WealthfrontWLTH

13F holders, Q1 2026 (March 31)
99holders +8
45new positions
38sold out
4famous investors
$9.28avg. 13F price*

At the end of Q1 2026, 99 institutions reported holding Wealthfront Corp. (WLTH) in their 13F filings, up 8 from Q4 2025. 45 opened new positions and 38 sold out. The largest holders were Tiger Global Management ($140.2M), Dag Ventures, LLC ($127.8M) and Ribbit Management Company, LLC ($91.1M). 4 famous investors held it, including Chase Coleman (0.6% of Tiger Global Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Wealthfront Corp.
CUSIP
947002101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2025: 91Q4 2025Q1 2026: 99Q1 2026Q2 2026: 139Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions45$73.8M
Exits38$151.2M

All 13F filers, Q4 2025 → Q1 2026: 21,500,801 shares bought and 14,614,664 shares sold, net +6,886,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

Tiger Global Management 0.61% No change 15,156,877 $140.2M
Dag Ventures, LLC 99.19% No change 13,813,474 $127.8M
Ribbit Management Company, LLC 5.42% No change 9,848,159 $91.1M
Index Venture Associates VI Ltd 4.15% No change 9,460,434 $87.5M
BlackRock, Inc. 0.00% Add +51.2% 8,108,540 $75.0M
Wellington Management Group LLP 0.01% Add +19.6% 4,767,041 $44.1M
FMR LLC 0.00% Reduce -22.8% 3,118,920 $28.9M
JPMorgan Chase & Co. 0.00% Add +55.0% 3,161,452 $28.6M
T. Rowe Price Investment Management, Inc. 0.02% Add +27.4% 2,917,592 $27.0M
North Reef Capital Management LP 0.92% Add +135.2% 2,885,257 $26.7M
Citadel Advisors 0.01% Add +119.6% 1,921,790 $17.8M
Vanguard Capital Management LLC 0.00% — 1,650,461 $15.3M
Southpoint Capital Advisors LP 0.27% New 1,400,000 $12.9M
Alliancebernstein L.P. 0.00% Add +62.5% 875,847 $11.9M
UBS Group AG 0.00% Add +606.0% 1,165,203 $10.8M
Geode Capital Management, LLC 0.00% Add +663.1% 982,241 $9.1M
Congress Asset Management Co. 0.06% New 853,747 $7.9M
Azora Capital LP 0.49% Add +169.9% 811,056 $7.5M
Bank of America Corp. 0.00% Add +1461.0% 743,163 $6.9M
Quinn Opportunity Partners LLC 0.35% New 729,627 $6.7M
Goldman Sachs Group Inc. 0.00% Add +17.1% 701,564 $6.5M
Pillsbury Lake Capital LLC 2.76% New 658,813 $6.1M
Dragoneer Investment Group, LLC 0.20% No change 654,338 $6.1M
Invenomic Capital Management LP 0.27% New 643,328 $6.0M
Kennedy Capital Management LLC 0.12% Add +54.8% 593,275 $5.5M
State Street Corp. 0.00% New 578,094 $5.3M
Whetstone Capital Advisors, LLC 1.90% New 546,407 $5.1M
PEAK6 LLC 0.13% Add +132.6% 485,494 $4.5M
PB Investment Partners, L.P. 3.24% New 445,701 $4.1M
Two Sigma Investments, LP 0.00% Add +2344.1% 427,721 $4.0M
Woodline Partners LP 0.01% Add +0.1% 424,900 $3.9M
Nuveen, LLC 0.00% Reduce -41.7% 368,011 $3.4M
Burkehill Global Management, LP 0.17% No change 350,000 $3.2M
Ghisallo Capital Management LLC 0.09% No change 350,000 $3.2M
State of Wisconsin Investment Board 0.01% Add +545.1% 322,561 $3.0M
Marshall Wace, LLP 0.00% Add +16.2% 314,762 $2.9M
Charles Schwab Investment Management Inc. 0.00% New 297,601 $2.8M
Northern Trust Corp. 0.00% New 256,616 $2.4M
Vanguard Fiduciary Trust Co. 0.00% — 248,806 $2.3M
Federated Hermes, Inc. 0.00% Add +185.2% 240,000 $2.2M
Morgan Stanley 0.00% Add +3109.2% 233,759 $2.2M
Prelude Capital Management, LLC 0.15% New 213,226 $2.0M
Board of Trustees of The Leland Stanford Junior University 0.23% New 208,471 $1.9M
Vanguard Portfolio Management LLC 0.00% — 205,795 $1.9M
Stoic Point Capital Management LLC 1.66% New 181,555 $1.7M
Renaissance Technologies 0.00% New 175,370 $1.6M
XTX Topco Ltd 0.03% Add +362.7% 165,241 $1.5M
Millennium Management 0.00% Reduce -41.4% 155,241 $1.4M
LMR Partners LLP 0.01% No change 126,930 $1.2M
Sei Investments Co. 0.00% Add +203.2% 124,788 $1.2M
Gabelli Funds LLC 0.01% Add +470.6% 110,701 $1.0M
CDC Financial, Inc. 0.77% New 99,523 $921K
Boothbay Fund Management, LLC 0.02% New 98,009 $907K
Susquehanna International Group, LLP 0.00% New 96,650 $894K
Shay Capital LLC 0.11% Reduce -72.4% 87,473 $809K
Atom Investors LP 0.06% New 84,546 $782K
Seven Grand Managers, LLC 0.05% Reduce -50.0% 75,000 $694K
Wealthfront Advisers LLC 0.00% Add +210.9% 74,461 $689K
Vestmark Advisory Solutions, Inc. 0.01% New 68,115 $630K
Bank of New York Mellon Corp 0.00% New 63,492 $587K
Teachers Retirement System of the State of Kentucky 0.00% Add +71.7% 57,262 $530K
Covalis Capital LLP 0.03% Reduce -41.6% 50,000 $463K
Walleye Capital LLC 0.00% No change 40,000 $370K
Bank of Nova Scotia 0.00% New 36,100 $334K
Hudson Bay Capital Management LP 0.00% Add +85.5% 33,478 $310K
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -96.3% 33,400 $309K
Natixis Advisors, LLC 0.00% New 31,889 $295K
Barclays PLC 0.00% Add +203.8% 30,486 $282K
Jones Financial Companies LLLP 0.00% Add +921933.3% 27,661 $244K
T. Rowe Price Associates Inc. 0.00% New 24,721 $229K
Rhumbline Advisers 0.00% New 23,673 $219K
Wells Fargo & Company 0.00% New 23,524 $218K
Quadrature Capital Ltd 0.00% New 22,608 $209K
Invesco Ltd. 0.00% Reduce -97.9% 21,210 $196K
MetLife Investment Management, LLC 0.00% New 20,101 $186K
Deutsche Bank AG 0.00% New 18,947 $175K
Vanguard Global Advisers, LLC 0.00% — 18,030 $167K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 16,461 $152K
SummitTX Capital, L.P. 0.00% New 14,189 $131K
Magnetar Financial LLC 0.00% New 14,185 $131K
Police & Firemen's Retirement System of New Jersey 0.00% New 7,640 $71K
BNP Paribas Financial Markets 0.00% New 7,400 $68K
STRS Ohio 0.00% New 6,100 $56K
Legal & General Group Plc 0.00% Reduce -84.8% 3,049 $28K
Royal Bank of Canada 0.00% New 2,917 $27K
Ameritas Investment Partners, Inc. 0.00% New 2,869 $27K
Russell Investments Group, Ltd. 0.00% New 2,646 $24K
Caption Management, LLC 0.00% New 2,500 $23K
California State Teachers Retirement System 0.00% New 1,935 $18K
Tower Research Capital LLC (TRC) 0.00% Add +482.7% 1,783 $16K
Citigroup Inc. 0.00% New 1,770 $16K
Allworth Financial LP 0.00% Add +100.0% 1,000 $9K
Sterling Capital Management LLC 0.00% New 530 $5K
Simplex Trading, LLC 0.00% New 307 $3K
Valley National Advisers Inc. 0.00% New 223 $2K
Osaic Holdings, Inc. 0.00% Reduce -37.5% 125 $1K
GHP Investment Advisors, Inc. 0.00% New 110 $1K
SBI Securities Co., Ltd. 0.00% No change 6 $56
Hughes Financial Services, LLC 0.00% New 1 $9

"% of holder's portfolio" is WLTH's weight in each manager's 13F, not the share of Wealthfront Corp. the manager owns.