Wealthfront Corporation (WLTH) Ownership
WLTH ownership summary
as of October 18, 2026- Institutions
- 61.8% of shares outstanding
- Insiders
- 13.79% of shares outstanding
- Shares outstanding
- 156.2M
- Float
- 95.0M shares available to trade
- Short interest
- 12.19% 13.0M shares short
- Days to cover
- 3.56 short interest up 37.5% vs prior month
- Institutions 61.82%
- Insiders 13.79%
- Other investors 24.39%
WLTH top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Tiger Technology Management LLC | 10.13% | 15.2M | $161.1M | — | June 30, 2026 |
| 2 | Dag Ventures Llc | 9.24% | 13.8M | $146.8M | −1 (0.0%) | June 30, 2026 |
| 3 | Index Venture Associates VI Ltd | 6.32% | 9.5M | $100.6M | — | June 30, 2026 |
| 4 | BlackRock Inc | 5.59% | 8.4M | $88.9M | +254,533 (+3.1%) | June 30, 2026 |
| 5 | Ribbit Management Company, LLC | 3.66% | 5.5M | $58.2M | −4.4M (−44.4%) | June 30, 2026 |
| 6 | Wellington Management Company LLP | 2.82% | 4.2M | $44.8M | −553,795 (−11.6%) | June 30, 2026 |
| 7 | FMR Inc | 2.52% | 3.8M | $40.0M | +648,525 (+20.8%) | June 30, 2026 |
| 8 | T. Rowe Price Investment Management,Inc. | 2.32% | 3.5M | $36.9M | +556,410 (+19.1%) | June 30, 2026 |
| 9 | JPMorgan Chase & Co | 2.00% | 3.0M | $31.8M | −166,919 (−5.3%) | June 30, 2026 |
| 10 | IEQ CAPITAL, LLC | 1.85% | 2.8M | $29.4M | +2.8M (0.0%) | June 30, 2026 |
| 11 | North Reef Capital Management LP | 1.63% | 2.4M | $26.0M | −441,004 (−15.3%) | June 30, 2026 |
| 12 | Citadel Advisors Llc | 1.56% | 2.3M | $24.8M | +414,629 (+21.6%) | June 30, 2026 |
| 13 | Vanguard Capital Management, LLC | 1.07% | 1.6M | $17.0M | −47,111 (−2.9%) | June 30, 2026 |
| 14 | State Street Corp | 0.90% | 1.3M | $14.3M | +765,333 (+132.4%) | June 30, 2026 |
| 15 | UBS Group AG | 0.69% | 1.0M | $11.0M | −134,334 (−11.5%) | June 30, 2026 |
| 16 | Geode Capital Management, LLC | 0.69% | 1.0M | $10.9M | +45,636 (+4.6%) | June 30, 2026 |
| 17 | Pillsbury Lake Capital LLC | 0.69% | 1.0M | $10.9M | +366,217 (+55.6%) | June 30, 2026 |
| 18 | Congress Asset Management Company, LLP | 0.62% | 925K | $9.8M | +71,458 (+8.4%) | June 30, 2026 |
| 19 | Millennium Management LLC | 0.54% | 811K | $8.6M | +656,233 (+422.7%) | June 30, 2026 |
| 20 | NORGES BANK | 0.53% | 800K | $8.5M | −200,266 (−20.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 6.5M shares and 8 cut 5.9M.
WLTH top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 1.62% | 2.4M | $25.8M | −27,968 (−1.1%) | September 30, 2026 |
| 2 | BGF World Financials A2 | 1.48% | 2.2M | $23.5M | −162,756 (−6.9%) | June 30, 2026 |
| 3 | JPMorgan Small Cap Equity A | 0.99% | 1.5M | $15.8M | +62,365 (+4.4%) | August 31, 2026 |
| 4 | Fidelity Small Cap Growth | 0.96% | 1.4M | $15.2M | — | July 31, 2026 |
| 5 | T. Rowe Price Small-Cap Value | 0.82% | 1.2M | $13.0M | −11,228 (−0.9%) | August 31, 2026 |
| 6 | Vanguard MStar Total Stk Mkt Idx Invest | 0.77% | 1.2M | $12.3M | — | August 31, 2026 |
| 7 | T. Rowe Price US Smlr Coms Eq A | 0.72% | 1.1M | $11.4M | −13,545 (−1.2%) | August 31, 2026 |
| 8 | State Street® SPDR® S&P® Cap Mkts ETF | 0.59% | 885K | $9.4M | — | September 30, 2026 |
| 9 | Fidelity Small Cap Growth K6 | 0.48% | 718K | $7.6M | — | July 31, 2026 |
| 10 | iShares Russell 2000 Growth ETF | 0.43% | 648K | $6.9M | −820 (−0.1%) | September 30, 2026 |
| 11 | JNL Multi-Manager Small Cap Value I | 0.41% | 606K | $6.4M | +62,008 (+11.4%) | June 30, 2026 |
| 12 | Schwab US Small-Cap ETF™ | 0.37% | 556K | $5.9M | +369 (+0.1%) | September 30, 2026 |
| 13 | JPM US Smaller Companies A dist USD | 0.35% | 520K | $5.5M | +47,780 (+10.1%) | August 31, 2026 |
| 14 | BlackRock Advantage Small Cap Core Instl | 0.33% | 497K | $5.3M | +1,550 (+0.3%) | August 31, 2026 |
| 15 | BlackRock Strategic Income Opps Instl | 0.29% | 427K | $4.5M | — | July 31, 2026 |
| 16 | Fidelity Small Cap Index | 0.27% | 398K | $4.2M | +1,898 (+0.5%) | July 31, 2026 |
| 17 | GuideStone Funds Small Cap Equity Instl | 0.21% | 320K | $3.4M | +260,010 (+435.3%) | September 30, 2026 |
| 18 | BGF FinTech Z2 | 0.19% | 291K | $3.1M | −10,595 (−3.5%) | June 30, 2026 |
| 19 | Fidelity Series Small Cap Core | 0.19% | 288K | $3.1M | −40,700 (−12.4%) | July 31, 2026 |
| 20 | Nuveen Small Cap Value I | 0.16% | 241K | $2.6M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WLTH insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-11 | David Fortunato | Sell | $14.00 | 765,154 | $10.7M |
| 2025-12-11 | David Fortunato | Sell | $14.00 | 95,416 | $1.3M |
| 2025-12-11 | Kal Iyer | Sell | $14.00 | 167,722 | $2.3M |
| 2025-12-11 | Kenneth A Goldman | Sell | $14.00 | 38,071 | $532,994 |
| 2025-12-11 | Kenneth A Goldman | Sell | $14.00 | 5,373 | $75,222 |
| 2025-12-11 | Lauren Lin | Sell | $14.00 | 30,229 | $423,206 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
Who owns WLTH
Institutional investors own 61.8% of Wealthfront's shares and insiders 13.79%. The largest holder is Tiger Technology Management LLC with 10.13% of the shares (15.2M), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 8 reduced their stake in the latest filings. Short interest is 12.19% of the float, or 3.56 days of average trading volume. The share count rose 6.0% since 2024.
Related: WLTH analyst forecast, WLTH key metrics. See the WLTH stock overview for the latest quote and news.
WLTH ownership FAQ
Who owns the most Wealthfront stock?
The largest shareholders of Wealthfront are Tiger Technology Management LLC (10.13%), Dag Ventures Llc (9.24%), Index Venture Associates VI Ltd (6.32%), BlackRock Inc (5.59%), Ribbit Management Company, LLC (3.66%).
What percentage of Wealthfront is owned by institutions?
Institutions hold 61.8% of Wealthfront's shares outstanding; insiders hold 13.79%.
Which funds own Wealthfront?
The largest fund holders of Wealthfront are iShares Russell 2000 ETF (1.62%), BGF World Financials A2 (1.48%), JPMorgan Small Cap Equity A (0.99%), Fidelity Small Cap Growth (0.96%), T. Rowe Price Small-Cap Value (0.82%).
What is Wealthfront's short interest?
13.0M shares of Wealthfront were sold short, 12.19% of the float; at the average daily volume it would take 3.56 days to cover.
Are insiders buying or selling Wealthfront?
Of the latest 6 reported insider transactions in Wealthfront (since December 11, 2025), 0 were purchases and 6 were sales.
How many shares of Wealthfront are outstanding?
Wealthfront has 156.2M shares outstanding, of which 95.0M are in the public float.