Wealthfront Advisers
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Wealthfront Advisers’s Equitable Holdings EQH Stock Holding History

Wealthfront Advisers’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,295
Closed -$218K – 1061
2025
Q3 		$218K Sell
4,295
-110
-2% -$5.83K ﹤0.01% 961
2025
Q2 		$247K Sell
4,405
-104
-2% -$5.35K ﹤0.01% 908
2025
Q1 		$235K Sell
4,509
-100
-2% -$5.24K ﹤0.01% 882
2024
Q4 		$217K Buy
+4,609
New +$213K ﹤0.01% 880

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wealthfront Advisers's EQH Position: Q4 2025 in Review

Wealthfront Advisers sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,295 shares — an estimated $218K sold.

Wealthfront Advisers first reported a position in EQH in Q4 2024 and held it in 4 quarters. The position peaked at $247K in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Wealthfront Advisers reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthfront Advisers sold 4,295 Equitable Holdings shares in Q4 2025, an estimated $218K.
  • Wealthfront Advisers first reported a position in Equitable Holdings in Q4 2024 and held it in 4 quarters.
  • Wealthfront Advisers's Equitable Holdings position peaked at $247K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.