证券记录
WLTH
Wealthfront Corporation · Technology · Software - Application
55被追踪持有人
+8Δ持有人
49.74M持有股份
$445.18M报告持仓市值
+14新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +17.0% ·
股份流向 +4.1% ·
净新建仓位 +16.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Tiger Global Management ✦ | 15.16M | 0.0% | $135.50M | 0.6% | Held | 3 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 8.36M | +3.1% | $74.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 3 | Wellington Management ✦ | 4.21M | -11.6% | $37.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Fidelity (FMR) ✦ | 3.77M | +20.8% | $33.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 2.99M | -5.3% | $27.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 2.34M | +21.6% | $20.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Vanguard Capital Management Llc | 1.60M | -2.9% | $14.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (被动) | 1.34M | +132.4% | $12.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.03M | -11.5% | $9.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Geode Capital Management ✦ (被动) | 1.03M | +4.7% | $9.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 811.47K | +422.7% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Norges Bank ✦ (被动) | 799.73K | 新增 | $7.15M | 0.0% | New | 1 | SEC ↗ |
| 13 | Alliancebernstein L.P. | 556.25K | -36.5% | $5.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 563.32K | +79.0% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Creative Planning | 544.42K | 新增 | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 491.59K | -33.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Nuveen, LLC | 398.84K | +8.4% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 317.23K | 新增 | $2.84M | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Morgan Stanley ✦ | 312.85K | +33.8% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 20 | T. Rowe Price ✦ | 310.57K | +1156.3% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Northern Trust Corp | 308.16K | +20.1% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Charles Schwab Investment… | 302.14K | +1.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 250.11K | -64.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | State Of Wisconsin Investment Board | 245.04K | -24.0% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Peak6 Llc | 225.00K | -53.7% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 212.14K | -50.4% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 202.00K | 新增 | $1.81M | 0.0% | New | 1 | SEC ↗ ×7 |
| 28 | Hrt Financial Lp | 119.77K | 新增 | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 86.63K | +16.4% | $774,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 86.05K | 新增 | $769,251 | 0.0% | New | 1 | SEC ↗ |
| 31 | Swiss National Bank | 82.80K | 新增 | $740,232 | 0.0% | New | 1 | SEC ↗ |
| 32 | Sei Investments Co | 82.41K | -34.0% | $736,728 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 79.62K | +25.4% | $711,838 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Balyasny Asset Management L.P. | 43.49K | 新增 | $388,818 | 0.0% | New | 1 | SEC ↗ |
| 35 | Rhumbline Advisers | 43.43K | +83.5% | $388,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Zurcher Kantonalbank (Zurich… | 42.75K | 新增 | $382,221 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 41.41K | 新增 | $370,214 | 0.0% | New | 1 | SEC ↗ |
| 38 | American Century Companies Inc | 40.60K | 新增 | $362,982 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 37.20K | +34.5% | $326,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 36.38K | +92.0% | $325,246 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Wells Fargo & Company/Mn | 36.33K | +54.4% | $324,782 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Federated Hermes, Inc. | 30.00K | -87.5% | $268,200 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Susquehanna International Group, Llp | 29.41K | -69.6% | $262,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Legal & General Group Plc | 20.50K | +572.2% | $183,234 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Invesco Ltd. | 20.45K | -3.6% | $182,841 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 46 | Citigroup Inc | 18.96K | +971.0% | $169,467 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.80K | +2.1% | $150,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Manufacturers Life Insurance… | 11.81K | 新增 | $105,555 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 11.66K | +340.6% | $104,231 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | New York State Common Retirement… | 11.00K | 新增 | $98,340 | 0.0% | New | 1 | SEC ↗ |
| 51 | Squarepoint Ops LLC | 10.12K | 新增 | $90,482 | 0.0% | New | 1 | SEC ↗ |
| 52 | Barclays Plc | 5.69K | -81.3% | $50,878 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 53 | Bnp Paribas Financial Markets | 5.66K | -23.5% | $50,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 1.12K | -61.6% | $10,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Osaic Holdings, Inc. | 125 | 0.0% | $1,117 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Norges Bank | $7.15M | 0.0% |
| Creative Planning | $4.87M | 0.0% |
| Cerity Partners LLC | $2.84M | 0.0% |
| AQR Capital Management | $1.81M | 0.0% |
| Hrt Financial Lp | $1.07M | 0.0% |
| Mercer Global Advisors Inc… | $769,251 | 0.0% |
| Swiss National Bank | $740,232 | 0.0% |
| Balyasny Asset Management L.P. | $388,818 | 0.0% |
| Zurcher Kantonalbank (Zurich… | $382,221 | 0.0% |
| UBS AM, a distinct business… | $370,214 | 0.0% |
| American Century Companies Inc | $362,982 | 0.0% |
| Manufacturers Life Insurance… | $105,555 | 0.0% |
已清仓
| Renaissance Technologies | $1.62M | 曾为 0.0% |
| LMR Partners LLP | $1.17M | 曾为 0.0% |
| Bank Of Nova Scotia | $333,925 | 曾为 0.0% |
| Adage Capital Partners | $308,950 | 曾为 0.0% |
| Simplex Trading, Llc | $2,839 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 98 持有人, 93.37M 股份, $839.42M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 17
IYER KAL
Officer · 26.74K 股 · $270,198
Sep 17
Fortunato David
Officer, Director · 50.00K 股 · $507,190
Sep 17
Wetterwald Julien
Officer · 26.14K 股 · $264,104
Sep 17
Lin Lauren
Officer · 4.57K 股 · $46,214
Sep 17
Imberman Alan
Officer · 76.54K 股 · $773,314
Sep 17
Fortunato David
Officer, Director · 50.00K 股 · $507,190
Sep 16
Fortunato David
Officer, Director · 28.91K 股 · $294,663
Sep 16
Lin Lauren
Officer · 5.00K 股 · $50,904
Sep 16
Imberman Alan
Officer · 6.29K 股 · $64,122
Sep 16
IYER KAL
Officer · 10.41K 股 · $106,068
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A — Ribbit Capital GP II, Ltd.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据