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 |
|---|---|---|---|---|---|
| a16z Perennial Management, L.P. | 258,624 | $2.31M | 0.19% | +258,624 | New |
| Charles Schwab Investment Management Inc | 302,137 | $2.70M | 0.00% | +4,536+1.5% | Added |
| Northern Trust Corp | 308,164 | $2.75M | 0.00% | +51,548+20.1% | Added |
| Price T Rowe Associates Inc | 310,573 | $2.78M | 0.00% | +285,852+1,156.3% | Added |
| Morgan Stanley | 312,853 | $2.80M | 0.00% | +79,094+33.8% | Added |
| Cerity Partners LLC | 317,227 | $2.84M | 0.00% | +317,227 | New |
| Vanguard Portfolio Management LLC | 318,475 | $2.85M | 0.00% | +112,680+54.8% | Added |
| Weiss Asset Management LP | 348,116 | $3.11M | 0.03% | +348,116 | New |
| AWH Capital, L.P. | 360,000 | $3.22M | 2.21% | +360,000 | New |
| Prelude Capital Management, LLC | 361,843 | $3.23M | 0.24% | +148,617+69.7% | Added |
| Nuveen, LLC | 398,841 | $3.57M | 0.00% | +30,830+8.4% | Added |
| Woodline Partners LP | 424,900 | $3.80M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 491,590 | $4.39M | 0.00% | −251,573−33.9% | Reduced |
| Creative Planning | 544,422 | $4.87M | 0.00% | +544,422 | New |
| Marshall Wace, LLP | 563,320 | $5.04M | 0.00% | +248,558+79.0% | Added |
| Alliancebernstein L.P. | 556,247 | $5.15M | 0.00% | −319,600−36.5% | Reduced |
| Whetstone Capital Advisors, LLC | 604,160 | $5.40M | 1.43% | +57,753+10.6% | Added |
| Quinn Opportunity Partners LLC | 667,627 | $5.97M | 0.28% | −62,000−8.5% | Reduced |
| PB Investment Partners, L.P. | 729,453 | $6.52M | 4.34% | +283,752+63.7% | Added |
| Norges Bank | 799,734 | $7.15M | 0.00% | +799,734 | New |
| Millennium Management LLC | 811,474 | $7.25M | 0.00% | +656,233+422.7% | Added |
| Congress Asset Management Co | 925,205 | $8.27M | 0.05% | +71,458+8.4% | Added |
| Pillsbury Lake Capital LLC | 1,025,030 | $9.16M | 2.52% | +366,217+55.6% | Added |
| Geode Capital Management, LLC | 1,027,877 | $9.19M | 0.00% | +45,636+4.6% | Added |
| UBS Group AG | 1,030,869 | $9.22M | 0.00% | −134,334−11.5% | Reduced |
| State Street Corp | 1,343,427 | $12.0M | 0.00% | +765,333+132.4% | Added |
| Vanguard Capital Management LLC | 1,603,350 | $14.3M | 0.00% | −47,111−2.9% | Reduced |
| Citadel Advisors LLC | 2,336,419 | $20.9M | 0.01% | +414,629+21.6% | Added |
| North Reef Capital Management LP | 2,444,253 | $21.9M | 0.84% | −441,004−15.3% | Reduced |
| Ieq Capital, LLC | 2,763,569 | $24.7M | 0.11% | +2,763,569 | New |
| JPMorgan Chase & Co | 2,994,533 | $27.1M | 0.00% | −166,919−5.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | $31.1M | 0.02% | +556,410+19.1% | Added |
| FMR LLC | 3,767,445 | $33.7M | 0.00% | +648,525+20.8% | Added |
| Wellington Management Group LLP | 4,213,246 | $37.7M | 0.01% | −553,795−11.6% | Reduced |
| Ribbit Management Company, LLC | 5,479,267 | $49.0M | 2.39% | −4,368,892−44.4% | Reduced |
| BlackRock, Inc. | 8,363,073 | $74.8M | 0.00% | +254,533+3.1% | Added |
| Index Venture Associates VI Ltd | 9,460,434 | $84.6M | 4.04% | 00.0% | Unchanged |
| DAG Ventures, LLC | 13,813,473 | $123.5M | 98.95% | −10.0% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 15,156,877 | $135.5M | 0.57% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −811,056−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −654,338−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −643,328−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −593,275−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −208,471−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −175,370−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −126,930−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −87,473−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −68,115−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −57,262−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −36,100−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,478−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −33,400−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,185−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |