JO
WLTH

John Overdeck’s Wealthfront Corp WLTH Stock Holding History

John Overdeck’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 		$1.9M Sell
212,137
-215,584
-50% -$2.24M ﹤0.01% 3032
2026
Q1 		$3.96M Buy
427,721
+410,221
+2,344% +$3.75M ﹤0.01% 2182
2025
Q4 		$238K Buy
+17,500
New +$232K ﹤0.01% 3693

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

John Overdeck's WLTH Position: Q2 2026 in Review

John Overdeck reduced its Wealthfront Corp (WLTH) stake by 50% in Q2 2026, selling an estimated $2.24M and leaving 212,137 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

John Overdeck first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.96M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • John Overdeck held 212,137 shares of Wealthfront Corp worth $1.9M as of Q2 2026.
  • John Overdeck sold 215,584 Wealthfront Corp shares in Q2 2026, an estimated $2.24M.
  • Wealthfront Corp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3032 holding.
  • John Overdeck first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's Wealthfront Corp position peaked at $3.96M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.