Wealthfront Ownership | Who Owns Wealthfront?

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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 9.99% of WLTH shares. BGF World Financials A2 is the top mutual fund, with 2.65% 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	36.01%	15.20%	48.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Tiger global management	15.16M	9.99%	$135.50M
Dag ventures	13.81M	9.10%	$123.49M
Index venture associates vi	9.46M	6.24%	$84.58M
Blackrock funding, inc. /de	8.36M	5.51%	$74.77M
Ribbit management company	5.48M	3.61%	$48.98M
Wellington management group llp	4.21M	2.78%	$37.67M
Fmr	3.77M	2.48%	$33.68M
T. rowe price investment management	3.47M	2.29%	$31.06M
Jpmorgan chase	2.99M	1.97%	$27.10M
Ieq capital	2.76M	1.82%	$24.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dag ventures	13.81M	98.95%	$123.49M
Pb investment partners	729.45K	4.34%	$6.52M
Index venture associates vi	9.46M	4.04%	$84.58M
Ribbit management company	5.48M	2.39%	$48.98M
Whetstone capital advisors	604.16K	1.42%	$5.40M
North reef capital management lp	2.44M	0.84%	$21.85M
Tiger global management	15.16M	0.56%	$135.50M
Bp	6.93K	0.43%	$68.24K
Alpinvest partners b.v.	24.25K	0.36%	$216.80K
Veradace capital management	51.96K	0.35%	$464.50K

Top Buyers

Holder	Shares	% Assets	Change
Ieq capital	2.76M	0.11%	2.76M
Norges bank	799.73K	0.00%	799.73K
State street	1.34M	0.00%	765.33K
Millennium management	811.47K	0.00%	656.23K
Fmr	3.77M	0.00%	648.52K

Top Sellers

Holder	Shares	% Assets	Change
Ribbit management company	5.48M	2.39%	-4.37M
Whale rock capital management	-	-	-1.60M
Southpoint capital advisors lp	-	-	-1.40M
Granahan investment management	-	-	-1.39M
Janus henderson group	-	-	-1.01M

New Positions

Holder	Shares	% Assets	Change	Value
Ieq capital	2.76M	0.11%	2.76M	$24.71M
Norges bank	799.73K	0.00%	799.73K	$7.15M
Creative planning	544.42K	0.00%	544.42K	$4.87M
Cerity partners	317.23K	0.00%	317.23K	$2.84M
Sixth street partners management company	302.14K	0.00%	302.14K	$2.70M

Sold Out

Holder	Change
Hughes financial services	-1.00
Simplex trading	-307.00
Symmetry investments lp	-14.00K
Magnetar financial	-14.19K
Coastal investment advisors	-14.30K

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	3.96M	2.65%	-
JPM Small Cap Equity-MA	1.66M	1.11%	-110.28K
JPMorgan Small Cap Equity A	1.66M	1.11%	-36.83K
JPM US Small Cap Core-Composite	1.66M	1.11%	-110.28K
Fidelity Small Cap Growth	1.43M	0.96%	-
T. Rowe Price Small-Cap Value	1.17M	0.79%	294.50K
Vanguard Total Stock Mkt Idx Inv	1.16M	0.77%	-50.70K
Vanguard Morn Total Stk Mkt Idx Investor	1.16M	0.77%	-50.70K
T. Rowe Price US Smlr Coms Eq A	1.09M	0.73%	-
iShares Russell 2000 ETF	972.01K	0.65%	-17.28K

WLTH Ownership FAQ

Who owns the most shares of Wealthfront?

Wealthfront’s largest shareholders are Tiger global management (15.16M shares, 9.99%), Dag ventures (13.81M shares, 9.10%), and Index venture associates vi (9.46M shares, 6.24%). Together, they hold 25.33% of Wealthfront’s total shares outstanding.

Does Blackrock own Wealthfront?

BlackRock is not among the top 10 institutional shareholders of Wealthfront.

Who is Wealthfront’s biggest shareholder by percentage of total assets invested?

Dag ventures is Wealthfront’s biggest shareholder by percentage of total assets invested, with 98.95% of its assets in 13.81M Wealthfront shares, valued at 123.49M$.

Who is the top mutual fund holder of Wealthfront shares?

BGF World Financials A2 is the top mutual fund holder of Wealthfront shares, with 2.65% of its total shares outstanding invested in 3.96M Wealthfront shares.

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