Wealthfront Corporation Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | — | $16.38M | 0.57% | 1,770,713 NS | $2.85B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $11.17M | 0.00% | 1,207,450 NS | $1.99T | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $8.13M | 0.09% | 879,306 NS | $9.22B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $7.51M | 0.01% | 812,165 NS | $71.92B | FIGI |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | — | $5.03M | 0.30% | 544,147 NS | $1.68B | FIGI |
| BlackRock Strategic Income Opportunities Port… BlackRock Funds V | — | $3.95M | 0.01% | 427,341 NS | $46.19B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $3.76M | 0.00% | 406,421 NS | $81.50B | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $1.81M | 0.05% | 195,706 NS | $3.61B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $1.81M | 0.01% | 195,540 NS | $12.17B | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $1.62M | 0.57% | 175,393 NS | $285.96M | FIGI |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.41M | 0.19% | 152,800 NS | $732.85M | FIGI |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $1.02M | 0.19% | 110,043 NS | $528.41M | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $887.2K | 0.01% | 95,909 NS | $12.46B | FIGI |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | GABF | $875.1K | 1.76% | 94,601 NS | $49.61M | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $872.2K | 0.32% | 94,294 NS | $276.33M | FIGI |
| AST J.P. Morgan Aggressive Multi-Asset Portfo… Advanced Series Trust | — | $799.3K | 0.04% | 86,407 NS | $2.04B | FIGI |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | — | $675.3K | 0.40% | 73,000 NS | $170.75M | FIGI |
| AST J.P. Morgan Conservative Multi-Asset Port… Advanced Series Trust | — | $599.5K | 0.02% | 64,816 NS | $3.53B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $526.3K | 0.01% | 56,892 NS | $4.82B | FIGI |
| BlackRock Capital Allocation Term Trust — | — | $516.4K | 0.03% | 55,831 NS | $1.49B | FIGI |
| BlackRock Total Return Fund BlackRock Bond Fund, Inc. | — | $513.8K | 0.00% | 55,550 NS | $17.79B | FIGI |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | — | $496.4K | 0.03% | 53,666 NS | $1.80B | FIGI |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | — | $426.6K | 0.01% | 46,121 NS | $3.79B | FIGI |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | — | $379.3K | 0.38% | 41,000 NS | $100.45M | FIGI |
| VIP Financials Portfolio Variable Insurance Products Fund IV | — | $325.6K | 0.12% | 35,200 NS | $272.18M | FIGI |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $313.6K | 0.05% | 33,900 NS | $581.90M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $311.3K | 0.01% | 33,655 NS | $3.39B | FIGI |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | — | $290.2K | 0.01% | 31,376 NS | $2.43B | FIGI |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $219.3K | 0.01% | 23,711 NS | $2.02B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $215.5K | 0.01% | 23,300 NS | $1.95B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $193.3K | 0.00% | 20,897 NS | $58.89B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $166.6K | 0.01% | 18,010 NS | $1.14B | FIGI |
| Small Cap Index Fund Northern Funds | — | $164.1K | 0.01% | 17,744 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $142.5K | 0.00% | 15,409 NS | $30.28B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $125.5K | 0.01% | 13,568 NS | $1.80B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $120.3K | 0.01% | 13,000 NS | $1.59B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $111.9K | 0.00% | 12,100 NS | $2.63B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $107.9K | 0.01% | 11,666 NS | $956.61M | FIGI |
| Gabelli Equity Trust Inc — | — | $90.7K | 0.01% | 9,800 NS | $1.73B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $84.8K | 0.01% | 9,171 NS | $768.54M | FIGI |
| JPMorgan Diversified Fund JPMorgan Trust I | — | $79.4K | 0.02% | 8,586 NS | $477.77M | FIGI |
| BlackRock Strategic Global Bond Fund, Inc. BlackRock Strategic Global Bond Fund, Inc. | — | $79.3K | 0.01% | 8,573 NS | $875.99M | FIGI |
| BlackRock Bond Income Portfolio Brighthouse Funds Trust II | — | $73.5K | 0.00% | 7,951 NS | $2.48B | FIGI |
| Small Company Value Trust John Hancock Variable Insurance Trust | — | $69.4K | 0.05% | 7,505 NS | $129.13M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $65.0K | 0.01% | 7,027 NS | $584.32M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $63.3K | 0.01% | 6,842 NS | $962.08M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $60.6K | 0.01% | 6,549 NS | $550.95M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $44.8K | 0.00% | 4,845 NS | $9.06B | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $44.8K | 0.01% | 4,845 NS | $419.22M | FIGI |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $43.9K | 0.03% | 4,742 NS | $159.23M | FIGI |