Position in COIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,423,175
-$2,646,400 QoQ
Shares Held
57,618
-9.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#184
of 1,109 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $70,387,117 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
40,811 | $15,724,308 | |
| 2 | CME |
Cme Group Inc.
|
56,285 | $12,429,416 | |
| 3 | MCO |
Moodys Corp /De/
|
25,667 | $11,625,097 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
41,145 | $9,984,657 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
57,618 | $8,423,175 | |
| 6 | MSCI |
MSCI Inc.
|
7,894 | $4,420,955 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
35,568 | $4,378,776 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
39,091 | $3,081,152 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,423,175 | 57,618 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,069,575 | 63,396 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,926,370 | 66,005 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23,294,909 | 69,024 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $23,367,518 | 66,671 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11,649,637 | 67,640 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,843,678 | 67,836 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $12,060,149 | 67,689 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,993,858 | 67,470 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,038,234 | 68,038 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $10,782,518 | 61,997 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,182,885 | 15,755 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $840,211 | 11,743 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $917,195 | 13,574 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $244,675 | 3,794 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $267,322 | 1,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $252,370 | 1,000 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||