Karl Kapital’s Wealthfront Corp WLTH Stock Holding History

Karl Kapital’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	–	Sell	-382,414	Closed	-$5.2M	–	29
2025 Q4	$5.2M	Buy	+382,414	New	+$5.08M	4.61%	12

Other funds holding WLTH

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

DAG Ventures Palo Alto, California $125M AUM

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

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

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Karl Kapital's WLTH Position: Q1 2026 in Review

Karl Kapital sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 382,414 shares — an estimated $5.2M sold.

Karl Kapital first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $5.2M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

Karl Kapital reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
Karl Kapital sold 382,414 Wealthfront Corp shares in Q1 2026, an estimated $5.2M.
Karl Kapital first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
Karl Kapital's Wealthfront Corp position peaked at $5.2M in Q4 2025.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Karl Kapital's 13F filing for Q1 2026, filed 15 May 2026.