WLTH — WEALTHFRONT CORP
As of Q2 2026, 27 SEC-registered investment managers reported holding WLTH (WEALTHFRONT CORP) in their latest 13F filings, with a combined reported value of $389.75M across 43.87M shares. That is +11.3% by share count (+4.45M shares) versus the previous quarter, while reported value moved +6.9%. Ownership is concentrated: the five largest holders account for 79.2% of reported value and the top ten for 93.3%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WLTH is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Tiger Global Management history | Q2 2026 | 15.16M | $135.50M | 0.57% | Hold |
| BlackRock Inc history | Q2 2026 | 8.36M | $74.77M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 4.21M | $37.67M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.77M | $33.68M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 2.99M | $27.10M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 2.48M | $22.21M | 0.00% | Add |
| Whale Rock Capital Management history | Q4 2025 | 1.60M | $21.74M | 0.28% | New |
| Janus Henderson Group history | Q4 2025 | 1.01M | $13.79M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 1.03M | $9.22M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.03M | $9.19M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 811.47K | $7.25M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 799.73K | $7.15M | 0.00% | Reduce |
| Point72 Asset Management history | Q4 2025 | 524.16K | $7.12M | 0.01% | New |
| Dragoneer Investment Group history | Q1 2026 | 654.34K | $6.05M | 0.20% | Hold |
| Marshall Wace history | Q2 2026 | 563.32K | $5.04M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 491.59K | $4.39M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 215.00K | $2.92M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 312.85K | $2.80M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 308.16K | $2.75M | 0.00% | Add |
| D. E. Shaw & Co history | Q4 2025 | 200.00K | $2.72M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.99M sh · $27.10M
- AQR Capital Management 202.00K sh · $1.81M
- Balyasny Asset Management 43.49K sh · $388.82K
- Manulife Financial 11.81K sh · $105.56K
Fully Exited (vs previous quarter)
- Dragoneer Investment Group sold 654.34K sh · $6.05M
- Renaissance Technologies sold 175.37K sh · $1.62M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Tiger Global Management | — | — | — | — | — | 15.16M | 15.16M | 15.16M |
| BlackRock Inc | — | — | — | — | — | 5.36M | 8.11M | 8.36M |
| Wellington Management Group | — | — | — | — | — | 3.99M | 4.77M | 4.21M |
| Fidelity Management & Research (FMR) | — | 1 | 1 | — | — | 4.04M | 3.12M | 3.77M |
| JPMorgan Chase & Co | — | — | — | — | — | 2.04M | — | 2.99M |
| Citadel Advisors | — | — | 16.29K | 12.27K | 16.02K | 875.00K | 2.01M | 2.48M |
| UBS Group AG | 1.56K | 2 | — | 1.19K | — | 165.04K | 1.17M | 1.03M |
| Geode Capital Management | — | — | — | — | — | 128.71K | 982.24K | 1.03M |
| Millennium Management | — | — | — | — | — | 264.88K | 155.24K | 811.47K |
| Norges Bank Investment Management | — | — | — | — | — | 1.00M | — | 799.73K |
| Marshall Wace | — | — | — | — | — | 270.91K | 314.76K | 563.32K |
| Bank of America Corp | — | — | — | — | — | 47.61K | 743.16K | 491.59K |
| Morgan Stanley | — | — | — | — | — | 7.28K | 233.76K | 312.85K |
| Northern Trust Corp | — | — | — | — | — | — | 256.62K | 308.16K |
| Charles Schwab Investment Management | — | — | — | — | — | — | 297.60K | 302.14K |
| Goldman Sachs Group | — | — | — | — | — | 598.91K | 701.56K | 250.11K |
| Two Sigma Investments | — | — | — | — | — | 17.50K | 427.72K | 212.14K |
| AQR Capital Management | — | — | — | — | — | — | — | 202.00K |
| BNY Mellon | — | — | — | — | — | — | 63.49K | 79.62K |
| Balyasny Asset Management | — | — | — | — | — | 516.53K | — | 43.49K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details