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WLTH

Wealthfront Corp
WLTH

99 hedge funds and large institutions have $896M invested in Wealthfront Corp in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

9% more funds holding

Funds holding: 91 → 99 (+8)

3.63% more ownership

Funds ownership: 60.67% → 64.3% (+3.6%)

9% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $3.14M

26% less capital invested

Capital invested by funds: $1.21B → $896M (-$310M)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
49
Increased
30
Reduced
10
Closed
39
Calls
$3.42M
Puts
$3.14M
Net Calls
+$275K
Net Calls Change
+$275K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$25.1M
2
NRCM
North Reef Capital Management
California
+$15.2M
3
SCA
Southpoint Capital Advisors
New York
+$12.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$10.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$21.7M
2
GIM
Granahan Investment Management
Massachusetts
-$18.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$13.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$12.2M
5
Invesco
Invesco
Georgia
-$8.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$5.35M +$5.29M +578,094 New
WCA
27
Whetstone Capital Advisors
Kansas
$5.05M +$5M +546,407 New
PEAK6
28
PEAK6
Illinois
$4.49M +$2.53M +276,742 +133%
PIP
29
PB Investment Partners
California
$4.12M +$4.08M +445,701 New
Two Sigma Investments
30
Two Sigma Investments
New York
$3.96M +$3.75M +410,221 +2,344%
WP
31
Woodline Partners
California
$3.93M +$4.03K +441 +0.1%
N
32
Nuveen
North Carolina
$3.4M -$2.41M -263,554 -42%
BGM
33
Burkehill Global Management
New York
$3.24M – – –
GCM
34
Ghisallo Capital Management
Massachusetts
$3.24M – – –
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$2.98M +$2.49M +272,561 +545%
Marshall Wace
36
Marshall Wace
United Kingdom
$2.91M +$401K +43,852 +16%
Charles Schwab
37
Charles Schwab
California
$2.75M +$2.72M +297,601 New
Northern Trust
38
Northern Trust
Illinois
$2.37M +$2.35M +256,616 New
VFT
39
Vanguard Fiduciary Trust
Pennsylvania
$2.3M +$2.28M +248,806 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$2.22M +$1.42M +155,833 +185%
Morgan Stanley
41
Morgan Stanley
New York
$2.16M +$2.07M +226,475 +3,109%
PCM
42
Prelude Capital Management
New York
$1.97M +$1.95M +213,226 New
BOTOTLSJU
43
Board of Trustees of The Leland Stanford Junior University
California
$1.93M +$1.91M +208,471 New
VPM
44
Vanguard Portfolio Management
Pennsylvania
$1.9M +$1.88M +205,795 New
SPCM
45
Stoic Point Capital Management
California
$1.68M +$1.66M +181,555 New
Renaissance Technologies
46
Renaissance Technologies
New York
$1.62M +$1.6M +175,370 New
XT
47
XTX Topco
Cayman Islands
$1.53M +$1.18M +129,531 +363%
Millennium Management
48
Millennium Management
New York
$1.44M -$1M -109,638 -41%
LP
49
LMR Partners
United Kingdom
$1.17M – – –
SEI Investments
50
SEI Investments
Pennsylvania
$1.15M +$765K +83,634 +203%
1
2
3 4 5

WLTH Hedge Fund Activity: Q1 2026 in Review

99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Wealthfront Corp (WLTH) for Q1 2026, worth a combined $896M — down 26% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WLTH positions and 39 closed out — a net gain of 10 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $25.1M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $21.7M sold.

  • 99 institutional investors held Wealthfront Corp (WLTH) as of Q1 2026, up from 91 in Q4 2025.
  • Funds reported $896M of Wealthfront Corp stock for Q1 2026, down 26% quarter-over-quarter.
  • 49 funds opened new Wealthfront Corp positions in Q1 2026 and 39 closed out, a net change of +10 holders.
  • The largest Wealthfront Corp buyer in Q1 2026 was BlackRock, an estimated $25.1M added.
  • The largest Wealthfront Corp seller in Q1 2026 was Whale Rock Capital Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2026.