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Wealthfront Corp (WLTH)

CUSIP: 947002101 | NYSE | 196 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMeyer Malka
with RTZ Ribbit Opportunity, L.P., RTZ Ribbit Opportunity GP, LLC, Ribbit Capital II, L.P., +2 more
6,252,1114.2%Newly reportedJun 30, 2026No 13F filer matched
13G/A

Institutional Holders — Q3 2026

Geode Capital Management, LLC2,496,850
0.0% of portfolio›$25.9M
Congress Asset Management Co1,129,703
0.1% of portfolio›$11.7M
Jefferies Financial Group Inc.332,012
0.0% of portfolio›$3.4M
Bank of New York Mellon Corp223,514
0.0% of portfolio›$2.3M
Creative Planning196,816
0.0% of portfolio›$2.0M
Citigroup Inc124,620
0.0% of portfolio›$1.3M
Deutsche Bank Ag\83,519
0.0% of portfolio›$866.9K
Russell Investments Group, Ltd.53,801
0.0% of portfolio›$558.5K
Barclays PLC36,080
0.0% of portfolio›$374.5K
AlpInvest Partners B.V.24,251
0.3% of portfolio›$251.7K
Arizona State Retirement System13,661
0.0% of portfolio›$141.8K
ProShare Advisors LLC11,747
0.0% of portfolio›$121.9K
Simplex Trading, LLC6,449
0.0% of portfolio›$66.9K
Strs Ohio2,800
0.0% of portfolio›$29.1K
Sterling Capital Management LLC2,751
0.0% of portfolio›$28.6K
Caitong International Asset Management Co., Ltd1,954
0.0% of portfolio›$20.3K
Parallel Advisors, LLC1,378
0.0% of portfolio›$14.3K
Allworth Financial LP1,116
0.0% of portfolio›$10.0K
EverSource Wealth Advisors, LLC432
0.0% of portfolio›$4.5K
Fortitude Family Office, LLC325
0.0% of portfolio›$3.4K
GHP Investment Advisors, Inc.270
0.0% of portfolio›$2.8K
Valley National Advisers Inc223
0.0% of portfolio›$2.3K
SJS Investment Consulting Inc.170
0.0% of portfolio›$1.8K
Essential Partners LLC123
0.0% of portfolio›$1.3K
IFP Advisors, Inc112
0.0% of portfolio›$1.2K
Farther Finance Advisors, LLC38
0.0% of portfolio›$394
Covestor Ltd27
0.0% of portfolio›$0
Clearstead Advisors, LLC22
0.0% of portfolio›$229
SBI Securities Co., Ltd.6
0.0% of portfolio›$62
Ascentis Wealth Management, LLC5
0.0% of portfolio›$51
Hughes Financial Services, LLC1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Geode Capital Management, LLC
2,496,850$25.9M0.0%IndexVery LowBoston, MA2026-11-06
Congress Asset Management Co
1,129,703$11.7M0.1%GrowthMediumBoston, MA2026-10-06
Jefferies Financial Group Inc.
332,012$3.4M0.0%CoreVery HighNew York, NY2026-11-05
Bank of New York Mellon Corp
223,514$2.3M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
196,816$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
124,620$1.3M0.0%CoreMediumNew York, NY2026-11-04
Deutsche Bank Ag\
83,519$866.9K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Russell Investments Group, Ltd.
53,801$558.5K0.0%CoreLowSeattle, WA2026-11-06
Barclays PLC
36,080$374.5K0.0%CoreMediumLondon, United Kingdom2026-11-06
AlpInvest Partners B.V.
24,251$251.7K0.3%YieldLowAmsterdam, Philippines2026-11-06
Arizona State Retirement System
13,661$141.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
ProShare Advisors LLC
11,747$121.9K0.0%GrowthLowBethesda, MD2026-10-29
Simplex Trading, LLC
6,449$66.9K0.0%CoreVery HighChicago, IL2026-11-04
Strs Ohio
2,800$29.1K0.0%CoreMediumColumbus, OH2026-10-30
Sterling Capital Management LLC
2,751$28.6K0.0%GARPMediumCharlotte, NC2026-10-22
Caitong International Asset Management Co., Ltd
1,954$20.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parallel Advisors, LLC
1,378$14.3K0.0%IndexLowSan Francisco, CA2026-11-03
Allworth Financial LP
1,116$10.0K0.0%IndexLowFolsom, CA2026-11-06
EverSource Wealth Advisors, LLC
432$4.5K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
325$3.4K0.0%ETFMediumScottsdale, AZ2026-10-14
GHP Investment Advisors, Inc.
270$2.8K0.0%CoreVery LowDenver, CO2026-10-15
Valley National Advisers Inc
223$2.3K0.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
170$1.8K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
123$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
112$1.2K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
38$3940.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
27$00.0%ValueHighLondon, United Kingdom2026-10-30
Clearstead Advisors, LLC
22$2290.0%ETFLowCleveland, OH2026-11-06
SBI Securities Co., Ltd.
6$620.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
5$510.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
1$110.0%ETFLowHerndon, VA2026-10-30
Meyer Malka
6,252,111
4.2% of class · Jun 30, 2026Newly reported
with RTZ Ribbit Opportunity, L.P., RTZ Ribbit Opportunity GP, LLC, Ribbit Capital II, L.P., +2 more
No 13F filer matched