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 1 季 13F 持有人
Wealthfront Corp 在 2026/3/31 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
- 99
- 較 2025 年第 4 季 +11 家
- 持有股數
- 9,653 萬
- 較 2025 年第 4 季 +900.9 萬 (+10.3%)
- 總市值
- $8.96 億
- 較 2025 年第 4 季 −$2.93 億 (−24.7%)
- 新進機構
- 49
- 另有 30 家加碼
- 清倉機構
- 38
- 另有 10 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 | $12.1 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 1 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 2025 年第 4 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 | $1.40 億 | 0.61% | 00.0% | 不變 |
| DAG Ventures, LLC | 13,813,474 | $1.28 億 | 99.19% | 00.0% | 不變 |
| Ribbit Management Company, LLC | 9,848,159 | $9,110 萬 | 5.42% | 00.0% | 不變 |
| Index Venture Associates VI Ltd | 9,460,434 | $8,751 萬 | 4.15% | 00.0% | 不變 |
| BlackRock, Inc. | 8,108,540 | $7,500 萬 | 0.00% | +2,745,206+51.2% | 加碼 |
| Wellington Management Group LLP | 4,767,041 | $4,410 萬 | 0.01% | +780,103+19.6% | 加碼 |
| FMR LLC | 3,118,920 | $2,885 萬 | 0.00% | −920,397−22.8% | 減碼 |
| JPMorgan Chase & Co | 3,161,452 | $2,858 萬 | 0.00% | +1,121,314+55.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,917,592 | $2,699 萬 | 0.02% | +626,513+27.3% | 加碼 |
| North Reef Capital Management LP | 2,885,257 | $2,669 萬 | 0.92% | +1,658,624+135.2% | 加碼 |
| Citadel Advisors LLC | 1,921,790 | $1,778 萬 | 0.01% | +1,046,790+119.6% | 加碼 |
| Vanguard Capital Management LLC | 1,650,461 | $1,527 萬 | 0.00% | +1,650,461 | 新進 |
| Southpoint Capital Advisors LP | 1,400,000 | $1,295 萬 | 0.27% | +1,400,000 | 新進 |
| Alliancebernstein L.P. | 875,847 | $1,190 萬 | 0.00% | +337,000+62.5% | 加碼 |
| UBS Group AG | 1,165,203 | $1,078 萬 | 0.00% | +1,000,159+606.0% | 加碼 |
| Geode Capital Management, LLC | 982,241 | $908.8 萬 | 0.00% | +853,528+663.1% | 加碼 |
| Congress Asset Management Co | 853,747 | $789.7 萬 | 0.06% | +853,747 | 新進 |
| Azora Capital LP | 811,056 | $750.2 萬 | 0.49% | +510,538+169.9% | 加碼 |
| Bank of America Corp | 743,163 | $687.4 萬 | 0.00% | +695,555+1,461.0% | 加碼 |
| Quinn Opportunity Partners LLC | 729,627 | $674.9 萬 | 0.35% | +729,627 | 新進 |
| Goldman Sachs Group Inc | 701,564 | $648.9 萬 | 0.00% | +102,649+17.1% | 加碼 |
| Pillsbury Lake Capital LLC | 658,813 | $609.4 萬 | 2.76% | +658,813 | 新進 |
| Dragoneer Investment Group, LLC | 654,338 | $605.3 萬 | 0.20% | 00.0% | 不變 |
| Invenomic Capital Management LP | 643,328 | $595.1 萬 | 0.27% | +643,328 | 新進 |
| Kennedy Capital Management, Inc. | 593,275 | $548.8 萬 | 0.12% | +210,071+54.8% | 加碼 |
| State Street Corp | 578,094 | $534.7 萬 | 0.00% | +578,094 | 新進 |
| Whetstone Capital Advisors, LLC | 546,407 | $505.4 萬 | 1.90% | +546,407 | 新進 |
| PEAK6 LLC | 485,494 | $449.1 萬 | 0.13% | +276,742+132.6% | 加碼 |
| PB Investment Partners, L.P. | 445,701 | $412.3 萬 | 3.24% | +445,701 | 新進 |
| Two Sigma Investments, LP | 427,721 | $395.6 萬 | 0.00% | +410,221+2,344.1% | 加碼 |
| Woodline Partners LP | 424,900 | $393.0 萬 | 0.01% | +441+0.1% | 加碼 |
| Nuveen, LLC | 368,011 | $340.4 萬 | 0.00% | −263,554−41.7% | 減碼 |
| Ghisallo Capital Management LLC | 350,000 | $323.8 萬 | 0.09% | 00.0% | 不變 |
| Burkehill Global Management, LP | 350,000 | $323.8 萬 | 0.16% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 322,561 | $298.4 萬 | 0.01% | +272,561+545.1% | 加碼 |
| Marshall Wace, LLP | 314,762 | $291.2 萬 | 0.00% | +43,852+16.2% | 加碼 |
| Charles Schwab Investment Management Inc | 297,601 | $275.3 萬 | 0.00% | +297,601 | 新進 |
| Northern Trust Corp | 256,616 | $237.4 萬 | 0.00% | +256,616 | 新進 |
| Vanguard Fiduciary Trust Co | 248,806 | $230.1 萬 | 0.00% | +248,806 | 新進 |
| Federated Hermes, Inc. | 240,000 | $222.0 萬 | 0.00% | +155,833+185.1% | 加碼 |
| Morgan Stanley | 233,759 | $216.2 萬 | 0.00% | +226,475+3,109.2% | 加碼 |
| Prelude Capital Management, LLC | 213,226 | $197.2 萬 | 0.15% | +213,226 | 新進 |
| Board of Trustees of The Leland Stanford Junior University | 208,471 | $192.8 萬 | 0.23% | +208,471 | 新進 |
| Vanguard Portfolio Management LLC | 205,795 | $190.4 萬 | 0.00% | +205,795 | 新進 |
| Stoic Point Capital Management LLC | 181,555 | $167.9 萬 | 1.65% | +181,555 | 新進 |
| Renaissance Technologies LLC | 175,370 | $162.2 萬 | 0.00% | +175,370 | 新進 |
| XTX Topco Ltd | 165,241 | $152.8 萬 | 0.03% | +129,531+362.7% | 加碼 |
| Millennium Management LLC | 155,241 | $143.6 萬 | 0.00% | −109,638−41.4% | 減碼 |
| LMR Partners LLP | 126,930 | $117.4 萬 | 0.01% | 00.0% | 不變 |
| SEI Investments Co | 124,788 | $115.4 萬 | 0.00% | +83,634+203.2% | 加碼 |
| Gabelli Funds LLC | 110,701 | $102.4 萬 | 0.01% | +91,301+470.6% | 加碼 |
| CDC Financial, Inc. | 99,523 | $92.1 萬 | 0.76% | +99,523 | 新進 |
| Boothbay Fund Management, LLC | 98,009 | $90.7 萬 | 0.02% | +98,009 | 新進 |
| Susquehanna International Group, LLP | 96,650 | $89.4 萬 | 0.00% | +96,650 | 新進 |
| Shay Capital LLC | 87,473 | $80.9 萬 | 0.11% | −229,492−72.4% | 減碼 |
| Atom Investors LP | 84,546 | $78.2 萬 | 0.06% | +84,546 | 新進 |
| Seven Grand Managers, LLC | 75,000 | $69.4 萬 | 0.05% | −75,000−50.0% | 減碼 |
| Wealthfront Advisers LLC | 74,461 | $68.9 萬 | 0.00% | +50,508+210.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 68,115 | $63.0 萬 | 0.01% | +68,115 | 新進 |
| Bank of New York Mellon Corp | 63,492 | $58.7 萬 | 0.00% | +63,492 | 新進 |
| Teachers Retirement System of the State of Kentucky | 57,262 | $53.0 萬 | 0.00% | +23,902+71.6% | 加碼 |
| Covalis Capital LLP | 50,000 | $46.3 萬 | 0.03% | −35,593−41.6% | 減碼 |
| Walleye Capital LLC | 40,000 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Bank of Nova Scotia | 36,100 | $33.4 萬 | 0.00% | +36,100 | 新進 |
| Hudson Bay Capital Management LP | 33,478 | $31.0 萬 | 0.00% | +15,428+85.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 33,400 | $30.9 萬 | 0.00% | −858,200−96.3% | 減碼 |
| Natixis Advisors, L.P. | 31,889 | $29.5 萬 | 0.00% | +31,889 | 新進 |
| Barclays PLC | 30,486 | $28.2 萬 | 0.00% | +20,450+203.8% | 加碼 |
| Jones Financial Companies LLLP | 27,661 | $24.4 萬 | 0.00% | +27,658+921,933.3% | 加碼 |
| Price T Rowe Associates Inc | 24,721 | $22.9 萬 | 0.00% | +24,721 | 新進 |
| Rhumbline Advisers | 23,673 | $21.9 萬 | 0.00% | +23,673 | 新進 |
| Wells Fargo & Company | 23,524 | $21.8 萬 | 0.00% | +23,524 | 新進 |
| Quadrature Capital Ltd | 22,608 | $20.9 萬 | 0.00% | +22,608 | 新進 |
| Invesco Ltd. | 21,210 | $19.6 萬 | 0.00% | −978,790−97.9% | 減碼 |
| MetLife Investment Management | 20,101 | $18.6 萬 | 0.00% | +20,101 | 新進 |
| Deutsche Bank AG | 18,947 | $17.5 萬 | 0.00% | +18,947 | 新進 |
| Vanguard Global Advisers, LLC | 18,030 | $16.7 萬 | 0.00% | +18,030 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 16,461 | $15.2 萬 | 0.00% | +16,461 | 新進 |
| SummitTX Capital, L.P. | 14,189 | $13.1 萬 | 0.00% | +14,189 | 新進 |
| Magnetar Financial LLC | 14,185 | $13.1 萬 | 0.00% | +14,185 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 7,640 | $7.07 萬 | 0.00% | +7,640 | 新進 |
| BNP Paribas Arbitrage, SA | 7,400 | $6.84 萬 | 0.00% | +7,400 | 新進 |
| STRS Ohio | 6,100 | $5.64 萬 | 0.00% | +6,100 | 新進 |
| Legal & General Group Plc | 3,049 | $2.82 萬 | 0.00% | −16,951−84.8% | 減碼 |
| Royal Bank of Canada | 2,917 | $2.70 萬 | 0.00% | +2,917 | 新進 |
| Ameritas Investment Partners, Inc. | 2,869 | $2.65 萬 | 0.00% | +2,869 | 新進 |
| Russell Investments Group, Ltd. | 2,646 | $2.45 萬 | 0.00% | +2,646 | 新進 |
| Caption Management, LLC | 2,500 | $2.31 萬 | 0.00% | +2,500 | 新進 |
| California State Teachers Retirement System | 1,935 | $1.79 萬 | 0.00% | +1,935 | 新進 |
| Tower Research Capital LLC (TRC) | 1,783 | $1.65 萬 | 0.00% | +1,477+482.7% | 加碼 |
| Citigroup Inc | 1,770 | $1.64 萬 | 0.00% | +1,770 | 新進 |
| Allworth Financial LP | 1,000 | $9,250 | 0.00% | +500+100.0% | 加碼 |
| Sterling Capital Management LLC | 530 | $4,903 | 0.00% | +530 | 新進 |
| Simplex Trading, LLC | 307 | $2,839 | 0.00% | +307 | 新進 |
| Valley National Advisers Inc | 223 | $2,000 | 0.00% | +223 | 新進 |
| Advisor Group Holdings, Inc. | 125 | $1,156 | 0.00% | −75−37.5% | 減碼 |
| GHP Investment Advisors, Inc. | 110 | $1,018 | 0.00% | +110 | 新進 |
| SBI Securities Co., Ltd. | 6 | $56 | 0.00% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 1 | $9 | 0.00% | +1 | 新進 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,600,000−100.0% | 清倉 |