Wealthfront Corporation WLTH
11.09 USD +0.66 (+6.28%)
Nov 4, 2026, 1:37 PM EST
10.62 Day range 11.09
7.20 52-week range 14.75
- YTD
- -18.43%
- 1 year
- -20.54%
Held by funds
70 US ETFs and mutual funds hold WLTH · largest positions
Ownership
Held by insiders 13.79%
Held by institutions 61.75%
Float held by institutions 71.62%
Institutions 195
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Tiger Global Management, LLC | 9.70% | 15,156,877 | 158.09M | Jun 29, 2026 |
| Dag Ventures, LLC | 8.84% | 13,813,473 | 144.07M | Jun 29, 2026 |
| Index Venture Associates VI Ltd | 6.06% | 9,460,434 | 98.67M | Jun 29, 2026 |
| Blackrock Inc. | 5.35% | 8,363,073 | 87.23M | Jun 29, 2026 |
| Ribbit Management Company, LLC | 3.51% | 5,479,267 | 57.15M | Jun 29, 2026 |
| Wellington Management Group, LLP | 2.70% | 4,213,246 | 43.94M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | 1.55% | 2,427,843 | 25.32M | Sep 29, 2026 |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | 1.06% | 1,660,438 | 17.32M | Jun 29, 2026 |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 0.92% | 1,433,430 | 14.95M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 0.74% | 1,156,750 | 12.06M | Jun 29, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.65% | 1,015,795 | 10.59M | Jun 29, 2026 |
| SPDR SERIES TRUST-State Street SPDR S&P Capital Markets ETF | 0.58% | 900,781 | 9.40M | Sep 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| DAG VENTURES MANAGEMENT IV L L C | Beneficial Owner of more than 10% of a Class of Security | Conversion of Exercise of derivative security | Dec 14, 2025 | 0 |
| FORTUNATO DAVID | Chief Executive Officer | Sale | Sep 15, 2026 | 2,320,330 |
| IMBERMAN ALAN | Chief Financial Officer | Sale | Sep 15, 2026 | 473,510 |
| INDEX VENTURES GROWTH II JERSEY, L.P . | Beneficial Owner of more than 10% of a Class of Security | Conversion of Exercise of derivative security | Dec 14, 2025 | 0 |
| IYER KALYAN | Officer | Sale | Sep 15, 2026 | 259,232 |
| KILAR JASON | Director | Conversion of Exercise of derivative security | Jun 14, 2026 | 646,619 |