13F reference period
Q2 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 Q3 2026
Institutions Reporting
138
Shares (Excl. Options)
95.5M
Full value: 95,504,960 · shares · 30 Jun 2026Price
$8.94
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common stock, $0.0001 par value per share
- Symbol
- WLTH on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 95,504,960
- Total 13F value
- $854,318,831
- Portfolio coverage rank
- 0.01%
- Share change
- -1,043,555
- Value change
- -$11,134,657
- Number of holders
- 138
- Shares outstanding
- 146,951,851
- SEC-reported price per share
- $10.38
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WLTH - WEALTHFRONT CORP - Common stock, $0.0001 par value per share is tracked under CUSIP 947002101.
- 138 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 99 to 138 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$896.01M
Full value: $896,013,243 · USD · 31 Mar 2026.$854.32M
Full value: $854,318,831 · USD · 30 Jun 2026
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 138 institutions filings for Q2 2026.
Security key
947002101
13F reference period
Q2 2026
13F holders
138
13D/G owners
4
CIK / CUSIP context first
Open Q2 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
4
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 | |||
| Index Ventures VI (Jersey) LP | 6.5% | $128,567,298 | 9,460,434 | Index Venture Associates VI Ltd | 31 Dec 2025 |
As of 30 Jun 2026,
138
institutional investors reported holding
shares of
WEALTHFRONT CORP - Common stock, $0.0001 par value per share (WLTH).
This represents
65%
of the company’s total
outstanding shares.
95.5M
Full value: 95,504,960 · shares · 30 Jun 2026146.95M
Full value: 146,951,851 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 10% | 15,156,877 | 0% | 0.57% | $135,502,480 |
| DAG VENTURES, LLC | 9.4% | 13,813,473 | -0% | 99% | $123,492,449 |
| Index Venture Associates VI Ltd | 6.4% | 9,460,434 | 0% | 4% | $84,576,280 |
| BlackRock, Inc. | 5.7% | 8,363,073 | +3.1% | 0% | $74,765,872 |
| Ribbit Management Company, LLC | 3.7% | 5,479,267 | -44% | 2.4% | $48,984,647 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.9% | 4,213,246 | -12% | 0.01% | $37,666,419 |
| FMR LLC | 2.6% | 3,767,445 | +21% | 0% | $33,680,959 |
| T. Rowe Price Investment Management, Inc. | 2.4% | 3,474,002 | +19% | 0.02% | $31,058,000 |
| JPMORGAN CHASE & CO | 2% | 2,994,533 | -5.3% | 0% | $27,100,524 |
| IEQ CAPITAL, LLC | 1.9% | 2,763,569 | 0.11% | $24,706,307 | |
| North Reef Capital Management LP | 1.7% | 2,444,253 | -15% | 0.84% | $21,851,622 |
| CITADEL ADVISORS LLC | 1.6% | 2,336,419 | +22% | 0.01% | $20,887,586 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 1,603,350 | -2.9% | 0% | $14,333,949 |
| STATE STREET CORP | 0.91% | 1,343,427 | +132% | 0% | $12,010,237 |
| UBS Group AG | 0.7% | 1,030,869 | -12% | 0% | $9,215,969 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 1,027,877 | +4.6% | 0% | $9,191,309 |
| Pillsbury Lake Capital LLC | 0.7% | 1,025,030 | +56% | 2.5% | $9,163,768 |
| CONGRESS ASSET MANAGEMENT CO | 0.63% | 925,205 | +8.4% | 0.05% | $8,271,333 |
| MILLENNIUM MANAGEMENT LLC | 0.55% | 811,474 | +423% | 0% | $7,254,578 |
| NORGES BANK | 0.54% | 799,734 | 0% | $7,149,622 | |
| PB INVESTMENT PARTNERS, L.P. | 0.5% | 729,453 | +64% | 4.3% | $6,521,310 |
| Quinn Opportunity Partners LLC | 0.45% | 667,627 | -8.5% | 0.28% | $5,968,585 |
| Whetstone Capital Advisors, LLC | 0.41% | 604,160 | +11% | 1.4% | $5,401,190 |
| MARSHALL WACE, LLP | 0.38% | 563,320 | +79% | 0% | $5,036,080 |
| ALLIANCEBERNSTEIN L.P. | 0.38% | 556,247 | -36% | 0% | $5,145,285 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Headline period
Q2 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,145,468 | $11,889,959 | +$2,017,687 | $10.38 | 11 |
| 2026 Q2 | 95,504,960 | $854,318,831 | -$11,134,657 | $8.94 | 138 |
| 2026 Q1 | 96,528,055 | $896,013,243 | +$2,964,676 | $9.25 | 99 |
| 2025 Q4 | 88,737,095 | $1,205,937,808 | +$1,011,439,217 | $13.59 | 91 |