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 Q2	$327K	Buy	37,198 +9,537	+34%	+$99.3K	﹤0.01%	2385
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 New York $24B AUM 39.59% 1-Year Est. Return

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 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Jones Financial Companies's WLTH Position: Q2 2026 in Review

Jones Financial Companies increased its Wealthfront Corp (WLTH) stake by 34% in Q2 2026, buying an estimated $99.3K and bringing the position to 37,198 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Jones Financial Companies first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Jones Financial Companies held 37,198 shares of Wealthfront Corp worth $327K as of Q2 2026.
Jones Financial Companies bought 9,537 Wealthfront Corp shares in Q2 2026, an estimated $99.3K.
Wealthfront Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2385 holding.
Jones Financial Companies first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.