WLTH · NASDAQ · Software - Application

Wealthfront (WLTH)

Automated cash management, investing, lending, and financial planning for U.S. savers.

$8.83
Pre-market−0.19 (−2.11%)
At close$9.02(+1.81%)

Breakdown13F · 13D/G · Form 4

Institutions147 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail≈ 63.95%95.52M shares
Otherremainder≈ 36.05%53.84M shares

149.36M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count has not been confirmed by a second filing; stakes use it as it stands.

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Tiger Global Management LLCInstitution
10.15%15.16M13Fas of Jun 30, 2026
Dag Ventures, LLCInstitution
9.25%13.81M13Fas of Jun 30, 2026
Index Venture Associates Vi LtdInstitution
6.33%9.46M13Fas of Jun 30, 2026
BlackRock, Inc.Institution
5.60%8.36M13Fas of Jun 30, 2026
Ribbit Management Company, LLCInstitution
3.67%5.48M13Fas of Jun 30, 2026
Wellington Management Group LLPInstitution
2.82%4.21M13Fas of Jun 30, 2026
FMR LLCInstitution
2.52%3.77M13Fas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
2.33%3.47M13Fas of Jun 30, 2026
JPMorgan Chase & CoInstitution
2.00%2.99M13Fas of Jun 30, 2026
Ieq Capital, LLCInstitution
1.85%2.76M13Fas of Jun 30, 2026
North Reef Capital Management LPInstitution
1.64%2.44M13Fas of Jun 30, 2026
Citadel Advisors LLCInstitution
1.56%2.34M13Fas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
1.07%1.60M13Fas of Jun 30, 2026
State Street CorpInstitution
0.90%1.34M13Fas of Jun 30, 2026
UBS Group AGInstitution
0.69%1.03M13Fas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.69%1.03M13Fas of Jun 30, 2026
Pillsbury Lake Capital LLCInstitution
0.69%1.03M13Fas of Jun 30, 2026
Congress Asset Management Co /MAInstitution
0.62%925,20513Fas of Jun 30, 2026
Millennium Management LLCInstitution
0.54%811,47413Fas of Jun 30, 2026
Norges BankInstitution
0.54%799,73413Fas of Jun 30, 2026
PB Investment Partners, L.P.Institution
0.49%729,45313Fas of Jun 30, 2026
Quinn Opportunity Partners LLCInstitution
0.45%667,62713Fas of Jun 30, 2026
Whetstone Capital Advisors, LLCInstitution
0.40%604,16013Fas of Jun 30, 2026
Marshall Wace, LLPInstitution
0.38%563,32013Fas of Jun 30, 2026
AllianceBernstein L.P.Institution
0.37%556,24713Fas of Jun 30, 2026

13F — a manager's quarterly holdings

Institutions13F, as of Jun 30, 2026

147 holders · 95.52M shares · 62 new positions · 104 increased · 30 reduced · 22 closed

HolderShares% outstandingChg q/qFiled
Tiger Global Management LLC15.16M10.15%0Aug 14, 2026
Dag Ventures, LLC13.81M9.25%−1Aug 11, 2026
Index Venture Associates Vi Ltd9.46M6.33%0Aug 14, 2026
BlackRock, Inc.8.36M5.60%+254.5KAug 7, 2026
Ribbit Management Company, LLC5.48M3.67%−4.37MAug 14, 2026
Wellington Management Group LLP4.21M2.82%−553.8KAug 14, 2026
FMR LLC3.77M2.52%+648.5KAug 13, 2026
T. Rowe Price Investment Management, Inc.3.47M2.33%+556.4KAug 14, 2026

Ownership statements13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Insider tradesForm 4

Latest trades

Nothing filed in the last 12 months.

CongressHouse and Senate disclosures

Not reported.