Position in WLTH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$123,492,448
-$4,282,186 QoQ
Shares Held
13,813,473
-0.0% QoQ
Ownership
9.25%
of shares outstanding
% of Portfolio
98.95%
of 13F equity value
Holder Rank
#2
of 139 holders
Holding Since
Dec 2025
3 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, 2026DAG VENTURES, LLC holds $123,492,448 across 1 Software - Application name. WLTH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLTH |
Wealthfront Corp
This page
|
13,813,473 | $123,492,448 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,492,448 | 13,813,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $127,774,634 | 13,813,474 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $187,725,111 | 13,813,474 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||