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WEALTHFRONT CORP (WLTH) Institutional Ownership & Insider Trading

140 institutions reported holding WEALTHFRONT CORP shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 37 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason

WLTHWEALTHFRONT CORPFollow WLTH — free
Financial Conglomerates · Financials
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Price chart with a free account
Market cap
1.7B
P/E TTM
—
Dividend yield
—
52-week
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Next earnings
9 Sep, in -45 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

140 institutions held 61.1% of the shares. Across filers that reported both quarters, shares held changed -2.2%.

Increased+39New+58Decreased-30Closed-21

Largest moves, shares (millions)

Ieq Capital+2.8MState Street+0.8MMillennium Management+0.7MRibbit Management Company-4.4MSouthpoint Capital Advisors-1.4MAzora Capital-0.8M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.0Dec 25+6.1Mar 26-2.1Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2614096-2.2%39583021
Mar 269997+6.9%28451038
Dec 259189—————

WEALTHFRONT CORP — questions

Who owns WEALTHFRONT CORP stock?
140 institutions reported WEALTHFRONT CORP shares in 13F filings for the quarter ended 2026-06-30. The largest: TIGER GLOBAL MANAGEMENT LLC (9.7%), DAG VENTURES, LLC (8.8%), Index Venture Associates VI Ltd (6.1%).
Are WEALTHFRONT CORP insiders buying or selling?
37 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from WEALTHFRONT CORP's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.