LCM
WLTH

LuminArx Capital Management’s Wealthfront Corp WLTH Stock Holding History

LuminArx 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 		– Sell
-116,002
Closed -$1.58M – 146
2025
Q4 		$1.58M Buy
+116,002
New +$1.54M 1.47% 17

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
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

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

LuminArx Capital Management sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 116,002 shares — an estimated $1.58M sold.

LuminArx Capital Management first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $1.58M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • LuminArx Capital Management reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
  • LuminArx Capital Management sold 116,002 Wealthfront Corp shares in Q1 2026, an estimated $1.58M.
  • LuminArx Capital Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
  • LuminArx Capital Management's Wealthfront Corp position peaked at $1.58M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on LuminArx Capital Management's 13F filing for Q1 2026, filed 14 May 2026.