Position in WLTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,401,190
+$346,926 QoQ
Shares Held
604,160
+10.6% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#23
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Whetstone Capital Advisors, LLC holds $102,556,026 across 10 Software - Application names. WLTH ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
223,078 | $83,116,632 | |
| 2 | WLTH |
Wealthfront Corp
This page
|
604,160 | $5,401,190 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
46,323 | $3,275,499 | |
| 4 | BSY |
Bentley Systems Inc
|
98,200 | $2,935,198 | |
| 5 | PCOR |
Procore Technologies, Inc.
|
49,001 | $1,990,420 | |
| 6 | VERX |
Vertex, Inc.
|
136,118 | $1,562,634 | |
| 7 | HIT |
Health In Tech, Inc.
|
1,509,766 | $1,524,863 | |
| 8 | KVYO |
Klaviyo, Inc.
|
88,946 | $1,343,084 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,401,190 | 604,160 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,054,264 | 546,407 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||