WEALTHFRONT CORP (WLTH)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
140
Reporting holders
$828.2M
Reported value
61.5%
Of shares outstanding
0.7%
Held as options
+43
Holder change
Institutions report 91,893,761 shares against 149,361,216 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $135.5M | 15,156,877 | 0.57% | 3q | HELD |
| DAG VENTURES, LLC | $123.5M | 13,813,473 | 98.95% | 3q | HELD |
| Index Venture Associates VI Ltd | $84.6M | 9,460,434 | 4.04% | 3q | HELD |
| BlackRock, Inc. | $74.8M | 8,363,073 | 0.00% | 3q | +3.1%+$2.3M |
| Ribbit Management Company, LLC | $49.0M | 5,479,267 | 2.39% | 3q | -44.4%-$39.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $37.7M | 4,213,246 | 0.01% | 3q | -11.6%-$5.0M |
| FMR LLC | $33.7M | 3,767,445 | 0.00% | 3q | +20.8%+$5.8M |
| JPMORGAN CHASE & CO | $27.1M | 2,994,533 | 0.00% | 3q | -5.3%-$1.5M |
| IEQ CAPITAL, LLC | $24.7M | 2,763,569 | 0.11% | new | NEW |
| CITADEL ADVISORS LLC | $22.2M | 2,336,419 | 0.00% | 3q | +21.6%+$3.9M |
| North Reef Capital Management LP | $21.9M | 2,444,253 | 0.84% | 3q | -15.3%-$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.3M | 1,603,350 | 0.00% | 2q | -2.9%-$421.2K |
| STATE STREET CORP | $12.0M | 1,343,427 | 0.00% | 2q | +132.4%+$6.8M |
| UBS Group AG | $9.2M | 1,030,869 | 0.00% | 3q | -11.5%-$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.2M | 1,027,877 | 0.00% | 3q | +4.6%+$408.1K |
| Pillsbury Lake Capital LLC | $9.2M | 1,025,030 | 2.50% | 2q | +55.6%+$3.3M |
| CONGRESS ASSET MANAGEMENT CO | $8.3M | 925,205 | 0.05% | 2q | +8.4%+$638.8K |
| MILLENNIUM MANAGEMENT LLC | $7.3M | 811,474 | 0.00% | 3q | +422.7%+$5.9M |
| NORGES BANK | $7.1M | 799,734 | 0.00% | 2q | -20.0%-$1.8M |
| PB INVESTMENT PARTNERS, L.P. | $6.5M | 729,453 | 4.34% | 2q | +63.7%+$2.5M |
| Quinn Opportunity Partners LLC | $6.0M | 667,627 | 0.28% | 2q | -8.5%-$554.3K |
| Whetstone Capital Advisors, LLC | $5.4M | 604,160 | 1.42% | 2q | +10.6%+$516.3K |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 556,247 | 0.00% | 3q | -36.5%-$3.0M |
| MARSHALL WACE, LLP | $5.0M | 563,320 | 0.00% | 3q | +79.0%+$2.2M |
| Creative Planning | $4.9M | 544,422 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $4.4M | 491,590 | 0.00% | 3q | -33.9%-$2.2M |
| Woodline Partners LP | $3.8M | 424,900 | 0.01% | 3q | HELD |
| Nuveen, LLC | $3.6M | 398,841 | 0.00% | 3q | +8.4%+$275.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.2M | 361,843 | 0.24% | 2q | +69.7%+$1.3M |
| AWH Capital, L.P. | $3.2M | 360,000 | 1.12% | new | NEW |
| Weiss Asset Management LP | $3.1M | 348,116 | 0.03% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 318,475 | 0.00% | 2q | +54.8%+$1.0M |
| Cerity Partners LLC | $2.8M | 317,227 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.8M | 312,853 | 0.00% | 3q | +33.8%+$707.1K |
| NORTHERN TRUST CORP | $2.8M | 308,164 | 0.00% | 2q | +20.1%+$460.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.7M | 302,137 | 0.00% | 2q | +1.5%+$40.6K |
| Sixth Street Partners Management Company, L.P. | $2.7M | 302,137 | 0.00% | new | NEW |
| a16z Perennial Management, L.P. | $2.3M | 258,624 | 0.19% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 254,816 | 0.00% | 2q | +2.4%+$53.7K |
| GOLDMAN SACHS GROUP INC | $2.2M | 250,107 | 0.00% | 3q | -64.4%-$4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 29,414 | 0.00% | 2q | -69.6%-$5.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.2M | 245,042 | 0.00% | 3q | -24.0%-$693.0K |
| PEAK6 LLC | $2.0M | 225,000 | 0.00% | 3q | -53.7%-$2.3M |
| TWO SIGMA INVESTMENTS, LP | $1.9M | 212,137 | 0.00% | 3q | -50.4%-$1.9M |
| AQR CAPITAL MANAGEMENT LLC | $1.8M | 202,001 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 172,092 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.5M | 166,356 | 0.01% | new | NEW |
| Stoic Point Capital Management LLC | $1.5M | 162,394 | 1.20% | 2q | -10.6%-$171.3K |
| Ghisallo Capital Management LLC | $1.3M | 150,000 | 0.03% | 3q | -57.1%-$1.8M |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.2M | 135,546 | 0.02% | 2q | +38.3%+$335.6K |
| Capricorn Fund Managers Ltd | $1.0M | 112,800 | 0.08% | new | NEW |
| Caption Management, LLC | $916.4K | 2,500 | 0.00% | 2q | HELD |
| GABELLI FUNDS LLC | $899.4K | 100,603 | 0.01% | 3q | -9.1%-$90.3K |
| Atom Investors LP | $869.3K | 97,238 | 0.08% | 2q | +15.0%+$113.5K |
| CDC Financial, Inc. | $854.0K | 95,523 | 0.36% | 2q | -4.0%-$35.8K |
| Wealthfront Advisers LLC | $774.5K | 86,632 | 0.00% | 3q | +16.3%+$108.8K |
| GROUP ONE TRADING LLC | $774.2K | options only | 0.00% | 2q | OPTIONS |
| Swiss National Bank | $740.2K | 82,800 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $736.7K | 82,408 | 0.00% | 3q | -34.0%-$378.9K |
| Bank of New York Mellon Corp | $711.8K | 79,624 | 0.00% | 2q | +25.4%+$144.2K |
| Catalyst Funds Management Pty Ltd | $653.3K | 73,072 | 0.04% | new | NEW |
| IMC-Chicago, LLC | $610.6K | options only | 0.00% | new | OPTIONS |
| Parallel Advisors, LLC | $609.8K | 68,212 | 0.01% | new | NEW |
| Quantbot Technologies LP | $558.1K | 62,425 | 0.02% | new | NEW |
| XTX Topco Ltd | $540.4K | 60,442 | 0.01% | 3q | -63.4%-$936.9K |
| Freestone Grove Partners LP | $516.2K | 57,743 | 0.00% | new | NEW |
| Veradace Capital Management LLC | $464.5K | 51,958 | 0.35% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $411.7K | 46,050 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $388.8K | 43,492 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $388.3K | 43,430 | 0.00% | 2q | +83.5%+$176.6K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $382.2K | 42,754 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $370.2K | 41,411 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $363.9K | options only | 0.00% | 2q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $363.0K | 40,602 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $327.0K | 37,198 | 0.00% | 3q | +34.5%+$83.8K |
| DEUTSCHE BANK AG\ | $325.2K | 36,381 | 0.00% | 2q | +92.0%+$155.9K |
| WELLS FARGO & COMPANY/MN | $324.8K | 36,329 | 0.00% | 2q | -22.8%-$95.8K |
| Cresset Asset Management, LLC | $309.0K | 34,568 | 0.00% | new | NEW |
| Entropy Technologies, LP | $302.8K | 33,872 | 0.01% | new | NEW |
| FEDERATED HERMES, INC. | $268.2K | 30,000 | 0.00% | 3q | -87.5%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $263.0K | 29,418 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $254.2K | 28,439 | 0.01% | new | NEW |
| Aquatic Capital Management LLC | $252.7K | 28,268 | 0.01% | new | NEW |
| SummitTX Capital, L.P. | $250.9K | 28,067 | 0.01% | 2q | +97.8%+$124.1K |
| JANE STREET GROUP, LLC | $228.0K | options only | 0.00% | 3q | OPTIONS |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $221.9K | 24,822 | 0.01% | new | NEW |
| AlpInvest Partners B.V. | $216.8K | 24,251 | 0.36% | new | NEW |
| Jupiter Topco LLC | $198.7K | 22,200 | 0.00% | new | FIRST |
| Legal & General Group Plc | $183.2K | 20,496 | 0.00% | 3q | +572.2%+$156.0K |
| Invesco Ltd. | $182.8K | 20,452 | 0.00% | 3q | -3.6%-$6.8K |
| MYDA Advisors LLC | $178.8K | 20,000 | 0.03% | new | NEW |
| MetLife Investment Management, LLC | $176.9K | 19,782 | 0.00% | 2q | -1.6%-$2.9K |
| CITIGROUP INC | $169.5K | 18,956 | 0.00% | 2q | +971.0%+$153.6K |
| Quadrature Capital Ltd | $161.8K | 18,101 | 0.00% | 2q | -19.9%-$40.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $150.2K | 16,803 | 0.00% | 2q | +2.1%+$3.1K |
| Caprock Group, LLC | $149.3K | 16,700 | 0.00% | new | NEW |
| TWINBEECH CAPITAL LP | $144.5K | 16,164 | 0.03% | new | NEW |
| ExodusPoint Capital Management, LP | $119.9K | 13,412 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $118.9K | 13,304 | 0.00% | 2q | -26.2%-$42.3K |
| ICONIQ Capital, LLC | $111.5K | 12,469 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Meyer Malka INDIVIDUALwith 5 co-filers | 4.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $828.2M | 91,893,761 | 64 | 34 | 32 | 0.7% |
| Q1 2026 | 97 | $874.7M | 93,519,892 | 46 | 27 | 11 | 0.7% |
| Q4 2025 | 87 | $1.2B | 86,529,939 | 85 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $131.7K | 16,017 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $224.0K | 29,079 | 2 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $136.0K | 16,290 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $15.0K | 1,560 | 1 | 0 | 0 | 0.0% |