UBS Group
WLTH

UBS Group’s Wealthfront Corp WLTH Stock Holding History

UBS Group’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 		$9.22M Sell
1,030,869
-134,334
-12% -$1.4M ﹤0.01% 3537
2026
Q1 		$10.8M Buy
1,165,203
+1,000,159
+606% +$9.15M ﹤0.01% 3241
2025
Q4 		$2.24M Buy
+165,044
New +$2.19M ﹤0.01% 4868

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

UBS Group's WLTH Position: Q2 2026 in Review

UBS Group reduced its Wealthfront Corp (WLTH) stake by 12% in Q2 2026, selling an estimated $1.4M and leaving 1,030,869 shares worth $9.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

UBS Group first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • UBS Group held 1,030,869 shares of Wealthfront Corp worth $9.22M as of Q2 2026.
  • UBS Group sold 134,334 Wealthfront Corp shares in Q2 2026, an estimated $1.4M.
  • Wealthfront Corp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3537 holding.
  • UBS Group first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's Wealthfront Corp position peaked at $10.8M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.