Financials · from official SEC filings

Which funds hold WLTH?

WEALTHFRONT CORP
Funds
42
hold this stock
Sector
Financials
classification
Country
United States
of domicile

Funds holding WLTH

RankFundWeight
1
F
FDFFFidelity Disruptive Finance ETF
1.79%
2
B
BEARXFederated Hermes Prudent Bear Fund
0.94%
3
F
FSCAXNuveen Small Cap Value Fund
0.89%
4
J
JSECXJPMorgan Small Cap Equity Fund
0.56%
5
I
IJSAXVY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO
0.30%
6
B
BIVIXInvenomic Fund
0.24%
7
F
FCAGXFidelity Small Cap Growth Fund
0.17%
8
F
FOCSXFidelity Small Cap Growth K6 Fund
0.17%
9
F
FSSLXFidelity Series Small Cap Core Fund
0.14%
10
F
FAFCXFidelity Advisor Financials Fund
0.13%
11
J
JDVAXJPMorgan Diversified Fund
0.02%
12
V
VTWGVANGUARD RUSSELL 2000 GROWTH INDEX FUND
0.02%
13
R
RBProShares Russell 2000 Dynamic Buffer ETF
0.01%
14
F
FECGXFidelity Small Cap Growth Index Fund
0.01%
15
V
VTWOVANGUARD RUSSELL 2000 INDEX FUND
0.01%
16
I
ITWOProShares Russell 2000 High Income ETF
0.01%
17
F
FSSNXFidelity Small Cap Index Fund
0.01%
18
S
SCHASchwab U.S. Small-Cap ETF
0.01%
19
V
VTWVVANGUARD RUSSELL 2000 VALUE INDEX FUND
0.01%
20
F
FSOPXFidelity Series Small Cap Opportunities Fund
0.01%
Hold WLTH through more than one fund? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.