Jones Financial Companies
WLTH

Jones Financial Companies’s Wealthfront Corp WLTH Stock Holding History

Jones Financial Companies’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
Q1 		$244K Buy
27,661
+27,658
+921,933% +$253K ﹤0.01% 2320
2025
Q4 		$41 Buy
+3
New +$40 ﹤0.01% 4348

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Jones Financial Companies's WLTH Position: Q1 2026 in Review

Jones Financial Companies increased its Wealthfront Corp (WLTH) stake by 921,933% in Q1 2026, buying an estimated $253K and bringing the position to 27,661 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Jones Financial Companies first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Jones Financial Companies held 27,661 shares of Wealthfront Corp worth $244K as of Q1 2026.
  • Jones Financial Companies bought 27,658 Wealthfront Corp shares in Q1 2026, an estimated $253K.
  • Wealthfront Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2320 holding.
  • Jones Financial Companies first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.