Marshall Wace
WLTH icon

Marshall Wace’s Wealthfront Corp WLTH Stock Holding History

Marshall Wace’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 		$5.04M Buy
563,320
+248,558
+79% +$2.59M ﹤0.01% 1371
2026
Q1 		$2.91M Buy
314,762
+43,852
+16% +$401K ﹤0.01% 1587
2025
Q4 		$3.68M Buy
+270,910
New +$3.6M ﹤0.01% 1293

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
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
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Marshall Wace's WLTH Position: Q2 2026 in Review

Marshall Wace increased its Wealthfront Corp (WLTH) stake by 79% in Q2 2026, buying an estimated $2.59M and bringing the position to 563,320 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Marshall Wace first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Marshall Wace held 563,320 shares of Wealthfront Corp worth $5.04M as of Q2 2026.
  • Marshall Wace bought 248,558 Wealthfront Corp shares in Q2 2026, an estimated $2.59M.
  • Wealthfront Corp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1371 holding.
  • Marshall Wace first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.