North Reef Capital Management’s Wealthfront Corp WLTH Stock Holding History

North Reef Capital 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 Q2	$21.9M	Sell	2,444,253 -441,004	-15%	-$4.59M	0.84%	22
2026 Q1	$26.7M	Buy	2,885,257 +1,658,624	+135%	+$15.2M	0.92%	24
2025 Q4	$16.7M	Buy	+1,226,633	New	+$16.3M	0.67%	30

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

North Reef Capital Management's WLTH Position: Q2 2026 in Review

North Reef Capital Management reduced its Wealthfront Corp (WLTH) stake by 15% in Q2 2026, selling an estimated $4.59M and leaving 2,444,253 shares worth $21.9M. The position accounts for 0.84% of the portfolio, ranked #22.

North Reef Capital Management first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.7M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

North Reef Capital Management held 2,444,253 shares of Wealthfront Corp worth $21.9M as of Q2 2026.
North Reef Capital Management sold 441,004 Wealthfront Corp shares in Q2 2026, an estimated $4.59M.
Wealthfront Corp made up 0.84% of North Reef Capital Management's portfolio in Q2 2026, its #22 holding.
North Reef Capital Management first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
North Reef Capital Management's Wealthfront Corp position peaked at $26.7M in Q1 2026.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.