IEQ Capital
WLTH icon

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
Q3 		$28.7M Buy
2,766,261
+2,692
+0.1% +$25.7K 0.12% 149
2026
Q2 		$24.7M Buy
+2,763,569
New +$28.8M 0.11% 153

Other funds holding WLTH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stoic Point Capital Management
Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return

IEQ Capital's WLTH Position: Q3 2026 in Review

IEQ Capital increased its Wealthfront Corp (WLTH) stake by 0.1% in Q3 2026, buying an estimated $25.7K and bringing the position to 2,766,261 shares worth $28.7M. The position accounts for 0.12% of the portfolio, ranked #149.

IEQ Capital first reported a position in WLTH in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

  • IEQ Capital held 2,766,261 shares of Wealthfront Corp worth $28.7M as of Q3 2026.
  • IEQ Capital bought 2,692 Wealthfront Corp shares in Q3 2026, an estimated $25.7K.
  • Wealthfront Corp made up 0.12% of IEQ Capital's portfolio in Q3 2026, its #149 holding.
  • IEQ Capital first reported a position in Wealthfront Corp in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.