MIM
WLTH

Monashee Investment Management’s Wealthfront Corp WLTH Stock Holding History

Monashee Investment 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
-300,000
Closed -$4.08M – 70
2025
Q4 		$4.08M Buy
+300,000
New +$3.98M 2.3% 16

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

Monashee Investment Management's WLTH Position: Q1 2026 in Review

Monashee Investment Management sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 300,000 shares — an estimated $4.08M sold.

Monashee Investment Management first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $4.08M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Monashee Investment Management reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
  • Monashee Investment Management sold 300,000 Wealthfront Corp shares in Q1 2026, an estimated $4.08M.
  • Monashee Investment Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
  • Monashee Investment Management's Wealthfront Corp position peaked at $4.08M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Monashee Investment Management's 13F filing for Q1 2026, filed 13 May 2026.