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 |
|---|---|---|---|---|---|
| a16z Perennial Management, L.P. | 258,624 | $231.2 萬 | 0.19% | +258,624 | 新進 |
| Charles Schwab Investment Management Inc | 302,137 | $270.1 萬 | 0.00% | +4,536+1.5% | 加碼 |
| Northern Trust Corp | 308,164 | $275.5 萬 | 0.00% | +51,548+20.1% | 加碼 |
| Price T Rowe Associates Inc | 310,573 | $277.7 萬 | 0.00% | +285,852+1,156.3% | 加碼 |
| Morgan Stanley | 312,853 | $279.7 萬 | 0.00% | +79,094+33.8% | 加碼 |
| Cerity Partners LLC | 317,227 | $283.6 萬 | 0.00% | +317,227 | 新進 |
| Vanguard Portfolio Management LLC | 318,475 | $284.7 萬 | 0.00% | +112,680+54.8% | 加碼 |
| Weiss Asset Management LP | 348,116 | $311.2 萬 | 0.03% | +348,116 | 新進 |
| AWH Capital, L.P. | 360,000 | $321.8 萬 | 2.21% | +360,000 | 新進 |
| Prelude Capital Management, LLC | 361,843 | $323.5 萬 | 0.24% | +148,617+69.7% | 加碼 |
| Nuveen, LLC | 398,841 | $356.6 萬 | 0.00% | +30,830+8.4% | 加碼 |
| Woodline Partners LP | 424,900 | $379.9 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 491,590 | $439.5 萬 | 0.00% | −251,573−33.9% | 減碼 |
| Creative Planning | 544,422 | $486.7 萬 | 0.00% | +544,422 | 新進 |
| Marshall Wace, LLP | 563,320 | $503.6 萬 | 0.00% | +248,558+79.0% | 加碼 |
| Alliancebernstein L.P. | 556,247 | $514.5 萬 | 0.00% | −319,600−36.5% | 減碼 |
| Whetstone Capital Advisors, LLC | 604,160 | $540.1 萬 | 1.43% | +57,753+10.6% | 加碼 |
| Quinn Opportunity Partners LLC | 667,627 | $596.9 萬 | 0.28% | −62,000−8.5% | 減碼 |
| PB Investment Partners, L.P. | 729,453 | $652.1 萬 | 4.34% | +283,752+63.7% | 加碼 |
| Norges Bank | 799,734 | $715.0 萬 | 0.00% | +799,734 | 新進 |
| Millennium Management LLC | 811,474 | $725.5 萬 | 0.00% | +656,233+422.7% | 加碼 |
| Congress Asset Management Co | 925,205 | $827.1 萬 | 0.05% | +71,458+8.4% | 加碼 |
| Pillsbury Lake Capital LLC | 1,025,030 | $916.4 萬 | 2.52% | +366,217+55.6% | 加碼 |
| Geode Capital Management, LLC | 1,027,877 | $919.1 萬 | 0.00% | +45,636+4.6% | 加碼 |
| UBS Group AG | 1,030,869 | $921.6 萬 | 0.00% | −134,334−11.5% | 減碼 |
| State Street Corp | 1,343,427 | $1,201 萬 | 0.00% | +765,333+132.4% | 加碼 |
| Vanguard Capital Management LLC | 1,603,350 | $1,433 萬 | 0.00% | −47,111−2.9% | 減碼 |
| Citadel Advisors LLC | 2,336,419 | $2,089 萬 | 0.01% | +414,629+21.6% | 加碼 |
| North Reef Capital Management LP | 2,444,253 | $2,185 萬 | 0.84% | −441,004−15.3% | 減碼 |
| Ieq Capital, LLC | 2,763,569 | $2,471 萬 | 0.11% | +2,763,569 | 新進 |
| JPMorgan Chase & Co | 2,994,533 | $2,710 萬 | 0.00% | −166,919−5.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | $3,106 萬 | 0.02% | +556,410+19.1% | 加碼 |
| FMR LLC | 3,767,445 | $3,368 萬 | 0.00% | +648,525+20.8% | 加碼 |
| Wellington Management Group LLP | 4,213,246 | $3,767 萬 | 0.01% | −553,795−11.6% | 減碼 |
| Ribbit Management Company, LLC | 5,479,267 | $4,898 萬 | 2.39% | −4,368,892−44.4% | 減碼 |
| BlackRock, Inc. | 8,363,073 | $7,477 萬 | 0.00% | +254,533+3.1% | 加碼 |
| Index Venture Associates VI Ltd | 9,460,434 | $8,458 萬 | 4.04% | 00.0% | 不變 |
| DAG Ventures, LLC | 13,813,473 | $1.23 億 | 98.95% | −10.0% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 15,156,877 | $1.36 億 | 0.57% | 00.0% | 不變 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −1,400,000−100.0% | 清倉 |
| Azora Capital LP | 0 | $0 | 0.00% | −811,056−100.0% | 清倉 |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −654,338−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −643,328−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −593,275−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −350,000−100.0% | 清倉 |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −208,471−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −175,370−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −126,930−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −87,473−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −68,115−100.0% | 清倉 |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −57,262−100.0% | 清倉 |
| Covalis Capital LLP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −36,100−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,478−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −33,400−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,185−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −307−100.0% | 清倉 |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |