Stock Ownership/WLTH

WEALTHFRONT CORP (WLTH): Ownership & Insider Activity

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
11
13F filers
Aggregate Value
$176.9M
Across holders
Last Price
$9.37
2026-08-24
Sector
Financials
GICS
Quarterly fund activity8 increased1 reduced6 exited
Full exits: Dragoneer Investment Group, LLC, Hudson Bay Capital Management LP, RENAISSANCE TECHNOLOGIES LLC, ADAGE CAPITAL PARTNERS GP, L.L.C., Magnetar Financial LLC, Walleye Capital LLC
Institutional Holders of WLTH
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11 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
TIGER GLOBAL MANAGEMENT LLC
CIK 0001167483
Hedge Fund15.16M$135.5M76.6%0.6%Unchanged+$0Q2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund2.34M$20.9M11.8%0.0%Added+$19.7MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund811K$7.3M4.1%0.0%Added+$5.9MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund563K$5.0M2.8%0.0%Added+$3.0MQ2 2026
Woodline Partners LP
CIK 0001784547
Hedge Fund425K$3.8M2.1%0.0%Unchanged+$0Q2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund212K$1.9M1.1%0.0%Reduced$-1.9MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund202K$1.8M1.0%0.0%Added—Q2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund43K$389K0.2%0.0%Added—Q2 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund13K$120K0.1%0.0%Added—Q2 2026
ICONIQ Capital, LLC
CIK 0001569709
Family Office12K$111K0.1%0.0%Added—Q2 2026
TIGER GLOBAL MANAGEMENT LLCUnchanged
Hedge Fund
$135.5M· 76.6% of total· 0.6% port· 15.16M sh· +$0 QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$20.9M· 11.8% of total· 0.0% port· 2.34M sh· +$19.7M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$7.3M· 4.1% of total· 0.0% port· 811K sh· +$5.9M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$5.0M· 2.8% of total· 0.0% port· 563K sh· +$3.0M QoQ· Q2 2026
Woodline Partners LPUnchanged
Hedge Fund
$3.8M· 2.1% of total· 0.0% port· 425K sh· +$0 QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$1.9M· 1.1% of total· 0.0% port· 212K sh· $-1.9M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$1.8M· 1.0% of total· 0.0% port· 202K sh· — QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$389K· 0.2% of total· 0.0% port· 43K sh· — QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$120K· 0.1% of total· 0.0% port· 13K sh· — QoQ· Q2 2026
ICONIQ Capital, LLCAdded
Family Office
$111K· 0.1% of total· 0.0% port· 12K sh· — QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$90K· 0.1% of total· 0.0% port· 10K sh· — QoQ· Q2 2026
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