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Jim Simons's Wealthfront Corporation (WLTH) position

Yes: as of Q1 2026, Jim Simons holds 175K shares of WLTH worth $1.6M (0.0% of the disclosed portfolio). Last quarter the position was opened. First disclosed Q1 2026.
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Current value
$1.6M
Shares held
175K
% of portfolio
0.0%
Est. average buy price (i)
$9.14
Quarter-end price
$9.25

Estimated trade prices

Average price in quarters with purchases
$9.14

WLTH price vs Simons's position

1Y 3Y 5Y MAX
Dates
$5$10$152026New position of 175K shares · Q1 2026. Average closing price $9.14 · Price range $7.20–$13.66175Ksharespurchased
Average closing price · filing quarter
$9.14
Price range · filing quarter
$7.20 – $13.66
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 New +175K +$1.6M – 175K May 14, 2026
Data through Q1 2026 · filed May 14, 2026
1 grouped rows from 1 quarters

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Common questions

Does Jim Simons own WLTH?

Yes. As of Q1 2026, Jim Simons disclosed 175K shares of WLTH, worth $1.6M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy WLTH?

Jim Simons first disclosed a WLTH position in Q1 2026; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell WLTH?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in WLTH. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WLTH does Jim Simons own?

Jim Simons disclosed 175K shares of WLTH as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for WLTH?

Jim Simons's estimated average buy price for WLTH is $9.14, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.