	–	Sell	-1,386,092	Closed	-$18.8M	–	174
2025 Q4	$18.8M	Buy	+1,386,092	New	+$18.4M	0.81%	35

Other funds holding WLTH

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Granahan Investment Management's WLTH Position: Q1 2026 in Review

Granahan Investment Management sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 1,386,092 shares — an estimated $18.8M sold.

Granahan Investment Management first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $18.8M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

Granahan Investment Management reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
Granahan Investment Management sold 1,386,092 Wealthfront Corp shares in Q1 2026, an estimated $18.8M.
Granahan Investment Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
Granahan Investment Management's Wealthfront Corp position peaked at $18.8M in Q4 2025.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

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