VAS
WLTH

Vestmark Advisory Solutions’s Wealthfront Corp WLTH Stock Holding History

Vestmark Advisory Solutions’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 		– Sell
-68,115
Closed -$630K – 1543
2026
Q1 		$630K Buy
+68,115
New +$623K 0.01% 998

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

Vestmark Advisory Solutions's WLTH Position: Q2 2026 in Review

Vestmark Advisory Solutions sold out of Wealthfront Corp (WLTH) in Q2 2026, closing a stake of 68,115 shares — an estimated $630K sold.

Vestmark Advisory Solutions first reported a position in WLTH in Q1 2026 and held it in 1 quarter. The position peaked at $630K in Q1 2026. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Vestmark Advisory Solutions reported no remaining Wealthfront Corp position as of Q2 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 68,115 Wealthfront Corp shares in Q2 2026, an estimated $630K.
  • Vestmark Advisory Solutions first reported a position in Wealthfront Corp in Q1 2026 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Wealthfront Corp position peaked at $630K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.