IFP Advisors
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IFP Advisors’s Wealthfront Corp WLTH Stock Holding History

IFP 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
Q3 		$1.16K Sell
112
-150
-57% -$1.43K ﹤0.01% 4445
2026
Q2 		$2.34K Buy
+262
New +$2.73K ﹤0.01% 4172

Other funds holding WLTH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's WLTH Position: Q3 2026 in Review

IFP Advisors reduced its Wealthfront Corp (WLTH) stake by 57% in Q3 2026, selling an estimated $1.43K and leaving 112 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4445.

IFP Advisors first reported a position in WLTH in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.34K in Q2 2026. 14 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

  • IFP Advisors held 112 shares of Wealthfront Corp worth $1.16K as of Q3 2026.
  • IFP Advisors sold 150 Wealthfront Corp shares in Q3 2026, an estimated $1.43K.
  • Wealthfront Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4445 holding.
  • IFP Advisors first reported a position in Wealthfront Corp in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's Wealthfront Corp position peaked at $2.34K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.