Wealthfront (WLTH) Institutional Ownership $11.76 0.00 (0.00%) Closing price 05/22/2026 04:00 PM EasternExtended Trading$11.75 -0.01 (-0.09%) As of 05/22/2026 05:03 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Wealthfront (NASDAQ:WLTH)Number ofInstitutional Buyers(last 12 months)70TotalInstitutional Inflows(last 12 months)$43.40MNumber ofInstitutional Sellers(last 12 months)0 Get WLTH Insider Trade Alerts Want to know when executives and insiders are buying or selling Wealthfront stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data WLTH Institutional Buying and Selling by Quarter Wealthfront Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Bank of America Corp DE743,163$6.87M0.0%+1,461.0%0.497% 5/18/2026 Stoic Point Capital Management LLC181,555$1.68M1.6%N/A0.121% 5/18/2026 Royal Bank of Canada2,917$27K0.0%N/A0.002% 5/16/2026 Southpoint Capital Advisors LP1,400,000$12.95M0.3%N/A0.936% 5/16/2026 SummitTX Capital L.P.14,189$131K0.0%N/A0.009% 5/15/2026 North Reef Capital Management LP2,885,257$26.69M0.9%+135.2%1.930% 5/14/2026 Renaissance Technologies LLC175,370$1.62M0.0%N/A0.117% 5/14/2026 Gabelli Funds LLC110,701$1.02M0.0%+470.6%0.074% 5/14/2026 Bank of Nova Scotia36,100$334K0.0%N/A0.024% 5/14/2026 Sei Investments Co.124,788$1.15M0.0%+203.2%0.083% Get the Latest News and Ratings for WLTH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Wealthfront and its competitors with MarketBeat's FREE daily newsletter. 5/7/2026 Board of Trustees of The Leland Stanford Junior University208,471$1.93M0.2%N/A0.139% 5/5/2026 Wealthfront Advisers LLC74,461$689K0.0%+210.9%0.050% 5/5/2026 Bank of New York Mellon Corp63,492$587K0.0%N/A0.042% 5/4/2026 Teachers Retirement System of The State of Kentucky57,262$530K0.0%+71.6%0.038% 4/25/2026 Strs Ohio6,100$56K0.0%N/A0.004% 2/19/2026 T. Rowe Price Investment Management Inc.2,291,079$31.14M0.0%N/A1.526% 2/19/2026 Invesco Ltd.1,000,000$13.59M0.0%N/A0.666% 2/18/2026 XTX Topco Ltd35,710$485K0.0%N/A0.024% 2/18/2026 Zimmer Partners LP70,000$951K0.0%N/A0.047% 2/18/2026 Wellington Management Group LLP3,986,938$54.18M0.0%N/A2.656% 2/18/2026 Symmetry Investments LP14,000$190K0.0%N/A0.009% 2/18/2026 Tudor Investment Corp ET AL25,363$345K0.0%N/A0.017% 2/18/2026 Readystate Asset Management LP60,000$815K0.0%N/A0.040% 2/18/2026 Millennium Management LLC264,879$3.60M0.0%N/A0.176% 2/18/2026 Janus Henderson Group PLC1,015,000$13.79M0.0%N/A0.676% 2/18/2026 Element Capital Management LLC94,034$1.28M0.6%N/A0.063% 2/18/2026 Balyasny Asset Management L.P.516,527$7.02M0.0%N/A0.344% 2/18/2026 Azora Capital LP300,518$4.08M0.3%N/A0.200% 2/17/2026 Freestone Grove Partners LP36,000$489K0.0%N/A0.024% 2/17/2026 Schonfeld Strategic Advisors LLC250,136$3.40M0.0%N/A0.167% 2/17/2026 Burkehill Global Management LP350,000$4.76M0.3%N/A0.233% 2/17/2026Sandia Investment Management LP3,269$44K0.1%N/A0.002% 2/17/2026 Whale Rock Capital Management LLC1,600,000$21.74M0.3%N/A1.066% 2/17/2026 Tiger Global Management LLC15,156,877$205.98M0.7%N/A10.097% 2/17/2026 North Reef Capital Management LP1,226,633$16.67M0.7%N/A0.817% 2/17/2026 T. Rowe Price Investment Management Inc.617,328$8.39M0.0%N/A0.411% 2/17/2026 Weiss Asset Management LP75,000$1.02M0.0%N/A0.050% 2/17/2026 Ghisallo Capital Management LLC350,000$4.76M0.2%N/A0.233% 2/17/2026 Adage Capital Partners GP L.L.C.891,600$12.12M0.0%N/A0.594% 2/17/2026 Granahan Investment Management LLC1,386,092$18.84M0.8%N/A0.923% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free2/17/2026 State of Wisconsin Investment Board50,000$680K0.0%N/A0.033% 2/17/2026 Dragoneer Investment Group LLC654,338$8.89M0.2%N/A0.436% 2/17/2026 ExodusPoint Capital Management LP400,000$5.44M0.0%N/A0.266% 2/16/2026 Squarepoint Ops LLC152,560$2.07M0.0%N/A0.102% 2/16/2026 PEAK6 LLC208,752$2.84M0.0%N/A0.139% 2/16/2026 FJ Capital Management LLC314,187$4.27M0.5%N/A0.209% 2/16/2026 Healthcare of Ontario Pension Plan Trust Fund625,000$8.49M0.0%N/A0.416% 2/16/2026 Kennedy Capital Management LLC383,204$5.21M0.1%N/A0.255% 2/16/2026 Barclays PLC10,036$136K0.0%N/A0.007% 2/13/2026 Marshall Wace LLP270,910$3.68M0.0%N/A0.180% 2/13/2026 Soros Fund Management LLC182,960$2.49M0.0%N/A0.122% 2/13/2026 Walleye Capital LLC40,000$544K0.0%N/A0.027% 2/13/2026 Hudson Bay Capital Management LP18,050$245K0.0%N/A0.012% 2/13/2026 Alyeska Investment Group L.P.900,000$12.23M0.0%N/A0.600% 2/13/2026 Index Venture Associates VI Ltd9,460,434$128.57M3.6%N/A6.302% 2/13/2026 Cohen & Steers Inc.20,000$272K0.0%N/A0.013% 2/12/2026 Jane Street Group LLC808,971$10.99M0.0%N/A0.539% 2/12/2026 HRT Financial LP71,469$971K0.0%N/A0.048% 2/12/2026 Federated Hermes Inc.84,167$1.14M0.0%N/A0.056% 2/12/2026 Monashee Investment Management LLC300,000$4.08M2.3%N/A0.200% 2/12/2026 Nuveen LLC631,565$8.58M0.0%N/A0.421% 2/11/2026 JPMorgan Chase & Co.2,040,138$27.73M0.0%N/A1.359% 2/10/2026 TD Asset Management Inc36,814$500K0.0%N/A0.025% 2/10/2026 Goldman Sachs Group Inc.598,915$8.14M0.0%N/A0.399% 2/10/2026 Norges Bank1,000,000$13.59M0.0%N/A0.666% 2/10/2026 Seven Grand Managers LLC150,000$2.04M0.2%N/A0.100% 2/9/2026 Geode Capital Management LLC128,713$1.75M0.0%N/A0.086% 2/5/2026 Gabelli Funds LLC19,400$264K0.0%N/A0.013% 2/4/2026 Dag Ventures LLC13,813,474$187.73M99.3%N/A9.202% 1/30/2026 Jennison Associates LLC323,476$4.40M0.0%N/A0.215% 1/30/2026 Wealthfront Advisers LLC23,953$326K0.0%N/A0.016% 1/29/2026 UBS Group AG165,044$2.24M0.0%N/A0.110% 1/29/2026 Teachers Retirement System of The State of Kentucky33,360$453K0.0%N/A0.022% 1/28/2026 Teacher Retirement System of Texas170,000$2.31M0.0%N/A0.116% 1/20/2026 Realta Investment Advisors14,300$194K0.1%N/A0.010% WLTH Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WLTH shares? During the previous two years, 70 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), Wellington Management Group LLP ($54.18M), T. Rowe Price Investment Management Inc. ($31.14M), JPMorgan Chase & Co. ($27.73M), and North Reef Capital Management LP ($26.69M).Learn more on Wealthfront's institutional investors. Which institutional investors have been buying Wealthfront's stock? Of the 70 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), Wellington Management Group LLP ($3.99M), T. Rowe Price Investment Management Inc. ($2.91M), North Reef Capital Management LP ($2.89M), and JPMorgan Chase & Co. ($2.04M). How much institutional buying is happening at Wealthfront? Institutional investors have bought a total of 70,412,891 shares in the last 24 months. This purchase volume represents approximately $43.40M in transactions. Related Companies CBC Major Shareholders BLSH Major Shareholders OMF Major Shareholders GBCI Major Shareholders FLG Major Shareholders HWC Major Shareholders AUB Major Shareholders OZK Major Shareholders XXI Major Shareholders KLAR Major Shareholders This page (NASDAQ:WLTH) was last updated on 5/25/2026 by MarketBeat.com Staff. 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