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 | $12.1 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 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 44 | $0 | 0.00% | +44 | 新進 |
| SBI Securities Co., Ltd. | 6 | $54 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 14 | $126 | 0.00% | +14 | 新進 |
| Rothschild Investment LLC | 16 | $143 | 0.00% | +16 | 新進 |
| Farther Finance Advisors, LLC | 75 | $671 | 0.00% | +75 | 新進 |
| Essential Partners LLC | 93 | $831 | 0.00% | +93 | 新進 |
| EverSource Wealth Advisors, LLC | 110 | $984 | 0.00% | +110 | 新進 |
| Advisor Group Holdings, Inc. | 125 | $1,117 | 0.00% | 00.0% | 不變 |
| Quarry LP | 155 | $1,386 | 0.00% | +155 | 新進 |
| SJS Investment Consulting Inc. | 170 | $1,520 | 0.00% | +170 | 新進 |
| Valley National Advisers Inc | 223 | $1,994 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 250 | $2,235 | 0.00% | +140+127.3% | 加碼 |
| IFP Advisors, Inc | 262 | $2,342 | 0.00% | +262 | 新進 |
| Sterling Capital Management LLC | 308 | $2,754 | 0.00% | −222−41.9% | 減碼 |
| Caitong International Asset Management Co., Ltd | 333 | $2,977 | 0.00% | +333 | 新進 |
| Allworth Financial LP | 1,116 | $9,978 | 0.00% | +116+11.6% | 加碼 |
| Royal Bank of Canada | 1,120 | $1.00 萬 | 0.00% | −1,797−61.6% | 減碼 |
| SRS Capital Advisors, Inc. | 1,177 | $1.05 萬 | 0.00% | +1,177 | 新進 |
| Tower Research Capital LLC (TRC) | 1,531 | $1.37 萬 | 0.00% | −252−14.1% | 減碼 |
| Caption Management, LLC | 2,500 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,869 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 3,440 | $3.08 萬 | 0.00% | +3,440 | 新進 |
| BNP Paribas Arbitrage, SA | 5,660 | $5.06 萬 | 0.00% | −1,740−23.5% | 減碼 |
| Barclays PLC | 5,691 | $5.09 萬 | 0.00% | −24,795−81.3% | 減碼 |
| STRS Ohio | 7,400 | $6.62 萬 | 0.00% | +1,300+21.3% | 加碼 |
| BP PLC | 6,928 | $6.82 萬 | 0.43% | +6,928 | 新進 |
| KLP Kapitalforvaltning AS | 9,300 | $8.31 萬 | 0.00% | +9,300 | 新進 |
| Squarepoint Ops LLC | 10,121 | $9.05 萬 | 0.00% | +10,121 | 新進 |
| Kemnay Advisory Services Inc. | 10,393 | $9.29 萬 | 0.01% | +10,393 | 新進 |
| New York State Common Retirement Fund | 11,000 | $9.83 萬 | 0.00% | +11,000 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 11,161 | $9.98 萬 | 0.00% | +3,521+46.1% | 加碼 |
| Intech Investment Management LLC | 11,328 | $10.1 萬 | 0.00% | +11,328 | 新進 |
| Arizona State Retirement System | 11,391 | $10.2 萬 | 0.00% | +11,391 | 新進 |
| SG Americas Securities, LLC | 11,649 | $10.4 萬 | 0.00% | +11,649 | 新進 |
| Russell Investments Group, Ltd. | 11,659 | $10.4 萬 | 0.00% | +9,013+340.6% | 加碼 |
| Axq Capital, LP | 11,758 | $10.5 萬 | 0.01% | +11,758 | 新進 |
| Manufacturers Life Insurance Company, The | 11,807 | $10.6 萬 | 0.00% | +11,807 | 新進 |
| Vanguard Investments Australia, Ltd. | 12,207 | $10.9 萬 | 0.00% | +12,207 | 新進 |
| Aster Capital Management (DIFC) Ltd | 12,425 | $11.1 萬 | 0.02% | +12,425 | 新進 |
| 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 |
| Vanguard Global Advisers, LLC | 13,304 | $11.9 萬 | 0.00% | −4,726−26.2% | 減碼 |
| ExodusPoint Capital Management, LP | 13,412 | $12.0 萬 | 0.00% | +13,412 | 新進 |
| Twinbeech Capital LP | 16,164 | $14.5 萬 | 0.03% | +16,164 | 新進 |
| CAPROCK Group, Inc. | 16,700 | $14.9 萬 | 0.00% | +16,700 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 16,803 | $15.0 萬 | 0.00% | +342+2.1% | 加碼 |
| Quadrature Capital Ltd | 18,101 | $16.2 萬 | 0.00% | −4,507−19.9% | 減碼 |
| Citigroup Inc | 18,956 | $16.9 萬 | 0.00% | +17,186+971.0% | 加碼 |
| MetLife Investment Management | 19,782 | $17.7 萬 | 0.00% | −319−1.6% | 減碼 |
| MYDA Advisors LLC | 20,000 | $17.9 萬 | 0.04% | +20,000 | 新進 |
| Invesco Ltd. | 20,452 | $18.3 萬 | 0.00% | −758−3.6% | 減碼 |
| Legal & General Group Plc | 20,496 | $18.3 萬 | 0.00% | +17,447+572.2% | 加碼 |
| Jupiter Topco LLC | 22,200 | $19.9 萬 | 0.00% | +22,200 | 新進 |
| AlpInvest Partners B.V. | 24,251 | $21.7 萬 | 0.36% | +24,251 | 新進 |
| Landscape Capital Management, L.L.C. | 24,822 | $22.2 萬 | 0.01% | +24,822 | 新進 |
| SummitTX Capital, L.P. | 28,067 | $25.1 萬 | 0.01% | +13,878+97.8% | 加碼 |
| Aquatic Capital Management LLC | 28,268 | $25.3 萬 | 0.01% | +28,268 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 28,439 | $25.4 萬 | 0.01% | +28,439 | 新進 |
| Susquehanna International Group, LLP | 29,414 | $26.3 萬 | 0.00% | −67,236−69.6% | 減碼 |
| Vanguard Asset Management, Ltd | 29,418 | $26.3 萬 | 0.00% | +29,418 | 新進 |
| Federated Hermes, Inc. | 30,000 | $26.8 萬 | 0.00% | −210,000−87.5% | 減碼 |
| Entropy Technologies, LP | 33,872 | $30.3 萬 | 0.01% | +33,872 | 新進 |
| Cresset Asset Management, LLC | 34,568 | $30.9 萬 | 0.00% | +34,568 | 新進 |
| Wells Fargo & Company | 36,329 | $32.5 萬 | 0.00% | +12,805+54.4% | 加碼 |
| Deutsche Bank AG | 36,381 | $32.5 萬 | 0.00% | +17,434+92.0% | 加碼 |
| Jones Financial Companies LLLP | 37,198 | $32.7 萬 | 0.00% | +9,537+34.5% | 加碼 |
| Natixis Advisors, L.P. | 36,730 | $32.8 萬 | 0.00% | +4,841+15.2% | 加碼 |
| American Century Companies Inc | 40,602 | $36.3 萬 | 0.00% | +40,602 | 新進 |
| UBS Asset Management Americas Inc | 41,411 | $37.0 萬 | 0.00% | +41,411 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,754 | $38.2 萬 | 0.00% | +42,754 | 新進 |
| Rhumbline Advisers | 43,430 | $38.8 萬 | 0.00% | +19,757+83.5% | 加碼 |
| Balyasny Asset Management LLC | 43,492 | $38.9 萬 | 0.00% | +43,492 | 新進 |
| United Capital Financial Advisers, LLC | 46,050 | $41.2 萬 | 0.00% | +46,050 | 新進 |
| California State Teachers Retirement System | 47,559 | $42.5 萬 | 0.00% | +45,624+2,357.8% | 加碼 |
| Veradace Capital Management LLC | 51,958 | $46.5 萬 | 0.37% | +51,958 | 新進 |
| Freestone Grove Partners LP | 57,743 | $51.6 萬 | 0.00% | +57,743 | 新進 |
| XTX Topco Ltd | 60,442 | $54.0 萬 | 0.01% | −104,799−63.4% | 減碼 |
| Quantbot Technologies LP | 62,425 | $55.8 萬 | 0.02% | +62,425 | 新進 |
| Parallel Advisors, LLC | 68,212 | $61.0 萬 | 0.01% | +68,212 | 新進 |
| Catalyst Funds Management Pty Ltd | 73,072 | $65.3 萬 | 0.04% | +73,072 | 新進 |
| Bank of New York Mellon Corp | 79,624 | $71.2 萬 | 0.00% | +16,132+25.4% | 加碼 |
| SEI Investments Co | 82,408 | $73.7 萬 | 0.00% | −42,380−34.0% | 減碼 |
| Swiss National Bank | 82,800 | $74.0 萬 | 0.00% | +82,800 | 新進 |
| Mercer Global Advisors Inc | 86,046 | $76.9 萬 | 0.00% | +86,046 | 新進 |
| Wealthfront Advisers LLC | 86,632 | $77.4 萬 | 0.00% | +12,171+16.3% | 加碼 |
| CDC Financial, Inc. | 95,523 | $85.4 萬 | 0.66% | −4,000−4.0% | 減碼 |
| Atom Investors LP | 97,238 | $86.9 萬 | 0.08% | +12,692+15.0% | 加碼 |
| Gabelli Funds LLC | 100,603 | $89.9 萬 | 0.01% | −10,098−9.1% | 減碼 |
| Capricorn Fund Managers Ltd | 112,800 | $100.8 萬 | 0.08% | +112,800 | 新進 |
| HRT Financial LP | 119,774 | $107.0 萬 | 0.00% | +119,774 | 新進 |
| Boothbay Fund Management, LLC | 135,546 | $121.2 萬 | 0.02% | +37,537+38.3% | 加碼 |
| Ghisallo Capital Management LLC | 150,000 | $134.1 萬 | 0.03% | −200,000−57.1% | 減碼 |
| Stoic Point Capital Management LLC | 162,394 | $145.2 萬 | 1.22% | −19,161−10.6% | 減碼 |
| Trexquant Investment LP | 166,356 | $148.7 萬 | 0.01% | +166,356 | 新進 |
| AQR Capital Management LLC | 202,001 | $180.6 萬 | 0.00% | +202,001 | 新進 |
| Two Sigma Investments, LP | 212,137 | $189.7 萬 | 0.00% | −215,584−50.4% | 減碼 |
| PEAK6 LLC | 225,000 | $201.2 萬 | 0.05% | −260,494−53.7% | 減碼 |
| State of Wisconsin Investment Board | 245,042 | $219.1 萬 | 0.00% | −77,519−24.0% | 減碼 |
| Goldman Sachs Group Inc | 250,107 | $223.6 萬 | 0.00% | −451,457−64.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 254,816 | $227.8 萬 | 0.00% | +6,010+2.4% | 加碼 |