United Capital Financial Advisors’s Wealthfront Corp WLTH Stock Holding History

United Capital Financial Advisors’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	$412K	Buy	+46,050	New	+$480K	﹤0.01%	1221

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

United Capital Financial Advisors's WLTH Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 46,050 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings.

140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

United Capital Financial Advisors held 46,050 shares of Wealthfront Corp worth $412K as of Q2 2026.
Wealthfront Corp was a new United Capital Financial Advisors position in Q2 2026.
Wealthfront Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1221 holding.
140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.