Wealthfront Advisers
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Wealthfront Advisers’s Global X FinTech ETF FINX Stock Holding History

Wealthfront Advisers’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Buy
17,712
+1,754
+11% +$45.4K ﹤0.01% 876
2025
Q4 		$470K Sell
15,958
-505
-3% -$16K ﹤0.01% 834
2025
Q3 		$552K Buy
16,463
+1,244
+8% +$42.3K ﹤0.01% 801
2025
Q2 		$521K Buy
15,219
+163
+1% +$4.84K ﹤0.01% 787
2025
Q1 		$415K Sell
15,056
-3,625
-19% -$112K ﹤0.01% 806
2024
Q4 		$583K Buy
18,681
+746
+4% +$23.3K ﹤0.01% 758
2024
Q3 		$503K Buy
17,935
+1,234
+7% +$32.6K ﹤0.01% 766
2024
Q2 		$420K Buy
16,701
+1,362
+9% +$34.9K ﹤0.01% 764
2024
Q1 		$427K Buy
15,339
+1,190
+8% +$30.4K ﹤0.01% 752
2023
Q4 		$362K Sell
14,149
-4,811
-25% -$103K ﹤0.01% 764
2023
Q3 		$382K Sell
18,960
-1,155
-6% -$25.6K ﹤0.01% 738
2023
Q2 		$444K Sell
20,115
-383
-2% -$8K ﹤0.01% 706
2023
Q1 		$427K Buy
20,498
+8,549
+72% +$180K ﹤0.01% 694
2022
Q4 		$230K Sell
11,949
-12,279
-51% -$247K ﹤0.01% 755
2022
Q3 		$491K Buy
24,228
+13,759
+131% +$324K ﹤0.01% 596
2022
Q2 		$223K Buy
10,469
+1,712
+20% +$43.8K ﹤0.01% 740
2022
Q1 		$280K Buy
+8,757
New +$287K ﹤0.01% 718
2021
Q4 		– Sell
-5,425
Closed -$260K – 767
2021
Q3 		$260K Buy
+5,425
New +$265K ﹤0.01% 642

Other funds holding FINX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $640M AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthfront Advisers's FINX Position: Q1 2026 in Review

Wealthfront Advisers increased its Global X FinTech ETF (FINX) stake by 11% in Q1 2026, buying an estimated $45.4K and bringing the position to 17,712 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Wealthfront Advisers first reported a position in FINX in Q3 2021 and has held it in 18 quarters since. The position peaked at $583K in Q4 2024. 79 funds tracked by Wall St. Rank hold FINX as of Q1 2026.

  • Wealthfront Advisers held 17,712 shares of Global X FinTech ETF worth $409K as of Q1 2026.
  • Wealthfront Advisers bought 1,754 Global X FinTech ETF shares in Q1 2026, an estimated $45.4K.
  • Global X FinTech ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #876 holding.
  • Wealthfront Advisers first reported a position in Global X FinTech ETF in Q3 2021 and has held it in 18 quarters since.
  • Wealthfront Advisers's Global X FinTech ETF position peaked at $583K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2026.

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