WLTH
Wealthfront Corp
Wealthfront Corp historical holders
total: 1
Tiger Global Management Wealthfront Corp transactions over time
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2025 Q4
Chase Coleman III has been an institutional investor in Wealthfront Corp (WLTH) since 2025 Q4. According to 2026 Q1 report, Chase Coleman III holds 15,156,877 shares with a market value of roughly $140.20M representing 0.61% of their equity portfolio. The fund/company first acquired WLTH in 2025 Q4, initially purchasing about 15.16M shares.
Does Chase Coleman III still hold WLTH?
Yes, Chase Coleman III continues to hold Wealthfront Corp (WLTH). According to their 2026 Q1 report, they maintain a position of 15,156,877 shares valued at approximately $140.20M, representing 0.61% of their equity portfolio.
When did Chase Coleman III first invest in WLTH?
Chase Coleman III first invested in Wealthfront Corp (WLTH) in 2025 Q4 at the reported quarter-end price of $13.59 per share, acquiring 15,156,877 shares in their initial purchase.
What is Chase Coleman III's average cost basis for WLTH?
Based on historical transaction data, Chase Coleman III's estimated cost basis for Wealthfront Corp (WLTH) is approximately $13.59 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $13.59
WLTH transactions history by Tiger Global Management
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.69%
|
15,156,877
|
$13.59
|
$205,981,958
|
new
|
+0.69%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.