Position in WLTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,451,802
-$227,581 QoQ
Shares Held
162,394
-10.6% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#47
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, 2026Stoic Point Capital Management LLC holds $5,266,982 across 2 Software - Application names. WLTH ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMRT |
SmartRent, Inc.
|
3,206,034 | $3,815,180 | |
| 2 | WLTH |
Wealthfront Corp
This page
|
162,394 | $1,451,802 |
All Filings in WLTH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,451,802 | 162,394 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,679,383 | 181,555 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||