Wealthfront Ownership | Who Owns Wealthfront?

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Wealthfront Ownership Summary

Wealthfront is owned by 25.95% institutional investors, 13.98% insiders, and 60.07% retail investors. Dag ventures is the largest institutional shareholder, holding 9.44% of WLTH shares.

WLTH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wealthfront	25.95%	13.98%	60.07%
Sector	Technology Stocks	35.46%	13.12%	51.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dag ventures	13.81M	9.44%	$187.73B
Blackrock funding, inc. /de	5.36M	3.67%	$72.89M
Jpmorgan chase	2.04M	1.39%	$27.73M
Jane street group	808.97K	0.55%	$10.99M
Nuveen	631.57K	0.43%	$8.58M
Healthcare of ontario pension plan trust fund	625.00K	0.43%	$8.49M
Goldman sachs group	598.91K	0.41%	$8.14M
Kennedy capital management	383.20K	0.26%	$5.21M
Jennison associates	323.48K	0.22%	$4.40M
Fj capital management	314.19K	0.21%	$4.27M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dag ventures	13.81M	99.31%	$187.73B
Monashee investment management	300.00K	2.30%	$4.08M
Fj capital management	314.19K	0.47%	$4.27M
Diametric capital, lp	75.00K	0.27%	$1.02M
Kennedy capital management	383.20K	0.11%	$5.21M
Coastal investment advisors	14.30K	0.06%	$194.34K
Healthcare of ontario pension plan trust fund	625.00K	0.01%	$8.49M
Teacher retirement system of texas	170.00K	0.01%	$2.31M
Peak6	208.75K	0.01%	$2.84B
Marshall wace, llp	270.91K	0.00%	$3.68B

Top Buyers

Holder	Shares	% Assets	Change
Dag ventures	13.81M	99.31%	13.81M
Blackrock funding, inc. /de	5.36M	0.00%	5.36M
Jpmorgan chase	2.04M	0.00%	2.04M
Jane street group	808.97K	0.00%	808.97K
Nuveen	631.57K	0.00%	631.57K

Top Sellers

Holder	Shares	% Assets	Change
Sbi securities	6.00	-	6.00
Allworth financial lp	500.00	-	500.00
Coastal investment advisors	14.30K	0.06%	14.30K
Hudson bay capital management lp	18.05K	0.00%	18.05K
Gabelli funds	19.40K	0.00%	19.40K

New Positions

Holder	Shares	% Assets	Change	Value
Dag ventures	13.81M	99.31%	13.81M	$187.73B
Blackrock funding, inc. /de	5.36M	0.00%	5.36M	$72.89M
Jpmorgan chase	2.04M	0.00%	2.04M	$27.73M
Jane street group	808.97K	0.00%	808.97K	$10.99M
Nuveen	631.57K	0.00%	631.57K	$8.58M

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	33	-	37,961,034	-	25	-	33	-	-	-

WLTH Ownership FAQ

Who owns the most shares of Wealthfront?

Wealthfront’s largest shareholders are Dag ventures (13.81M shares, 9.44%), Blackrock funding, inc. /de (5.36M shares, 3.67%), and Jpmorgan chase (2.04M shares, 1.39%). Together, they hold 14.51% 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 99.31% of its assets in 13.81M Wealthfront shares, valued at 187.73B$.

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