WLTH Institutional Ownership
Who owns Wealthfront Corp and what the big funds did with it last quarter, from every SEC 13F filing. 140 funds reported holding WLTH at Jun 30, 2026, together owning 61.1% of the company.
- ▲100 buying vs 51 selling
- ▼Held by funds -0.7 pts
- ▲Funds holding +41
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
3 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 140 | 99 | +41.4% |
| In funds' top 10 | 5 | 5 | 0.0% |
| 13F shares | 95.5M | 96.5M | −1.1% |
| Held by funds | 61.1% | 61.8% | −0.7 pts |
| New positions | 61 | 45 | +35.6% |
| Increased | 39 | 30 | +30.0% |
| Reduced | 30 | 10 | +200.0% |
| Sold out | 21 | 39 | −46.2% |
| Calls (shares) | 50K | 50K | 0.0% |
| Puts (shares) | 50K | 62K | −19.4% |
| Put/call ratio | 1.00 | 1.24 | −19.4% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WLTH
All superinvestors →
Who owns WLTH
share of fund held shares- Index and passive funds14.3%
- Active managers and hedge funds78.8%
- Banks and brokers5.8%
- Pensions, insurers and other1.2%
The top 10 holders own 72.8% of all WLTH shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
16 funds changed their position- Creative PlanningTrimmed−348K sh
- Congress Asset Management CoAdded+204K sh
- Capricorn Fund Managers LtdSold out−113K sh
- Y-Intercept (Hong Kong) LtdSold out−28K sh
- ProShare Advisors LLCNew+12K sh
🔒 Free account: see all 16.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Tiger Global Management LLC | 9.70% | 15.2M | $136M | 0 |
| 2 | Dag Ventures, LLC | 8.84% | 13.8M | $123M | −1 |
| 3 | Index Venture Associates VI Ltd | 6.06% | 9.5M | $84.6M | 0 |
| 4 | BlackRock, Inc. | 5.35% | 8.4M | $74.8M | +255K |
| 5 | Ribbit Management Company, LLC | 3.51% | 5.5M | $49M | −4.4M |
| 6 | Wellington Management Group LLP | 2.70% | 4.2M | $37.7M | −554K |
| 7 | Fmr LLC | 2.41% | 3.8M | $33.7M | +649K |
| 8 | T. Rowe Price Investment Management, Inc. | 2.22% | 3.5M | $31.1M | +556K |
| 9 | Jpmorgan Chase & Co | 1.92% | 3M | $27.1M | −167K |
| 10 | Ieq Capital, LLC | 1.77% | 2.8M | $24.7M | +2.8M |
- Ieq Capital, LLC+2.8M sh+$24.7M
- Norges Bank+800K sh+$7.1M
- State Street Corp+765K sh+$6.8M
- Millennium Management LLC+656K sh+$5.9M
- Fmr LLC+649K sh+$5.8M
- T. Rowe Price Investment Management, Inc.+556K sh+$5M
- Creative Planning+544K sh+$4.9M
- Citadel Advisors LLC+415K sh+$3.7M
- Ribbit Management Company, LLC−4.4M sh−$39.1M
- Southpoint Capital Advisors LP−1.4M sh−$12.9M
- Azora Capital LP−811K sh−$7.5M
- Dragoneer Investment Group, LLC−654K sh−$6.1M
- Invenomic Capital Management LP−643K sh−$6M
- Kennedy Capital Management LLC−593K sh−$5.5M
- Wellington Management Group LLP−554K sh−$5M
- Goldman Sachs Group Inc−451K sh−$4M
WLTH institutional ownership FAQ
Who owns the most WLTH stock?
In Q2 2026 13F filings the largest holder of WLTH was Tiger Global Management LLC, followed by Dag Ventures, LLC and Index Venture Associates VI Ltd. Index fund managers are usually the biggest holders of large companies.
What percentage of WLTH is owned by institutions?
Funds that file 13F reports held 61.1% of WLTH's shares at Jun 30, 2026, compared with 61.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WLTH?
In Q2 2026, 100 funds bought WLTH (61 of them new positions) and 51 sold (21 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for WLTH is bullish.
What is WLTH's institutional put/call ratio?
Funds reported $447K of WLTH puts against $447K of calls, a put/call ratio of 1.00 (1.24 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WLTH ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.