Wealthfront Corp. 13F holders
139 funds reported a position in Wealthfront Corp. in their 13F for the quarter ended 30 June 2026, together 95.5 million shares worth $854.3 million. Against the quarter before, 59 opened a position, 39 added, 30 trimmed and 21 sold out; together they sold a net 1.8 million shares. The largest holders: Tiger Global Management LLC, Dag Ventures, LLC and Index Venture Associates VI Ltd.
Funds holding139+40 on Q1 2026
Shares they held95.5Mworth $854.3 million
Net sold on the quarter1.8M sharesabout $16.5 million at the funds' values
Funds buying to selling98 to 51opened or added, to cut or sold
Opened 59Added 39Held 10Trimmed 30Sold out 21
What each fund did in WLTH against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in WLTH in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 10 reported a position in Wealthfront Corp.: 1 opened one, 4 added, 2 trimmed and 1 sold out, a net 178,690 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Congress Asset Management Co. | +204,498 | 1,129,703 | added | 13F |
| Sterling Capital Management LLC | +2,443 | 2,751 | added | 13F |
| Fortitude Family Office, LLC | +325 | 325 | new | 13F |
| IFP Advisors, Inc | -150 | 112 | trimmed | 13F |
| Farther Finance Advisors, LLC | -37 | 38 | trimmed | 13F |
| Essential Partners LLC | +30 | 123 | added | 13F |
| GHP Investment Advisors, Inc. | +20 | 270 | added | 13F |
| Y-Intercept (Hong Kong) Ltd | -28,439 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Wealthfront Corp. in a 13F for the quarter ended 30 June 2026. The largest: Tiger Global Management, 15.2 million shares worth $135.5 million, 0.6% of its reported book. Sold out: Renaissance Technologies. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 1.4 million shares, about $12.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Tiger Global Management | 15,156,877 | $135.5 million | 0.6% | no change | held | 30 June 2026 | 13F |
| FMR LLC | 3,767,445 | $33.7 million | 0.0% | +648,525 | added | 30 June 2026 | 13F |
| Citadel Advisors | 2,336,419 | $20.9 million | 0.0% | +414,629 | added | 30 June 2026 | 13F |
| Geode Capital Management | 1,027,877 | $9.2 million | 0.0% | +45,636 | added | 30 June 2026 | 13F |
| Millennium Management | 811,474 | $7.3 million | 0.0% | +656,233 | added | 30 June 2026 | 13F |
| Norges Bank | 799,734 | $7.1 million | 0.0% | held | 30 June 2026 | 13F | |
| Two Sigma Investments | 212,137 | $1.9 million | 0.0% | -215,584 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -175,370 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Tiger Global Management LLC | 15,156,877 | 15.87% | $135.5 million | 0.56% | no change | 13F |
| Dag Ventures, LLC | 13,813,473 | 14.46% | $123.5 million | 98.95% | -1 | 13F |
| Index Venture Associates VI Ltd | 9,460,434 | 9.91% | $84.6 million | 4.04% | no change | 13F |
| BlackRock, Inc. | 8,363,073 | 8.76% | $74.8 million | 0.00% | +254,533 | 13F |
| Ribbit Management Company, LLC | 5,479,267 | 5.74% | $49.0 million | 2.39% | -4,368,892 | 13F |
| Wellington Management Group LLP | 4,213,246 | 4.41% | $37.7 million | 0.01% | -553,795 | 13F |
| FMR LLC | 3,767,445 | 3.94% | $33.7 million | 0.00% | +648,525 | 13F |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | 3.64% | $31.1 million | 0.02% | +556,410 | 13F |
| JPMorgan Chase & Co. | 2,994,533 | 3.14% | $27.1 million | 0.00% | -166,919 | 13F |
| Ieq Capital, LLC | 2,763,569 | 2.89% | $24.7 million | 0.11% | new | 13F |
| North Reef Capital Management LP | 2,444,253 | 2.56% | $21.9 million | 0.84% | -441,004 | 13F |
| Citadel Advisors LLC | 2,336,419 | 2.45% | $20.9 million | 0.01% | +414,629 | 13F |
| Vanguard Capital Management LLC | 1,603,350 | 1.68% | $14.3 million | 0.00% | -47,111 | 13F |
| State Street Corp. | 1,343,427 | 1.41% | $12.0 million | 0.00% | +765,333 | 13F |
| UBS Group AG | 1,030,869 | 1.08% | $9.2 million | 0.00% | -134,334 | 13F |
| Geode Capital Management, LLC | 1,027,877 | 1.08% | $9.2 million | 0.00% | +45,636 | 13F |
| Pillsbury Lake Capital LLC | 1,025,030 | 1.07% | $9.2 million | 2.52% | +366,217 | 13F |
| Congress Asset Management Co. | 925,205 | 0.97% | $8.3 million | 0.05% | +71,458 | 13F |
| Millennium Management LLC | 811,474 | 0.85% | $7.3 million | 0.01% | +656,233 | 13F |
| Norges Bank | 799,734 | 0.84% | $7.1 million | 0.00% | 13F | |
| PB Investment Partners, L.P. | 729,453 | 0.76% | $6.5 million | 4.34% | +283,752 | 13F |
| Quinn Opportunity Partners LLC | 667,627 | 0.70% | $6.0 million | 0.28% | -62,000 | 13F |
| Whetstone Capital Advisors, LLC | 604,160 | 0.63% | $5.4 million | 1.43% | +57,753 | 13F |
| AllianceBernstein L.P. | 556,247 | 0.58% | $5.1 million | 0.00% | -319,600 | 13F |
| Marshall Wace, LLP | 563,320 | 0.59% | $5.0 million | 0.00% | +248,558 | 13F |
| Creative Planning | 544,422 | 0.57% | $4.9 million | 0.00% | new | 13F |
| Bank of America Corp. | 491,590 | 0.51% | $4.4 million | 0.00% | -251,573 | 13F |
| Woodline Partners LP | 424,900 | 0.44% | $3.8 million | 0.01% | no change | 13F |
| Nuveen, LLC | 398,841 | 0.42% | $3.6 million | 0.00% | +30,830 | 13F |
| Prelude Capital Management, LLC | 361,843 | 0.38% | $3.2 million | 0.24% | +148,617 | 13F |
| AWH Capital, L.P. | 360,000 | 0.38% | $3.2 million | 1.12% | new | 13F |
| Weiss Asset Management LP | 348,116 | 0.36% | $3.1 million | 0.04% | new | 13F |
| Vanguard Portfolio Management LLC | 318,475 | 0.33% | $2.8 million | 0.00% | +112,680 | 13F |
| Cerity Partners LLC | 317,227 | 0.33% | $2.8 million | 0.00% | new | 13F |
| Morgan Stanley | 312,853 | 0.33% | $2.8 million | 0.00% | +79,094 | 13F |
| Price T Rowe Associates Inc. | 310,573 | 0.33% | $2.8 million | 0.00% | +285,852 | 13F |
| Northern Trust Corp. | 308,164 | 0.32% | $2.8 million | 0.00% | +51,548 | 13F |
| Charles Schwab Investment Management Inc. | 302,137 | 0.32% | $2.7 million | 0.00% | +4,536 | 13F |
| a16z Perennial Management, L.P. | 258,624 | 0.27% | $2.3 million | 0.19% | new | 13F |
| Vanguard Fiduciary Trust Co. | 254,816 | 0.27% | $2.3 million | 0.00% | +6,010 | 13F |
| Goldman Sachs Group Inc. | 250,107 | 0.26% | $2.2 million | 0.00% | -451,457 | 13F |
| State of Wisconsin Investment Board | 245,042 | 0.26% | $2.2 million | 0.00% | -77,519 | 13F |
| PEAK6 LLC | 225,000 | 0.24% | $2.0 million | 0.05% | -260,494 | 13F |
| Two Sigma Investments, LP | 212,137 | 0.22% | $1.9 million | 0.00% | -215,584 | 13F |
| AQR Capital Management LLC | 202,001 | 0.21% | $1.8 million | 0.00% | new | 13F |
| Trexquant Investment LP | 166,356 | 0.17% | $1.5 million | 0.01% | new | 13F |
| Stoic Point Capital Management LLC | 162,394 | 0.17% | $1.5 million | 1.22% | -19,161 | 13F |
| Ghisallo Capital Management LLC | 150,000 | 0.16% | $1.3 million | 0.03% | -200,000 | 13F |
| Boothbay Fund Management, LLC | 135,546 | 0.14% | $1.2 million | 0.02% | +37,537 | 13F |
| HRT Financial LP | 119,774 | 0.13% | $1.1 million | 0.00% | new | 13F |
The 50 largest of the 139 funds that reported a position in WLTH in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on WLTH
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 75,300 | $673,182 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 72,400 | $647,256 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Ribbit Capital II, L.P. and 11 others | 6.3 million | 4.2% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 17 February 2026 | 13G | DAG Ventures Management IV, LLC and 11 others | 13.8 million | 9.4% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 17 February 2026 | 13G | Ribbit Capital II, L.P. and 11 others | 9.8 million | 6.7% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 17 February 2026 | 13G | Tiger Global Private Investment Partners X, L.P. and 9 others | 15.2 million | 10.4% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 13 February 2026 | 13G | Index Ventures VI (Jersey) LP and 13 others | 9.5 million | 6.5% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 6 February 2026 | 13G | Andrew S Rachleff and 7 others | 17.2 million | 11.8% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 25 September 2026 | 3,680 | $10.19 | SEC |
| 22 September 2026 | 34,818 | $10.06 | SEC |
| 21 September 2026 | 131,660 | $10.10 | SEC |
| 18 September 2026 | 131,675 | $10.10 | SEC |
| 10 September 2026 | 2,203 | $9.46 | SEC |
| 9 September 2026 | 3,322 | $9.63 | SEC |
| 27 August 2026 | 3,261 | $9.30 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.