13F Insight
DOSSIER · 13F Holders · Q1 2026
WLTH

WEALTHFRONT CORP

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

CUSIP 947002101·111 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$784M
visible holders
Holders
111
filers reporting
Concentration
17.89%
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.

The top names are crossover and venture investors rather than traditional asset managers. Tiger Global Management leads at about $140 million, followed by DAG Ventures ($128M) and Ribbit Management ($91M) — Ribbit being a dedicated fintech investor. That concentration of growth-capital firms at the top is unusual and signals a company still closely held by its growth backers.

For WLTH readers, the institutional story is venture conviction carried into public-style disclosure: the roboadvisor is anchored by Tiger, DAG and Ribbit rather than index funds, and the presence of a fintech specialist like Ribbit underscores that these are thesis-driven positions in the wealth-management platform.

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 202602
DAG Ventures, LLC
CIK 0001624576
$128M13.8M99.19%Q1 202603
Ribbit Management Company, LLC
CIK 0001836733
$91M9.8M5.42%Q1 202604
Index Venture Associates VI Ltd
CIK 0001755035
$88M9.5M4.15%Q1 202605
BlackRock, Inc.
CIK 0002012383
$75M8.1M0.00%Q1 202606
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$44M4.8M0.01%Q1 202607
FMR LLC
CIK 0000315066
$29M3.1M0.00%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$29M3.2M0.00%Q1 202609
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$27M2.9M0.02%Q1 202610
North Reef Capital Management LP
CIK 0001867831
$27M2.9M0.92%Q1 202611
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$15M1.7M0.00%Q1 202612
Southpoint Capital Advisors LP
CIK 0001319998
$13M1.4M0.27%Q1 202613
Alyeska Investment Group, L.P.
CIK 0001453072
$12M900K0.03%Q4 202514
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$12M876K0.00%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$12M875K0.00%Q4 202516
UBS Group AG
CIK 0001610520
$11M1.2M0.00%Q1 202617
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$9M982K0.00%Q1 202618
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$8M925K0.05%Q2 202619
Azora Capital LP
CIK 0001700272
$8M811K0.49%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M743K0.00%Q1 2026
Page 1 of 6
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Insiders at WEALTHFRONT CORP
Wetterwald Julien →Bisharat Jaleh →Goldman Kenneth A →Kilar Jason →Rachleff Andrew S →Schmidt Michael Reed →Wilson L Michelle →Iyer Kal →