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WLTH

Wealthfront Corp
$9.14 -0.23 (-2.45%) At close · Jul 2
Market Cap
$1.37B
Shares
149,361,216

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 100
Total Value: $896,652,959
Total Shares: 96,935,460
Showing 1–100 of 107 holdings by value · page 1 of 2

Institutional Ownership Trend

2 quarters

Superinvestors Holding WLTH

All superinvestors →
Chase Coleman $140,201,112

Holder Concentration

Across 100 13F filers · Δ vs Dec 31, 2025
Top Holder
15.6%
Dec 2025 → Mar 2026 · range 15.6% – 17.1%
−1.4 pts
Top 5
58.2%
Dec 2025 → Mar 2026 · range 58.2% – 60.5%
−2.3 pts
Top 10
75.6%
Dec 2025 → Mar 2026 · range 75.6% – 76.2%
−0.6 pts
HHI
800
Dec 2025 → Mar 2026 · range 800 – 881
Broadly held−82

Quarterly Activity

vs Dec 31, 2025
New
49
Increased
30
Decreased
12
Sold Out
44
Unchanged
9
Holder count: +5
Institutional value: -57.2%
Shares held: -37.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BlackRock, Inc. +2,745,206 8,108,540
Mid North Reef Capital Management LP +1,658,624 2,885,257
Mega CITADEL ADVISORS LLC +1,131,790 2,006,790
Mega JPMORGAN CHASE & CO +1,121,314 3,161,452
Mega UBS Group AG +1,000,159 1,165,203

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large TIGER GLOBAL MANAGEMENT LLC −15,156,877 15,156,877
Mega Invesco Ltd. −978,790 21,210
Mega FMR LLC −920,397 3,118,920
Large ADAGE CAPITAL PARTNERS GP, L.L.C. −858,200 33,400
Mega JANE STREET GROUP, LLC −790,671 18,300

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,650,461 $15,266,764
Mid Southpoint Capital Advisors LP 1,400,000 $12,950,000
Large CONGRESS ASSET MANAGEMENT CO 853,747 $7,897,159
Mid Quinn Opportunity Partners LLC 729,627 $6,749,049
Small Pillsbury Lake Capital LLC 658,813 $6,094,020

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
— Andrew S Rachleff 17,230,654 $234,164,587
— DAG Ventures Management IV, LLC 13,813,474 $187,725,111
Small Ribbit Capital GP II, Ltd. 9,848,159 $133,836,480
— Index Venture Associates VI Ltd 9,460,434 $128,567,298
Mid Whale Rock Capital Management LLC 1,600,000 $21,744,000
Filter: New 49 Increased 30 Reduced 12 Sold out 44 Unchanged 9
Showing 100 of 107
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large TIGER GLOBAL MANAGEMENT LLC $140,201,112 15.64% 15,156,877
Small DAG VENTURES, LLC $127,774,634 14.25% 13,813,474
Mid Ribbit Management Company, LLC $91,095,470 10.16% 9,848,159
Mid Index Venture Associates VI Ltd $87,509,014 9.76% 9,460,434
Mega BlackRock, Inc. $75,003,992 8.36% 8,108,540
Mega WELLINGTON MANAGEMENT GROUP LLP $44,095,127 4.92% 4,767,041
Mega JPMORGAN CHASE & CO $29,243,430 3.26% 3,161,452
Mega FMR LLC $28,850,009 3.22% 3,118,920
Mega T. Rowe Price Investment Management, Inc. $26,987,726 3.01% 2,917,592
Mid North Reef Capital Management LP $26,688,627 2.98% 2,885,257
Mega CITADEL ADVISORS LLC $17,776,557 1.98% 1,921,790
Mega VANGUARD CAPITAL MANAGEMENT LLC $15,266,764 1.70% 1,650,461
Mid Southpoint Capital Advisors LP $12,950,000 1.44% 1,400,000
Mega UBS Group AG $10,778,127 1.20% 1,165,203
Mega GEODE CAPITAL MANAGEMENT, LLC $9,085,728 1.01% 982,241
Mega ALLIANCEBERNSTEIN L.P. $8,101,584 0.90% 875,847
Large CONGRESS ASSET MANAGEMENT CO $7,897,159 0.88% 853,747
Mid Azora Capital LP $7,502,268 0.84% 811,056
Mega BANK OF AMERICA CORP /DE/ Bank $6,874,257 0.77% 743,163
Mid Quinn Opportunity Partners LLC $6,749,049 0.75% 729,627
Mega GOLDMAN SACHS GROUP INC $6,489,467 0.72% 701,564
Small Pillsbury Lake Capital LLC $6,094,020 0.68% 658,813
Mid Dragoneer Investment Group, LLC $6,052,626 0.68% 654,338
Mid Invenomic Capital Management LP $5,950,784 0.66% 643,328
Mid KENNEDY CAPITAL MANAGEMENT LLC $5,487,793 0.61% 593,275
Mega STATE STREET CORP $5,347,369 0.60% 578,094
Small Whetstone Capital Advisors, LLC $5,054,264 0.56% 546,407
Large PEAK6 LLC $4,490,819 0.50% 485,494
Small PB INVESTMENT PARTNERS, L.P. $4,122,734 0.46% 445,701
Mega TWO SIGMA INVESTMENTS, LP $3,956,419 0.44% 427,721
Large Woodline Partners LP $3,930,325 0.44% 424,900
Mega Nuveen, LLC $3,404,101 0.38% 368,011
Mid Ghisallo Capital Management LLC $3,237,500 0.36% 350,000
Mid Burkehill Global Management, LP $3,237,500 0.36% 350,000
Large STATE OF WISCONSIN INVESTMENT BOARD $2,983,689 0.33% 322,561
Large MARSHALL WACE, LLP $2,911,548 0.32% 314,762
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,752,809 0.31% 297,601
Mega NORTHERN TRUST CORP Bank $2,373,697 0.26% 256,616
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,301,455 0.26% 248,806
Large FEDERATED HERMES, INC. $2,220,000 0.25% 240,000
Mega MORGAN STANLEY $2,162,270 0.24% 233,759
Mid PRELUDE CAPITAL MANAGEMENT, LLC $1,972,340 0.22% 213,226
Small Board of Trustees of The Leland Stanford Junior University Endowment $1,928,356 0.22% 208,471
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,924,000 0.21% 208,000
Micro Stoic Point Capital Management LLC $1,679,383 0.19% 181,555
Large RENAISSANCE TECHNOLOGIES LLC $1,622,172 0.18% 175,370
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,532,725 0.17% 165,700
Mid XTX Topco Ltd $1,528,479 0.17% 165,241
Mega MILLENNIUM MANAGEMENT LLC $1,435,979 0.16% 155,241
Large LMR Partners LLP $1,174,102 0.13% 126,930
Large SEI INVESTMENTS CO $1,154,289 0.13% 124,788
Large GABELLI FUNDS LLC $1,023,984 0.11% 110,701
Small CDC Financial, Inc. $920,587 0.10% 99,523
Mid BOOTHBAY FUND MANAGEMENT, LLC $906,583 0.10% 98,009
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $894,012 0.10% 96,650
Mid Shay Capital LLC $809,125 0.09% 87,473
Mid Atom Investors LP $782,050 0.09% 84,546
Mid SEVEN GRAND MANAGERS, LLC $693,750 0.08% 75,000
Mid Wealthfront Advisers LLC $688,764 0.08% 74,461
Mid Vestmark Advisory Solutions, Inc. $630,063 0.07% 68,115
Mega CITADEL ADVISORS LLC $601,250 0.07% 65,000
Mega Bank of New York Mellon Corp Bank $587,300 0.07% 63,492
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $529,673 0.06% 57,262
Mid Covalis Capital LLP $462,500 0.05% 50,000
Large Caption Management, LLC $462,500 0.05% 50,000
Large Caption Management, LLC $462,500 0.05% 50,000
Large Walleye Capital LLC $370,000 0.04% 40,000
Large BANK OF NOVA SCOTIA Bank $333,925 0.04% 36,100
Large Hudson Bay Capital Management LP $309,671 0.03% 33,478
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $308,950 0.03% 33,400
Large NATIXIS ADVISORS, LLC $294,973 0.03% 31,889
Mega BARCLAYS PLC $281,994 0.03% 30,486
Large JONES FINANCIAL COMPANIES LLLP $255,864 0.03% 27,661
Mega PRICE T ROWE ASSOCIATES INC /MD/ $228,669 0.03% 24,721
Large PEAK6 LLC $223,850 0.02% 24,200
Mega RHUMBLINE ADVISERS $218,975 0.02% 23,673
Mega WELLS FARGO & COMPANY/MN $217,596 0.02% 23,524
Mid Quadrature Capital Ltd $209,124 0.02% 22,608
Mega Invesco Ltd. $196,192 0.02% 21,210
Large MetLife Investment Management, LLC $185,934 0.02% 20,101
Mega CITADEL ADVISORS LLC $185,000 0.02% 20,000
Mega DEUTSCHE BANK AG\ Bank $175,259 0.02% 18,947
Mega JANE STREET GROUP, LLC $169,275 0.02% 18,300
Mega Vanguard Global Advisers, LLC $166,777 0.02% 18,030
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $152,264 0.02% 16,461
Mid SummitTX Capital, L.P. $131,248 0.01% 14,189
Mid Magnetar Financial LLC $131,211 0.01% 14,185
Mid SIG BROKERAGE, LP Broker-Dealer $111,000 0.01% 12,000
Large Police & Firemen's Retirement System of New Jersey Pension $70,670 0.01% 7,640
Mega BNP PARIBAS ARBITRAGE, SA $68,450 0.01% 7,400
Large STRS OHIO $56,425 0.01% 6,100
Mega Legal & General Group Plc $28,203 0.00% 3,049
Mega ROYAL BANK OF CANADA Bank $26,982 0.00% 2,917
Mid Ameritas Investment Partners, Inc. $26,538 0.00% 2,869
Large Russell Investments Group, Ltd. $24,475 0.00% 2,646
Large Caption Management, LLC $23,125 0.00% 2,500
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $17,898 0.00% 1,935
Mid Tower Research Capital LLC (TRC) $16,492 0.00% 1,783
Mega CITIGROUP INC $16,371 0.00% 1,770
Mid Allworth Financial LP $9,250 0.00% 1,000
Key facts CIK 1524566 CUSIP 947002101 Visit website Investor relations

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