WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
WLTH on Nasdaq
Shares outstanding
146,951,851
Price per share
$13.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
88,737,095
Total reported value
$1,205,937,808
% of total 13F portfolios
0%
Share change
+74,425,205
Value change
+$1,011,439,216
Number of holders
91
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RACHLEFF ANDREW S 12% $234,164,588 17,230,654 Andrew S Rachleff 31 Dec 2025
TIGER GLOBAL MANAGEMENT LLC 10% $205,981,958 15,156,877 Tiger Global Management, LLC 31 Dec 2025
DAG Ventures Management IV, LLC 9.4% $187,725,112 13,813,474 DAG Ventures Management IV, LLC 31 Dec 2025
Ribbit Capital GP II, Ltd. 6.7% $133,836,481 9,848,159 Meyer Malka 31 Dec 2025
Index Ventures VI (Jersey) LP 6.5% $128,567,298 9,460,434 Index Venture Associates VI Ltd 31 Dec 2025

As of 31 Dec 2025, 91 institutional investors reported holding 88,737,095 shares of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH). This represents 60% of the company’s total 146,951,851 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
TIGER GLOBAL MANAGEMENT LLC 10% 15,156,877 0.69% $205,981,958
DAG VENTURES, LLC 9.4% 13,813,474 0% 99% $187,725,112
Ribbit Management Company, LLC 6.7% 9,848,159 6.6% $133,836,481
Index Venture Associates VI Ltd 6.4% 9,460,434 3.6% $128,567,298
BlackRock, Inc. 3.6% 5,363,334 0% $72,887,710
FMR LLC 2.7% 4,039,317 0% $54,894,318
WELLINGTON MANAGEMENT GROUP LLP 2.7% 3,986,938 0.01% $54,182,488
T. Rowe Price Investment Management, Inc. 1.6% 2,291,079 0.02% $31,136,000
JPMORGAN CHASE & CO 1.4% 2,040,138 0% $27,725,475
Whale Rock Capital Management LLC 1.1% 1,600,000 0.28% $21,744,000
Granahan Investment Management, LLC 0.94% 1,386,092 0.81% $18,836,990
North Reef Capital Management LP 0.83% 1,226,633 0.67% $16,669,942
JANUS HENDERSON GROUP PLC 0.69% 1,015,000 0.01% $13,794,225
NORGES BANK 0.68% 1,000,000 0% $13,590,000
Invesco Ltd. 0.68% 1,000,000 0% $13,590,000
Alyeska Investment Group, L.P. 0.61% 900,000 0.03% $12,231,000
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.61% 891,600 0.02% $12,116,844
CITADEL ADVISORS LLC 0.6% 875,000 0.01% $11,891,250
JANE STREET GROUP, LLC 0.55% 808,971 0.01% $10,993,916
Dragoneer Investment Group, LLC 0.45% 654,338 0.19% $8,892,453
Nuveen, LLC 0.43% 631,565 0% $8,582,968
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.43% 625,000 0.01% $8,493,750
GOLDMAN SACHS GROUP INC 0.41% 598,915 0% $8,139,255
ALLIANCEBERNSTEIN L.P. 0.37% 538,847 0% $7,322,931
Point72 Asset Management, L.P. 0.36% 524,165 0.01% $7,123,402

Institutional Holders of WEALTHFRONT CORP - Common Stock, $0.0001 par value per share (WLTH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 88,737,095 $1,205,937,808 +$1,011,439,216 $13.59 91