WEALTHFRONT CORP WLTH
$9.14
-2.5% 52w: $7.20 – $13.95
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data7.2010.5713.95
Dec 15, 2025 Jul 2, 2026
Institutional holders
99
+8 QoQ
13F value
$896.0M
-26.4% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
1.1×
$3.4M calls / $3.1M puts
Institutional value by quarter
Number of holders
Who owns WLTH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC ★2 | Fundamental diversified | 15.2M | $140.2M | 0.6% | Held |
| DAG VENTURES, LLC ★2 | Fundamental diversified | 13.8M | $127.8M | 99.2% | Held |
| Ribbit Management Company, LLC ★3 | Fundamental concentrated | 9.8M | $91.1M | 5.4% | Held |
| Index Venture Associates VI Ltd ★2 | Fundamental diversified | 9.5M | $87.5M | 4.2% | Held |
| BlackRock, Inc. | Index provider | 8.1M | $75.0M | 0.0% | +51.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 4.8M | $44.1M | 0.0% | +19.6% |
| FMR LLC | Long only active | 3.1M | $28.9M | 0.0% | -22.8% |
| JPMORGAN CHASE & CO | Bank broker | 3.2M | $28.6M | 0.0% | +55.0% |
| T. Rowe Price Investment Management, Inc. | Long only active | 2.9M | $27.0M | 0.0% | +0.3% |
| North Reef Capital Management LP ★2 | Fundamental concentrated | 2.9M | $26.7M | 0.9% | +135.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.9M | $17.8M | 0.0% | +119.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.7M | $15.3M | 0.0% | — |
| Southpoint Capital Advisors LP ★2 | Fundamental diversified | 1.4M | $12.9M | 0.3% | New |
| ALLIANCEBERNSTEIN L.P. | Long only active | 875.8K | $11.9M | 0.0% | +62.5% |
| UBS Group AG | Bank broker | 1.2M | $10.8M | 0.0% | +606.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 982.2K | $9.1M | 0.0% | +663.1% |
| CONGRESS ASSET MANAGEMENT CO | Other | 853.7K | $7.9M | 0.1% | New |
| Azora Capital LP ★2 | Fundamental concentrated | 811.1K | $7.5M | 0.5% | +169.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 743.2K | $6.9M | 0.0% | +1461.0% |
| Quinn Opportunity Partners LLC | Other | 729.6K | $6.7M | 0.4% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 701.6K | $6.5M | 0.0% | +17.1% |
| Pillsbury Lake Capital LLC ★2 | Fundamental concentrated | 658.8K | $6.1M | 2.8% | New |
| Dragoneer Investment Group, LLC ★3 | Fundamental concentrated | 654.3K | $6.1M | 0.2% | Held |
| Invenomic Capital Management LP | Other | 643.3K | $6.0M | 0.3% | New |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 593.3K | $5.5M | 0.1% | +54.8% |
| STATE STREET CORP | Index provider | 578.1K | $5.3M | 0.0% | New |
| Whetstone Capital Advisors, LLC ★2 | Fundamental concentrated | 546.4K | $5.1M | 1.9% | New |
| PEAK6 LLC | Market maker | 485.5K | $4.5M | 0.1% | +16.3% |
| PB INVESTMENT PARTNERS, L.P. ★3 | Fundamental concentrated | 445.7K | $4.1M | 3.2% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 427.7K | $4.0M | 0.0% | +2344.1% |
| Woodline Partners LP | Other | 424.9K | $3.9M | 0.0% | +0.1% |
| Nuveen, LLC | Diversified mechanical | 368.0K | $3.4M | 0.0% | -41.7% |
| Ghisallo Capital Management LLC | Quant stat arb | 350.0K | $3.2M | 0.1% | Held |
| Burkehill Global Management, LP | Quant stat arb | 350.0K | $3.2M | 0.2% | Held |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 322.6K | $3.0M | 0.0% | +545.1% |
| MARSHALL WACE, LLP | Quant stat arb | 314.8K | $2.9M | 0.0% | +16.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 297.6K | $2.8M | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 256.6K | $2.4M | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 248.8K | $2.3M | 0.0% | — |
| FEDERATED HERMES, INC. | Diversified mechanical | 240.0K | $2.2M | 0.0% | +185.1% |
| MORGAN STANLEY | Bank broker | 233.8K | $2.2M | 0.0% | +3109.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | Diversified mechanical | 213.2K | $2.0M | 0.2% | New |
| Board of Trustees of The Leland Stanford Junior University | Wealth advisor | 208.5K | $1.9M | 0.2% | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 205.8K | $1.9M | 0.0% | — |
| Stoic Point Capital Management LLC ★2 | Fundamental diversified | 181.6K | $1.7M | 1.7% | New |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 175.4K | $1.6M | 0.0% | New |
| XTX Topco Ltd | Market maker | 165.2K | $1.5M | 0.0% | +362.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 155.2K | $1.4M | 0.0% | -41.4% |
| LMR Partners LLP | Quant stat arb | 126.9K | $1.2M | 0.0% | Held |
| SEI INVESTMENTS CO | Diversified mechanical | 124.8K | $1.2M | 0.0% | +203.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding WLTH
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD