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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wealthfront Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $9 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 6 | $56 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 110 | $1.02K | 0.00% | +110 | New |
| Advisor Group Holdings, Inc. | 125 | $1.16K | 0.00% | −75−37.5% | Reduced |
| Valley National Advisers Inc | 223 | $2.00K | 0.00% | +223 | New |
| Simplex Trading, LLC | 307 | $2.84K | 0.00% | +307 | New |
| Sterling Capital Management LLC | 530 | $4.90K | 0.00% | +530 | New |
| Allworth Financial LP | 1,000 | $9.25K | 0.00% | +500+100.0% | Added |
| Citigroup Inc | 1,770 | $16.4K | 0.00% | +1,770 | New |
| Tower Research Capital LLC (TRC) | 1,783 | $16.5K | 0.00% | +1,477+482.7% | Added |
| California State Teachers Retirement System | 1,935 | $17.9K | 0.00% | +1,935 | New |
| Caption Management, LLC | 2,500 | $23.1K | 0.00% | +2,500 | New |
| Russell Investments Group, Ltd. | 2,646 | $24.5K | 0.00% | +2,646 | New |
| Ameritas Investment Partners, Inc. | 2,869 | $26.5K | 0.00% | +2,869 | New |
| Royal Bank of Canada | 2,917 | $27.0K | 0.00% | +2,917 | New |
| Legal & General Group Plc | 3,049 | $28.2K | 0.00% | −16,951−84.8% | Reduced |
| STRS Ohio | 6,100 | $56.4K | 0.00% | +6,100 | New |
| BNP Paribas Arbitrage, SA | 7,400 | $68.5K | 0.00% | +7,400 | New |
| Police & Firemen's Retirement System of New Jersey | 7,640 | $70.7K | 0.00% | +7,640 | New |
| Magnetar Financial LLC | 14,185 | $131.2K | 0.00% | +14,185 | New |
| SummitTX Capital, L.P. | 14,189 | $131.2K | 0.00% | +14,189 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,461 | $152.3K | 0.00% | +16,461 | New |
| Vanguard Global Advisers, LLC | 18,030 | $166.8K | 0.00% | +18,030 | New |
| Deutsche Bank AG | 18,947 | $175.3K | 0.00% | +18,947 | New |
| MetLife Investment Management | 20,101 | $185.9K | 0.00% | +20,101 | New |
| Invesco Ltd. | 21,210 | $196.2K | 0.00% | −978,790−97.9% | Reduced |
| Quadrature Capital Ltd | 22,608 | $209.1K | 0.00% | +22,608 | New |
| Wells Fargo & Company | 23,524 | $217.6K | 0.00% | +23,524 | New |
| Rhumbline Advisers | 23,673 | $219.0K | 0.00% | +23,673 | New |
| Price T Rowe Associates Inc | 24,721 | $229.0K | 0.00% | +24,721 | New |
| Jones Financial Companies LLLP | 27,661 | $243.7K | 0.00% | +27,658+921,933.3% | Added |
| Barclays PLC | 30,486 | $282.0K | 0.00% | +20,450+203.8% | Added |
| Natixis Advisors, L.P. | 31,889 | $295.0K | 0.00% | +31,889 | New |
| Adage Capital Partners GP, L.L.C. | 33,400 | $308.9K | 0.00% | −858,200−96.3% | Reduced |
| Hudson Bay Capital Management LP | 33,478 | $309.7K | 0.00% | +15,428+85.5% | Added |
| Bank of Nova Scotia | 36,100 | $333.9K | 0.00% | +36,100 | New |
| Walleye Capital LLC | 40,000 | $370.0K | 0.00% | 00.0% | Unchanged |
| Covalis Capital LLP | 50,000 | $462.5K | 0.03% | −35,593−41.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 57,262 | $530.0K | 0.00% | +23,902+71.6% | Added |
| Bank of New York Mellon Corp | 63,492 | $587.3K | 0.00% | +63,492 | New |
| Vestmark Advisory Solutions, Inc. | 68,115 | $630.1K | 0.01% | +68,115 | New |
| Wealthfront Advisers LLC | 74,461 | $688.8K | 0.00% | +50,508+210.9% | Added |
| Seven Grand Managers, LLC | 75,000 | $693.8K | 0.05% | −75,000−50.0% | Reduced |
| Atom Investors LP | 84,546 | $782.1K | 0.06% | +84,546 | New |
| Shay Capital LLC | 87,473 | $809.1K | 0.11% | −229,492−72.4% | Reduced |
| Susquehanna International Group, LLP | 96,650 | $894.0K | 0.00% | +96,650 | New |
| Boothbay Fund Management, LLC | 98,009 | $906.6K | 0.02% | +98,009 | New |
| CDC Financial, Inc. | 99,523 | $920.6K | 0.76% | +99,523 | New |
| Gabelli Funds LLC | 110,701 | $1.02M | 0.01% | +91,301+470.6% | Added |
| SEI Investments Co | 124,788 | $1.15M | 0.00% | +83,634+203.2% | Added |
| LMR Partners LLP | 126,930 | $1.17M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 155,241 | $1.44M | 0.00% | −109,638−41.4% | Reduced |
| XTX Topco Ltd | 165,241 | $1.53M | 0.03% | +129,531+362.7% | Added |
| Renaissance Technologies LLC | 175,370 | $1.62M | 0.00% | +175,370 | New |
| Stoic Point Capital Management LLC | 181,555 | $1.68M | 1.65% | +181,555 | New |
| Vanguard Portfolio Management LLC | 205,795 | $1.90M | 0.00% | +205,795 | New |
| Board of Trustees of The Leland Stanford Junior University | 208,471 | $1.93M | 0.23% | +208,471 | New |
| Prelude Capital Management, LLC | 213,226 | $1.97M | 0.15% | +213,226 | New |
| Morgan Stanley | 233,759 | $2.16M | 0.00% | +226,475+3,109.2% | Added |
| Federated Hermes, Inc. | 240,000 | $2.22M | 0.00% | +155,833+185.1% | Added |
| Vanguard Fiduciary Trust Co | 248,806 | $2.30M | 0.00% | +248,806 | New |
| Northern Trust Corp | 256,616 | $2.37M | 0.00% | +256,616 | New |
| Charles Schwab Investment Management Inc | 297,601 | $2.75M | 0.00% | +297,601 | New |
| Marshall Wace, LLP | 314,762 | $2.91M | 0.00% | +43,852+16.2% | Added |
| State of Wisconsin Investment Board | 322,561 | $2.98M | 0.01% | +272,561+545.1% | Added |
| Ghisallo Capital Management LLC | 350,000 | $3.24M | 0.09% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 350,000 | $3.24M | 0.16% | 00.0% | Unchanged |
| Nuveen, LLC | 368,011 | $3.40M | 0.00% | −263,554−41.7% | Reduced |
| Woodline Partners LP | 424,900 | $3.93M | 0.01% | +441+0.1% | Added |
| Two Sigma Investments, LP | 427,721 | $3.96M | 0.00% | +410,221+2,344.1% | Added |
| PB Investment Partners, L.P. | 445,701 | $4.12M | 3.24% | +445,701 | New |
| PEAK6 LLC | 485,494 | $4.49M | 0.13% | +276,742+132.6% | Added |
| Whetstone Capital Advisors, LLC | 546,407 | $5.05M | 1.90% | +546,407 | New |
| State Street Corp | 578,094 | $5.35M | 0.00% | +578,094 | New |
| Kennedy Capital Management, Inc. | 593,275 | $5.49M | 0.12% | +210,071+54.8% | Added |
| Invenomic Capital Management LP | 643,328 | $5.95M | 0.27% | +643,328 | New |
| Dragoneer Investment Group, LLC | 654,338 | $6.05M | 0.20% | 00.0% | Unchanged |
| Pillsbury Lake Capital LLC | 658,813 | $6.09M | 2.76% | +658,813 | New |
| Goldman Sachs Group Inc | 701,564 | $6.49M | 0.00% | +102,649+17.1% | Added |
| Quinn Opportunity Partners LLC | 729,627 | $6.75M | 0.35% | +729,627 | New |
| Bank of America Corp | 743,163 | $6.87M | 0.00% | +695,555+1,461.0% | Added |
| Azora Capital LP | 811,056 | $7.50M | 0.49% | +510,538+169.9% | Added |
| Congress Asset Management Co | 853,747 | $7.90M | 0.06% | +853,747 | New |
| Geode Capital Management, LLC | 982,241 | $9.09M | 0.00% | +853,528+663.1% | Added |
| UBS Group AG | 1,165,203 | $10.8M | 0.00% | +1,000,159+606.0% | Added |
| Alliancebernstein L.P. | 875,847 | $11.9M | 0.00% | +337,000+62.5% | Added |
| Southpoint Capital Advisors LP | 1,400,000 | $12.9M | 0.27% | +1,400,000 | New |
| Vanguard Capital Management LLC | 1,650,461 | $15.3M | 0.00% | +1,650,461 | New |
| Citadel Advisors LLC | 1,921,790 | $17.8M | 0.01% | +1,046,790+119.6% | Added |
| North Reef Capital Management LP | 2,885,257 | $26.7M | 0.92% | +1,658,624+135.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,917,592 | $27.0M | 0.02% | +626,513+27.3% | Added |
| JPMorgan Chase & Co | 3,161,452 | $28.6M | 0.00% | +1,121,314+55.0% | Added |
| FMR LLC | 3,118,920 | $28.9M | 0.00% | −920,397−22.8% | Reduced |
| Wellington Management Group LLP | 4,767,041 | $44.1M | 0.01% | +780,103+19.6% | Added |
| BlackRock, Inc. | 8,108,540 | $75.0M | 0.00% | +2,745,206+51.2% | Added |
| Index Venture Associates VI Ltd | 9,460,434 | $87.5M | 4.15% | 00.0% | Unchanged |
| Ribbit Management Company, LLC | 9,848,159 | $91.1M | 5.42% | 00.0% | Unchanged |
| DAG Ventures, LLC | 13,813,474 | $127.8M | 99.19% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 15,156,877 | $140.2M | 0.61% | 00.0% | Unchanged |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,600,000−100.0% | Sold out |