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Wealthfront (WLTH) Institutional Ownership

Wealthfront logo
$9.33 +0.32 (+3.55%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Wealthfront (NASDAQ:WLTH)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$170.36M
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
8/24/2026 California State Teachers Retirement System425,177$3.80M0.0%+21,873.0%0.285%
8/21/2026 AXQ Capital LP11,758$105K0.0%N/A0.008%
8/20/2026 ICONIQ Capital LLC12,469$111K0.0%N/A0.008%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC41,411$370K0.0%N/A0.028%
8/19/2026 Wellington Management Group LLP4,213,246$37.67M0.0%-11.6%2.821%
8/18/2026 United Capital Financial Advisors LLC46,050$412K0.0%N/A0.031%
8/18/2026 AWH Capital L.P.360,000$3.22M0.0%N/A0.241%
8/17/2026 Pillsbury Lake Capital LLC1,025,030$9.16M0.0%N/A0.686%
8/17/2026 Bank of America Corp DE491,590$4.40M0.0%N/A0.329%
8/15/2026 Freestone Grove Partners LP57,743$516K0.0%N/A0.039%
8/15/2026 Jupiter Topco LLC22,200$199K0.0%N/A0.015%
8/14/2026 Legal & General Group Plc20,496$183K0.0%N/A0.014%
8/14/2026 The Manufacturers Life Insurance Company 11,807$106K0.0%N/A0.008%
8/13/2026 ICONIQ Capital LLC12,469$111K0.0%N/A0.008%
8/13/2026 PEAK6 LLC225,000$2.01M0.0%N/A0.151%
8/12/2026 Quantbot Technologies LP62,425$558K0.0%N/A0.042%
8/12/2026 Landscape Capital Management L.L.C.24,822$222K0.0%N/A0.017%
8/12/2026 Ieq Capital LLC2,763,569$24.71M0.1%N/A1.850%
8/8/2026 Wealthfront Advisers LLC86,632$774K0.0%N/A0.058%
8/8/2026 AlpInvest Partners B.V.24,251$217K0.4%N/A0.016%
8/7/2026 BlackRock Inc.8,363,073$74.77M0.0%N/A5.599%
8/7/2026 Deutsche Bank AG36,381$325K0.0%N/A0.024%
8/6/2026 Bank of New York Mellon Corp79,624$712K0.0%N/A0.053%
5/19/2026 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%
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%
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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%
2/18/2026Janus 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%
2/17/2026 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%
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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

During the previous two years, 86 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 86 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 84,614,933 shares in the last 24 months. This purchase volume represents approximately $170.36M 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 8/24/2026. New 13F filings are added each quarter as they're published.
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