Wellington Management Group
WLTH

Wellington Management Group’s Wealthfront Corp WLTH Stock Holding History

Wellington Management Group’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
Q1 		$44.1M Buy
4,767,041
+780,103
+20% +$7.13M 0.01% 768
2025
Q4 		$54.2M Buy
+3,986,938
New +$52.9M 0.01% 708

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group's WLTH Position: Q1 2026 in Review

Wellington Management Group increased its Wealthfront Corp (WLTH) stake by 20% in Q1 2026, buying an estimated $7.13M and bringing the position to 4,767,041 shares worth $44.1M. The position accounts for 0.01% of the portfolio, ranked #768.

Wellington Management Group first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.2M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Wellington Management Group held 4,767,041 shares of Wealthfront Corp worth $44.1M as of Q1 2026.
  • Wellington Management Group bought 780,103 Wealthfront Corp shares in Q1 2026, an estimated $7.13M.
  • Wealthfront Corp made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #768 holding.
  • Wellington Management Group first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • Wellington Management Group's Wealthfront Corp position peaked at $54.2M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.