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Wealthfront (WLTH) Institutional Ownership

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$11.18 +0.73 (+6.99%)
Closing price 04:00 PM Eastern
Extended Trading
$11.52 +0.35 (+3.09%)
As of 05:32 PM Eastern
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Institutional Ownership Changes (13F Filings) for Wealthfront (NASDAQ:WLTH)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$169.41M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$4.95M
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WLTH Institutional Buying and Selling by Quarter

Wealthfront Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2026Congress Asset Management Co.1,129,703$11.73M0.1%+22.1%0.723%
9/9/2026Whetstone Capital Advisors LLC604,160$5.40M1.4%+10.6%0.404%
9/9/2026Squarepoint Ops LLC10,121$90K0.0%N/A0.007%
9/8/2026Arizona State Retirement System11,391$102K0.0%N/A0.008%
8/21/2026AXQ Capital LP11,758$105K0.0%N/A0.008%
8/20/2026ICONIQ Capital LLC12,469$111K0.0%N/A0.008%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC41,411$370K0.0%N/A0.028%
8/19/2026Wellington Management Group LLP4,213,246$37.67M0.0%-11.6%2.821%
8/18/2026United Capital Financial Advisors LLC46,050$412K0.0%N/A0.031%
8/18/2026AWH Capital L.P.360,000$3.22M0.0%N/A0.241%
8/17/2026Pillsbury Lake Capital LLC1,025,030$9.16M0.0%N/A0.686%
8/17/2026Bank of America Corp DE491,590$4.40M0.0%N/A0.329%
8/15/2026Freestone Grove Partners LP57,743$516K0.0%N/A0.039%
8/15/2026Jupiter Topco LLC22,200$199K0.0%N/A0.015%
8/14/2026Legal & General Group Plc20,496$183K0.0%N/A0.014%
8/14/2026The Manufacturers Life Insurance Company11,807$106K0.0%N/A0.008%
8/13/2026ICONIQ Capital LLC12,469$111K0.0%N/A0.008%
8/13/2026PEAK6 LLC225,000$2.01M0.0%N/A0.151%
8/12/2026Quantbot Technologies LP62,425$558K0.0%N/A0.042%
8/12/2026Landscape Capital Management L.L.C.24,822$222K0.0%N/A0.017%
8/12/2026Ieq Capital LLC2,763,569$24.71M0.1%N/A1.850%
8/8/2026Wealthfront Advisers LLC86,632$774K0.0%N/A0.058%
8/8/2026AlpInvest Partners B.V.24,251$217K0.4%N/A0.016%
8/7/2026BlackRock Inc.8,363,073$74.77M0.0%N/A5.599%
8/7/2026Deutsche Bank AG36,381$325K0.0%N/A0.024%
8/6/2026Bank of New York Mellon Corp79,624$712K0.0%N/A0.053%
5/19/2026Bank of America Corp DE743,163$6.87M0.0%+1,461.0%0.497%
5/18/2026Stoic Point Capital Management LLC181,555$1.68M1.6%N/A0.121%
5/18/2026Royal Bank of Canada2,917$27K0.0%N/A0.002%
5/16/2026Southpoint Capital Advisors LP1,400,000$12.95M0.3%N/A0.936%
5/16/2026SummitTX Capital L.P.14,189$131K0.0%N/A0.009%
5/15/2026North Reef Capital Management LP2,885,257$26.69M0.9%+135.2%1.930%
5/14/2026Renaissance Technologies LLC175,370$1.62M0.0%N/A0.117%
5/14/2026Gabelli Funds LLC110,701$1.02M0.0%+470.6%0.074%
5/14/2026Bank of Nova Scotia36,100$334K0.0%N/A0.024%
5/14/2026Sei Investments Co.124,788$1.15M0.0%+203.2%0.083%
5/7/2026Board of Trustees of The Leland Stanford Junior University208,471$1.93M0.2%N/A0.139%
5/5/2026Wealthfront Advisers LLC74,461$689K0.0%+210.9%0.050%
5/5/2026Bank of New York Mellon Corp63,492$587K0.0%N/A0.042%
5/4/2026Teachers Retirement System of The State of Kentucky57,262$530K0.0%+71.6%0.038%
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4/25/2026Strs Ohio6,100$56K0.0%N/A0.004%
2/19/2026T. Rowe Price Investment Management Inc.2,291,079$31.14M0.0%N/A1.526%
2/19/2026Invesco Ltd.1,000,000$13.59M0.0%N/A0.666%
2/18/2026XTX Topco Ltd35,710$485K0.0%N/A0.024%
2/18/2026Zimmer Partners LP70,000$951K0.0%N/A0.047%
2/18/2026Wellington Management Group LLP3,986,938$54.18M0.0%N/A2.656%
2/18/2026Symmetry Investments LP14,000$190K0.0%N/A0.009%
2/18/2026Tudor Investment Corp ET AL25,363$345K0.0%N/A0.017%
2/18/2026Readystate Asset Management LP60,000$815K0.0%N/A0.040%
2/18/2026Millennium Management LLC264,879$3.60M0.0%N/A0.176%
2/18/2026Janus Henderson Group PLC1,015,000$13.79M0.0%N/A0.676%
2/18/2026Element Capital Management LLC94,034$1.28M0.6%N/A0.063%
2/18/2026Balyasny Asset Management L.P.516,527$7.02M0.0%N/A0.344%
2/18/2026Azora Capital LP300,518$4.08M0.3%N/A0.200%
2/17/2026Freestone Grove Partners LP36,000$489K0.0%N/A0.024%
2/17/2026Schonfeld Strategic Advisors LLC250,136$3.40M0.0%N/A0.167%
2/17/2026Burkehill Global Management LP350,000$4.76M0.3%N/A0.233%
2/17/2026Sandia Investment Management LP3,269$44K0.1%N/A0.002%
2/17/2026Whale Rock Capital Management LLC1,600,000$21.74M0.3%N/A1.066%
2/17/2026Tiger Global Management LLC15,156,877$205.98M0.7%N/A10.097%
2/17/2026North Reef Capital Management LP1,226,633$16.67M0.7%N/A0.817%
2/17/2026T. Rowe Price Investment Management Inc.617,328$8.39M0.0%N/A0.411%
2/17/2026Weiss Asset Management LP75,000$1.02M0.0%N/A0.050%
2/17/2026Ghisallo Capital Management LLC350,000$4.76M0.2%N/A0.233%
2/17/2026Adage Capital Partners GP L.L.C.891,600$12.12M0.0%N/A0.594%
2/17/2026Granahan Investment Management LLC1,386,092$18.84M0.8%N/A0.923%
2/17/2026State of Wisconsin Investment Board50,000$680K0.0%N/A0.033%
2/17/2026Dragoneer Investment Group LLC654,338$8.89M0.2%N/A0.436%
2/17/2026ExodusPoint Capital Management LP400,000$5.44M0.0%N/A0.266%
2/16/2026Squarepoint Ops LLC152,560$2.07M0.0%N/A0.102%
2/16/2026PEAK6 LLC208,752$2.84M0.0%N/A0.139%
2/16/2026FJ Capital Management LLC314,187$4.27M0.5%N/A0.209%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund625,000$8.49M0.0%N/A0.416%
2/16/2026Kennedy Capital Management LLC383,204$5.21M0.1%N/A0.255%
2/16/2026Barclays PLC10,036$136K0.0%N/A0.007%
2/13/2026Marshall Wace LLP270,910$3.68M0.0%N/A0.180%
2/13/2026Soros Fund Management LLC182,960$2.49M0.0%N/A0.122%
2/13/2026Walleye Capital LLC40,000$544K0.0%N/A0.027%
2/13/2026Hudson Bay Capital Management LP18,050$245K0.0%N/A0.012%
2/13/2026Alyeska Investment Group L.P.900,000$12.23M0.0%N/A0.600%
2/13/2026Index Venture Associates VI Ltd9,460,434$128.57M3.6%N/A6.302%
2/13/2026Cohen & Steers Inc.20,000$272K0.0%N/A0.013%
2/12/2026Jane Street Group LLC808,971$10.99M0.0%N/A0.539%
2/12/2026HRT Financial LP71,469$971K0.0%N/A0.048%
2/12/2026Federated Hermes Inc.84,167$1.14M0.0%N/A0.056%
2/12/2026Monashee Investment Management LLC300,000$4.08M2.3%N/A0.200%
2/12/2026Nuveen LLC631,565$8.58M0.0%N/A0.421%
2/11/2026JPMorgan Chase & Co.2,040,138$27.73M0.0%N/A1.359%
2/10/2026TD Asset Management Inc36,814$500K0.0%N/A0.025%
2/10/2026Goldman Sachs Group Inc.598,915$8.14M0.0%N/A0.399%
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2/10/2026Norges Bank1,000,000$13.59M0.0%N/A0.666%
2/10/2026Seven Grand Managers LLC150,000$2.04M0.2%N/A0.100%
2/9/2026Geode Capital Management LLC128,713$1.75M0.0%N/A0.086%
2/5/2026Gabelli Funds LLC19,400$264K0.0%N/A0.013%
2/4/2026Dag Ventures LLC13,813,474$187.73M99.3%N/A9.202%
1/30/2026Jennison Associates LLC323,476$4.40M0.0%N/A0.215%
1/30/2026Wealthfront Advisers LLC23,953$326K0.0%N/A0.016%
1/29/2026UBS Group AG165,044$2.24M0.0%N/A0.110%
1/29/2026Teachers Retirement System of The State of Kentucky33,360$453K0.0%N/A0.022%
1/28/2026Teacher Retirement System of Texas170,000$2.31M0.0%N/A0.116%


WLTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Wealthfront. The most heavily invested institutionals were Tiger Global Management LLC ($205.98M), Dag Ventures LLC ($187.73M), Index Venture Associates VI Ltd ($128.57M), BlackRock Inc. ($74.77M), Wellington Management Group LLP ($37.67M), T. Rowe Price Investment Management Inc. ($31.14M), and JPMorgan Chase & Co. ($27.73M).Learn more on Wealthfront's institutional investors.

Of the 88 institutional investors that purchased Wealthfront's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tiger Global Management LLC ($15.16M), Dag Ventures LLC ($13.81M), Index Venture Associates VI Ltd ($9.46M), BlackRock Inc. ($8.36M), Wellington Management Group LLP ($3.99M), T. Rowe Price Investment Management Inc. ($2.91M), and North Reef Capital Management LP ($2.89M).

Institutional investors have bought a total of 84,475,454 shares in the last 24 months. This purchase volume represents approximately $169.41M in transactions.

The following institutional investors have sold Wealthfront stock in the last 24 months: Wellington Management Group LLP ($553.80K).

Institutional investors have sold a total of 553,795 shares in the last 24 months. This volume of shares sold represents approximately $4.95M in transactions.


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Institutional ownership data for NASDAQ:WLTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/6/2026. New 13F filings are added each quarter as they're published.
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