SS
WLTH

SBI Securities’s Wealthfront Corp WLTH Stock Holding History

SBI Securities’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 		$54 Hold
6
– – ﹤0.01% 3654
2026
Q1 		$56 Hold
6
– – ﹤0.01% 3552
2025
Q4 		$82 Buy
+6
New +$80 ﹤0.01% 3468

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SBI Securities's WLTH Position: Q2 2026 in Review

SBI Securities held its Wealthfront Corp (WLTH) position steady in Q2 2026 at 6 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

SBI Securities first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $82 in Q4 2025. 17 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • SBI Securities held 6 shares of Wealthfront Corp worth $54 as of Q2 2026.
  • SBI Securities left its Wealthfront Corp share count unchanged in Q2 2026.
  • Wealthfront Corp made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3654 holding.
  • SBI Securities first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • SBI Securities's Wealthfront Corp position peaked at $82 in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.