Effectdossier · gearchiveerd kwartaal
WLTH
Wealthfront Corporation · Technology · Software - Application
47Gevolgde houders
+3Δ houders
46.97MGehouden aandelen
$437.61MGerapporteerde waarde
+18Nieuwe posities
−16Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.8% ·
aandelenstroom +6.9% ·
netto nieuwe posities +4.3%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tiger Global Management ✦ | 15.16M | 0.0% | $140.20M | 0.6% | Held | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 8.11M | +51.2% | $75.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.77M | +19.6% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.12M | -22.8% | $28.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.16M | +55.0% | $28.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 1.92M | +119.6% | $17.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 1.65M | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Alliancebernstein L.P. | 875.85K | +62.5% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 1.17M | +606.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.17M | +606.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passief) | 982.24K | +663.1% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passief) | 982.24K | +663.1% | $9.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 743.16K | +1461.0% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 701.56K | +17.1% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (passief) | 578.09K | Nieuw | $5.35M | 0.0% | New | 1 | SEC ↗ |
| 34 | Peak6 Llc | 485.49K | +16.3% | $4.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Peak6 Llc | 485.49K | +16.3% | $4.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 427.72K | +2344.1% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Nuveen, LLC | 368.01K | -41.7% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nuveen, LLC | 368.01K | -41.7% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | State Of Wisconsin Investment Board | 322.56K | +545.1% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Marshall Wace ✦ | 314.76K | +16.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 314.76K | +16.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Charles Schwab Investment… | 297.60K | Nieuw | $2.75M | 0.0% | New | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 256.62K | Nieuw | $2.37M | 0.0% | New | 1 | SEC ↗ |
| 44 | Northern Trust Corp | 256.62K | Nieuw | $2.37M | 0.0% | New | 1 | SEC ↗ |
| 45 | Federated Hermes, Inc. | 240.00K | +185.2% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 240.00K | +185.2% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 233.76K | +3109.2% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 175.37K | Nieuw | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 53 | Millennium Management ✦ | 155.24K | -41.4% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | LMR Partners LLP | 126.93K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Sei Investments Co | 124.79K | +203.2% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 96.65K | Nieuw | $894,013 | 0.0% | New | 1 | SEC ↗ |
| 57 | Wealthfront Advisers LLC | 74.46K | +210.9% | $688,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 63.49K | Nieuw | $587,302 | 0.0% | New | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 63.49K | Nieuw | $587,302 | 0.0% | New | 1 | SEC ↗ |
| 60 | Bank Of Nova Scotia | 36.10K | Nieuw | $333,925 | 0.0% | New | 1 | SEC ↗ |
| 61 | Adage Capital Partners ✦ | 33.40K | -96.2% | $308,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Barclays Plc | 30.49K | +203.8% | $281,996 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 27.66K | +921933.3% | $243,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 24.72K | Nieuw | $229,000 | 0.0% | New | 1 | SEC ↗ |
| 67 | Rhumbline Advisers | 23.67K | Nieuw | $218,971 | 0.0% | New | 1 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 23.52K | Nieuw | $217,597 | 0.0% | New | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 23.52K | Nieuw | $217,597 | 0.0% | New | 1 | SEC ↗ |
| 70 | Invesco Ltd. | 21.21K | -97.9% | $196,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Invesco Ltd. | 21.21K | -97.9% | $196,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Deutsche Bank Ag\ | 18.95K | Nieuw | $175,260 | 0.0% | New | 1 | SEC ↗ |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.46K | Nieuw | $152,264 | 0.0% | New | 1 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 7.40K | Nieuw | $68,450 | 0.0% | New | 1 | SEC ↗ |
| 75 | Legal & General Group Plc | 3.05K | -84.8% | $28,218 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 2.92K | Nieuw | $27,000 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 2.65K | Nieuw | $24,475 | 0.0% | New | 1 | SEC ↗ |
| 78 | California State Teachers… | 1.94K | Nieuw | $17,899 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 1.77K | Nieuw | $16,373 | 0.0% | New | 1 | SEC ↗ |
| 80 | Citigroup Inc | 1.77K | Nieuw | $16,373 | 0.0% | New | 1 | SEC ↗ |
| 81 | Simplex Trading, Llc | 307 | Nieuw | $2,839 | 0.0% | New | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 125 | -37.5% | $1,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| State Street Global Advisors | $5.35M | 0.0% |
| Charles Schwab Investment… | $2.75M | 0.0% |
| Northern Trust Corp | $2.37M | 0.0% |
| Northern Trust Corp | $2.37M | 0.0% |
| Renaissance Technologies | $1.62M | 0.0% |
| Susquehanna International… | $894,013 | 0.0% |
| Bank of New York Mellon Corp | $587,302 | 0.0% |
| Bank of New York Mellon Corp | $587,302 | 0.0% |
| Bank Of Nova Scotia | $333,925 | 0.0% |
| T. Rowe Price | $229,000 | 0.0% |
| Rhumbline Advisers | $218,971 | 0.0% |
| Wells Fargo & Company/Mn | $217,597 | 0.0% |
Verlaten
| Janus Henderson Group Plc | $13.79M | was 0.0% |
| Norges Bank | $13.59M | was 0.0% |
| Alyeska Investment Group, L.P. | $12.23M | was 0.0% |
| Jane Street Group, Llc | $10.99M | was 0.0% |
| Healthcare Of Ontario Pension… | $8.49M | was 0.0% |
| Point72 Asset Management | $7.12M | was 0.0% |
| Balyasny Asset Management L.P. | $7.02M | was 0.0% |
| Jennison Associates Llc | $4.40M | was 0.0% |
| D. E. Shaw & Co. | $2.72M | was 0.0% |
| Soros Fund Management | $2.49M | was 0.0% |
| Squarepoint Ops LLC | $2.07M | was 0.0% |
| Hrt Financial Lp | $971,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 98 houders, 93.37M aandelen, $839.42M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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