KCM
WLTH

Kennedy Capital Management’s Wealthfront Corp WLTH Stock Holding History

Kennedy Capital Management’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 		$5.49M Buy
593,275
+210,071
+55% +$1.92M 0.12% 275
2025
Q4 		$5.21M Buy
+383,204
New +$5.09M 0.11% 287

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

Kennedy Capital Management's WLTH Position: Q1 2026 in Review

Kennedy Capital Management increased its Wealthfront Corp (WLTH) stake by 55% in Q1 2026, buying an estimated $1.92M and bringing the position to 593,275 shares worth $5.49M. The position accounts for 0.12% of the portfolio, ranked #275.

Kennedy Capital Management 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.

  • Kennedy Capital Management held 593,275 shares of Wealthfront Corp worth $5.49M as of Q1 2026.
  • Kennedy Capital Management bought 210,071 Wealthfront Corp shares in Q1 2026, an estimated $1.92M.
  • Wealthfront Corp made up 0.12% of Kennedy Capital Management's portfolio in Q1 2026, its #275 holding.
  • Kennedy Capital Management 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 Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.