SEC 13F Intelligence

WLTHWEALTHFRONT CORP

CUSIP 947002101 · Yahoo Finance ↗ · Google Finance ↗

Wealthfront Corp (WLTH) has 2 institutional holders in Filings Flow’s 13F database, together reporting 96.30M shares worth $866M as of Q1 2026. The largest reported holders are Tiger Global Management LLC, Dag Ventures, LLC, and Ribbit Management Company, LLC.

Institutional Holders
99
Q1 2026
Reported Value
$866M
Ticker
WLTH
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 90Q4 ’25Q1 ’26: 99Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $1.2BQ4 ’25Q1 ’26: $866MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DAG Ventures, LLC$129M AUM99.19%$128M13.81MQ1 2026OLDER
Ribbit Management Company, LLC$1.7B AUM5.42%$91M9.85MQ1 2026OLDER
Karl Kapital LLC$144M AUM4.61%$5M382.4KQ4 2025OLDER
Index Venture Associates VI Ltd$2.1B AUM4.15%$88M9.46MQ1 2026OLDER
PB INVESTMENT PARTNERS, L.P.$127M AUM3.24%$4M445.7KQ1 2026OLDER
Pillsbury Lake Capital LLC$221M AUM2.75%$6M658.8KQ1 2026OLDER
Monashee Investment Management LLC$184M AUM2.30%$4M300.0KQ4 2025OLDER
Whetstone Capital Advisors, LLC$288M AUM1.75%$5M546.4KQ1 2026OLDER
Stoic Point Capital Management LLC$103M AUM1.63%$2M181.6KQ1 2026OLDER
LuminArx Capital Management LP$136M AUM1.47%$2M116.0KQ4 2025OLDER
North Reef Capital Management LP$2.9B AUM0.92%$27M2.89MQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.81%$19M1.39MQ4 2025OLDER
TIGER GLOBAL MANAGEMENT LLC$22.8B AUM0.61%$140M15.16MQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.61%$1M94.0KQ4 2025OLDER
CDC Financial, Inc.$157M AUM0.59%$920,58899.5KQ1 2026OLDER
Azora Capital LP$1.5B AUM0.49%$8M811.1KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.47%$4M314.2KQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.35%$7M729.6KQ1 2026OLDER
Whale Rock Capital Management LLC$7.7B AUM0.28%$22M1.60MQ4 2025OLDER
Diametric Capital, LP$385M AUM0.27%$1M75.0KQ4 2025OLDER
Invenomic Capital Management LP$2.2B AUM0.27%$6M643.3KQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM0.27%$13M1.40MQ1 2026OLDER
Board of Trustees of The Leland Stanford Junior University$849M AUM0.23%$2M208.5KQ1 2026OLDER
Dragoneer Investment Group, LLC$3.0B AUM0.20%$6M654.3KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.20%$2M175.0KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM0.16%$3M350.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.15%$2M213.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.12%$5M593.3KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM0.09%$3M350.0KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.07%$809,12587.5KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.06%$194,33714.3KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.06%$782,05184.5KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.05%$8M925.2KQ2 2026
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.05%$693,75075.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M400.0KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.03%$12M900.0KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.03%$815,40060.0KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.03%$2M183.0KQ4 2025OLDER
Covalis Capital LLP$1.6B AUM0.03%$462,50050.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M165.2KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.03%$951,30070.0KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$26,9882.92MQ1 2026OLDER
Symmetry Investments LP$913M AUM0.02%$190,26014.0KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M250.1KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.01%$4M424.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$1M75.0KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$8M625.0KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$906,58398.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$5M509.7KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.01%$679,50050.0KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M516.5KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$20,2631.5KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$44M4.77MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M170.0KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M524.2KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$630,06468.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$1M110.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M322.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$14M1.01MQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.01%$948,125102.5KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$131,24814.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M875.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M240.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$489,24036.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$304,28022.4KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M427.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M2.01MQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$111,00012.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M314.8KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$4M323.5KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$1M126.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M175.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$209,12422.6KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$348,21725.6KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M152.6KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$897,70166.1KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$29M3.16MQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$11M1.17MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$370,00040.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$29M3.12MQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$688,76474.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M200.0KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$131,21114.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$75M8.11MQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$309,67233.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M124.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$185,93420.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M368.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$26,5382.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M701.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$344,68325.4KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$70,6707.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M155.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M248.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$333,92536.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M982.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M743.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M470.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$308,95033.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$16,4931.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M297.6KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$500,30236.8KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$15M1.65MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$366,16926.9KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M256.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$56,4256.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$152,26416.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$218,97123.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$5M578.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$243,69327.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$587,30263.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$2M205.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,903530Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$166,77818.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$281,99630.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$175,26018.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$3M215.0KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1,018110Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$217,59723.5KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$9,2501.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$68,4507.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$196,19221.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$22924.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$24,4752.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$169,27518.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$17,8991.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$16,3731.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$28,2183.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$98,9907.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$27,0002.9KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,839307Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,156125Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$566Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$91Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.