Valley National Advisers’s Wealthfront Corp WLTH Stock Holding History

Valley National Advisers’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	$1.99K	Hold	223	–	–	﹤0.01%	808
2026 Q1	$2K	Buy	+223	New	+$2.04K	﹤0.01%	797

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

Valley National Advisers's WLTH Position: Q2 2026 in Review

Valley National Advisers held its Wealthfront Corp (WLTH) position steady in Q2 2026 at 223 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Valley National Advisers first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $2K in Q1 2026. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

Valley National Advisers held 223 shares of Wealthfront Corp worth $1.99K as of Q2 2026.
Valley National Advisers left its Wealthfront Corp share count unchanged in Q2 2026.
Wealthfront Corp made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #808 holding.
Valley National Advisers first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
Valley National Advisers's Wealthfront Corp position peaked at $2K in Q1 2026.
139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.