T. Rowe Price Investment Management
WLTH

T. Rowe Price Investment Management’s Wealthfront Corp WLTH Stock Holding History

T. Rowe Price Investment 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 		$31.1M Buy
3,474,002
+556,410
+19% +$5.79M 0.02% 484
2026
Q1 		$27M Buy
2,917,592
+626,513
+27% +$5.73M 0.02% 432
2025
Q4 		$31.1M Buy
+2,291,079
New +$30.4M 0.02% 435

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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

T. Rowe Price Investment Management's WLTH Position: Q2 2026 in Review

T. Rowe Price Investment Management increased its Wealthfront Corp (WLTH) stake by 19% in Q2 2026, buying an estimated $5.79M and bringing the position to 3,474,002 shares worth $31.1M. The position accounts for 0.02% of the portfolio, ranked #484.

T. Rowe Price Investment Management first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • T. Rowe Price Investment Management held 3,474,002 shares of Wealthfront Corp worth $31.1M as of Q2 2026.
  • T. Rowe Price Investment Management bought 556,410 Wealthfront Corp shares in Q2 2026, an estimated $5.79M.
  • Wealthfront Corp made up 0.02% of T. Rowe Price Investment Management's portfolio in Q2 2026, its #484 holding.
  • T. Rowe Price Investment Management first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • T. Rowe Price Investment Management's Wealthfront Corp position peaked at $31.1M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.