Latest Period
Q1 2026
Security Snapshot
WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) Institutional Ownership
CUSIP: 947002101
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
99
Shares (Excl. Options)
96,528,055
Price
$9.25
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- Security type / class
- Equity / Common Stock, $0.0001 par value per share
- Symbol
- WLTH on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 96,528,055
- Total 13F value
- $896,013,243
- Portfolio coverage rank
- 0%
- Share change
- +5,878,737
- Value change
- +$2,964,676
- Number of holders
- 99
- Shares outstanding
- 146,951,851
- SEC-reported price per share
- $11.52
Latest holder snapshot
5 signals
Issuer context
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WLTH - WEALTHFRONT CORP - Common Stock, $0.0001 par value per share is tracked under CUSIP 947002101.
- 99 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 91 to 99 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,205,937,808 to $896,013,243.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 99 institutions filings for Q1 2026.
Security key
947002101
Latest holder period
Q1 2026
13F holders
99
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
WLTH full holder history
WEALTHFRONT CORP SEC filings
WEALTHFRONT CORP company facts
WEALTHFRONT CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 947002101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
WLTH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RACHLEFF ANDREW S | 12% | $234,164,588 | 17,230,654 | Andrew S Rachleff | 31 Dec 2025 | |||
| TIGER GLOBAL MANAGEMENT LLC | 10% | $205,981,958 | 15,156,877 | Tiger Global Management, LLC | 31 Dec 2025 | |||
| DAG Ventures Management IV, LLC | 9.4% | $187,725,112 | 13,813,474 | DAG Ventures Management IV, LLC | 31 Dec 2025 | |||
| Ribbit Capital GP II, Ltd. | 6.7% | $133,836,481 | 9,848,159 | Meyer Malka | 31 Dec 2025 | |||
| Index Ventures VI (Jersey) LP | 6.5% | $128,567,298 | 9,460,434 | Index Venture Associates VI Ltd | 31 Dec 2025 |
As of 31 Mar 2026, 99 institutional investors reported holding 96,528,055 shares of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH). This represents 66% of the company’s total 146,951,851 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
60%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 10% | 15,156,877 | 0% | 0.61% | $140,201,112 |
| DAG VENTURES, LLC | 9.4% | 13,813,474 | 0% | 99% | $127,774,635 |
| Ribbit Management Company, LLC | 6.7% | 9,848,159 | 0% | 5.4% | $91,095,471 |
| Index Venture Associates VI Ltd | 6.4% | 9,460,434 | 0% | 4.2% | $87,509,015 |
| BlackRock, Inc. | 5.5% | 8,108,540 | +51% | 0% | $75,003,996 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.2% | 4,767,041 | +20% | 0.01% | $44,095,130 |
| JPMORGAN CHASE & CO | 2.2% | 3,161,452 | +55% | 0% | $28,579,526 |
| FMR LLC | 2.1% | 3,118,920 | -23% | 0% | $28,850,010 |
| T. Rowe Price Investment Management, Inc. | 2% | 2,917,592 | +27% | 0.02% | $26,988,000 |
| North Reef Capital Management LP | 2% | 2,885,257 | +135% | 0.92% | $26,688,627 |
| CITADEL ADVISORS LLC | 1.3% | 1,921,790 | +120% | 0.01% | $17,776,558 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 1,650,461 | 0% | 0% | $15,266,764 |
| Southpoint Capital Advisors LP | 0.95% | 1,400,000 | 0.27% | $12,950,000 | |
| UBS Group AG | 0.79% | 1,165,203 | +606% | 0% | $10,778,128 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.67% | 982,241 | +663% | 0% | $9,088,430 |
| ALLIANCEBERNSTEIN L.P. | 0.6% | 875,847 | +63% | 0% | $11,902,761 |
| CONGRESS ASSET MANAGEMENT CO | 0.58% | 853,747 | 0.06% | $7,897,160 | |
| Azora Capital LP | 0.55% | 811,056 | +170% | 0.49% | $7,502,268 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 743,163 | +1461% | 0% | $6,874,258 |
| Quinn Opportunity Partners LLC | 0.5% | 729,627 | 0.35% | $6,749,050 | |
| GOLDMAN SACHS GROUP INC | 0.48% | 701,564 | +17% | 0% | $6,489,467 |
| Pillsbury Lake Capital LLC | 0.45% | 658,813 | 2.8% | $6,094,020 | |
| Dragoneer Investment Group, LLC | 0.45% | 654,338 | 0% | 0.2% | $6,052,627 |
| Invenomic Capital Management LP | 0.44% | 643,328 | 0.27% | $5,950,784 | |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.4% | 593,275 | +55% | 0.12% | $5,487,794 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2