SEI Investments’s Wealthfront Corp WLTH Stock Holding History

SEI Investments’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	$737K	Sell	82,408 -42,380	-34%	-$441K	﹤0.01%	2466
2026 Q1	$1.15M	Buy	124,788 +83,634	+203%	+$765K	﹤0.01%	2289
2025 Q4	$559K	Buy	+41,154	New	+$546K	﹤0.01%	2467

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

SEI Investments's WLTH Position: Q2 2026 in Review

SEI Investments reduced its Wealthfront Corp (WLTH) stake by 34% in Q2 2026, selling an estimated $441K and leaving 82,408 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

SEI Investments first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

SEI Investments held 82,408 shares of Wealthfront Corp worth $737K as of Q2 2026.
SEI Investments sold 42,380 Wealthfront Corp shares in Q2 2026, an estimated $441K.
Wealthfront Corp made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2466 holding.
SEI Investments first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
SEI Investments's Wealthfront Corp position peaked at $1.15M in Q1 2026.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.