IC
WLTH

IEQ Capital’s Wealthfront Corp WLTH Stock Holding History

IEQ Capital’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 		$24.7M Buy
+2,763,569
New +$28.8M 0.11% 153

Other funds holding WLTH

DV
DAG Ventures Palo Alto, California $125M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

IEQ Capital's WLTH Position: Q2 2026 in Review

IEQ Capital opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 2,763,569 shares worth $24.7M. The stake represents 0.11% of the portfolio and ranks #153 among its holdings.

56 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • IEQ Capital held 2,763,569 shares of Wealthfront Corp worth $24.7M as of Q2 2026.
  • Wealthfront Corp was a new IEQ Capital position in Q2 2026.
  • Wealthfront Corp made up 0.11% of IEQ Capital's portfolio in Q2 2026, its #153 holding.
  • 56 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.