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WLTH — WEALTHFRONT CORP · All Fund Holders
Funds holding (latest): 36 · Reported value held: $448.89M
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Tiger Global Management history | Q2 2026 | 15.16M | $135.50M | 0.57% | Hold |
| BlackRock Inc history | Q2 2026 | 8.36M | $74.77M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 4.21M | $37.67M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.77M | $33.68M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 2.99M | $27.10M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 2.48M | $22.21M | 0.00% | Add |
| Whale Rock Capital Management history | Q4 2025 | 1.60M | $21.74M | 0.28% | New |
| Janus Henderson Group history | Q4 2025 | 1.01M | $13.79M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 1.03M | $9.22M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.03M | $9.19M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 811.47K | $7.25M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 799.73K | $7.15M | 0.00% | Reduce |
| Point72 Asset Management history | Q4 2025 | 524.16K | $7.12M | 0.01% | New |
| Dragoneer Investment Group history | Q1 2026 | 654.34K | $6.05M | 0.20% | Hold |
| Marshall Wace history | Q2 2026 | 563.32K | $5.04M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 491.59K | $4.39M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 215.00K | $2.92M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 312.85K | $2.80M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 308.16K | $2.75M | 0.00% | Add |
| D. E. Shaw & Co history | Q4 2025 | 200.00K | $2.72M | 0.00% | New |
| Charles Schwab Investment Management history | Q2 2026 | 302.14K | $2.70M | 0.00% | Add |
| Soros Fund Management history | Q4 2025 | 182.96K | $2.49M | 0.03% | New |
| Goldman Sachs Group history | Q2 2026 | 250.11K | $2.24M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 212.14K | $1.90M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 202.00K | $1.81M | 0.00% | New |
| Renaissance Technologies history | Q1 2026 | 175.37K | $1.62M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 79.62K | $711.84K | 0.00% | Add |
| Davidson Kempner Capital Management history | Q4 2025 | 50.00K | $679.50K | 0.01% | New |
| Balyasny Asset Management history | Q2 2026 | 43.49K | $388.82K | 0.00% | New |
| Deutsche Bank AG history | Q2 2026 | 36.38K | $325.25K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 36.33K | $324.78K | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 20.50K | $183.23K | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 20.45K | $182.84K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 18.96K | $169.47K | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 11.81K | $105.56K | 0.00% | New |
| T. Rowe Price Associates history | Q2 2026 | 310.57K | $2.78K | 0.00% | Add |