Morgan Stanley
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Morgan Stanley’s Wealthfront Corp WLTH Stock Holding History

Morgan Stanley’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 		$2.8M Buy
312,853
+79,094
+34% +$824K ﹤0.01% 4651
2026
Q1 		$2.16M Buy
233,759
+226,475
+3,109% +$2.07M ﹤0.01% 4717
2025
Q4 		$99K Buy
+7,284
New +$96.7K ﹤0.01% 6206

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

Morgan Stanley's WLTH Position: Q2 2026 in Review

Morgan Stanley increased its Wealthfront Corp (WLTH) stake by 34% in Q2 2026, buying an estimated $824K and bringing the position to 312,853 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

Morgan Stanley 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.

  • Morgan Stanley held 312,853 shares of Wealthfront Corp worth $2.8M as of Q2 2026.
  • Morgan Stanley bought 79,094 Wealthfront Corp shares in Q2 2026, an estimated $824K.
  • Wealthfront Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4651 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.