Morgan Stanley
WLTH

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
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 $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

Morgan Stanley's WLTH Position: Q1 2026 in Review

Morgan Stanley increased its Wealthfront Corp (WLTH) stake by 3,109% in Q1 2026, buying an estimated $2.07M and bringing the position to 233,759 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Morgan Stanley first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Morgan Stanley held 233,759 shares of Wealthfront Corp worth $2.16M as of Q1 2026.
  • Morgan Stanley bought 226,475 Wealthfront Corp shares in Q1 2026, an estimated $2.07M.
  • Wealthfront Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4717 holding.
  • Morgan Stanley first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.