NRCM
WLTH

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
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

North Reef Capital Management's WLTH Position: Q1 2026 in Review

North Reef Capital Management increased its Wealthfront Corp (WLTH) stake by 135% in Q1 2026, buying an estimated $15.2M and bringing the position to 2,885,257 shares worth $26.7M. The position accounts for 0.92% of the portfolio, ranked #24.

North Reef Capital Management 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.

  • North Reef Capital Management held 2,885,257 shares of Wealthfront Corp worth $26.7M as of Q1 2026.
  • North Reef Capital Management bought 1,658,624 Wealthfront Corp shares in Q1 2026, an estimated $15.2M.
  • Wealthfront Corp made up 0.92% of North Reef Capital Management's portfolio in Q1 2026, its #24 holding.
  • North Reef Capital Management 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 North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.