HRT Financial’s Wealthfront Corp WLTH Stock Holding History

HRT Financial’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	-71,469	Closed	-$971K	–	5075
2025 Q4	$971K	Buy	+71,469	New	+$949K	﹤0.01%	1740

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

HRT Financial's WLTH Position: Q1 2026 in Review

HRT Financial sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 71,469 shares — an estimated $971K sold.

HRT Financial first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $971K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

HRT Financial reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 71,469 Wealthfront Corp shares in Q1 2026, an estimated $971K.
HRT Financial first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
HRT Financial's Wealthfront Corp position peaked at $971K in Q4 2025.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.