SAM
WLTH

Silvercrest Asset Management’s Wealthfront Corp WLTH Stock Holding History

Silvercrest Asset 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
2026
Q1 		– Sell
-25,623
Closed -$348K – 904
2025
Q4 		$348K Buy
+25,623
New +$340K ﹤0.01% 768

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

Silvercrest Asset Management's WLTH Position: Q1 2026 in Review

Silvercrest Asset Management sold out of Wealthfront Corp (WLTH) in Q1 2026, closing a stake of 25,623 shares — an estimated $348K sold.

Silvercrest Asset Management first reported a position in WLTH in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Silvercrest Asset Management reported no remaining Wealthfront Corp position as of Q1 2026 after selling out during the quarter.
  • Silvercrest Asset Management sold 25,623 Wealthfront Corp shares in Q1 2026, an estimated $348K.
  • Silvercrest Asset Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 1 quarter.
  • Silvercrest Asset Management's Wealthfront Corp position peaked at $348K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.