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Who owns WLTHWhat WLTH owns — n/a

Who owns WEALTHFRONT CORP?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of WLTH from SEC Form 13F filings across 137 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.

As of the 2026-06-30 reporting period, 137 institutions disclosed 95.1M shares of WEALTHFRONT CORP worth $850.8M — about 63.4% of shares outstanding; the largest disclosed holder is TIGER GLOBAL MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

137

13F holders

$850.8M

value, 2026 filers

63.4%

of shares outstanding (95.1M sh)

60

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%10.1%0.0%
2DAG VENTURES, LLC13.8M$123.5M98.9%9.2%0.0%
3Index Venture Associates VI Ltd9.5M$84.6M4.0%6.3%0.0%
4BlackRock, Inc.8.4M$74.8M0.0%5.6%+3.1%
5Ribbit Management Company, LLC5.5M$49.0M2.4%3.7%-44.4%
6WELLINGTON MANAGEMENT GROUP LLP4.2M$37.7M0.0%2.8%-11.6%
7FMR LLC3.8M$33.7M0.0%2.5%+20.8%
8T. Rowe Price Investment Management, Inc.3.5M$31.1M0.0%2.3%+19.1%
9JPMORGAN CHASE & CO3.0M$27.1M0.0%2%-5.3%
10IEQ CAPITAL, LLCNEW2.8M$24.7M0.1%1.8%new
11North Reef Capital Management LP2.4M$21.9M0.8%1.6%-15.3%
12CITADEL ADVISORS LLC2.3M$20.9M0.0%1.6%+21.6%
13VANGUARD CAPITAL MANAGEMENT LLC1.6M$14.3M0.0%1.1%-2.9%
14STATE STREET CORP1.3M$12.0M0.0%0.9%+132.4%
15UBS Group AG1.0M$9.2M0.0%0.7%-11.5%
16GEODE CAPITAL MANAGEMENT, LLC1.0M$9.2M0.0%0.7%+4.6%
17Pillsbury Lake Capital LLC1.0M$9.2M2.5%0.7%+55.6%
18CONGRESS ASSET MANAGEMENT CO925,205$8.3M0.1%0.6%+8.4%
19MILLENNIUM MANAGEMENT LLC811,474$7.3M0.0%0.5%+422.7%
20NORGES BANKNEW799,734$7.1M0.0%0.5%new
21PB INVESTMENT PARTNERS, L.P.729,453$6.5M4.3%0.5%+63.7%
22Quinn Opportunity Partners LLC667,627$6.0M0.3%0.4%-8.5%
23Whetstone Capital Advisors, LLC604,160$5.4M1.4%0.4%+10.6%
24MARSHALL WACE, LLP563,320$5.0M0.0%0.4%+79.0%
25ALLIANCEBERNSTEIN L.P.556,247$5.1M0.0%0.4%-36.5%

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.