Position in WLTH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$774,490
+$85,726 QoQ
Shares Held
86,632
+16.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
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, 2026Wealthfront Advisers LLC holds $154,720,040 across 29 Software - Application names. WLTH ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
270,951 | $19,551,824 | |
| 2 | ADP |
Automatic Data Processing Inc
|
74,503 | $16,684,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
160,440 | $15,928,483 | |
| 4 | ADBE |
Adobe Inc.
|
77,353 | $15,858,912 | |
| 5 | CRM |
Salesforce, Inc.
|
90,625 | $14,197,312 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
34,030 | $12,772,139 | |
| 7 | DDOG |
Datadog, Inc.
|
46,715 | $12,162,717 | |
| 8 | PAYX |
Paychex Inc
|
117,236 | $11,527,815 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,490 | 86,632 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $688,764 | 74,461 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $325,521 | 23,953 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||