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Ownership

Who owns WEALTHFRONT CORP, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Ribbit Capital II, L.P., Ribbit Capital GP II, L.P., Ribbit Capital GP II, Ltd. August 14, 2026

Ribbit Capital II, L.P.: 0.0% · 0 shares — Ribbit Capital GP II, L.P.: 0.0% · 0 shares — Ribbit Capital GP II, Ltd.: 0.0% · 0 shares

DAG Ventures Management IV, LLC, DAG Ventures IV, L.P., DAG Ventures IV-QP, L.P. February 17, 2026

DAG Ventures Management IV, LLC: 9.4% · 13,813,474 shares — DAG Ventures IV, L.P.: 0.8% · 1,167,469 shares — DAG Ventures IV-QP, L.P.: 7.6% · 11,047,106 shares

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Super investors holding WLTH

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of WEALTHFRONT CORP they hold. Together these 193 managers report 74.16% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
TIGER GLOBAL MANAGEMENT LLC $136M 15,156,877 0.57% 10.15% June 30, 2026
DAG VENTURES, LLC $123M 13,813,473 98.95% 9.25% June 30, 2026

191 more institutional holders behind a free account

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Funds holding WLTH

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 148 funds hold 10.84% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Fidelity Small Cap Growth Fund $15.1M 0.18% 0.96% April 30, 2026
JPMorgan Small Cap Equity Fund $14.8M 0.52% 1.11% June 30, 2026

146 more funds behind a free account

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