Marc Stad’s Wealthfront Corp WLTH Stock Holding History

Marc Stad’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	-654,338	Closed	-$6.05M	–	22
2026 Q1	$6.05M	Hold	654,338	–	–	0.2%	15
2025 Q4	$8.89M	Buy	+654,338	New	+$8.69M	0.19%	25

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

Marc Stad's WLTH Position: Q2 2026 in Review

Marc Stad sold out of Wealthfront Corp (WLTH) in Q2 2026, closing a stake of 654,338 shares — an estimated $6.05M sold.

Marc Stad first reported a position in WLTH in Q4 2025 and held it in 2 quarters. The position peaked at $8.89M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Marc Stad reported no remaining Wealthfront Corp position as of Q2 2026 after selling out during the quarter.
Marc Stad sold 654,338 Wealthfront Corp shares in Q2 2026, an estimated $6.05M.
Marc Stad first reported a position in Wealthfront Corp in Q4 2025 and held it in 2 quarters.
Marc Stad's Wealthfront Corp position peaked at $8.89M in Q4 2025.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Dragoneer Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.