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
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 $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 $6.73T AUM 46.02% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management's WLTH Position: Q1 2026 in Review

T. Rowe Price Investment Management increased its Wealthfront Corp (WLTH) stake by 27% in Q1 2026, buying an estimated $5.73M and bringing the position to 2,917,592 shares worth $27M. The position accounts for 0.02% of the portfolio, ranked #432.

T. Rowe Price Investment Management first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.1M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • T. Rowe Price Investment Management held 2,917,592 shares of Wealthfront Corp worth $27M as of Q1 2026.
  • T. Rowe Price Investment Management bought 626,513 Wealthfront Corp shares in Q1 2026, an estimated $5.73M.
  • Wealthfront Corp made up 0.02% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #432 holding.
  • T. Rowe Price Investment Management first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • T. Rowe Price Investment Management's Wealthfront Corp position peaked at $31.1M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.