RIL
WLTH

Rothschild Investment LLC’s Wealthfront Corp WLTH Stock Holding History

Rothschild Investment LLC’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 		$143 Buy
+16
New +$167 ﹤0.01% 3483

Other funds holding WLTH

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's WLTH Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 16 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #3483 among its holdings.

24 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Rothschild Investment LLC held 16 shares of Wealthfront Corp worth $143 as of Q2 2026.
  • Wealthfront Corp was a new Rothschild Investment LLC position in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3483 holding.
  • 24 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.