WLTH β€” Wealthfront Corp.

Ownership history in CONGRESS ASSET MANAGEMENT CO  Β·  1 quarter on record

AI Ownership Summary

CONGRESS ASSET MANAGEMENT CO reported Wealthfront Corp. (WLTH) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows WLTH at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONGRESS ASSET MANAGEMENT CO's position in Wealthfront Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WLTH was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONGRESS ASSET MANAGEMENT CO held WLTH β€” position size vs. price
% of Fund (quarterly)    WLTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 853,747 β€” β€” 0.06% $7.9M 2026-04-14 $10.58

🏒 Other funds also holding WLTH

As of 2026 Q1 β€” sorted by position size

VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0%

FAQ About CONGRESS ASSET MANAGEMENT CO and WLTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONGRESS ASSET MANAGEMENT CO reported owning WLTH?

CONGRESS ASSET MANAGEMENT CO reported WLTH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WLTH position in CONGRESS ASSET MANAGEMENT CO's portfolio?

The largest reported portfolio weight for WLTH was 0.06% in 2026 Q1.

What is the latest reported WLTH position on this page?

The most recent filing on this page is 2026 Q1, when CONGRESS ASSET MANAGEMENT CO reported 853,747 shares, equal to 0.06% of portfolio, with an estimated market value of $7.9M.

What does the chart on this WLTH ownership page compare?

The chart compares CONGRESS ASSET MANAGEMENT CO's quarterly WLTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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