State Street’s Wealthfront Corp WLTH Stock Holding History

State Street’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	$12M	Buy	1,343,427 +765,333	+132%	+$7.97M	﹤0.01%	2625
2026 Q1	$5.35M	Buy	+578,094	New	+$5.29M	﹤0.01%	2929

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

State Street's WLTH Position: Q2 2026 in Review

State Street increased its Wealthfront Corp (WLTH) stake by 132% in Q2 2026, buying an estimated $7.97M and bringing the position to 1,343,427 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

State Street first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

State Street held 1,343,427 shares of Wealthfront Corp worth $12M as of Q2 2026.
State Street bought 765,333 Wealthfront Corp shares in Q2 2026, an estimated $7.97M.
Wealthfront Corp made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2625 holding.
State Street first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.