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
Q2 		$37.7M Sell
4,213,246
-553,795
-12% -$5.77M 0.01% 829
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 $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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group's WLTH Position: Q2 2026 in Review

Wellington Management Group reduced its Wealthfront Corp (WLTH) stake by 12% in Q2 2026, selling an estimated $5.77M and leaving 4,213,246 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #829.

Wellington Management Group first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.2M in Q4 2025. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Wellington Management Group held 4,213,246 shares of Wealthfront Corp worth $37.7M as of Q2 2026.
  • Wellington Management Group sold 553,795 Wealthfront Corp shares in Q2 2026, an estimated $5.77M.
  • Wealthfront Corp made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #829 holding.
  • Wellington Management Group first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • Wellington Management Group's Wealthfront Corp position peaked at $54.2M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

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