Y-Intercept (HK)’s Wealthfront Corp WLTH Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-28,439	Closed	-$254K	–	2230
2026 Q2	$254K	Buy	+28,439	New	+$296K	0.01%	1510

Other funds holding WLTH

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Y-Intercept (HK)'s WLTH Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Wealthfront Corp (WLTH) in Q3 2026, closing a stake of 28,439 shares — an estimated $254K sold.

Y-Intercept (HK) first reported a position in WLTH in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 9 funds tracked by Wall St. Rank hold WLTH as of Q3 2026.

Y-Intercept (HK) reported no remaining Wealthfront Corp position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 28,439 Wealthfront Corp shares in Q3 2026, an estimated $254K.
Y-Intercept (HK) first reported a position in Wealthfront Corp in Q2 2026 and held it in 1 quarter.
Y-Intercept (HK)'s Wealthfront Corp position peaked at $254K in Q2 2026.
9 funds tracked by Wall St. Rank held Wealthfront Corp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.