13F Filings/WLTH

WEALTHFRONT CORP (WLTH): Institutional Ownership

Hedge funds and institutional managers reporting a position in WLTH · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
20
13F filers
Aggregate Value
$215.3M
Across holders
Last Price
$8.79
2026-06-26
Sector
Financials
GICS
Holder activity12 new3 added2 reduced
Institutional Holders of WLTH
↗
20 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
TIGER GLOBAL MANAGEMENT LLC
CIK 0001167483
Hedge Fund15.16M$140.2M65.1%0.6%Unchanged+$0Q1 2026
Whale Rock Capital Management LLC
CIK 0001387322
Hedge Fund1.60M$21.7M10.1%0.3%New—Q4 2025
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund1.92M$17.8M8.3%0.0%Added+$9.7MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund517K$7.0M3.3%0.0%New—Q4 2025
Dragoneer Investment Group, LLC
CIK 0001602189
Hedge Fund654K$6.1M2.8%0.2%Unchanged+$0Q1 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund400K$5.4M2.5%0.0%New—Q4 2025
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund428K$4.0M1.8%0.0%Added+$3.8MQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund250K$3.4M1.6%0.0%New—Q4 2025
SOROS FUND MANAGEMENT LLC
CIK 0001029160
Family Office183K$2.5M1.2%0.0%New—Q4 2025
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund175K$1.6M0.8%0.0%New—Q1 2026
ELEMENT CAPITAL MANAGEMENT LLC
CIK 0001535630
Hedge Fund94K$1.3M0.6%0.6%New—Q4 2025
Holocene Advisors, LP
CIK 0001700574
Hedge Fund66K$898K0.4%0.0%New—Q4 2025
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund84K$779K0.4%0.0%Reduced$-930KQ1 2026
Davidson Kempner Capital Management LP
CIK 0001595082
Hedge Fund50K$680K0.3%0.0%New—Q4 2025
Walleye Capital LLC
CIK 0001758720
Hedge Fund40K$370K0.2%0.0%Unchanged+$0Q1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund27K$366K0.2%0.0%New—Q4 2025
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund25K$345K0.2%0.0%New—Q4 2025
Hudson Bay Capital Management LP
CIK 0001393825
Hedge Fund33K$310K0.1%0.0%Added+$143KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund33K$309K0.1%0.0%Reduced$-7.9MQ1 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund22K$304K0.1%0.0%New—Q4 2025
TIGER GLOBAL MANAGEMENT LLCUnchanged
Hedge Fund
$140.2M· 65.1% of total· 0.6% port· 15.16M sh· +$0 QoQ· Q1 2026
Whale Rock Capital Management LLCNew
Hedge Fund
$21.7M· 10.1% of total· 0.3% port· 1.60M sh· — QoQ· Q4 2025
CITADEL ADVISORS LLCAdded
Hedge Fund
$17.8M· 8.3% of total· 0.0% port· 1.92M sh· +$9.7M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCNew
Hedge Fund
$7.0M· 3.3% of total· 0.0% port· 517K sh· — QoQ· Q4 2025
Dragoneer Investment Group, LLCUnchanged
Hedge Fund
$6.1M· 2.8% of total· 0.2% port· 654K sh· +$0 QoQ· Q1 2026
ExodusPoint Capital Management, LPNew
Hedge Fund
$5.4M· 2.5% of total· 0.0% port· 400K sh· — QoQ· Q4 2025
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$4.0M· 1.8% of total· 0.0% port· 428K sh· +$3.8M QoQ· Q1 2026
Schonfeld Strategic Advisors LLCNew
Hedge Fund
$3.4M· 1.6% of total· 0.0% port· 250K sh· — QoQ· Q4 2025
SOROS FUND MANAGEMENT LLCNew
Family Office
$2.5M· 1.2% of total· 0.0% port· 183K sh· — QoQ· Q4 2025
RENAISSANCE TECHNOLOGIES LLCNew
Hedge Fund
$1.6M· 0.8% of total· 0.0% port· 175K sh· — QoQ· Q1 2026
ELEMENT CAPITAL MANAGEMENT LLCNew
Hedge Fund
$1.3M· 0.6% of total· 0.6% port· 94K sh· — QoQ· Q4 2025
Holocene Advisors, LPNew
Hedge Fund
$898K· 0.4% of total· 0.0% port· 66K sh· — QoQ· Q4 2025
MARSHALL WACE, LLPReduced
Hedge Fund
$779K· 0.4% of total· 0.0% port· 84K sh· $-930K QoQ· Q1 2026
Davidson Kempner Capital Management LPNew
Hedge Fund
$680K· 0.3% of total· 0.0% port· 50K sh· — QoQ· Q4 2025
Walleye Capital LLCUnchanged
Hedge Fund
$370K· 0.2% of total· 0.0% port· 40K sh· +$0 QoQ· Q1 2026
Qube Research & Technologies LtdNew
Hedge Fund
$366K· 0.2% of total· 0.0% port· 27K sh· — QoQ· Q4 2025
TUDOR INVESTMENT CORP ET ALNew
Hedge Fund
$345K· 0.2% of total· 0.0% port· 25K sh· — QoQ· Q4 2025
Hudson Bay Capital Management LPAdded
Hedge Fund
$310K· 0.1% of total· 0.0% port· 33K sh· +$143K QoQ· Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$309K· 0.1% of total· 0.0% port· 33K sh· $-7.9M QoQ· Q1 2026
Brevan Howard Capital Management LPNew
Hedge Fund
$304K· 0.1% of total· 0.0% port· 22K sh· — QoQ· Q4 2025
← All 13F filings