Skip to main content

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, Q1 2026

Institutional positions in Wealthfront Corp as of Mar 31, 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
99
+11 vs. Q4 2025
Shares held
96.5M
+9.01M (+10.3%) vs. Q4 2025
Total value
$896.0M
−$293.4M (−24.7%) vs. Q4 2025
New holders
49
30 more added
Sold out
38
10 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 99 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 91 institutionsQ1 2026: 99 institutionsQ2 2026: 139 institutions
Value heldQ1 2026: $896.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $1.21BQ1 2026: $896.0MQ2 2026: $854.3M
Institutions holding WLTH and their total value by quarter
QuarterHoldersValue
Q2 2026139$854.3M
Q1 202699$896.0M
Q4 202591$1.21B
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Wealthfront Corp; share changes are against Q4 2025.

Institutions holding WLTH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tiger Global Management LLCSuperinvestorTiger Global Management15,156,877$140.2M0.61%00.0%Unchanged
DAG Ventures, LLC13,813,474$127.8M99.19%00.0%Unchanged
Ribbit Management Company, LLC9,848,159$91.1M5.42%00.0%Unchanged
Index Venture Associates VI Ltd9,460,434$87.5M4.15%00.0%Unchanged
BlackRock, Inc.8,108,540$75.0M0.00%+2,745,206+51.2%Added
Wellington Management Group LLP4,767,041$44.1M0.01%+780,103+19.6%Added
FMR LLC3,118,920$28.9M0.00%−920,397−22.8%Reduced
JPMorgan Chase & Co3,161,452$28.6M0.00%+1,121,314+55.0%Added
T. Rowe Price Investment Management, Inc.2,917,592$27.0M0.02%+626,513+27.3%Added
North Reef Capital Management LP2,885,257$26.7M0.92%+1,658,624+135.2%Added
Citadel Advisors LLC1,921,790$17.8M0.01%+1,046,790+119.6%Added
Vanguard Capital Management LLC1,650,461$15.3M0.00%+1,650,461New
Southpoint Capital Advisors LP1,400,000$12.9M0.27%+1,400,000New
Alliancebernstein L.P.875,847$11.9M0.00%+337,000+62.5%Added
UBS Group AG1,165,203$10.8M0.00%+1,000,159+606.0%Added
Geode Capital Management, LLC982,241$9.09M0.00%+853,528+663.1%Added
Congress Asset Management Co853,747$7.90M0.06%+853,747New
Azora Capital LP811,056$7.50M0.49%+510,538+169.9%Added
Bank of America Corp743,163$6.87M0.00%+695,555+1,461.0%Added
Quinn Opportunity Partners LLC729,627$6.75M0.35%+729,627New
Goldman Sachs Group Inc701,564$6.49M0.00%+102,649+17.1%Added
Pillsbury Lake Capital LLC658,813$6.09M2.76%+658,813New
Dragoneer Investment Group, LLC654,338$6.05M0.20%00.0%Unchanged
Invenomic Capital Management LP643,328$5.95M0.27%+643,328New
Kennedy Capital Management, Inc.593,275$5.49M0.12%+210,071+54.8%Added
State Street Corp578,094$5.35M0.00%+578,094New
Whetstone Capital Advisors, LLC546,407$5.05M1.90%+546,407New
PEAK6 LLC485,494$4.49M0.13%+276,742+132.6%Added
PB Investment Partners, L.P.445,701$4.12M3.24%+445,701New
Two Sigma Investments, LP427,721$3.96M0.00%+410,221+2,344.1%Added
Woodline Partners LP424,900$3.93M0.01%+441+0.1%Added
Nuveen, LLC368,011$3.40M0.00%−263,554−41.7%Reduced
Ghisallo Capital Management LLC350,000$3.24M0.09%00.0%Unchanged
Burkehill Global Management, LP350,000$3.24M0.16%00.0%Unchanged
State of Wisconsin Investment Board322,561$2.98M0.01%+272,561+545.1%Added
Marshall Wace, LLP314,762$2.91M0.00%+43,852+16.2%Added
Charles Schwab Investment Management Inc297,601$2.75M0.00%+297,601New
Northern Trust Corp256,616$2.37M0.00%+256,616New
Vanguard Fiduciary Trust Co248,806$2.30M0.00%+248,806New
Federated Hermes, Inc.240,000$2.22M0.00%+155,833+185.1%Added
Morgan Stanley233,759$2.16M0.00%+226,475+3,109.2%Added
Prelude Capital Management, LLC213,226$1.97M0.15%+213,226New
Board of Trustees of The Leland Stanford Junior University208,471$1.93M0.23%+208,471New
Vanguard Portfolio Management LLC205,795$1.90M0.00%+205,795New
Stoic Point Capital Management LLC181,555$1.68M1.65%+181,555New
Renaissance Technologies LLC175,370$1.62M0.00%+175,370New
XTX Topco Ltd165,241$1.53M0.03%+129,531+362.7%Added
Millennium Management LLC155,241$1.44M0.00%−109,638−41.4%Reduced
LMR Partners LLP126,930$1.17M0.01%00.0%Unchanged
SEI Investments Co124,788$1.15M0.00%+83,634+203.2%Added
Gabelli Funds LLC110,701$1.02M0.01%+91,301+470.6%Added
CDC Financial, Inc.99,523$920.6K0.76%+99,523New
Boothbay Fund Management, LLC98,009$906.6K0.02%+98,009New
Susquehanna International Group, LLP96,650$894.0K0.00%+96,650New
Shay Capital LLC87,473$809.1K0.11%−229,492−72.4%Reduced
Atom Investors LP84,546$782.1K0.06%+84,546New
Seven Grand Managers, LLC75,000$693.8K0.05%−75,000−50.0%Reduced
Wealthfront Advisers LLC74,461$688.8K0.00%+50,508+210.9%Added
Vestmark Advisory Solutions, Inc.68,115$630.1K0.01%+68,115New
Bank of New York Mellon Corp63,492$587.3K0.00%+63,492New
Teachers Retirement System of the State of Kentucky57,262$530.0K0.00%+23,902+71.6%Added
Covalis Capital LLP50,000$462.5K0.03%−35,593−41.6%Reduced
Walleye Capital LLC40,000$370.0K0.00%00.0%Unchanged
Bank of Nova Scotia36,100$333.9K0.00%+36,100New
Hudson Bay Capital Management LP33,478$309.7K0.00%+15,428+85.5%Added
Adage Capital Partners GP, L.L.C.33,400$308.9K0.00%−858,200−96.3%Reduced
Natixis Advisors, L.P.31,889$295.0K0.00%+31,889New
Barclays PLC30,486$282.0K0.00%+20,450+203.8%Added
Jones Financial Companies LLLP27,661$243.7K0.00%+27,658+921,933.3%Added
Price T Rowe Associates Inc24,721$229.0K0.00%+24,721New
Rhumbline Advisers23,673$219.0K0.00%+23,673New
Wells Fargo & Company23,524$217.6K0.00%+23,524New
Quadrature Capital Ltd22,608$209.1K0.00%+22,608New
Invesco Ltd.21,210$196.2K0.00%−978,790−97.9%Reduced
MetLife Investment Management20,101$185.9K0.00%+20,101New
Deutsche Bank AG18,947$175.3K0.00%+18,947New
Vanguard Global Advisers, LLC18,030$166.8K0.00%+18,030New
Mirae Asset Global ETFs Holdings Ltd.16,461$152.3K0.00%+16,461New
SummitTX Capital, L.P.14,189$131.2K0.00%+14,189New
Magnetar Financial LLC14,185$131.2K0.00%+14,185New
Police & Firemen's Retirement System of New Jersey7,640$70.7K0.00%+7,640New
BNP Paribas Arbitrage, SA7,400$68.5K0.00%+7,400New
STRS Ohio6,100$56.4K0.00%+6,100New
Legal & General Group Plc3,049$28.2K0.00%−16,951−84.8%Reduced
Royal Bank of Canada2,917$27.0K0.00%+2,917New
Ameritas Investment Partners, Inc.2,869$26.5K0.00%+2,869New
Russell Investments Group, Ltd.2,646$24.5K0.00%+2,646New
Caption Management, LLC2,500$23.1K0.00%+2,500New
California State Teachers Retirement System1,935$17.9K0.00%+1,935New
Tower Research Capital LLC (TRC)1,783$16.5K0.00%+1,477+482.7%Added
Citigroup Inc1,770$16.4K0.00%+1,770New
Allworth Financial LP1,000$9.25K0.00%+500+100.0%Added
Sterling Capital Management LLC530$4.90K0.00%+530New
Simplex Trading, LLC307$2.84K0.00%+307New
Valley National Advisers Inc223$2.00K0.00%+223New
Advisor Group Holdings, Inc.125$1.16K0.00%−75−37.5%Reduced
GHP Investment Advisors, Inc.110$1.02K0.00%+110New
SBI Securities Co., Ltd.6$560.00%00.0%Unchanged
Hughes Financial Services, LLC1$90.00%+1New
Whale Rock Capital Management LLC0$00.00%−1,600,000−100.0%Sold out