Latest Period
Q4 2025
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
91
Shares (Excl. Options)
88,737,095
Price
$13.59
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Symbol
- WLTH on Nasdaq
- Shares outstanding
- 146,951,851
- Price per share
- $10.46
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 88,737,095
- Total reported value
- $1,205,937,808
- % of total 13F portfolios
- 0%
- Share change
- +74,425,205
- Value change
- +$1,011,439,217
- Number of holders
- 91
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- WLTH - WEALTHFRONT CORP - Common Stock, $0.0001 par value per share is tracked under CUSIP 947002101.
- 91 institutions reported positions in Q4 2025.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 91 to 24 between Q4 2025 and Q1 2026.
- Reported value moved from $1,205,937,808 to $51,001,933.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 91 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 947002101?
CUSIP 947002101 identifies WLTH - WEALTHFRONT CORP - Common Stock, $0.0001 par value per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 947002101:
Significant Owners of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) based on Schedule 13D/G filings
| 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 Dec 2025, 91 institutional investors reported holding 88,737,095 shares of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH). This represents 60% of the company’s total 146,951,851 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 10% | 15,156,877 | 0.69% | $205,981,958 | |
| DAG VENTURES, LLC | 9.4% | 13,813,474 | 0% | 99% | $187,725,112 |
| Ribbit Management Company, LLC | 6.7% | 9,848,159 | 6.6% | $133,836,481 | |
| Index Venture Associates VI Ltd | 6.4% | 9,460,434 | 3.6% | $128,567,298 | |
| BlackRock, Inc. | 3.6% | 5,363,334 | 0% | $72,887,710 | |
| FMR LLC | 2.7% | 4,039,317 | 0% | $54,894,318 | |
| WELLINGTON MANAGEMENT GROUP LLP | 2.7% | 3,986,938 | 0.01% | $54,182,488 | |
| T. Rowe Price Investment Management, Inc. | 1.6% | 2,291,079 | 0.02% | $31,136,000 | |
| JPMORGAN CHASE & CO | 1.4% | 2,040,138 | 0% | $27,725,475 | |
| Whale Rock Capital Management LLC | 1.1% | 1,600,000 | 0.28% | $21,744,000 | |
| Granahan Investment Management, LLC | 0.94% | 1,386,092 | 0.81% | $18,836,990 | |
| North Reef Capital Management LP | 0.83% | 1,226,633 | 0.67% | $16,669,942 | |
| JANUS HENDERSON GROUP PLC | 0.69% | 1,015,000 | 0.01% | $13,794,225 | |
| NORGES BANK | 0.68% | 1,000,000 | 0% | $13,590,000 | |
| Invesco Ltd. | 0.68% | 1,000,000 | 0% | $13,590,000 | |
| Alyeska Investment Group, L.P. | 0.61% | 900,000 | 0.03% | $12,231,000 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.61% | 891,600 | 0.02% | $12,116,844 | |
| CITADEL ADVISORS LLC | 0.6% | 875,000 | 0.01% | $11,891,250 | |
| JANE STREET GROUP, LLC | 0.55% | 808,971 | 0.01% | $10,993,916 | |
| Dragoneer Investment Group, LLC | 0.45% | 654,338 | 0.19% | $8,892,453 | |
| Nuveen, LLC | 0.43% | 631,565 | 0% | $8,582,968 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.43% | 625,000 | 0.01% | $8,493,750 | |
| GOLDMAN SACHS GROUP INC | 0.41% | 598,915 | 0% | $8,139,255 | |
| ALLIANCEBERNSTEIN L.P. | 0.37% | 538,847 | 0% | $7,322,931 | |
| Point72 Asset Management, L.P. | 0.36% | 524,165 | 0.01% | $7,123,402 |