Legal & General Group
WLTH

Legal & General Group’s Wealthfront Corp WLTH Stock Holding History

Legal & General Group’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 		$28.2K Sell
3,049
-16,951
-85% -$155K ﹤0.01% 2850
2025
Q4 		$272K Buy
+20,000
New +$265K ﹤0.01% 2543

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

Legal & General Group's WLTH Position: Q1 2026 in Review

Legal & General Group reduced its Wealthfront Corp (WLTH) stake by 85% in Q1 2026, selling an estimated $155K and leaving 3,049 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Legal & General Group first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Legal & General Group held 3,049 shares of Wealthfront Corp worth $28.2K as of Q1 2026.
  • Legal & General Group sold 16,951 Wealthfront Corp shares in Q1 2026, an estimated $155K.
  • Wealthfront Corp made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2850 holding.
  • Legal & General Group first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • Legal & General Group's Wealthfront Corp position peaked at $272K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.