Position in TRU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$365,254
-$668,290 QoQ
Shares Held
5,279
-56.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU 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.
| # | 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.
|
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 TRU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,254 | 5,279 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,033,544 | 12,053 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $629,104 | 7,509 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $733,128 | 8,331 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $383,994 | 4,627 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,381,935 | 14,906 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $201,233 | 1,922 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $1,089,556 | 15,177 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,180,276 | 15,068 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $424,602 | 6,833 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $325,461 | 5,735 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $326,119 | 4,077 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $336,371 | 3,255 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||