WLTH · Wealthfront Corp · Shareholders & Ownership

$10.63 +0.03 (+0.28%) At close · Nov 6 Play latest call Q2 2027 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$1.66B

156.18M

Volume · Nov 6 1.1M Avg daily vol (3M) 2.45M

Every disclosed holder of WLTH in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WLTH

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	143	95,755,820	61.31%	Yes
Insiders (Forms 3, 4, 5)	13	61,396,940	39.31%	Yes
13D/G-only blocks	1	9,460,434	6.06%	Yes
Remaining	—	10,436,754	-6.68%	Negative
Registered funds (N-PORT, not summed)	136	14,257,464	9.13%	No

Shares outstanding: 156,176,440, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WLTH

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	RACHLEFF ANDREW S Insider CIK 1190190 · Mar 15, 2026 Director, 10% Owner, issuer-wide	17,260,416	11.05%	+29,762	Mar 15, 2026	Director, 10% Owner, issuer-wide
1.1	Andrew S Rachleff 13G CIK 1190190 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	17,230,654	11.03%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
2	TIGER GLOBAL MANAGEMENT LLC 13F CIK 1167483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,156,877	9.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	TIGER GLOBAL MANAGEMENT LLC Insider CIK 1167483 · Dec 15, 2025 10% Owner, issuer-wide, not summed	33,489,424	21.44%	+29,516,677	Dec 15, 2025	10% Owner, issuer-wide, not summed
3	DAG Ventures Management IV, LLC 13G CIK 1526357 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	13,813,474	8.84%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
3.1	DAG Ventures Management IV, LLC Insider CIK 1526357 · Dec 15, 2025 10% Owner, issuer-wide	13,813,474	8.84%	+13,472,672	Dec 15, 2025	10% Owner, issuer-wide
4	DAG VENTURES, LLC 13F CIK 1624576 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,813,473	8.84%	-1	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Index Ventures Growth II (Jersey), L.P. Insider CIK 1736959 · Dec 15, 2025 10% Owner, issuer-wide	12,910,503	8.27%	+9,432,395	Dec 15, 2025	10% Owner, issuer-wide
6	Volpi Michelangelo Insider CIK 1626464 · Dec 15, 2025 Insider, issuer-wide	12,910,503	8.27%	+9,432,395	Dec 15, 2025	Insider, issuer-wide
7	Index Venture Associates VI Ltd 13F CIK 1755035 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,460,434	6.06%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Index Venture Associates VI Ltd 13G CIK 1754862 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	9,460,434	6.06%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor
9	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,363,073	5.35%	+254,533	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	993,615	0.64%	+181,450	Jun 30, 2026	iShares Trust, not summed
9.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	496,593	0.32%	—	Aug 31, 2026	BlackRock Funds, not summed
9.3	BlackRock Strategic Income Opportunities Portfolio Fund S000062358 · Registered fund · Jun 30, 2026 BlackRock Funds V, not summed	427,341	0.27%	0	Jun 30, 2026	BlackRock Funds V, not summed
9.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	253,166	0.16%	+57,626	Jun 30, 2026	iShares Trust, not summed
9.5	BlackRock Global Allocation Fund, Inc. Fund S000002245 · Registered fund · Jul 31, 2026 BlackRock Global Allocation Fund, Inc., not summed	197,622	0.13%	0	Jul 31, 2026	BlackRock Global Allocation Fund, Inc., not summed
10	Ribbit Management Company, LLC 13F CIK 1836733 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,479,267	3.51%	-4,368,892	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Ribbit Capital GP II, Ltd. 13G CIK 1912628 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	6,252,111	4.00%	-3,596,048	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,213,246	2.70%	-553,795	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,767,445	2.41%	+648,525	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,433,430	0.92%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
12.2	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	718,060	0.46%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
12.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	397,731	0.25%	+52,575	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.4	Fidelity Series Small Cap Core Fund Fund S000077859 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	287,800	0.18%	+53,200	Jul 31, 2026	Fidelity Concord Street Trust, not summed
12.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	182,873	0.12%	-5,572	Aug 31, 2026	Fidelity Concord Street Trust, not summed
13	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,474,002	2.22%	+556,410	Jun 30, 2026	carried, not yet filed for the newest quarter
14	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,994,533	1.92%	-166,919	Jun 30, 2026	carried, not yet filed for the newest quarter
15	IEQ CAPITAL, LLC 13F CIK 1779789 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,763,569	1.77%	+2,763,569	Jun 30, 2026	carried, not yet filed for the newest quarter
16	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,444,253	1.57%	-441,004	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,336,419	1.50%	+414,629	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Fortunato David Insider CIK 2082564 · Sep 17, 2026 Director, CEO and President, issuer-wide	2,220,332	1.42%	-100,000	Sep 17, 2026	Director, CEO and President, issuer-wide
19	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,660,438	1.06%	-110,275	Jun 30, 2026	JPMorgan Trust I, not summed
20	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,350	1.03%	-47,111	Jun 30, 2026	carried, not yet filed for the newest quarter
21	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,427	0.86%	+765,333	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	470,361	0.30%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
21.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,400	0.01%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
21.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	833	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
22	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,156,750	0.74%	-50,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,129,703	0.72%	+204,498	Sep 30, 2026
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,030,869	0.66%	-134,334	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,877	0.66%	+45,636	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Pillsbury Lake Capital LLC 13F CIK 2111915 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,025,030	0.66%	+366,217	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	811,474	0.52%	+656,233	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	799,734	0.51%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PB INVESTMENT PARTNERS, L.P. 13F CIK 1910391 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	729,453	0.47%	+283,752	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Wetterwald Julien Insider CIK 2078580 · Sep 17, 2026 Chief Technology Officer, issuer-wide	696,525	0.45%	-26,138	Sep 17, 2026	Chief Technology Officer, issuer-wide
31	KILAR JASON Insider CIK 1239764 · Sep 15, 2026 Director, issuer-wide	670,163	0.43%	+23,544	Sep 15, 2026	Director, issuer-wide
32	Quinn Opportunity Partners LLC 13F CIK 1633275 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,627	0.43%	-62,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	JNL Multi-Manager Small Cap Value Fund Fund S000001798 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	606,155	0.39%	+62,008	Jun 30, 2026	JNL Series Trust, not summed
34	Whetstone Capital Advisors, LLC 13F CIK 1607278 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,160	0.39%	+57,753	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	563,320	0.36%	+248,558	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	556,247	0.36%	-319,600	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	491,590	0.31%	-251,573	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,900	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	400,789	0.26%	-5,632	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	398,841	0.26%	+30,830	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	240,634	0.15%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
40.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	48,493	0.03%	+8,461	Jul 31, 2026	TIAA-CREF Funds, not summed
41	Imberman Alan Insider CIK 2082642 · Sep 17, 2026 CFO and Treasurer, issuer-wide	396,970	0.25%	-76,540	Sep 17, 2026	CFO and Treasurer, issuer-wide
42	PRELUDE CAPITAL MANAGEMENT, LLC 13F CIK 1387508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	361,843	0.23%	+148,617	Jun 30, 2026	carried, not yet filed for the newest quarter
43	AWH Capital, L.P. 13F CIK 1682475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,000	0.23%	+360,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Weiss Asset Management LP 13F CIK 1357550 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,116	0.22%	+348,116	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Jefferies Financial Group Inc. 13F CIK 96223 · Holding company · Sep 30, 2026	332,012	0.21%	+332,012	Sep 30, 2026
46	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,475	0.20%	+112,680	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,227	0.20%	+317,227	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	312,853	0.20%	+79,094	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,573	0.20%	+285,852	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	1,015,795	0.65%	+136,489	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
49.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,526	0.00%	+1,616	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
50	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	308,164	0.20%	+51,548	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,277	0.01%	-467	Jun 30, 2026	Northern Funds, not summed
50.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,692	0.01%	—	Jul 31, 2026	FlexShares Trust, not summed

27 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 230 holders

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Key facts CIK 1524566 CUSIP 947002101 13F (30d) 23 filings 23 filers Visit website Investor relations