WAM
WLTH

Weiss Asset Management’s Wealthfront Corp WLTH Stock Holding History

Weiss Asset Management’s Portfolio WLTH Stock Details WLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
+348,116
New +$3.62M 0.03% 288
2026
Q1 		– Sell
-75,000
Closed -$1.02M – 841
2025
Q4 		$1.02M Buy
+75,000
New +$996K 0.01% 403

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Weiss Asset Management's WLTH Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Wealthfront Corp (WLTH) in Q2 2026: 348,116 shares worth $3.11M. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in WLTH as recently as Q4 2025.

Weiss Asset Management first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Weiss Asset Management held 348,116 shares of Wealthfront Corp worth $3.11M as of Q2 2026.
  • Wealthfront Corp was a new Weiss Asset Management position in Q2 2026.
  • Wealthfront Corp made up 0.03% of Weiss Asset Management's portfolio in Q2 2026, its #288 holding.
  • Weiss Asset Management first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.