Wealthfront Corp
WLTH- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001524566
In the last 90 days, Wealthfront Corp insiders filed 0 open-market purchases and 15 sales; 139 institutions reported holding it in 13F filings for Q2 2026, worth $854.3M in total; Tiger Global Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Wealthfront Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 139
- +40 vs. Q1 2026
- Shares held
- 95.5M
- −1.02M (−1.1%) vs. Q1 2026
- Total value
- $854.3M
- −$41.7M (−4.7%) vs. Q1 2026
- New holders
- 61
- 39 more added
- Sold out
- 21
- 31 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WLTH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 139 | $854.3M |
| Q1 2026 | 99 | $896.0M |
| Q4 2025 | 91 | $1.21B |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Wealthfront Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tiger Global Management LLCSuperinvestorTiger Global Management | 15,156,877 | $135.5M | 0.57% | 00.0% | Unchanged |
| DAG Ventures, LLC | 13,813,473 | $123.5M | 98.95% | −10.0% | Reduced |
| Index Venture Associates VI Ltd | 9,460,434 | $84.6M | 4.04% | 00.0% | Unchanged |
| BlackRock, Inc. | 8,363,073 | $74.8M | 0.00% | +254,533+3.1% | Added |
| Ribbit Management Company, LLC | 5,479,267 | $49.0M | 2.39% | −4,368,892−44.4% | Reduced |
| Wellington Management Group LLP | 4,213,246 | $37.7M | 0.01% | −553,795−11.6% | Reduced |
| FMR LLC | 3,767,445 | $33.7M | 0.00% | +648,525+20.8% | Added |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | $31.1M | 0.02% | +556,410+19.1% | Added |
| JPMorgan Chase & Co | 2,994,533 | $27.1M | 0.00% | −166,919−5.3% | Reduced |
| Ieq Capital, LLC | 2,763,569 | $24.7M | 0.11% | +2,763,569 | New |
| North Reef Capital Management LP | 2,444,253 | $21.9M | 0.84% | −441,004−15.3% | Reduced |
| Citadel Advisors LLC | 2,336,419 | $20.9M | 0.01% | +414,629+21.6% | Added |
| Vanguard Capital Management LLC | 1,603,350 | $14.3M | 0.00% | −47,111−2.9% | Reduced |
| State Street Corp | 1,343,427 | $12.0M | 0.00% | +765,333+132.4% | Added |
| UBS Group AG | 1,030,869 | $9.22M | 0.00% | −134,334−11.5% | Reduced |
| Geode Capital Management, LLC | 1,027,877 | $9.19M | 0.00% | +45,636+4.6% | Added |
| Pillsbury Lake Capital LLC | 1,025,030 | $9.16M | 2.52% | +366,217+55.6% | Added |
| Congress Asset Management Co | 925,205 | $8.27M | 0.05% | +71,458+8.4% | Added |
| Millennium Management LLC | 811,474 | $7.25M | 0.00% | +656,233+422.7% | Added |
| Norges Bank | 799,734 | $7.15M | 0.00% | +799,734 | New |
| PB Investment Partners, L.P. | 729,453 | $6.52M | 4.34% | +283,752+63.7% | Added |
| Quinn Opportunity Partners LLC | 667,627 | $5.97M | 0.28% | −62,000−8.5% | Reduced |
| Whetstone Capital Advisors, LLC | 604,160 | $5.40M | 1.43% | +57,753+10.6% | Added |
| Alliancebernstein L.P. | 556,247 | $5.15M | 0.00% | −319,600−36.5% | Reduced |
| Marshall Wace, LLP | 563,320 | $5.04M | 0.00% | +248,558+79.0% | Added |
| Creative Planning | 544,422 | $4.87M | 0.00% | +544,422 | New |
| Bank of America Corp | 491,590 | $4.39M | 0.00% | −251,573−33.9% | Reduced |
| Woodline Partners LP | 424,900 | $3.80M | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 398,841 | $3.57M | 0.00% | +30,830+8.4% | Added |
| Prelude Capital Management, LLC | 361,843 | $3.23M | 0.24% | +148,617+69.7% | Added |
| AWH Capital, L.P. | 360,000 | $3.22M | 2.21% | +360,000 | New |
| Weiss Asset Management LP | 348,116 | $3.11M | 0.03% | +348,116 | New |
| Vanguard Portfolio Management LLC | 318,475 | $2.85M | 0.00% | +112,680+54.8% | Added |
| Cerity Partners LLC | 317,227 | $2.84M | 0.00% | +317,227 | New |
| Morgan Stanley | 312,853 | $2.80M | 0.00% | +79,094+33.8% | Added |
| Price T Rowe Associates Inc | 310,573 | $2.78M | 0.00% | +285,852+1,156.3% | Added |
| Northern Trust Corp | 308,164 | $2.75M | 0.00% | +51,548+20.1% | Added |
| Charles Schwab Investment Management Inc | 302,137 | $2.70M | 0.00% | +4,536+1.5% | Added |
| a16z Perennial Management, L.P. | 258,624 | $2.31M | 0.19% | +258,624 | New |
| Vanguard Fiduciary Trust Co | 254,816 | $2.28M | 0.00% | +6,010+2.4% | Added |
| Goldman Sachs Group Inc | 250,107 | $2.24M | 0.00% | −451,457−64.4% | Reduced |
| State of Wisconsin Investment Board | 245,042 | $2.19M | 0.00% | −77,519−24.0% | Reduced |
| PEAK6 LLC | 225,000 | $2.01M | 0.05% | −260,494−53.7% | Reduced |
| Two Sigma Investments, LP | 212,137 | $1.90M | 0.00% | −215,584−50.4% | Reduced |
| AQR Capital Management LLC | 202,001 | $1.81M | 0.00% | +202,001 | New |
| Trexquant Investment LP | 166,356 | $1.49M | 0.01% | +166,356 | New |
| Stoic Point Capital Management LLC | 162,394 | $1.45M | 1.22% | −19,161−10.6% | Reduced |
| Ghisallo Capital Management LLC | 150,000 | $1.34M | 0.03% | −200,000−57.1% | Reduced |
| Boothbay Fund Management, LLC | 135,546 | $1.21M | 0.02% | +37,537+38.3% | Added |
| HRT Financial LP | 119,774 | $1.07M | 0.00% | +119,774 | New |
| Capricorn Fund Managers Ltd | 112,800 | $1.01M | 0.08% | +112,800 | New |
| Gabelli Funds LLC | 100,603 | $899.4K | 0.01% | −10,098−9.1% | Reduced |
| Atom Investors LP | 97,238 | $869.3K | 0.08% | +12,692+15.0% | Added |
| CDC Financial, Inc. | 95,523 | $854.0K | 0.66% | −4,000−4.0% | Reduced |
| Wealthfront Advisers LLC | 86,632 | $774.5K | 0.00% | +12,171+16.3% | Added |
| Mercer Global Advisors Inc | 86,046 | $769.3K | 0.00% | +86,046 | New |
| Swiss National Bank | 82,800 | $740.2K | 0.00% | +82,800 | New |
| SEI Investments Co | 82,408 | $736.7K | 0.00% | −42,380−34.0% | Reduced |
| Bank of New York Mellon Corp | 79,624 | $711.8K | 0.00% | +16,132+25.4% | Added |
| Catalyst Funds Management Pty Ltd | 73,072 | $653.3K | 0.04% | +73,072 | New |
| Parallel Advisors, LLC | 68,212 | $609.8K | 0.01% | +68,212 | New |
| Quantbot Technologies LP | 62,425 | $558.1K | 0.02% | +62,425 | New |
| XTX Topco Ltd | 60,442 | $540.4K | 0.01% | −104,799−63.4% | Reduced |
| Freestone Grove Partners LP | 57,743 | $516.2K | 0.00% | +57,743 | New |
| Veradace Capital Management LLC | 51,958 | $464.5K | 0.37% | +51,958 | New |
| California State Teachers Retirement System | 47,559 | $425.2K | 0.00% | +45,624+2,357.8% | Added |
| United Capital Financial Advisers, LLC | 46,050 | $411.7K | 0.00% | +46,050 | New |
| Balyasny Asset Management LLC | 43,492 | $388.8K | 0.00% | +43,492 | New |
| Rhumbline Advisers | 43,430 | $388.3K | 0.00% | +19,757+83.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,754 | $382.2K | 0.00% | +42,754 | New |
| UBS Asset Management Americas Inc | 41,411 | $370.2K | 0.00% | +41,411 | New |
| American Century Companies Inc | 40,602 | $363.0K | 0.00% | +40,602 | New |
| Natixis Advisors, L.P. | 36,730 | $328.0K | 0.00% | +4,841+15.2% | Added |
| Jones Financial Companies LLLP | 37,198 | $327.0K | 0.00% | +9,537+34.5% | Added |
| Deutsche Bank AG | 36,381 | $325.2K | 0.00% | +17,434+92.0% | Added |
| Wells Fargo & Company | 36,329 | $324.8K | 0.00% | +12,805+54.4% | Added |
| Cresset Asset Management, LLC | 34,568 | $309.0K | 0.00% | +34,568 | New |
| Entropy Technologies, LP | 33,872 | $302.8K | 0.01% | +33,872 | New |
| Federated Hermes, Inc. | 30,000 | $268.2K | 0.00% | −210,000−87.5% | Reduced |
| Vanguard Asset Management, Ltd | 29,418 | $263.0K | 0.00% | +29,418 | New |
| Susquehanna International Group, LLP | 29,414 | $263.0K | 0.00% | −67,236−69.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,439 | $254.2K | 0.01% | +28,439 | New |
| Aquatic Capital Management LLC | 28,268 | $252.7K | 0.01% | +28,268 | New |
| SummitTX Capital, L.P. | 28,067 | $250.9K | 0.01% | +13,878+97.8% | Added |
| Landscape Capital Management, L.L.C. | 24,822 | $221.9K | 0.01% | +24,822 | New |
| AlpInvest Partners B.V. | 24,251 | $216.8K | 0.36% | +24,251 | New |
| Jupiter Topco LLC | 22,200 | $198.7K | 0.00% | +22,200 | New |
| Legal & General Group Plc | 20,496 | $183.2K | 0.00% | +17,447+572.2% | Added |
| Invesco Ltd. | 20,452 | $182.8K | 0.00% | −758−3.6% | Reduced |
| MYDA Advisors LLC | 20,000 | $178.8K | 0.04% | +20,000 | New |
| MetLife Investment Management | 19,782 | $176.9K | 0.00% | −319−1.6% | Reduced |
| Citigroup Inc | 18,956 | $169.5K | 0.00% | +17,186+971.0% | Added |
| Quadrature Capital Ltd | 18,101 | $161.8K | 0.00% | −4,507−19.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,803 | $150.2K | 0.00% | +342+2.1% | Added |
| CAPROCK Group, Inc. | 16,700 | $149.3K | 0.00% | +16,700 | New |
| Twinbeech Capital LP | 16,164 | $144.5K | 0.03% | +16,164 | New |
| ExodusPoint Capital Management, LP | 13,412 | $119.9K | 0.00% | +13,412 | New |
| Vanguard Global Advisers, LLC | 13,304 | $118.9K | 0.00% | −4,726−26.2% | Reduced |
| ICONIQ Capital, LLC | 12,469 | $111.5K | 0.00% | +12,469 | New |
| National Philanthropic Trust | 12,469 | $111.5K | 0.00% | +12,469 | New |