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Security record · archived quarter

WLTH

Wealthfront Corporation · Technology · Software - Application

9.45 +0.3% mkt cap $1.41B quote delayed (FMP) · as of Aug 26 14:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025
45Tracked holders
+17Δ holders
43.49MShares held
$591.01MReported value
+18New positions
−0Exits
Strongly Rising Conviction score 66/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 55 +8 49.74M $445.18M +14 −5
Q1 2026 47 +3 46.97M $437.61M +18 −16
Q4 2025 45 +17 43.49M $591.01M +18
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Tiger Global Management 15.16M New $205.98M 0.7% New 1 SEC ↗
2 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
3 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
4 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
5 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
6 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
7 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
8 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
9 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
10 BlackRock (passive) 5.36M New $72.89M 0.0% New 1 SEC ↗
11 Fidelity (FMR) 4.04M New $54.89M 0.0% New 1 SEC ↗
12 Fidelity (FMR) 4.04M New $54.89M 0.0% New 1 SEC ↗
13 Fidelity (FMR) 4.04M New $54.89M 0.0% New 1 SEC ↗
14 Fidelity (FMR) 4.04M New $54.89M 0.0% New 1 SEC ↗
15 Wellington Management 3.99M New $54.18M 0.0% New 1 SEC ↗
16 Wellington Management 3.99M New $54.18M 0.0% New 1 SEC ↗
17 Wellington Management 3.99M New $54.18M 0.0% New 1 SEC ↗
18 Wellington Management 3.99M New $54.18M 0.0% New 1 SEC ↗
19 JPMorgan Chase 2.04M New $27.73M 0.0% New 1 SEC ↗
20 JPMorgan Chase 2.04M New $27.73M 0.0% New 1 SEC ↗
21 JPMorgan Chase 2.04M New $27.73M 0.0% New 1 SEC ↗
22 Janus Henderson Group Plc 1.01M $13.79M 0.0% n/c 1 SEC ↗
23 Janus Henderson Group Plc 1.01M $13.79M 0.0% n/c 1 SEC ↗
24 Janus Henderson Group Plc 1.01M $13.79M 0.0% n/c 1 SEC ↗
25 Invesco Ltd. 1.00M $13.59M 0.0% n/c 1 SEC ↗
26 Norges Bank (passive) 1.00M New $13.59M 0.0% New 1 SEC ↗
27 Alyeska Investment Group, L.P. 900.00K $12.23M 0.0% n/c 1 SEC ↗
28 Adage Capital Partners 891.60K New $12.12M 0.0% New 1 SEC ↗
29 Citadel Advisors 875.00K New $11.89M 0.0% New 1 SEC ↗
30 Jane Street Group, Llc 808.97K $10.99M 0.0% n/c 1 SEC ↗
31 Jane Street Group, Llc 808.97K $10.99M 0.0% n/c 1 SEC ↗
32 Nuveen, LLC 631.57K $8.58M 0.0% n/c 1 SEC ↗
33 Nuveen, LLC 631.57K $8.58M 0.0% n/c 1 SEC ↗
34 Healthcare Of Ontario Pension Plan… 625.00K $8.49M 0.0% n/c 1 SEC ↗
35 Goldman Sachs Group 598.91K New $8.14M 0.0% New 1 SEC ↗
36 Alliancebernstein L.P. 538.85K $7.32M 0.0% n/c 1 SEC ↗
37 Point72 Asset Management 524.16K New $7.12M 0.0% New 1 SEC ↗
38 Balyasny Asset Management L.P. 516.53K $7.02M 0.0% n/c 1 SEC ↗
39 Peak6 Llc 417.50K $5.67M 0.1% n/c 1 SEC ↗
40 Peak6 Llc 417.50K $5.67M 0.1% n/c 1 SEC ↗
41 Jennison Associates Llc 323.48K $4.40M 0.0% n/c 1 SEC ↗
42 Jennison Associates Llc 323.48K $4.40M 0.0% n/c 1 SEC ↗
43 Marshall Wace 270.91K New $3.68M 0.0% New 1 SEC ↗
44 Marshall Wace 270.91K New $3.68M 0.0% New 1 SEC ↗
45 Millennium Management 264.88K New $3.60M 0.0% New 1 SEC ↗
46 The Vanguard Group (passive) 215.00K New $2.92M 0.0% New 1 SEC ↗
47 The Vanguard Group (passive) 215.00K New $2.92M 0.0% New 1 SEC ↗
48 The Vanguard Group (passive) 215.00K New $2.92M 0.0% New 1 SEC ↗
49 D. E. Shaw & Co. 200.00K New $2.72M 0.0% New 1 SEC ↗
50 Soros Fund Management 182.96K New $2.49M 0.0% New 1 SEC ↗
51 UBS Group AG 165.04K $2.24M 0.0% n/c 1 SEC ↗
52 UBS Group AG 165.04K $2.24M 0.0% n/c 1 SEC ↗
53 Squarepoint Ops LLC 152.56K $2.07M 0.0% n/c 1 SEC ↗
54 Geode Capital Management (passive) 128.71K New $1.75M 0.0% New 1 SEC ↗
55 LMR Partners LLP 126.93K $1.72M 0.0% n/c 1 SEC ↗
56 Federated Hermes, Inc. 84.17K $1.14M 0.0% n/c 1 SEC ↗
57 Federated Hermes, Inc. 84.17K $1.14M 0.0% n/c 1 SEC ↗
58 Hrt Financial Lp 71.47K $971,000 0.0% n/c 1 SEC ↗
59 Holocene Advisors, LP 66.06K $897,701 0.0% n/c 1 SEC ↗
60 State Of Wisconsin Investment Board 50.00K $679,500 0.0% n/c 1 SEC ↗
61 Bank Of America Corp /De/ 47.61K $646,993 0.0% n/c 1 SEC ↗
62 Bank Of America Corp /De/ 47.61K $646,993 0.0% n/c 1 SEC ↗
63 Bank Of America Corp /De/ 47.61K $646,993 0.0% n/c 1 SEC ↗
64 Sei Investments Co 41.15K $559,283 0.0% n/c 1 SEC ↗
65 Td Asset Management Inc 36.81K $500,302 0.0% n/c 1 SEC ↗
66 Qube Research & Technologies Ltd 26.94K $366,169 0.0% n/c 1 SEC ↗
67 Tudor Investment Corp Et Al 25.36K $344,683 0.0% n/c 1 SEC ↗
68 Wealthfront Advisers LLC 23.95K $325,521 0.0% n/c 1 SEC ↗
69 Legal & General Group Plc 20.00K $272,301 0.0% n/c 1 SEC ↗
70 Two Sigma Investments 17.50K New $237,825 0.0% New 1 SEC ↗
71 Barclays Plc 10.04K $136,389 0.0% n/c 1 SEC ↗
72 Barclays Plc 10.04K $136,389 0.0% n/c 1 SEC ↗
73 Morgan Stanley 7.28K New $98,990 0.0% New 1 SEC ↗
74 Morgan Stanley 7.28K New $98,990 0.0% New 1 SEC ↗
75 Osaic Holdings, Inc. 200 $2,718 0.0% n/c 1 SEC ↗
76 Jones Financial Companies Lllp 3 $41 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Tiger Global Management $205.98M 0.7%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
BlackRock $72.89M 0.0%
Fidelity (FMR) $54.89M 0.0%
Fidelity (FMR) $54.89M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 98 holders, 93.37M shares, $839.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API