As of the latest SEC filings, WEALTHFRONT CORP (WLTH) is held by 113 institutional funds. The largest fund shareholder is JPMorgan Small Cap Equity Fund (JSEQX), holding an estimated $16,379,095.25 in market value, representing 0.57% of its portfolio.
Funds holding WEALTHFRONT CORP (WLTH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WLTH
- CIK:
- 0001524566
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 0.57% | $16,379,095.25 | 1,770,713 | Mar 31, 2026 | May 29, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.18% | $15,094,017.90 | 1,433,430 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $11,168,912.50 | 1,207,450 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.09% | $8,133,580.50 | 879,306 | Mar 31, 2026 | May 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.18% | $7,561,171.80 | 718,060 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,512,526.25 | 812,165 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.30% | $5,033,359.75 | 544,147 | Mar 31, 2026 | May 28, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.01% | $3,952,904.25 | 427,341 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,759,394.25 | 406,421 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,634,492.68 | 345,156 | Apr 30, 2026 | Jun 26, 2026 |
|
FSCAX
Nuveen Small Cap Value Fund
|
MF | Nuveen | 0.89% | $2,533,876.02 | 240,634 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.15% | $2,470,338.00 | 234,600 | Apr 30, 2026 | Jun 26, 2026 |
|
MKLOX
BlackRock Global Allocation Fund, Inc.
|
MF | BlackRock / iShares | 0.01% | $2,080,959.66 | 197,622 | Apr 30, 2026 | Jun 26, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.05% | $1,810,280.50 | 195,706 | Mar 31, 2026 | May 27, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,808,745.00 | 195,540 | Mar 31, 2026 | May 28, 2026 |
|
ODMCX
JPMorgan SMID Cap Equity Fund
|
MF | JPMorgan | 0.57% | $1,622,385.25 | 175,393 | Mar 31, 2026 | May 29, 2026 |
|
-
Small Cap Growth Stock Portfolio
|
ETF | Independent / Boutique | 0.19% | $1,413,400.00 | 152,800 | Mar 31, 2026 | May 27, 2026 |
|
HBSGX
HARTFORD SMALL CAP GROWTH HLS FUND
|
MF | Independent / Boutique | 0.19% | $1,017,897.75 | 110,043 | Mar 31, 2026 | May 22, 2026 |
|
FIDSX
Select Financials Portfolio
|
MF | Fidelity | 0.10% | $967,780.00 | 116,600 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $887,158.25 | 95,909 | Mar 31, 2026 | May 28, 2026 |
|
GABF
Gabelli Financial Services Opportunities ETF
|
ETF | GAMCO / Gabelli | 1.76% | $875,059.25 | 94,601 | Mar 31, 2026 | Jun 1, 2026 |
|
IJSTX
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO
|
MF | Voya | 0.32% | $872,219.50 | 94,294 | Mar 31, 2026 | Jun 1, 2026 |
|
FAFCX
Fidelity Advisor Financials Fund
|
MF | Fidelity | 0.14% | $862,407.00 | 81,900 | Apr 30, 2026 | Jun 26, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $808,935.66 | 76,822 | Apr 30, 2026 | Jun 25, 2026 |
|
-
AST J.P. Morgan Aggressive Multi-Asset Portfolio
|
ETF | Independent / Boutique | 0.04% | $799,264.75 | 86,407 | Mar 31, 2026 | May 27, 2026 |
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