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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 12,425 | $111.1K | 0.02% | +12,425 | New |
| Vanguard Investments Australia, Ltd. | 12,207 | $109.1K | 0.00% | +12,207 | New |
| Manufacturers Life Insurance Company, The | 11,807 | $105.6K | 0.00% | +11,807 | New |
| Axq Capital, LP | 11,758 | $105.1K | 0.01% | +11,758 | New |
| Russell Investments Group, Ltd. | 11,659 | $104.2K | 0.00% | +9,013+340.6% | Added |
| SG Americas Securities, LLC | 11,649 | $104.0K | 0.00% | +11,649 | New |
| Arizona State Retirement System | 11,391 | $101.8K | 0.00% | +11,391 | New |
| Intech Investment Management LLC | 11,328 | $101.3K | 0.00% | +11,328 | New |
| Police & Firemen's Retirement System of New Jersey | 11,161 | $99.8K | 0.00% | +3,521+46.1% | Added |
| New York State Common Retirement Fund | 11,000 | $98.3K | 0.00% | +11,000 | New |
| Kemnay Advisory Services Inc. | 10,393 | $92.9K | 0.01% | +10,393 | New |
| Squarepoint Ops LLC | 10,121 | $90.5K | 0.00% | +10,121 | New |
| KLP Kapitalforvaltning AS | 9,300 | $83.1K | 0.00% | +9,300 | New |
| BP PLC | 6,928 | $68.2K | 0.43% | +6,928 | New |
| STRS Ohio | 7,400 | $66.2K | 0.00% | +1,300+21.3% | Added |
| Barclays PLC | 5,691 | $50.9K | 0.00% | −24,795−81.3% | Reduced |
| BNP Paribas Arbitrage, SA | 5,660 | $50.6K | 0.00% | −1,740−23.5% | Reduced |
| Los Angeles Capital Management LLC | 3,440 | $30.8K | 0.00% | +3,440 | New |
| Ameritas Investment Partners, Inc. | 2,869 | $25.6K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 2,500 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,531 | $13.7K | 0.00% | −252−14.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,177 | $10.5K | 0.00% | +1,177 | New |
| Royal Bank of Canada | 1,120 | $10.0K | 0.00% | −1,797−61.6% | Reduced |
| Allworth Financial LP | 1,116 | $9.98K | 0.00% | +116+11.6% | Added |
| Caitong International Asset Management Co., Ltd | 333 | $2.98K | 0.00% | +333 | New |
| Sterling Capital Management LLC | 308 | $2.75K | 0.00% | −222−41.9% | Reduced |
| IFP Advisors, Inc | 262 | $2.34K | 0.00% | +262 | New |
| GHP Investment Advisors, Inc. | 250 | $2.23K | 0.00% | +140+127.3% | Added |
| Valley National Advisers Inc | 223 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $1.52K | 0.00% | +170 | New |
| Quarry LP | 155 | $1.39K | 0.00% | +155 | New |
| Advisor Group Holdings, Inc. | 125 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 110 | $984 | 0.00% | +110 | New |
| Essential Partners LLC | 93 | $831 | 0.00% | +93 | New |
| Farther Finance Advisors, LLC | 75 | $671 | 0.00% | +75 | New |
| Rothschild Investment LLC | 16 | $143 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 14 | $126 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 6 | $54 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $0 | 0.00% | +44 | New |
| 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 |