WEALTHFRONT Corp
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 1,153,404
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/24/2014 | 625 | 1,153,404 | 13F-HR | WEALTHFRONT INC |
| Q1 2014 | 5/29/2014 | 1 | 63,435 | 13F-HR/A - NEW HOLDINGS | WEALTHFRONT INC |
| Q1 2014 | 5/29/2014 | 544 | 738,108 | 13F-HR | WEALTHFRONT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.7 K | 12.8% | 66.51 K | 0 | 66.51 K |
| ETFs | 1.006 M | 87.2% | 348.8 K | 0 | 348.8 K |
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Fund Snapshot
Q2 2014
Latest filed
7/24/2014
Total value ($000)
1,153,404
Holdings
625
QoQ value change ($000)
415,296
(56.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.