Wealthfront Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 08/14/2026 | 15.16 M | $135.50 M | 0.00% | 9.99% |
| DAG VENTURES, LLC | 08/11/2026 | 13.81 M | $123.49 M | 0.00% | 9.10% |
| INDEX VENTURE ASSOCIATES VI LTD | 08/14/2026 | 9.46 M | $84.58 M | 0.00% | 6.24% |
| BLACKROCK, INC. | 08/07/2026 | 8.36 M | $74.77 M | 3.14% | 5.51% |
| RIBBIT MANAGEMENT COMPANY, LLC | 08/14/2026 | 5.48 M | $48.98 M | -44.36% | 3.61% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 4.21 M | $37.67 M | -11.62% | 2.78% |
| FMR LLC | 08/13/2026 | 3.77 M | $33.68 M | 20.79% | 2.48% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 3.47 M | $31.06 M | 19.07% | 2.29% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.99 M | $27.10 M | -5.28% | 1.97% |
| IEQ CAPITAL, LLC | 08/11/2026 | 2.76 M | $24.71 M | 100.00% | 1.82% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 2.44 M | $21.85 M | -15.28% | 1.61% |
| CITADEL ADVISORS LLC | 09/02/2026 | 2.34 M | $20.89 M | 21.58% | 1.54% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.60 M | $14.33 M | -2.85% | 1.06% |
| STATE STREET CORP | 08/07/2026 | 1.34 M | $12.01 M | 132.39% | 0.89% |
| UBS GROUP AG | 08/13/2026 | 1.03 M | $9.22 M | -11.53% | 0.68% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.03 M | $9.19 M | 4.65% | 0.68% |
| PILLSBURY LAKE CAPITAL LLC | 08/14/2026 | 1.03 M | $9.16 M | 55.59% | 0.68% |
| CONGRESS ASSET MANAGEMENT CO /MA | 07/07/2026 | 925.21 K | $8.27 M | 8.37% | 0.61% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 811.47 K | $7.25 M | 422.72% | 0.53% |
| NORGES BANK | 08/12/2026 | 799.73 K | $7.15 M | 100.00% | 0.53% |
| PB INVESTMENT PARTNERS, L.P. | 08/14/2026 | 729.45 K | $6.52 M | 63.66% | 0.48% |
| QUINN OPPORTUNITY PARTNERS LLC | 08/14/2026 | 667.63 K | $5.97 M | -8.50% | 0.44% |
| WHETSTONE CAPITAL ADVISORS, LLC | 08/14/2026 | 604.16 K | $5.40 M | 10.57% | 0.40% |
| MARSHALL WACE, LLP | 08/13/2026 | 563.32 K | $5.04 M | 78.97% | 0.37% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 556.25 K | $5.15 M | -36.49% | 0.37% |
| CREATIVE PLANNING | 08/13/2026 | 544.42 K | $4.87 M | 100.00% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 491.59 K | $4.39 M | -33.85% | 0.32% |
| WOODLINE PARTNERS LP | 08/14/2026 | 424.90 K | $3.80 M | 0.00% | 0.28% |
| NUVEEN, LLC | 08/11/2026 | 398.84 K | $3.57 M | 8.38% | 0.26% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 361.84 K | $3.23 M | 69.70% | 0.24% |
| AWH CAPITAL, L.P. | 08/17/2026 | 360.00 K | $3.22 M | 100.00% | 0.24% |
| WEISS ASSET MANAGEMENT LP | 08/14/2026 | 348.12 K | $3.11 M | 100.00% | 0.23% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 318.48 K | $2.85 M | 54.75% | 0.21% |
| CERITY PARTNERS LLC | 08/14/2026 | 317.23 K | $2.84 M | 100.00% | 0.21% |
| MORGAN STANLEY | 08/13/2026 | 312.85 K | $2.80 M | 33.84% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 310.57 K | $2.78 M | 1,156.31% | 0.20% |
| NORTHERN TRUST CORP | 08/13/2026 | 308.16 K | $2.75 M | 20.09% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 302.14 K | $2.70 M | 1.52% | 0.20% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 302.14 K | $2.70 M | 100.00% | 0.20% |
| A16Z PERENNIAL MANAGEMENT, L.P. | 07/24/2026 | 258.62 K | $2.31 M | 100.00% | 0.17% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 254.82 K | $2.28 M | 2.42% | 0.17% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 250.11 K | $2.24 M | -64.35% | 0.16% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 245.04 K | $2.19 M | -24.03% | 0.16% |
| PEAK6 LLC | 08/13/2026 | 225.00 K | $2.01 M | -53.66% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 212.14 K | $1.90 M | -50.40% | 0.14% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 202.00 K | $1.81 M | 100.00% | 0.13% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 166.36 K | $1.49 M | 100.00% | 0.11% |
| STOIC POINT CAPITAL MANAGEMENT LLC | 08/14/2026 | 162.39 K | $1.45 M | -10.55% | 0.11% |
| GHISALLO CAPITAL MANAGEMENT LLC | 08/14/2026 | 150.00 K | $1.34 M | -57.14% | 0.10% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 135.55 K | $1.21 M | 38.30% | 0.09% |
Wealthfront Corp. institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of Wealthfront Corp.. The most heavily invested institutionals were:
TIGER GLOBAL MANAGEMENT LLC: 15.16 M
DAG Ventures, LLC: 13.81 M
Index Venture Associates VI Ltd: 9.46 M
BlackRock, Inc.: 8.36 M
Ribbit Management Company, LLC: 5.48 M
WELLINGTON MANAGEMENT GROUP LLP: 4.21 M
63.15% of Wealthfront Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 96.03 M shares in the last 24 months. This purchase volume represents approximately $827.75 M in transactions.