Wealthfront Advisers
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Wealthfront Advisers’s Renaissance IPO ETF IPO Stock Holding History

Wealthfront Advisers’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Buy
6,314
+308
+5% +$13.8K ﹤0.01% 970
2025
Q4 		$274K Buy
6,006
+446
+8% +$21.1K ﹤0.01% 946
2025
Q3 		$276K Sell
5,560
-291
-5% -$14.1K ﹤0.01% 922
2025
Q2 		$263K Buy
5,851
+27
+0.5% +$1.1K ﹤0.01% 894
2025
Q1 		$219K Buy
5,824
+217
+4% +$9.39K ﹤0.01% 900
2024
Q4 		$244K Buy
5,607
+212
+4% +$9.52K ﹤0.01% 863
2024
Q3 		$231K Buy
5,395
+311
+6% +$12.7K ﹤0.01% 862
2024
Q2 		$205K Sell
5,084
-1,018
-17% -$39.9K ﹤0.01% 851
2024
Q1 		$253K Buy
6,102
+255
+4% +$9.57K ﹤0.01% 823
2023
Q4 		$220K Buy
+5,847
New +$194K ﹤0.01% 828
2023
Q2 		– Sell
-7,037
Closed -$206K – 832
2023
Q1 		$206K Buy
+7,037
New +$195K ﹤0.01% 795
2022
Q1 		– Sell
-3,536
Closed -$204K – 794
2021
Q4 		$204K Buy
+3,536
New +$225K ﹤0.01% 754

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers's IPO Position: Q1 2026 in Review

Wealthfront Advisers increased its Renaissance IPO ETF (IPO) stake by 5.1% in Q1 2026, buying an estimated $13.8K and bringing the position to 6,314 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Wealthfront Advisers first reported a position in IPO in Q4 2021 and has held it in 12 quarters since. The position peaked at $276K in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Wealthfront Advisers held 6,314 shares of Renaissance IPO ETF worth $264K as of Q1 2026.
  • Wealthfront Advisers bought 308 Renaissance IPO ETF shares in Q1 2026, an estimated $13.8K.
  • Renaissance IPO ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #970 holding.
  • Wealthfront Advisers first reported a position in Renaissance IPO ETF in Q4 2021 and has held it in 12 quarters since.
  • Wealthfront Advisers's Renaissance IPO ETF position peaked at $276K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

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