WEALTHFRONT CORP (WLTH) Institutional Shareholders

WEALTHFRONT CORP (WLTH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $848.88M in WLTH holdings during the latest filing period.

Tiger Global Management is currently the largest disclosed institutional shareholder of WLTH tracked by InsiderSet, reporting ownership valued at approximately $135.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $153.08M, representing an estimated gain of +12.98% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed WLTH value among the investors covered in this analysis. Major shareholders include Tiger Global Management, Dag Ventures, Llc, Index Venture Associates Vi Ltd, and several other long-term asset managers with concentrated positions in WEALTHFRONT CORP (WLTH).

This page ranks the largest institutional WLTH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

134

Total Reported Value

$848.88M

Largest Holder

Tiger Global Management

Largest Position

$135.50M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

184

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tiger Global ManagementChase Coleman III0.57%15,156,877$135,502,480$153,084,458+$17,581,978+12.98%
Dag Ventures, Llc98.95%13,813,473$123,492,449$139,516,077+$16,023,628+12.98%
Index Venture Associates Vi Ltd4.04%9,460,434$84,576,280$95,550,383+$10,974,103+12.98%
Blackrock, Inc.0.00%8,363,073$74,765,872$84,467,037+$9,701,165+12.98%
Ribbit Management Company, Llc2.39%5,479,267$48,984,647$55,340,597+$6,355,950+12.98%
Wellington Management Group Llp0.01%4,213,246$37,666,419$42,553,785+$4,887,366+12.98%
Fmr Llc0.00%3,767,445$33,680,959$38,051,195+$4,370,236+12.98%
T. Rowe Price Investment Management, Inc.0.02%3,474,002$31,058,000$35,087,420+$4,029,420+12.97%
Jpmorgan Chase & Co0.00%2,994,533$27,100,524$30,244,783+$3,144,259+11.60%
Ieq Capital, Llc0.11%2,763,569$24,706,307$27,912,047+$3,205,740+12.98%
North Reef Capital Management Lp0.84%2,444,253$21,851,622$24,686,955+$2,835,333+12.98%
Citadel Advisors Llc0.01%2,336,419$20,887,586$23,597,832+$2,710,246+12.98%
Vanguard Capital Management Llc0.00%1,603,350$14,333,949$16,193,835+$1,859,886+12.98%
State Street Corp0.00%1,343,427$12,010,237$13,568,613+$1,558,376+12.98%
Ubs Group Ag0.00%1,030,869$9,215,969$10,411,777+$1,195,808+12.98%
Geode Capital Management, Llc0.00%1,027,877$9,191,309$10,381,558+$1,190,249+12.95%
Pillsbury Lake Capital Llc2.52%1,025,030$9,163,768$10,352,803+$1,189,035+12.98%
Congress Asset Management Co0.05%925,205$8,271,333$9,344,571+$1,073,238+12.98%
Millennium Management Llc0.00%811,474$7,254,578$8,195,887+$941,309+12.98%
Norges Bank0.00%799,734$7,149,622$8,077,313+$927,691+12.98%
Pb Investment Partners, L.P.4.34%729,453$6,521,310$7,367,475+$846,165+12.98%
Quinn Opportunity Partners Llc0.28%667,627$5,968,585$6,743,033+$774,448+12.98%
Whetstone Capital Advisors, Llc1.43%604,160$5,401,190$6,102,016+$700,826+12.98%
Alliancebernstein L.P.0.00%556,247$5,145,285$5,618,095+$472,810+9.19%
Marshall Wace, Llp0.00%563,320$5,036,080$5,689,532+$653,452+12.98%
Bank Of America Corp0.00%491,590$4,394,815$4,965,059+$570,244+12.98%
Woodline Partners Lp0.01%424,900$3,798,606$4,291,490+$492,884+12.98%
Nuveen, Llc0.00%398,841$3,565,638$4,028,294+$462,656+12.98%
Prelude Capital Management, Llc0.24%361,843$3,234,876$3,654,614+$419,738+12.98%
Awh Capital, L.P.2.21%360,000$3,218,400$3,636,000+$417,600+12.98%
Weiss Asset Management Lp0.03%348,116$3,112,157$3,515,972+$403,815+12.98%
Vanguard Portfolio Management Llc0.00%318,475$2,847,167$3,216,598+$369,431+12.98%
Cerity Partners Llc0.00%317,227$2,836,008$3,203,993+$367,985+12.98%
Morgan Stanley0.00%312,853$2,796,906$3,159,815+$362,909+12.98%
Price T Rowe Associates Inc0.00%310,573$2,777,000$3,136,787+$359,787+12.96%
Northern Trust Corp0.00%308,164$2,754,987$3,112,456+$357,469+12.98%
Charles Schwab Investment Management Inc0.00%302,137$2,701,105$3,051,584+$350,479+12.98%
A16Z Perennial Management, L.P.0.19%258,624$2,312,099$2,612,102+$300,003+12.98%
Vanguard Fiduciary Trust Co0.00%254,816$2,278,055$2,573,642+$295,587+12.98%
Goldman Sachs Group Inc0.00%250,107$2,235,957$2,526,081+$290,124+12.98%
State Of Wisconsin Investment Board0.00%245,042$2,190,675$2,474,924+$284,249+12.98%
Peak6 Llc0.05%225,000$2,011,500$2,272,500+$261,000+12.98%
Two Sigma Investments, Lp0.00%212,137$1,896,505$2,142,584+$246,079+12.98%
Aqr Capital Management Llc0.00%202,001$1,805,889$2,040,210+$234,321+12.98%
Trexquant Investment Lp0.01%166,356$1,487,223$1,680,196+$192,973+12.98%
Stoic Point Capital Management Llc1.22%162,394$1,451,802$1,640,179+$188,377+12.98%
Ghisallo Capital Management Llc0.03%150,000$1,341,000$1,515,000+$174,000+12.98%
Boothbay Fund Management, Llc0.02%135,546$1,211,781$1,369,015+$157,234+12.98%
Hrt Financial Lp0.00%119,774$1,070,000$1,209,717+$139,717+13.06%
Capricorn Fund Managers Ltd0.08%112,800$1,008,432$1,139,280+$130,848+12.98%
Showing 50 of 134

Frequently asked questions about WLTH

  • Who owns the most WLTH stock?

    The largest holders of WLTH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WEALTHFRONT CORP (WLTH).

  • Is WLTH widely held by superinvestors?

    Many widely followed stocks like WLTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WLTH is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.