SPCM
WLTH

Stoic Point Capital Management’s Wealthfront Corp WLTH Stock Holding History

Stoic Point Capital 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
Q2 		$1.45M Sell
162,394
-19,161
-11% -$200K 1.2% 15
2026
Q1 		$1.68M Buy
+181,555
New +$1.66M 1.63% 11

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
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
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Stoic Point Capital Management's WLTH Position: Q2 2026 in Review

Stoic Point Capital Management reduced its Wealthfront Corp (WLTH) stake by 11% in Q2 2026, selling an estimated $200K and leaving 162,394 shares worth $1.45M. The position accounts for 1.2% of the portfolio, ranked #15.

Stoic Point Capital Management first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.68M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Stoic Point Capital Management held 162,394 shares of Wealthfront Corp worth $1.45M as of Q2 2026.
  • Stoic Point Capital Management sold 19,161 Wealthfront Corp shares in Q2 2026, an estimated $200K.
  • Wealthfront Corp made up 1.2% of Stoic Point Capital Management's portfolio in Q2 2026, its #15 holding.
  • Stoic Point Capital Management first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
  • Stoic Point Capital Management's Wealthfront Corp position peaked at $1.68M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Stoic Point Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.