IWC
WLTH

Integrated Wealth Concepts’s Wealthfront Corp WLTH Stock Holding History

Integrated Wealth Concepts’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 		$7.68K Buy
+859
New +$8.95K ﹤0.01% 4723

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Integrated Wealth Concepts's WLTH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 859 shares worth $7.68K. The stake represents ﹤0.01% of the portfolio and ranks #4723 among its holdings.

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

  • Integrated Wealth Concepts held 859 shares of Wealthfront Corp worth $7.68K as of Q2 2026.
  • Wealthfront Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4723 holding.
  • 140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.