Wealthfront CORP (WLTH) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $46.8M

WLTH ranks #3816 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

WLTH is a disclosed holding of Chase Coleman (Tiger Global Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.

WLTH is a top-conviction position for DAG Ventures, LLC — at 99.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WLTH belongs to Tiger Global Management LLC, but the position matters far more to DAG Ventures, LLC, who has 99.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Congress Asset Management Co has added to its WLTH position for two straight quarters, increasing it by $3.8M to reach $11.7M today.

WLTH is up 7% today, and institutions have been net buyers of $46.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

WLTH reported a net loss of $72.2M over the trailing twelve months.

• Not yet profitable — net loss of $72.2M over the trailing twelve months
• Revenue grew 9.8% year over year
• Net income declined year over year, from $122.8M to -$72.2M
• Generated $152.2M in positive operating cash flow
• Current ratio of 1.61x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.30x equity — within a conventional range