DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
WLTH

WEALTHFRONT CORP

106 institutions still hold WEALTHFRONT CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 947002101·106 13F holders·last filed Mar 31, 2026
Market cap
7.3%
vs prior quarter
13F value held
$763M
46.0% inst. owned
of float
Holders
106
+129 QoQ
filers reporting
Activity
+32 / −104
+915 added · −889 reduced
this quarter
Concentration
18.38%
TIGER GLOBAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

Wealthfront (WLTH) carries a venture-heavy institutional book — 94 holders, about $837M in combined 13F value as of Q1 2026. Tiger Global leads at roughly $140M, with DAG Ventures ($128M) and fintech specialist Ribbit Management ($91M) close behind. The roster of crossover and venture investors marks WLTH as a late-stage fintech with growth-capital backers in the 13F record.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TIGER GLOBAL MANAGEMENT LLC
CIK 0001167483
$140M15.2M0.61%Q1 2026
02
DAG Ventures, LLC
CIK 0001624576
$128M13.8M99.19%Q1 2026
03
Ribbit Management Company, LLC
CIK 0001836733
$91M9.8M5.42%Q1 2026
04
Index Venture Associates VI Ltd
CIK 0001755035
$88M9.5M4.15%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$75M8.1M0.00%Q1 2026
06
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$44M4.8M0.01%Q1 2026
07
FMR LLC
CIK 0000315066
$29M3.1M0.00%Q1 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$29M3.2M0.00%Q1 2026
09
North Reef Capital Management LP
CIK 0001867831
$27M2.9M0.92%Q1 2026
10
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$15M1.7M0.00%Q1 2026
11
Southpoint Capital Advisors LP
CIK 0001319998
$13M1.4M0.27%Q1 2026
12
Alyeska Investment Group, L.P.
CIK 0001453072
$12M900K0.03%Q4 2025
13
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$12M876K0.00%Q1 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$12M875K0.00%Q4 2025
15
UBS Group AG
CIK 0001610520
$11M1.2M0.00%Q1 2026
16
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$9M982K0.00%Q1 2026
17
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$8M854K0.06%Q1 2026
18
Azora Capital LP
CIK 0001700272
$8M811K0.49%Q1 2026
19
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M743K0.00%Q1 2026
20
Quinn Opportunity Partners LLC
CIK 0001633275
$7M730K0.35%Q1 2026
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