WLTH Institutional Ownership & Shareholders
WEALTHFRONT CORP (WLTH) is currently held by 137 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $852.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $158.24M, representing an estimated gain of +16.78% 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
137
Total Reported Value
$852.69M
Largest Holder
Tiger Global Management
Largest Position
$135.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
173
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiger Global Management | Chase Coleman III | 0.57% | 15,156,877 | $135,502,480 | $158,237,796 | +$22,735,316 | +16.78% |
| Dag Ventures, Llc | 98.95% | 13,813,473 | $123,492,449 | $144,212,658 | +$20,720,209 | +16.78% | |
| Index Venture Associates Vi Ltd | 4.04% | 9,460,434 | $84,576,280 | $98,766,931 | +$14,190,651 | +16.78% | |
| Blackrock, Inc. | 0.00% | 8,363,073 | $74,765,872 | $87,310,482 | +$12,544,610 | +16.78% | |
| Ribbit Management Company, Llc | 2.39% | 5,479,267 | $48,984,647 | $57,203,547 | +$8,218,900 | +16.78% | |
| Wellington Management Group Llp | 0.01% | 4,213,246 | $37,666,419 | $43,986,288 | +$6,319,869 | +16.78% | |
| Fmr Llc | 0.00% | 3,767,445 | $33,680,959 | $39,332,126 | +$5,651,167 | +16.78% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 3,474,002 | $31,058,000 | $36,268,581 | +$5,210,581 | +16.78% | |
| Jpmorgan Chase & Co | 0.00% | 2,994,533 | $27,100,524 | $31,262,925 | +$4,162,401 | +15.36% | |
| Ieq Capital, Llc | 0.11% | 2,763,569 | $24,706,307 | $28,851,660 | +$4,145,353 | +16.78% | |
| North Reef Capital Management Lp | 0.84% | 2,444,253 | $21,851,622 | $25,518,001 | +$3,666,379 | +16.78% | |
| Citadel Advisors Llc | 0.01% | 2,336,419 | $20,887,586 | $24,392,214 | +$3,504,628 | +16.78% | |
| Vanguard Capital Management Llc | 0.00% | 1,603,350 | $14,333,949 | $16,738,974 | +$2,405,025 | +16.78% | |
| State Street Corp | 0.00% | 1,343,427 | $12,010,237 | $14,025,378 | +$2,015,141 | +16.78% | |
| Congress Asset Management Co | 0.08% | 1,129,703 | $11,726,317 | $11,794,099 | +$67,782 | +0.58% | |
| Ubs Group Ag | 0.00% | 1,030,869 | $9,215,969 | $10,762,272 | +$1,546,303 | +16.78% | |
| Geode Capital Management, Llc | 0.00% | 1,027,877 | $9,191,309 | $10,731,036 | +$1,539,727 | +16.75% | |
| Pillsbury Lake Capital Llc | 2.52% | 1,025,030 | $9,163,768 | $10,701,313 | +$1,537,545 | +16.78% | |
| Millennium Management Llc | 0.00% | 811,474 | $7,254,578 | $8,471,789 | +$1,217,211 | +16.78% | |
| Norges Bank | 0.00% | 799,734 | $7,149,622 | $8,349,223 | +$1,199,601 | +16.78% | |
| Pb Investment Partners, L.P. | 4.34% | 729,453 | $6,521,310 | $7,615,489 | +$1,094,179 | +16.78% | |
| Quinn Opportunity Partners Llc | 0.28% | 667,627 | $5,968,585 | $6,970,026 | +$1,001,441 | +16.78% | |
| Whetstone Capital Advisors, Llc | 1.43% | 604,160 | $5,401,190 | $6,307,430 | +$906,240 | +16.78% | |
| Alliancebernstein L.P. | 0.00% | 556,247 | $5,145,285 | $5,807,219 | +$661,934 | +12.86% | |
| Marshall Wace, Llp | 0.00% | 563,320 | $5,036,080 | $5,881,061 | +$844,981 | +16.78% | |
| Bank Of America Corp | 0.00% | 491,590 | $4,394,815 | $5,132,200 | +$737,385 | +16.78% | |
| Woodline Partners Lp | 0.01% | 424,900 | $3,798,606 | $4,435,956 | +$637,350 | +16.78% | |
| Nuveen, Llc | 0.00% | 398,841 | $3,565,638 | $4,163,900 | +$598,262 | +16.78% | |
| Prelude Capital Management, Llc | 0.24% | 361,843 | $3,234,876 | $3,777,641 | +$542,765 | +16.78% | |
| Awh Capital, L.P. | 2.21% | 360,000 | $3,218,400 | $3,758,400 | +$540,000 | +16.78% | |
| Weiss Asset Management Lp | 0.03% | 348,116 | $3,112,157 | $3,634,331 | +$522,174 | +16.78% | |
| Vanguard Portfolio Management Llc | 0.00% | 318,475 | $2,847,167 | $3,324,879 | +$477,712 | +16.78% | |
| Cerity Partners Llc | 0.00% | 317,227 | $2,836,008 | $3,311,850 | +$475,842 | +16.78% | |
| Morgan Stanley | 0.00% | 312,853 | $2,796,906 | $3,266,185 | +$469,279 | +16.78% | |
| Price T Rowe Associates Inc | 0.00% | 310,573 | $2,777,000 | $3,242,382 | +$465,382 | +16.76% | |
| Northern Trust Corp | 0.00% | 308,164 | $2,754,987 | $3,217,232 | +$462,245 | +16.78% | |
| Charles Schwab Investment Management Inc | 0.00% | 302,137 | $2,701,105 | $3,154,310 | +$453,205 | +16.78% | |
| A16Z Perennial Management, L.P. | 0.19% | 258,624 | $2,312,099 | $2,700,035 | +$387,936 | +16.78% | |
| Vanguard Fiduciary Trust Co | 0.00% | 254,816 | $2,278,055 | $2,660,279 | +$382,224 | +16.78% | |
| Goldman Sachs Group Inc | 0.00% | 250,107 | $2,235,957 | $2,611,117 | +$375,160 | +16.78% | |
| State Of Wisconsin Investment Board | 0.00% | 245,042 | $2,190,675 | $2,558,238 | +$367,563 | +16.78% | |
| Creative Planning | 0.00% | 196,816 | $2,042,950 | $2,054,759 | +$11,809 | +0.58% | |
| Peak6 Llc | 0.05% | 225,000 | $2,011,500 | $2,349,000 | +$337,500 | +16.78% | |
| Two Sigma Investments, Lp | 0.00% | 212,137 | $1,896,505 | $2,214,710 | +$318,205 | +16.78% | |
| Aqr Capital Management Llc | 0.00% | 202,001 | $1,805,889 | $2,108,890 | +$303,001 | +16.78% | |
| Trexquant Investment Lp | 0.01% | 166,356 | $1,487,223 | $1,736,757 | +$249,534 | +16.78% | |
| Stoic Point Capital Management Llc | 1.22% | 162,394 | $1,451,802 | $1,695,393 | +$243,591 | +16.78% | |
| Ghisallo Capital Management Llc | 0.03% | 150,000 | $1,341,000 | $1,566,000 | +$225,000 | +16.78% | |
| Boothbay Fund Management, Llc | 0.02% | 135,546 | $1,211,781 | $1,415,100 | +$203,319 | +16.78% | |
| Hrt Financial Lp | 0.00% | 119,774 | $1,070,000 | $1,250,441 | +$180,441 | +16.86% |
Frequently asked questions about WLTH
Who are the largest institutional holders of WLTH?
The largest institutional holders of WLTH reported in the latest SEC Form 13F filings include Tiger Global Management, Dag Ventures, Llc, Index Venture Associates Vi Ltd, Blackrock, Inc., and Ribbit Management Company, Llc. InsiderSet ranks institutional holders by their latest reported WLTH position.
What is WLTH institutional ownership?
This page tracks WLTH positions reported by institutional investment managers through SEC Form 13F. WEALTHFRONT CORP (WLTH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WLTH?
InsiderSet currently tracks 137 institutional managers reporting WLTH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WLTH shareholders.
How much WLTH stock do institutions own?
Institutional investment managers disclosed approximately $852.69M in WLTH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WLTH institutional ownership last updated?
The latest WLTH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WLTH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WLTH position after the reporting date.
Are institutions buying or selling WLTH?
Institutional buying and selling can be analyzed by comparing WLTH positions across consecutive 13F reporting periods. InsiderSet's WLTH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WLTH ownership changes.
How has WLTH institutional ownership changed over time?
InsiderSet tracks WLTH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.