Wealthfront Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 05/15/2026 | 15.16 M | $140.20 M | 0.00% | 9.99% |
| DAG VENTURES, LLC | 05/14/2026 | 13.81 M | $127.77 M | 0.00% | 9.10% |
| RIBBIT MANAGEMENT COMPANY, LLC | 05/15/2026 | 9.85 M | $91.10 M | 0.00% | 6.49% |
| INDEX VENTURE ASSOCIATES VI LTD | 05/15/2026 | 9.46 M | $87.51 M | 0.00% | 6.24% |
| BLACKROCK, INC. | 05/13/2026 | 8.11 M | $75.00 M | 51.18% | 5.34% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 4.77 M | $44.10 M | 19.57% | 3.14% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.16 M | $28.58 M | 54.96% | 2.08% |
| FMR LLC | 05/15/2026 | 3.12 M | $28.85 M | -22.79% | 2.06% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 2.92 M | $26.99 M | 27.35% | 1.92% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 2.89 M | $26.69 M | 135.22% | 1.90% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.92 M | $17.78 M | 119.63% | 1.27% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.65 M | $15.27 M | 100.00% | 1.09% |
| SOUTHPOINT CAPITAL ADVISORS LP | 05/15/2026 | 1.40 M | $12.95 M | 100.00% | 0.92% |
| UBS GROUP AG | 05/05/2026 | 1.17 M | $10.78 M | 606.00% | 0.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 982.24 K | $9.09 M | 663.12% | 0.65% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 875.85 K | $11.90 M | 62.54% | 0.58% |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 853.75 K | $7.90 M | 100.00% | 0.56% |
| AZORA CAPITAL LP | 05/15/2026 | 811.06 K | $7.50 M | 169.89% | 0.53% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 743.16 K | $6.87 M | 1,461.00% | 0.49% |
| QUINN OPPORTUNITY PARTNERS LLC | 05/15/2026 | 729.63 K | $6.75 M | 100.00% | 0.48% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 701.56 K | $6.49 M | 17.14% | 0.46% |
| 05/14/2026 | 658.81 K | $6.09 M | 100.00% | 0.43% | |
| DRAGONEER INVESTMENT GROUP, LLC | 05/15/2026 | 654.34 K | $6.05 M | 0.00% | 0.43% |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 643.33 K | $5.95 M | 100.00% | 0.42% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 593.28 K | $5.49 M | 54.82% | 0.39% |
| STATE STREET CORP | 05/15/2026 | 578.09 K | $5.35 M | 100.00% | 0.38% |
| WHETSTONE CAPITAL ADVISORS, LLC | 05/15/2026 | 546.41 K | $5.05 M | 100.00% | 0.36% |
| PEAK6 LLC | 05/14/2026 | 485.49 K | $4.49 M | 132.57% | 0.32% |
| PB INVESTMENT PARTNERS, L.P. | 05/08/2026 | 445.70 K | $4.12 M | 100.00% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 427.72 K | $3.96 M | 2,344.12% | 0.28% |
| WOODLINE PARTNERS LP | 05/15/2026 | 424.90 K | $3.93 M | 0.10% | 0.28% |
| NUVEEN, LLC | 04/30/2026 | 368.01 K | $3.40 M | -41.73% | 0.24% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 350.00 K | $3.24 M | 0.00% | 0.23% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 350.00 K | $3.24 M | 0.00% | 0.23% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 322.56 K | $2.98 M | 545.12% | 0.21% |
| MARSHALL WACE, LLP | 05/15/2026 | 314.76 K | $2.91 M | 16.19% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 297.60 K | $2.75 M | 100.00% | 0.20% |
| NORTHERN TRUST CORP | 05/14/2026 | 256.62 K | $2.37 M | 100.00% | 0.17% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 248.81 K | $2.30 M | 100.00% | 0.16% |
| FEDERATED HERMES, INC. | 05/11/2026 | 240.00 K | $2.22 M | 185.15% | 0.16% |
| MORGAN STANLEY | 05/15/2026 | 233.76 K | $2.16 M | 3,109.21% | 0.15% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 213.23 K | $1.97 M | 100.00% | 0.14% |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 05/07/2026 | 208.47 K | $1.93 M | 100.00% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 208.00 K | $1.92 M | 100.00% | 0.14% |
| 05/08/2026 | 205.80 K | $1.90 M | 100.00% | 0.14% | |
| 05/18/2026 | 181.56 K | $1.68 M | 100.00% | 0.12% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 175.37 K | $1.62 M | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 165.70 K | $1.53 M | 100.00% | 0.11% |
| XTX TOPCO LTD | 05/15/2026 | 165.24 K | $1.53 M | 362.73% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 155.24 K | $1.44 M | -41.39% | 0.10% |
Wealthfront Corp. institutional Ownership - FAQ's
During the previous two years, 145 institutional investors and hedge funds held shares of Wealthfront Corp.. The most heavily invested institutionals were:
CONGRESS ASSET MANAGEMENT CO /MA: 925,205
a16z Perennial Management, L.P.: 258,624
Capricorn Fund Managers Ltd: 112,800
Bank of New York Mellon Corp: 79,624
Parallel Advisors, LLC: 68,212
Y-Intercept (Hong Kong) Ltd: 28,439
63.62% of Wealthfront Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 95.60 M shares in the last 24 months. This purchase volume represents approximately $824.08 M in transactions.