Pillsbury Lake Capital’s Wealthfront Corp WLTH Stock Holding History

Pillsbury Lake Capital’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	$9.16M	Buy	1,025,030 +366,217	+56%	+$3.81M	2.5%	21
2026 Q1	$6.09M	Buy	+658,813	New	+$6.02M	2.75%	20

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

Pillsbury Lake Capital's WLTH Position: Q2 2026 in Review

Pillsbury Lake Capital increased its Wealthfront Corp (WLTH) stake by 56% in Q2 2026, buying an estimated $3.81M and bringing the position to 1,025,030 shares worth $9.16M. The position accounts for 2.5% of the portfolio, ranked #21.

Pillsbury Lake Capital first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Pillsbury Lake Capital held 1,025,030 shares of Wealthfront Corp worth $9.16M as of Q2 2026.
Pillsbury Lake Capital bought 366,217 Wealthfront Corp shares in Q2 2026, an estimated $3.81M.
Wealthfront Corp made up 2.5% of Pillsbury Lake Capital's portfolio in Q2 2026, its #21 holding.
Pillsbury Lake Capital first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Pillsbury Lake Capital's 13F filing for Q2 2026, filed 14 Aug 2026.