Wealthfront Ownership | Who Owns Wealthfront?
Wealthfront Ownership Summary
Wealthfront is owned by 5.64% institutional investors, 14.31% insiders, and 80.05% retail investors. Tiger global management is the largest institutional shareholder, holding 14.77% of WLTH shares. BGF World Financials A2 is the top mutual fund, with 1.91% of its assets in Wealthfront shares.
WLTH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wealthfront | 5.64% | 14.31% | 80.05% |
| Sector | Technology Stocks | 35.91% | 15.14% | 48.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Tiger global management | 15.16M | 14.77% | $140.20M |
| Dag ventures | 13.81M | 13.46% | $127.77M |
| Ribbit management company | 9.85M | 9.60% | $91.10M |
| Index venture associates vi | 9.46M | 9.22% | $87.51M |
| Blackrock funding, inc. /de | 8.11M | 7.90% | $75.00M |
| Wellington management group llp | 4.77M | 4.65% | $44.10M |
| Jpmorgan chase | 3.16M | 3.08% | $28.58M |
| Fmr | 3.12M | 3.04% | $28.85M |
| T. rowe price investment management | 2.92M | 2.84% | $26.99M |
| North reef capital management lp | 2.89M | 2.81% | $26.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dag ventures | 13.81M | 99.19% | $127.77M |
| Ribbit management company | 9.85M | 5.42% | $91.10M |
| Index venture associates vi | 9.46M | 4.15% | $87.51M |
| Pb investment partners | 445.70K | 3.24% | $4.12M |
| Whetstone capital advisors | 546.41K | 1.75% | $5.05M |
| North reef capital management lp | 2.89M | 0.92% | $26.69M |
| Tiger global management | 15.16M | 0.61% | $140.20M |
| Azora capital lp | 811.06K | 0.49% | $7.50M |
| Quinn opportunity partners | 729.63K | 0.35% | $6.75M |
| Invenomic capital management lp | 643.33K | 0.27% | $5.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.11M | 0.00% | 2.75M |
| North reef capital management lp | 2.89M | 0.92% | 1.66M |
| Southpoint capital advisors lp | 1.40M | 0.27% | 1.40M |
| Jpmorgan chase | 3.16M | 0.00% | 1.12M |
| Citadel advisors | 1.92M | 0.00% | 1.05M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whale rock capital management | - | - | -1.60M |
| Granahan investment management | - | - | -1.39M |
| Janus henderson group | - | - | -1.01M |
| Invesco | 21.21K | - | -978.79K |
| Fmr | 3.12M | 0.00% | -920.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Southpoint capital advisors lp | 1.40M | 0.27% | 1.40M | $12.95M |
| Congress asset management co /ma | 853.75K | 0.06% | 853.75K | $7.90M |
| Quinn opportunity partners | 729.63K | 0.35% | 729.63K | $6.75M |
| Invenomic capital management lp | 643.33K | 0.27% | 643.33K | $5.95M |
| State street | 578.09K | 0.00% | 578.09K | $5.35M |
Sold Out
| Holder | Change |
|---|---|
| Aster capital management (difc) | -1.49K |
| Symmetry investments lp | -14.00K |
| Coastal investment advisors | -14.30K |
| Cohen & steers | -20.00K |
| Brevan howard capital management lp | -22.39K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 28 | -69.23% | 5,786,386 | -93.48% | 5 | 0.15% | 23 | -74.73% | 3 | - |
| Dec 31, 2025 | 33 | - | 37,961,034 | - | 25 | - | 33 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| BGF World Financials A2 | 2.85M | 1.91% | - |
| JPMorgan Small Cap Equity A | 1.77M | 1.18% | - |
| JPM Small Cap Equity-MA | 1.77M | 1.18% | 594.23K |
| JPM US Small Cap Core-Composite | 1.77M | 1.18% | 594.23K |
| Fidelity Small Cap Growth | 1.43M | 0.96% | -28.83K |
| Vanguard Total Stock Mkt Idx Inv | 1.21M | 0.81% | - |
| T. Rowe Price US Smlr Coms Eq A | 1.10M | 0.74% | - |
| T. Rowe Price Small-Cap Value | 878.76K | 0.59% | -547.00 |
| iShares Russell 2000 ETF | 837.86K | 0.56% | 7.75K |
| Fidelity Small Cap Growth K6 | 718.06K | 0.48% | -14.86K |
WLTH Ownership FAQ
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