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WLTH

Wealthfront Corp

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: 35 (+2)

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

9% more funds holding

Funds holding: 9199 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$140M
DV
2
DAG Ventures
California
$128M
RMC
3
Ribbit Management Company
California
$91.1M
IVAV
4
Index Venture Associates VI
Jersey
$87.5M
BlackRock
5
BlackRock
New York
$75M +$25.1M +2,745,206 +51%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$44.1M +$7.13M +780,103 +20%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$28.9M -$8.42M -920,397 -23%
JP Morgan Chase
8
JP Morgan Chase
New York
$28.6M +$10.3M +1,121,314 +55%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$27M +$5.73M +626,513 +27%
NRCM
10
North Reef Capital Management
California
$26.7M +$15.2M +1,658,624 +135%
Citadel Advisors
11
Citadel Advisors
Florida
$17.8M +$9.57M +1,046,790 +120%
VCM
12
Vanguard Capital Management
Pennsylvania
$15.3M +$15.1M +1,650,461 New
SCA
13
Southpoint Capital Advisors
New York
$12.9M +$12.8M +1,400,000 New
AllianceBernstein
14
AllianceBernstein
Tennessee
$11.9M +$3.08M +337,000 +63%
UBS Group
15
UBS Group
Switzerland
$10.8M +$9.15M +1,000,159 +606%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.09M +$7.8M +853,528 +663%
CAM
17
Congress Asset Management
Massachusetts
$7.9M +$7.81M +853,747 New
ACL
18
Azora Capital LP
Florida
$7.5M +$4.67M +510,538 +170%
Bank of America
19
Bank of America
North Carolina
$6.87M +$6.36M +695,555 +1,461%
QOP
20
Quinn Opportunity Partners
Virginia
$6.75M +$6.67M +729,627 New
Goldman Sachs
21
Goldman Sachs
New York
$6.49M +$939K +102,649 +17%
PLC
22
Pillsbury Lake Capital
California
$6.09M +$6.02M +658,813 New
DIG
23
Dragoneer Investment Group
California
$6.05M
ICM
24
Invenomic Capital Management
Massachusetts
$5.95M +$5.88M +643,328 New
KCM
25
Kennedy Capital Management
Missouri
$5.49M +$1.92M +210,071 +55%

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.