WLTH

Wealthfront CORP

-$304.3M

Net Activity

Institutions Holding

101

Popularity Rank

#4419

Avg Weight

1.22%

Total Value

$901.6M

Ownership Trend

101 institutions currently hold WLTH, with 77 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

77

Key Holders

Key Holders

Top 5 by Value

TG
Tiger Global Management LLC
$140.2M
DV
Dag Ventures, LLC
$127.8M
RM
Ribbit Management Company, LLC
$91.1M
IV
Index Venture Associates VI Ltd
$87.5M
BI
BlackRock, Inc.
$75.0M

Top 5 by Conviction

DV
Dag Ventures, LLC
99.19%
RM
Ribbit Management Company, LLC
5.42%
IV
Index Venture Associates VI Ltd
4.15%
PI
Pb Investment Partners, L.p.
3.24%
PL
Pillsbury Lake Capital LLC
2.75%
View all 101 holding institutions

Quarterly Activity

Recent Activity

+$385.3M

Total Buy Value

$269.1M

Total Sell Value

New buy47
Trim11
Add30
Sold out37

77

Net Buyers

48

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

6

Filings (90d)

$1.45M

Total Est. Value

167K shares

Planned Shares

Last Filed 2026-07-06
FilerFiling DateEst. Value
JALEH BISHARAT2026-07-06$155K
IYER KAL2026-06-17$241K
Lin Lauren2026-06-17$41K
Wetterwald Julien2026-06-17$594K
IYER KAL2026-06-15$410K
WILSON L MICHELLE2026-06-15$6K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WEALTHFRONT CORP (WLTH)?
Major stakeholders currently include Tiger Global Management LLC ($140.2M), Dag Ventures, LLC ($127.8M), Ribbit Management Company, LLC ($91.1M). Based on the latest 13F filings, there are a total of 101 tracked investment funds and institutions maintaining positions in WLTH.
What is the overall institutional sentiment toward WLTH recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $304.3M, driven by 77 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their WLTH positions?
In the latest period, 11 funds trimmed their holdings, and 37 managers completely exited their positions. The aggregate reported sell value was $269.1M.
Are there any notable investors adding WLTH to their portfolios?
Yes, buying activity remains notable. 47 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $385.3M.

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