Wealthfront Advisers’s Blue Owl Capital OWL Stock Holding History

Wealthfront Advisers’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.01M	Buy	343,584 +54,758	+19%	+$520K	0.01%	540
2026 Q1	$2.64M	Buy	288,826 +208,331	+259%	+$2.52M	0.01%	554
2025 Q4	$1.2M	Sell	80,495 -8,731	-10%	-$137K	﹤0.01%	679
2025 Q3	$1.51M	Buy	89,226 +14,071	+19%	+$268K	﹤0.01%	631
2025 Q2	$1.44M	Sell	75,155 -34,266	-31%	-$634K	﹤0.01%	622
2025 Q1	$2.19M	Buy	+109,421	New	+$2.46M	0.01%	519

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers's OWL Position: Q2 2026 in Review

Wealthfront Advisers increased its Blue Owl Capital (OWL) stake by 19% in Q2 2026, buying an estimated $520K and bringing the position to 343,584 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #540.

Wealthfront Advisers first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Wealthfront Advisers held 343,584 shares of Blue Owl Capital worth $3.01M as of Q2 2026.
Wealthfront Advisers bought 54,758 Blue Owl Capital shares in Q2 2026, an estimated $520K.
Blue Owl Capital made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #540 holding.
Wealthfront Advisers first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
388 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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