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Wealthfront Corp shares owned by HPM Partners

Quarter-by-quarter ownership of Wealthfront Corp (WLTH) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Wealthfront Corp

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All positions including Wealthfront Corp held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wealthfront Corp by HPM Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 317k 8.94

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
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Ishares Tr Core Msci Eafe (IEFA)
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Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Wealthfront Corp

Tiger Global Management
DAG Ventures
Index Venture Associates VI
BlackRock
Ribbit Management Company
Wellington Management Company
FMR
Jpmorgan Chase & Co
Ieq Capital
Citadel Advisors
North Reef Capital Management
Vanguard Capital Management
UBS Group
Geode Capital Management
Congress Asset Management

View all funds holding Wealthfront Corp