Wealthfront Advisers
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Wealthfront Advisers’s Equifax EFX Stock Holding History

Wealthfront Advisers’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Sell
7,824
-853
-10% -$169K ﹤0.01% 659
2025
Q4 		$1.88M Buy
8,677
+414
+5% +$90.7K ﹤0.01% 605
2025
Q3 		$2.12M Buy
8,263
+305
+4% +$76.7K 0.01% 575
2025
Q2 		$2.06M Buy
7,958
+637
+9% +$162K 0.01% 568
2025
Q1 		$1.78M Buy
7,321
+1,464
+25% +$368K ﹤0.01% 563
2024
Q4 		$1.49M Buy
5,857
+679
+13% +$182K ﹤0.01% 590
2024
Q3 		$1.52M Buy
5,178
+37
+0.7% +$10.4K ﹤0.01% 559
2024
Q2 		$1.25M Buy
5,141
+264
+5% +$63K ﹤0.01% 584
2024
Q1 		$1.3M Sell
4,877
-68
-1% -$17.3K ﹤0.01% 562
2023
Q4 		$1.22M Sell
4,945
-308
-6% -$62.5K ﹤0.01% 561
2023
Q3 		$962K Sell
5,253
-3,089
-37% -$631K ﹤0.01% 563
2023
Q2 		$1.96M Buy
8,342
+1,772
+27% +$373K 0.01% 417
2023
Q1 		$1.33M Buy
6,570
+1,421
+28% +$296K 0.01% 480
2022
Q4 		$1M Buy
5,149
+2,043
+66% +$373K ﹤0.01% 509
2022
Q3 		$532K Buy
3,106
+686
+28% +$134K ﹤0.01% 589
2022
Q2 		$442K Sell
2,420
-14,257
-85% -$2.85M ﹤0.01% 612
2022
Q1 		$3.95M Buy
16,677
+12,990
+352% +$3.06M 0.02% 253
2021
Q4 		$1.08M Buy
3,687
+564
+18% +$157K ﹤0.01% 488
2021
Q3 		$792K Buy
3,123
+297
+11% +$77.2K ﹤0.01% 502
2021
Q2 		$677K Buy
2,826
+265
+10% +$59.2K ﹤0.01% 476
2021
Q1 		$464K Buy
2,561
+219
+9% +$38.7K ﹤0.01% 469
2020
Q4 		$452K Sell
2,342
-32
-1% -$5.38K ﹤0.01% 447
2020
Q3 		$372K Sell
2,374
-86
-3% -$14.1K ﹤0.01% 439
2020
Q2 		$423K Sell
2,460
-227
-8% -$33.6K ﹤0.01% 415
2020
Q1 		$321K Buy
2,687
+169
+7% +$24.6K ﹤0.01% 389
2019
Q4 		$353K Sell
2,518
-97
-4% -$13.4K ﹤0.01% 433
2019
Q3 		$368K Buy
2,615
+29
+1% +$4.09K ﹤0.01% 407
2019
Q2 		$350K Buy
2,586
+56
+2% +$7.02K ﹤0.01% 421
2019
Q1 		$300K Buy
+2,530
New +$270K ﹤0.01% 421

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wealthfront Advisers's EFX Position: Q1 2026 in Review

Wealthfront Advisers reduced its Equifax (EFX) stake by 9.8% in Q1 2026, selling an estimated $169K and leaving 7,824 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Wealthfront Advisers first reported a position in EFX in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.95M in Q1 2022. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Wealthfront Advisers held 7,824 shares of Equifax worth $1.41M as of Q1 2026.
  • Wealthfront Advisers sold 853 Equifax shares in Q1 2026, an estimated $169K.
  • Equifax made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #659 holding.
  • Wealthfront Advisers first reported a position in Equifax in Q1 2019 and has held it in 29 quarters since.
  • Wealthfront Advisers's Equifax position peaked at $3.95M in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.