$WLTH

$10.74 -$0.40 (3.59%) Close

$WLTH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 156.2M shares outstanding

Who owns WLTH?

By type of holder

Institutions 60.9% Insiders 39.1% Everyone else 0.0%

Concentration Top 10 holders own 60.6%

Rachleff Andrew S 11.6% · Tiger Global Management LLC 9.7%

Institutional ownership

60.9%

-0.9 pts vs last qtr

Institutional holders

137

+38 vs last qtr

Net shares bought

−1.4M

by institutions in Q2 2026

New / sold out

60 / 22

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ieq Capital, LLC NEW +2.8M
Norges Bank NEW +799.7K

Biggest sellers in Q2 2026

Ribbit Management Company, LLC −4.4M
Southpoint Capital Advisors LP SOLD OUT −1.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.1M

19 notices from 14 people

Shares covered

712.9K

0.46% of the company

Arranged in advance

59%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David Fortunato Officer $1.42M
Kal Iyer Officer $1.16M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2026

−60.5%

−37.12% a year

Each share's claim on the business

+152.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$37.5M vs $281M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

13.3%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting WLTH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TG Tiger Global Management LLC	15.2M	9.70%	Unchanged	Q4 '25	0.6%
Shares held by quarter Peak holding15.2M (Q4'25) Change over 8 quarters+15.2M Share of the company9.700% Tiger Global Management LLC's full portfolio →
DV Dag Ventures, LLC	13.8M	8.84%	−1 (−0.0%)	Q4 '25	99.0%
Shares held by quarter Peak holding13.8M (Q4'25) Change over 8 quarters+13.8M Share of the company8.840% Dag Ventures, LLC's full portfolio →

Tiger Global Management LLC

15.2M

% of company

9.70%

Change vs last qtr

Unchanged

Held since

Q4 '25

Dag Ventures, LLC

13.8M

% of company

8.84%

Change vs last qtr

−1 (−0.0%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Wealthfront Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WLTH on Form N-PORT; together they hold 9.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
JS JPMorgan Small Cap Equity Fund JPMorgan Trust I	$14.8M	1.7M	1.06%	0.52%	June 30, 2026
FS Fidelity Small Cap Growth Fund Fidelity Securities Fund	$13.6M	1.4M	0.92%	0.15%	July 31, 2026

JPMorgan Small Cap Equity Fund

JPMorgan Trust I

Position value

$14.8M

% of company

1.06%

% of the fund

0.52%

As of

June 30, 2026

Fidelity Small Cap Growth Fund

Fidelity Securities Fund

Position value

$13.6M

% of company

0.92%

% of the fund

0.15%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Wealthfront Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RA Rachleff Andrew S Insider	18.1M	11.57%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.570% Rachleff Andrew S's insider activity →
VM Volpi Michelangelo Insider	12.9M	8.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company8.270% Volpi Michelangelo's insider activity →

Rachleff Andrew S

Insider

18.1M

% of company

11.57%

Change vs last qtr

—

Held since

—

Volpi Michelangelo

Insider

12.9M

% of company

8.27%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Wealthfront Corporation.

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