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Who owns WLTHWhat WLTH owns — n/a

Who owns Wealthfront Corporation?

Institutional ownership of WLTH from SEC Form 13F filings across 100 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

100

13F holders

$476.8M

value, 2026 filers

94.8%

of shares outstanding (53.8M sh)

41

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WLTH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1TIGER GLOBAL MANAGEMENT LLC15.2M$135.5M0.6%26.7%0.0%
2BlackRock, Inc.8.4M$74.8M0.0%14.8%+3.1%
3WELLINGTON MANAGEMENT GROUP LLP4.2M$37.7M0.0%7.4%-11.6%
4FMR LLC3.8M$33.7M0.0%6.6%+20.8%
5JPMORGAN CHASE & CO3.0M$27.1M0.0%5.3%-5.3%
6IEQ CAPITAL, LLCNEW2.8M$24.7M0.1%4.9%new
7CITADEL ADVISORS LLC2.3M$20.9M0.0%4.1%+21.6%
8VANGUARD CAPITAL MANAGEMENT LLC1.6M$14.3M0.0%2.8%-51.4%
9UBS Group AG1.0M$9.2M0.0%1.8%-11.5%
10GEODE CAPITAL MANAGEMENT, LLC1.0M$9.2M0.0%1.8%+4.6%
11MILLENNIUM MANAGEMENT LLC811,474$7.3M0.0%1.4%+422.7%
12NORGES BANKNEW799,734$7.1M0.0%1.4%new
13MARSHALL WACE, LLP563,320$5.0M0.0%1%+79.0%
14ALLIANCEBERNSTEIN L.P.556,247$5.1M0.0%1%-36.5%
15Creative PlanningNEW544,422$4.9M0.0%1%new
16BANK OF AMERICA CORP /DE/491,590$4.4M0.0%0.9%-33.9%
17Woodline Partners LP424,900$3.8M0.0%0.7%-50.0%
18Nuveen, LLC398,841$3.6M0.0%0.7%+8.4%
19PRELUDE CAPITAL MANAGEMENT, LLC361,843$3.2M0.2%0.6%+69.7%
20Weiss Asset Management LPNEW348,116$3.1M0.0%0.6%new
21VANGUARD PORTFOLIO MANAGEMENT LLC318,475$2.8M0.0%0.6%+54.8%
22Cerity Partners LLCNEW317,227$2.8M0.0%0.6%new
23MORGAN STANLEY312,853$2.8M0.0%0.6%+33.8%
24PRICE T ROWE ASSOCIATES INC /MD/310,573$2,7770.0%0.5%+1156.3%
25NORTHERN TRUST CORP308,164$2.8M0.0%0.5%+20.1%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.