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WLTHWLTH
3 quarters

Position history for UBS Group AGUBS Group AG's holdings in WEALTHFRONT CORP

UBS Group AG holds 1M shares of WLTH (WEALTHFRONT CORP), worth $9.2M as of 2026-Q2. The position was decreased (-11.5% shares). WLTH represents 0.0% of UBS Group AG's portfolio.

Current Value

$9.2M

Current Shares

1M

Total Value Change

+$7M

Total Shares Change

+865,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1M
-11.5%
$9.2M0.0%$8.94
0
2026-Q1
Increased
1.2M
+606.0%
$10.8M0.0%$8.39
45
2025-Q4
New
165,044
-
$2.2M0.0%$13.58
36

Other major holders of WLTH: TIGER GLOBAL MANAGEMENT LLC, BlackRock, Inc.

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