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 Q2	–	Sell	-126,930	Closed	-$1.17M	–	1901
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 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

LMR Partners's WLTH Position: Q2 2026 in Review

LMR Partners sold out of Wealthfront Corp (WLTH) in Q2 2026, closing a stake of 126,930 shares — an estimated $1.17M sold.

LMR Partners first reported a position in WLTH in Q4 2025 and held it in 2 quarters. The position peaked at $1.72M in Q4 2025. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

LMR Partners reported no remaining Wealthfront Corp position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 126,930 Wealthfront Corp shares in Q2 2026, an estimated $1.17M.
LMR Partners first reported a position in Wealthfront Corp in Q4 2025 and held it in 2 quarters.
LMR Partners's Wealthfront Corp position peaked at $1.72M in Q4 2025.
140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.