Jefferies Financial Group’s Wealthfront Corp WLTH Stock Holding History

Jefferies Financial Group’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	$3.45M	Buy	+332,012	New	+$3.17M	0.03%	399

Other funds holding WLTH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return

Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return

Jefferies Financial Group's WLTH Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Wealthfront Corp (WLTH) in Q3 2026: 332,012 shares worth $3.45M. The stake represents 0.03% of the portfolio and ranks #399 among its holdings.

31 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

Jefferies Financial Group held 332,012 shares of Wealthfront Corp worth $3.45M as of Q3 2026.
Wealthfront Corp was a new Jefferies Financial Group position in Q3 2026.
Wealthfront Corp made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #399 holding.
31 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.