SEC 13F Intelligence

Managers / Q1 2019

WEALTHFRONT CORPNEW FILER

CIK 0001524566 · 261 HAMILTON AVE, PALO ALTO, CA, 94301 · (844) 995-8437

Reported Value
$6.7B
Q1 2019
Positions
459
Filings on Record
10
2019–present window
Filed
May 2, 2019
amendment (RESTATEMENT)

Summary

Wealthfront Corp reported $6.7B in U.S.-listed holdings across 459 positions for Q1 2019.

Its largest position, VEA, represents 13.4% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $6.7BQ1 ’19filingsflow.com

Portfolio Composition

By security type
ETP: 90.5%Common Stock: 8.6%Other: 0.7%REIT: 0.2%
  • ETP · 90.5% · $6.0B
  • Common Stock · 8.6% · $575M
  • Other · 0.7% · $45M
  • REIT · 0.2% · $11M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2019$6.7B459May 2, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.