Realta Investment Advisors’s Wealthfront Corp WLTH Stock Holding History

Realta Investment Advisors’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	–	Sell	-14,300	Closed	-$194K	–	407
2025 Q4	$194K	Buy	+14,300	New	+$190K	0.06%	198

Other funds holding WLTH

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Realta Investment Advisors's WLTH Position: Q1 2026 in Review

Realta Investment Advisors sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 14,300 shares — an estimated $194K sold.

Realta Investment Advisors first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $194K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

Realta Investment Advisors reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 14,300 Wealthfront Corp shares in Q1 2026, an estimated $194K.
Realta Investment Advisors first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
Realta Investment Advisors's Wealthfront Corp position peaked at $194K in Q4 2025.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.