Wealthfront Advisers LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1763921 Palo Alto, CA

Position in SOFI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,238,956

+$1,313,416 QoQ

Shares Held

236,417

+28.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#188

of 913 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthfront Advisers LLC holds $192,384,268 across 10 Credit Services names. SOFI ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	199,654	$68,499,290
2	MA	Mastercard Inc	107,159	$55,036,862
3	AXP	American Express Co	93,076	$31,482,957
4	COF	Capital One Financial Corp	88,870	$17,829,099
5	SYF	Synchrony Financial	131,071	$9,967,949
6	SOFI	SoFi Technologies, Inc. This page	236,417	$4,238,956
7	PYPL	PayPal Holdings, Inc.	98,081	$4,235,137
8	AFRM	Affirm Holdings, Inc.	5,786	$471,848

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,238,956	236,417	+28.3%	Shares	Sole	2026-08-07
2026-03-31	$2,925,540	184,228	+10.6%	Shares	Sole	2026-05-05
2025-12-31	$4,362,478	166,634	+12.6%	Shares	Sole	2026-01-30
2025-09-30	$3,909,156	147,962	+5.4%	Shares	Sole	2025-11-06
2025-06-30	$2,555,427	140,331	-7.6%	Shares	Sole	2025-07-31
2025-03-31	$1,765,434	151,800	+22.1%	Shares	Sole	2025-05-02
2024-12-31	$1,914,897	124,344	+19.4%	Shares	Sole	2025-04-01
2024-09-30	$818,453	104,129	+20.2%	Shares	Sole	2024-11-12
2024-06-30	$572,584	86,624	+90.7%	Shares	Sole	2024-08-14
2024-03-31	$331,646	45,431	+143.8%	Shares	Sole	2024-04-19
2023-12-31	$185,428	18,636	-43.7%	Shares	Sole	2024-02-09
2023-09-30	$264,397	33,091	+18.3%	Shares	Sole	2023-11-01
2023-06-30	$233,369	27,982	+116.3%	Shares	Sole	2023-08-07
2023-03-31	$78,533	12,938	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.