Osaic Holdings
WLTH

Osaic Holdings’s Wealthfront Corp WLTH Stock Holding History

Osaic Holdings’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 		$1.16K Sell
125
-75
-38% -$686 ﹤0.01% 7221
2025
Q4 		$2.72K Buy
+200
New +$2.65K ﹤0.01% 6975

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

Osaic Holdings's WLTH Position: Q1 2026 in Review

Osaic Holdings reduced its Wealthfront Corp (WLTH) stake by 38% in Q1 2026, selling an estimated $686 and leaving 125 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #7221.

Osaic Holdings first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.72K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Osaic Holdings held 125 shares of Wealthfront Corp worth $1.16K as of Q1 2026.
  • Osaic Holdings sold 75 Wealthfront Corp shares in Q1 2026, an estimated $686.
  • Wealthfront Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7221 holding.
  • Osaic Holdings first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Wealthfront Corp position peaked at $2.72K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.