LP
WLTH

LMR Partners’s Wealthfront Corp WLTH Stock Holding History

LMR Partners’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 		$1.17M Hold
126,930
– – ﹤0.01% 953
2025
Q4 		$1.72M Buy
+126,930
New +$1.68M ﹤0.01% 849

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

LMR Partners's WLTH Position: Q1 2026 in Review

LMR Partners held its Wealthfront Corp (WLTH) position steady in Q1 2026 at 126,930 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #953.

LMR Partners first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.72M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • LMR Partners held 126,930 shares of Wealthfront Corp worth $1.17M as of Q1 2026.
  • LMR Partners left its Wealthfront Corp share count unchanged in Q1 2026.
  • Wealthfront Corp made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #953 holding.
  • LMR Partners first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • LMR Partners's Wealthfront Corp position peaked at $1.72M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.