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Wealthfront Ownership | Who Owns Wealthfront?

OverviewForecastRevenueFinancialsChartTranscripts

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.

WLTH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWealthfront5.64%14.31%80.05%
SectorTechnology Stocks 36.77%14.76%48.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Tiger global management15.16M14.77%$140.20M
Dag ventures13.81M13.46%$127.77M
Ribbit management company9.85M9.60%$91.10M
Index venture associates vi9.46M9.22%$87.51M
Blackrock funding, inc. /de8.11M7.90%$75.00M
Wellington management group llp4.77M4.65%$44.10M
Jpmorgan chase3.16M3.08%$28.58M
Fmr3.12M3.04%$28.85M
T. rowe price investment management2.92M2.84%$26.99M
North reef capital management lp2.89M2.81%$26.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dag ventures13.81M99.19%$127.77M
Ribbit management company9.85M5.42%$91.10M
Index venture associates vi9.46M4.15%$87.51M
Pb investment partners445.70K3.24%$4.12M
Whetstone capital advisors546.41K1.75%$5.05M
North reef capital management lp2.89M0.92%$26.69M
Tiger global management15.16M0.61%$140.20M
Azora capital lp811.06K0.49%$7.50M
Quinn opportunity partners729.63K0.35%$6.75M
Invenomic capital management lp643.33K0.27%$5.95M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de8.11M0.00%2.75M
North reef capital management lp2.89M0.92%1.66M
Southpoint capital advisors lp1.40M0.27%1.40M
Jpmorgan chase3.16M0.00%1.12M
Citadel advisors1.92M0.00%1.05M

Top Sellers

HolderShares% AssetsChange
Whale rock capital management---1.60M
Granahan investment management---1.39M
Janus henderson group---1.01M
Invesco21.21K--978.79K
Fmr3.12M0.00%-920.40K

New Positions

HolderShares% AssetsChangeValue
Southpoint capital advisors lp1.40M0.27%1.40M$12.95M
Congress asset management co /ma853.75K0.06%853.75K$7.90M
Quinn opportunity partners729.63K0.35%729.63K$6.75M
Invenomic capital management lp643.33K0.27%643.33K$5.95M
State street578.09K0.00%578.09K$5.35M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202628-69.23%5,786,386-93.48%50.15%23-74.73%3-
Dec 31, 202533-37,961,034-25-33---

WLTH Ownership FAQ

Who owns the most shares of Wealthfront?

Wealthfront’s largest shareholders are Tiger global management (15.16M shares, 14.77%), Dag ventures (13.81M shares, 13.46%), and Ribbit management company (9.85M shares, 9.60%). Together, they hold 37.83% 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 99.19% of its assets in 13.81M Wealthfront shares, valued at 127.77M$.

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