DOSSIER · 13F-HR · Q1 2026
Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.
WealthNavi Inc.
$12M in tracked AUM across 11 positions as of Q1 2026.
WI
CIK 0001774552 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The filing for WealthNavi Inc. (CIK: 0001774552) reveals a dramatic transformation in the firm's portfolio structure during the quarter ending December 31, 2025. The total portfolio value surged by 2,231%, growing from $485,46K to $11.32M. This exponential increase is not merely the result of market appreciation but indicates a significant capital inflow or a strategic restructuring, evidenced by the fact that 8 out of 10 positions are new. The portfolio i...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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