Wealthfront Advisers
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Wealthfront Advisers’s Interactive Brokers IBKR Stock Holding History

Wealthfront Advisers’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Buy
144,720
+2,377
+2% +$198K 0.02% 231
2026
Q1 		$9.55M Buy
142,343
+17,092
+14% +$1.22M 0.02% 280
2025
Q4 		$8.05M Buy
125,251
+294
+0.2% +$19.7K 0.02% 295
2025
Q3 		$8.6M Buy
124,957
+15,526
+14% +$977K 0.02% 268
2025
Q2 		$6.06M Buy
109,431
+8,219
+8% +$390K 0.02% 340
2025
Q1 		$4.19M Buy
101,212
+10,896
+12% +$540K 0.01% 392
2024
Q4 		$3.99M Buy
90,316
+13,892
+18% +$585K 0.01% 382
2024
Q3 		$2.66M Buy
76,424
+36,000
+89% +$1.11M 0.01% 440
2024
Q2 		$1.24M Buy
40,424
+1,692
+4% +$50.5K ﹤0.01% 586
2024
Q1 		$1.08M Sell
38,732
-468
-1% -$11.7K ﹤0.01% 600
2023
Q4 		$812K Sell
39,200
-51,160
-57% -$1.05M ﹤0.01% 622
2023
Q3 		$1.96M Buy
90,360
+51,408
+132% +$1.14M 0.01% 424
2023
Q2 		$809K Buy
38,952
+21,916
+129% +$432K ﹤0.01% 592
2023
Q1 		$352K Buy
17,036
+1,824
+12% +$37.1K ﹤0.01% 727
2022
Q4 		$275K Buy
15,212
+1,280
+9% +$23.9K ﹤0.01% 731
2022
Q3 		$223K Buy
+13,932
New +$215K ﹤0.01% 738

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthfront Advisers's IBKR Position: Q2 2026 in Review

Wealthfront Advisers increased its Interactive Brokers (IBKR) stake by 1.7% in Q2 2026, buying an estimated $198K and bringing the position to 144,720 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #231.

Wealthfront Advisers first reported a position in IBKR in Q3 2022 and has held it in 16 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wealthfront Advisers held 144,720 shares of Interactive Brokers worth $12.6M as of Q2 2026.
  • Wealthfront Advisers bought 2,377 Interactive Brokers shares in Q2 2026, an estimated $198K.
  • Interactive Brokers made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #231 holding.
  • Wealthfront Advisers first reported a position in Interactive Brokers in Q3 2022 and has held it in 16 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.