Sandia Investment Management’s Wealthfront Corp WLTH Stock Holding History

Sandia Investment 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
2025 Q4	$44.4K	Buy	+3,269	New	+$43.4K	0.11%	107

Other funds holding WLTH

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

DAG Ventures Palo Alto, California $125M AUM

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Sandia Investment Management's WLTH Position: Q4 2025 in Review

Sandia Investment Management opened a new position in Wealthfront Corp (WLTH) in Q4 2025: 3,269 shares worth $44.4K. The stake represents 0.11% of the portfolio and ranks #107 among its holdings.

91 funds tracked by Wall St. Rank hold WLTH as of Q4 2025.

Sandia Investment Management held 3,269 shares of Wealthfront Corp worth $44.4K as of Q4 2025.
Wealthfront Corp was a new Sandia Investment Management position in Q4 2025.
Wealthfront Corp made up 0.11% of Sandia Investment Management's portfolio in Q4 2025, its #107 holding.
91 funds tracked by Wall St. Rank held Wealthfront Corp as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.