SEI Investments
WLTH

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
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
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DV
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
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

SEI Investments's WLTH Position: Q1 2026 in Review

SEI Investments increased its Wealthfront Corp (WLTH) stake by 203% in Q1 2026, buying an estimated $765K and bringing the position to 124,788 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

SEI Investments first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • SEI Investments held 124,788 shares of Wealthfront Corp worth $1.15M as of Q1 2026.
  • SEI Investments bought 83,634 Wealthfront Corp shares in Q1 2026, an estimated $765K.
  • Wealthfront Corp made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2289 holding.
  • SEI Investments first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.