DaveManuel.com · Institutional Ownership · Who Owns It
WEALTHFRONT CORP (WLTH)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
143
Reporting holders
$860.6M
Reported value
63.9%
Of shares outstanding
0.4%
Calls
0.4%
Puts
+41
Holder change
Institutions report 95,505,006 shares against 149,361,216 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $135.5M | 15,156,877 | 0.57% | 3q | HELD |
| DAG VENTURES, LLC | $123.5M | 13,813,473 | 98.95% | 3q | HELD |
| Index Venture Associates VI Ltd | $84.6M | 9,460,434 | 4.04% | 3q | HELD |
| BlackRock, Inc. | $74.8M | 8,363,073 | 0.00% | 3q | +3.1%+$2.3M |
| Ribbit Management Company, LLC | $49.0M | 5,479,267 | 2.39% | 3q | -44.4%-$39.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $37.7M | 4,213,246 | 0.01% | 3q | -11.6%-$5.0M |
| FMR LLC | $33.7M | 3,767,445 | 0.00% | 3q | +20.8%+$5.8M |
| T. Rowe Price Investment Management, Inc. | $31.1M | 3,474,002 | 0.02% | 3q | +19.1%+$5.0M |
| JPMORGAN CHASE & CO | $27.1M | 2,994,533 | 0.00% | 3q | -5.3%-$1.5M |
| IEQ CAPITAL, LLC | $24.7M | 2,763,569 | 0.11% | new | NEW |
| CITADEL ADVISORS LLC | $22.2M incl. $1.3M options CALL+PUT | 2,336,419 | 0.00% | 3q | +21.6%+$3.9M |
| North Reef Capital Management LP | $21.9M | 2,444,253 | 0.84% | 3q | -15.3%-$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.3M | 1,603,350 | 0.00% | 2q | -2.9%-$421.2K |
| STATE STREET CORP | $12.0M | 1,343,427 | 0.00% | 2q | +132.4%+$6.8M |
| UBS Group AG | $9.2M | 1,030,869 | 0.00% | 3q | -11.5%-$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.2M | 1,027,877 | 0.00% | 3q | +4.6%+$408.1K |
| Pillsbury Lake Capital LLC | $9.2M | 1,025,030 | 2.50% | 2q | +55.6%+$3.3M |
| CONGRESS ASSET MANAGEMENT CO | $8.3M | 925,205 | 0.05% | 2q | +8.4%+$638.8K |
| MILLENNIUM MANAGEMENT LLC | $7.3M | 811,474 | 0.00% | 3q | +422.7%+$5.9M |
| NORGES BANK | $7.1M | 799,734 | 0.00% | 2q | -20.0%-$1.8M |
| PB INVESTMENT PARTNERS, L.P. | $6.5M | 729,453 | 4.34% | 2q | +63.7%+$2.5M |
| Quinn Opportunity Partners LLC | $6.0M | 667,627 | 0.28% | 2q | -8.5%-$554.3K |
| Whetstone Capital Advisors, LLC | $5.4M | 604,160 | 1.42% | 2q | +10.6%+$516.3K |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 556,247 | 0.00% | 3q | -36.5%-$3.0M |
| MARSHALL WACE, LLP | $5.0M | 563,320 | 0.00% | 3q | +79.0%+$2.2M |
| Creative Planning | $4.9M | 544,422 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $4.4M | 491,590 | 0.00% | 3q | -33.9%-$2.2M |
| Woodline Partners LP | $3.8M | 424,900 | 0.01% | 3q | HELD |
| Nuveen, LLC | $3.6M | 398,841 | 0.00% | 3q | +8.4%+$275.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.2M | 361,843 | 0.24% | 2q | +69.7%+$1.3M |
| AWH Capital, L.P. | $3.2M | 360,000 | 1.12% | new | NEW |
| Weiss Asset Management LP | $3.1M | 348,116 | 0.03% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 318,475 | 0.00% | 2q | +54.8%+$1.0M |
| Cerity Partners LLC | $2.8M | 317,227 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.8M | 312,853 | 0.00% | 3q | +33.8%+$707.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 310,573 | 0.00% | 2q | +1156.3%+$2.6M |
| NORTHERN TRUST CORP | $2.8M | 308,164 | 0.00% | 2q | +20.1%+$460.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.7M | 302,137 | 0.00% | 2q | +1.5%+$40.6K |
| a16z Perennial Management, L.P. | $2.3M | 258,624 | 0.19% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 254,816 | 0.00% | 2q | +2.4%+$53.7K |
| GOLDMAN SACHS GROUP INC | $2.2M | 250,107 | 0.00% | 3q | -64.4%-$4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M incl. $1.9M options CALL+PUT | 29,414 | 0.00% | 2q | -69.6%-$5.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.2M | 245,042 | 0.00% | 3q | -24.0%-$693.0K |
| PEAK6 LLC | $2.0M | 225,000 | 0.00% | 3q | -53.7%-$2.3M |
| TWO SIGMA INVESTMENTS, LP | $1.9M | 212,137 | 0.00% | 3q | -50.4%-$1.9M |
| AQR CAPITAL MANAGEMENT LLC | $1.8M | 202,001 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.5M | 166,356 | 0.01% | new | NEW |
| Stoic Point Capital Management LLC | $1.5M | 162,394 | 1.20% | 2q | -10.6%-$171.3K |
| Ghisallo Capital Management LLC | $1.3M | 150,000 | 0.03% | 3q | -57.1%-$1.8M |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.2M | 135,546 | 0.02% | 2q | +38.3%+$335.6K |
| HRT FINANCIAL LP | $1.1M | 119,774 | 0.00% | new | NEW |
| Capricorn Fund Managers Ltd | $1.0M | 112,800 | 0.08% | new | NEW |
| Caption Management, LLC | $916.4K incl. $894.0K options CALL+PUT | 2,500 | 0.00% | 2q | HELD |
| GABELLI FUNDS LLC | $899.4K | 100,603 | 0.01% | 3q | -9.1%-$90.3K |
| Atom Investors LP | $869.3K | 97,238 | 0.08% | 2q | +15.0%+$113.5K |
| CDC Financial, Inc. | $854.0K | 95,523 | 0.36% | 2q | -4.0%-$35.8K |
| Wealthfront Advisers LLC | $774.5K | 86,632 | 0.00% | 3q | +16.3%+$108.8K |
| GROUP ONE TRADING LLC | $774.2K CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $769.3K | 86,046 | 0.00% | new | NEW |
| Swiss National Bank | $740.2K | 82,800 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $736.7K | 82,408 | 0.00% | 3q | -34.0%-$378.9K |
| Bank of New York Mellon Corp | $711.8K | 79,624 | 0.00% | 2q | +25.4%+$144.2K |
| Catalyst Funds Management Pty Ltd | $653.3K | 73,072 | 0.04% | new | NEW |
| IMC-Chicago, LLC | $610.6K CALL+PUT | options only | 0.00% | new | OPTIONS |
| Parallel Advisors, LLC | $609.8K | 68,212 | 0.01% | new | NEW |
| Quantbot Technologies LP | $558.1K | 62,425 | 0.02% | new | NEW |
| XTX Topco Ltd | $540.4K | 60,442 | 0.01% | 3q | -63.4%-$936.9K |
| Freestone Grove Partners LP | $516.2K | 57,743 | 0.00% | new | NEW |
| Veradace Capital Management LLC | $464.5K | 51,958 | 0.35% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $425.2K | 47,559 | 0.00% | 2q | +2357.8%+$407.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $411.7K | 46,050 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $388.8K | 43,492 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $388.3K | 43,430 | 0.00% | 2q | +83.5%+$176.6K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $382.2K | 42,754 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $370.2K | 41,411 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $363.9K CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| AMERICAN CENTURY COMPANIES INC | $363.0K | 40,602 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $328.0K | 36,730 | 0.00% | 2q | +15.2%+$43.2K |
| JONES FINANCIAL COMPANIES LLLP | $327.0K | 37,198 | 0.00% | 3q | +34.5%+$83.8K |
| DEUTSCHE BANK AG\ | $325.2K | 36,381 | 0.00% | 2q | +92.0%+$155.9K |
| WELLS FARGO & COMPANY/MN | $324.8K | 36,329 | 0.00% | 2q | +54.4%+$114.5K |
| Cresset Asset Management, LLC | $309.0K | 34,568 | 0.00% | new | NEW |
| Entropy Technologies, LP | $302.8K | 33,872 | 0.01% | new | NEW |
| FEDERATED HERMES, INC. | $268.2K | 30,000 | 0.00% | 3q | -87.5%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $263.0K | 29,418 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $254.2K | 28,439 | 0.01% | new | NEW |
| Aquatic Capital Management LLC | $252.7K | 28,268 | 0.01% | new | NEW |
| SummitTX Capital, L.P. | $250.9K | 28,067 | 0.01% | 2q | +97.8%+$124.1K |
| JANE STREET GROUP, LLC | $228.0K PUT | options only | 0.00% | 3q | OPTIONS |
| SG Americas Securities, LLC | $225.0K incl. $121.0K options CALL+PUT | 11,649 | 0.00% | new | NEW |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $221.9K | 24,822 | 0.01% | new | NEW |
| AlpInvest Partners B.V. | $216.8K | 24,251 | 0.36% | new | NEW |
| Jupiter Topco LLC | $198.7K | 22,200 | 0.00% | new | FIRST |
| Legal & General Group Plc | $183.2K | 20,496 | 0.00% | 3q | +572.2%+$156.0K |
| Invesco Ltd. | $182.8K | 20,452 | 0.00% | 3q | -3.6%-$6.8K |
| MYDA Advisors LLC | $178.8K | 20,000 | 0.03% | new | NEW |
| MetLife Investment Management, LLC | $176.9K | 19,782 | 0.00% | 2q | -1.6%-$2.9K |
| CITIGROUP INC | $169.5K | 18,956 | 0.00% | 2q | +971.0%+$153.6K |
| Quadrature Capital Ltd | $161.8K | 18,101 | 0.00% | 2q | -19.9%-$40.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $150.2K | 16,803 | 0.00% | 2q | +2.1%+$3.1K |
Showing the largest 100 of 143 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-17 | Fortunato David | CEO and President | Sold | 100,000 | $1.0M ×2 |
| 2026-09-15 | Fortunato David | CEO and President | Sold | 93,289 | $1.0M |
| 2026-09-17 | Imberman Alan | CFO and Treasurer | Sold | 76,540 | $773.3K |
| 2026-06-15 | IYER KAL | VP, Engineering | Sold | 45,772 | $408.2K |
| 2026-09-15 | IYER KAL | VP, Engineering | Sold | 33,583 | $360.4K |
| 2026-06-17 | Wetterwald Julien | Chief Technology Officer | Sold | 39,810 | $336.6K |
| 2026-09-16 | Fortunato David | CEO and President | Sold | 28,914 | $294.7K |
| 2026-09-15 | Wetterwald Julien | Chief Technology Officer | Sold | 26,231 | $281.5K |
| 2026-09-17 | IYER KAL | VP, Engineering | Sold | 26,738 | $270.2K |
| 2026-09-17 | Wetterwald Julien | Chief Technology Officer | Sold | 26,138 | $264.1K |
| 2026-06-17 | IYER KAL | VP, Engineering | Sold | 28,498 | $241.0K |
| 2026-09-15 | Imberman Alan | CFO and Treasurer | Sold | 20,304 | $217.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $11.9M | 1,147,422 | 2 | 5 | 2 | 0.0% |
| Q2 2026 | 143 | $860.6M | 95,505,006 | 64 | 39 | 31 | 0.7% |
| Q1 2026 | 102 | $902.6M | 96,528,055 | 49 | 28 | 11 | 0.7% |
| Q4 2025 | 91 | $1.2B | 89,563,175 | 89 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $131.7K | 16,017 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $224.0K | 29,079 | 2 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $136.0K | 16,290 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $15.0K | 1,560 | 1 | 0 | 0 | 0.0% |