Position in OWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,006,360
+$369,379 QoQ
Shares Held
343,584
+19.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#133
of 572 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $92,163,470 across 20 Asset Management names. OWL ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,414 | $18,667,725 | |
| 2 | STT |
State Street Corp
|
70,275 | $11,918,640 | |
| 3 | BX |
Blackstone Inc.
|
84,008 | $9,885,221 | |
| 4 | PFG |
Principal Financial Group Inc
|
71,257 | $7,680,079 | |
| 5 | TROW |
Price T Rowe Group Inc
|
66,575 | $7,568,911 | |
| 6 | AMP |
Ameriprise Financial Inc
|
14,702 | $6,744,689 | |
| 7 | APO |
Apollo Global Management, Inc.
|
56,931 | $6,735,506 | |
| 8 | ARES |
Ares Management Corp
|
40,640 | $4,523,638 |
All Filings in OWL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,006,360 | 343,584 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,636,981 | 288,826 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,202,595 | 80,495 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,510,596 | 89,226 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,443,727 | 75,155 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,192,796 | 109,421 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||