13F Insight
DOSSIER · 13F Holders · Q2 2026
WLTH

WEALTHFRONT CORP

144 institutions still hold WEALTHFRONT CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 947002101·144 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$748M
visible holders
Holders
144
filers reporting
Concentration
18.12%
TIGER GLOBAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
TIGER GLOBAL MANAGEMENT LLC
CIK 0001167483
$136M15.2M0.56%Q2 202602
DAG Ventures, LLC
CIK 0001624576
$123M13.8M98.95%Q2 202603
Index Venture Associates VI Ltd
CIK 0001755035
$85M9.5M4.04%Q2 202604
BlackRock, Inc.
CIK 0002012383
$75M8.4M0.00%Q2 202605
Ribbit Management Company, LLC
CIK 0001836733
$49M5.5M2.39%Q2 202606
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$38M4.2M0.01%Q2 202607
FMR LLC
CIK 0000315066
$34M3.8M0.00%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$27M3.0M0.00%Q2 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
IEQ CAPITAL, LLC
CIK 0001779789
$25M2.8M0.11%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$22M2.5M0.00%Q2 202613
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$14M1.6M0.00%Q2 202614
STATE STREET CORP
CIK 0000093751
$12M1.3M0.00%Q2 202615
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$12M876K0.00%Q1 202616
UBS Group AG
CIK 0001610520
$9M1.0M0.00%Q2 202617
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$9M1.0M0.00%Q2 202618
Pillsbury Lake Capital LLC
CIK 0002111915
$9M1.0M2.50%Q2 202619
CONGRESS ASSET MANAGEMENT CO
CIK 0000897378
$8M925K0.05%Q2 202620
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$7M811K0.00%Q2 2026
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Insiders at WEALTHFRONT CORP
Lin Lauren →Wetterwald Julien →Bisharat Jaleh →Goldman Kenneth A →Kilar Jason →Rachleff Andrew S →Schmidt Michael Reed →Wilson L Michelle →