Valley National Advisers »

Wealthfront Corp shares owned by Valley National Advisers

Quarter-by-quarter ownership of Wealthfront Corp (WLTH) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Wealthfront Corp

Tip: Access up to 7 years of quarterly data

All positions including Wealthfront Corp held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wealthfront Corp by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0k 223 8.97

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Enhanced Large (FELC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pimco Etf Tr Active Bd Etf (BOND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Univrsl Usd (IUSB)
Lam Research Corp Com New (LRCX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Valley National Advisers

Top funds holding Wealthfront Corp

Tiger Global Management
DAG Ventures
Ribbit Management Company
Index Venture Associates VI
BlackRock
FMR
Wellington Management Company
North Reef Capital Management
T. Rowe Price Investment Management
Citadel Advisors
Vanguard Capital Management
Southpoint Capital Advisors
Granahan Investment Management
UBS Group
Geode Capital Management

View all funds holding Wealthfront Corp