Wealthfront Corp
WLTH- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001524566
近 90 天，Wealthfront Corp 內部人申報 0 筆公開市場買進、15 筆賣出；2026 年第 2 季末有 139 家機構在 13F 申報持有，市值合計 $8.54 億；大師中只有老虎環球持有。
2026 年第 2 季 13F 持有人
Wealthfront Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 139
- 較 2026 年第 1 季 +40 家
- 持有股數
- 9,551 萬
- 較 2026 年第 1 季 −102.3 萬 (−1.1%)
- 總市值
- $8.54 億
- 較 2026 年第 1 季 −$4,169 萬 (−4.7%)
- 新進機構
- 61
- 另有 39 家加碼
- 清倉機構
- 21
- 另有 31 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WLTH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 139 | $8.54 億 |
| 2026 年第 1 季 | 99 | $8.96 億 |
| 2025 年第 4 季 | 91 | $12.2 億 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Wealthfront Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tiger Global Management LLC大師老虎環球 | 15,156,877 | $1.36 億 | 0.57% | 00.0% | 不變 |
| DAG Ventures, LLC | 13,813,473 | $1.23 億 | 98.95% | −10.0% | 減碼 |
| Index Venture Associates VI Ltd | 9,460,434 | $8,458 萬 | 4.04% | 00.0% | 不變 |
| BlackRock, Inc. | 8,363,073 | $7,477 萬 | 0.00% | +254,533+3.1% | 加碼 |
| Ribbit Management Company, LLC | 5,479,267 | $4,898 萬 | 2.39% | −4,368,892−44.4% | 減碼 |
| Wellington Management Group LLP | 4,213,246 | $3,767 萬 | 0.01% | −553,795−11.6% | 減碼 |
| FMR LLC | 3,767,445 | $3,368 萬 | 0.00% | +648,525+20.8% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | $3,106 萬 | 0.02% | +556,410+19.1% | 加碼 |
| JPMorgan Chase & Co | 2,994,533 | $2,710 萬 | 0.00% | −166,919−5.3% | 減碼 |
| Ieq Capital, LLC | 2,763,569 | $2,471 萬 | 0.11% | +2,763,569 | 新進 |
| North Reef Capital Management LP | 2,444,253 | $2,185 萬 | 0.84% | −441,004−15.3% | 減碼 |
| Citadel Advisors LLC | 2,336,419 | $2,089 萬 | 0.01% | +414,629+21.6% | 加碼 |
| Vanguard Capital Management LLC | 1,603,350 | $1,433 萬 | 0.00% | −47,111−2.9% | 減碼 |
| State Street Corp | 1,343,427 | $1,201 萬 | 0.00% | +765,333+132.4% | 加碼 |
| UBS Group AG | 1,030,869 | $921.6 萬 | 0.00% | −134,334−11.5% | 減碼 |
| Geode Capital Management, LLC | 1,027,877 | $919.1 萬 | 0.00% | +45,636+4.6% | 加碼 |
| Pillsbury Lake Capital LLC | 1,025,030 | $916.4 萬 | 2.52% | +366,217+55.6% | 加碼 |
| Congress Asset Management Co | 925,205 | $827.1 萬 | 0.05% | +71,458+8.4% | 加碼 |
| Millennium Management LLC | 811,474 | $725.5 萬 | 0.00% | +656,233+422.7% | 加碼 |
| Norges Bank | 799,734 | $715.0 萬 | 0.00% | +799,734 | 新進 |
| PB Investment Partners, L.P. | 729,453 | $652.1 萬 | 4.34% | +283,752+63.7% | 加碼 |
| Quinn Opportunity Partners LLC | 667,627 | $596.9 萬 | 0.28% | −62,000−8.5% | 減碼 |
| Whetstone Capital Advisors, LLC | 604,160 | $540.1 萬 | 1.43% | +57,753+10.6% | 加碼 |
| Alliancebernstein L.P. | 556,247 | $514.5 萬 | 0.00% | −319,600−36.5% | 減碼 |
| Marshall Wace, LLP | 563,320 | $503.6 萬 | 0.00% | +248,558+79.0% | 加碼 |
| Creative Planning | 544,422 | $486.7 萬 | 0.00% | +544,422 | 新進 |
| Bank of America Corp | 491,590 | $439.5 萬 | 0.00% | −251,573−33.9% | 減碼 |
| Woodline Partners LP | 424,900 | $379.9 萬 | 0.01% | 00.0% | 不變 |
| Nuveen, LLC | 398,841 | $356.6 萬 | 0.00% | +30,830+8.4% | 加碼 |
| Prelude Capital Management, LLC | 361,843 | $323.5 萬 | 0.24% | +148,617+69.7% | 加碼 |
| AWH Capital, L.P. | 360,000 | $321.8 萬 | 1.12% | +360,000 | 新進 |
| Weiss Asset Management LP | 348,116 | $311.2 萬 | 0.03% | +348,116 | 新進 |
| Vanguard Portfolio Management LLC | 318,475 | $284.7 萬 | 0.00% | +112,680+54.8% | 加碼 |
| Cerity Partners LLC | 317,227 | $283.6 萬 | 0.00% | +317,227 | 新進 |
| Morgan Stanley | 312,853 | $279.7 萬 | 0.00% | +79,094+33.8% | 加碼 |
| Price T Rowe Associates Inc | 310,573 | $277.7 萬 | 0.00% | +285,852+1,156.3% | 加碼 |
| Northern Trust Corp | 308,164 | $275.5 萬 | 0.00% | +51,548+20.1% | 加碼 |
| Charles Schwab Investment Management Inc | 302,137 | $270.1 萬 | 0.00% | +4,536+1.5% | 加碼 |
| a16z Perennial Management, L.P. | 258,624 | $231.2 萬 | 0.19% | +258,624 | 新進 |
| Vanguard Fiduciary Trust Co | 254,816 | $227.8 萬 | 0.00% | +6,010+2.4% | 加碼 |
| Goldman Sachs Group Inc | 250,107 | $223.6 萬 | 0.00% | −451,457−64.4% | 減碼 |
| State of Wisconsin Investment Board | 245,042 | $219.1 萬 | 0.00% | −77,519−24.0% | 減碼 |
| PEAK6 LLC | 225,000 | $201.2 萬 | 0.05% | −260,494−53.7% | 減碼 |
| Two Sigma Investments, LP | 212,137 | $189.7 萬 | 0.00% | −215,584−50.4% | 減碼 |
| AQR Capital Management LLC | 202,001 | $180.6 萬 | 0.00% | +202,001 | 新進 |
| Trexquant Investment LP | 166,356 | $148.7 萬 | 0.01% | +166,356 | 新進 |
| Stoic Point Capital Management LLC | 162,394 | $145.2 萬 | 1.22% | −19,161−10.6% | 減碼 |
| Ghisallo Capital Management LLC | 150,000 | $134.1 萬 | 0.03% | −200,000−57.1% | 減碼 |
| Boothbay Fund Management, LLC | 135,546 | $121.2 萬 | 0.02% | +37,537+38.3% | 加碼 |
| HRT Financial LP | 119,774 | $107.0 萬 | 0.00% | +119,774 | 新進 |
| Capricorn Fund Managers Ltd | 112,800 | $100.8 萬 | 0.08% | +112,800 | 新進 |
| Gabelli Funds LLC | 100,603 | $89.9 萬 | 0.01% | −10,098−9.1% | 減碼 |
| Atom Investors LP | 97,238 | $86.9 萬 | 0.08% | +12,692+15.0% | 加碼 |
| CDC Financial, Inc. | 95,523 | $85.4 萬 | 0.66% | −4,000−4.0% | 減碼 |
| Wealthfront Advisers LLC | 86,632 | $77.4 萬 | 0.00% | +12,171+16.3% | 加碼 |
| Mercer Global Advisors Inc | 86,046 | $76.9 萬 | 0.00% | +86,046 | 新進 |
| Swiss National Bank | 82,800 | $74.0 萬 | 0.00% | +82,800 | 新進 |
| SEI Investments Co | 82,408 | $73.7 萬 | 0.00% | −42,380−34.0% | 減碼 |
| Bank of New York Mellon Corp | 79,624 | $71.2 萬 | 0.00% | +16,132+25.4% | 加碼 |
| Catalyst Funds Management Pty Ltd | 73,072 | $65.3 萬 | 0.04% | +73,072 | 新進 |
| Parallel Advisors, LLC | 68,212 | $61.0 萬 | 0.01% | +68,212 | 新進 |
| Quantbot Technologies LP | 62,425 | $55.8 萬 | 0.02% | +62,425 | 新進 |
| XTX Topco Ltd | 60,442 | $54.0 萬 | 0.01% | −104,799−63.4% | 減碼 |
| Freestone Grove Partners LP | 57,743 | $51.6 萬 | 0.00% | +57,743 | 新進 |
| Veradace Capital Management LLC | 51,958 | $46.5 萬 | 0.37% | +51,958 | 新進 |
| California State Teachers Retirement System | 47,559 | $42.5 萬 | 0.00% | +45,624+2,357.8% | 加碼 |
| United Capital Financial Advisers, LLC | 46,050 | $41.2 萬 | 0.00% | +46,050 | 新進 |
| Balyasny Asset Management LLC | 43,492 | $38.9 萬 | 0.00% | +43,492 | 新進 |
| Rhumbline Advisers | 43,430 | $38.8 萬 | 0.00% | +19,757+83.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,754 | $38.2 萬 | 0.00% | +42,754 | 新進 |
| UBS Asset Management Americas Inc | 41,411 | $37.0 萬 | 0.00% | +41,411 | 新進 |
| American Century Companies Inc | 40,602 | $36.3 萬 | 0.00% | +40,602 | 新進 |
| Natixis Advisors, L.P. | 36,730 | $32.8 萬 | 0.00% | +4,841+15.2% | 加碼 |
| Jones Financial Companies LLLP | 37,198 | $32.7 萬 | 0.00% | +9,537+34.5% | 加碼 |
| Deutsche Bank AG | 36,381 | $32.5 萬 | 0.00% | +17,434+92.0% | 加碼 |
| Wells Fargo & Company | 36,329 | $32.5 萬 | 0.00% | +12,805+54.4% | 加碼 |
| Cresset Asset Management, LLC | 34,568 | $30.9 萬 | 0.00% | +34,568 | 新進 |
| Entropy Technologies, LP | 33,872 | $30.3 萬 | 0.01% | +33,872 | 新進 |
| Federated Hermes, Inc. | 30,000 | $26.8 萬 | 0.00% | −210,000−87.5% | 減碼 |
| Vanguard Asset Management, Ltd | 29,418 | $26.3 萬 | 0.00% | +29,418 | 新進 |
| Susquehanna International Group, LLP | 29,414 | $26.3 萬 | 0.00% | −67,236−69.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 28,439 | $25.4 萬 | 0.01% | +28,439 | 新進 |
| Aquatic Capital Management LLC | 28,268 | $25.3 萬 | 0.01% | +28,268 | 新進 |
| SummitTX Capital, L.P. | 28,067 | $25.1 萬 | 0.01% | +13,878+97.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 24,822 | $22.2 萬 | 0.01% | +24,822 | 新進 |
| AlpInvest Partners B.V. | 24,251 | $21.7 萬 | 0.36% | +24,251 | 新進 |
| Jupiter Topco LLC | 22,200 | $19.9 萬 | 0.00% | +22,200 | 新進 |
| Legal & General Group Plc | 20,496 | $18.3 萬 | 0.00% | +17,447+572.2% | 加碼 |
| Invesco Ltd. | 20,452 | $18.3 萬 | 0.00% | −758−3.6% | 減碼 |
| MYDA Advisors LLC | 20,000 | $17.9 萬 | 0.04% | +20,000 | 新進 |
| MetLife Investment Management | 19,782 | $17.7 萬 | 0.00% | −319−1.6% | 減碼 |
| Citigroup Inc | 18,956 | $16.9 萬 | 0.00% | +17,186+971.0% | 加碼 |
| Quadrature Capital Ltd | 18,101 | $16.2 萬 | 0.00% | −4,507−19.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 16,803 | $15.0 萬 | 0.00% | +342+2.1% | 加碼 |
| CAPROCK Group, Inc. | 16,700 | $14.9 萬 | 0.00% | +16,700 | 新進 |
| Twinbeech Capital LP | 16,164 | $14.5 萬 | 0.03% | +16,164 | 新進 |
| ExodusPoint Capital Management, LP | 13,412 | $12.0 萬 | 0.00% | +13,412 | 新進 |
| Vanguard Global Advisers, LLC | 13,304 | $11.9 萬 | 0.00% | −4,726−26.2% | 減碼 |
| ICONIQ Capital, LLC | 12,469 | $11.1 萬 | 0.00% | +12,469 | 新進 |
| National Philanthropic Trust | 12,469 | $11.1 萬 | 0.00% | +12,469 | 新進 |