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Of the 13 tracked institutions holding WLTH, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +1.9pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, WLTH (WEALTHFRONT CORP) is held with a combined value of $323.98M across 34,923,517 shares. The largest holder is TIGER GLOBAL MANAGEMENT LLC with a position worth $140.20M (0.61% of their portfolio). 5 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$323.98M
Total Shares Held
34,923,517
Institutional Holders
13
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | TIGER GLOBAL MANAGEMENT LLC | $140.20M | 0.61% | - |
| 2 | BlackRock, Inc. | $75.00M | 0.00% | +51.2% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $44.10M | 0.01% | +19.6% |
| 4 | FMR LLC | $28.85M | 0.00% | -22.8% |
| 5 | CITADEL ADVISORS LLC | $17.78M | 0.01% | +119.6% |
| 6 | Dragoneer Investment Group, LLC | $6.05M | 0.20% | - |
| 7 | STATE STREET CORP | $5.35M | 0.00% | New |
| 8 | VANGUARD GROUP INC | $2.92M | 0.00% | New |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $1.62M | 0.00% | New |
| 10 | MILLENNIUM MANAGEMENT LLC | $1.44M | 0.00% | -41.4% |
As of the latest SEC 13F filings, TIGER GLOBAL MANAGEMENT LLC is the largest institutional holder of WLTH with a position worth $140.20M, representing 0.61% of their portfolio. In total, 13 institutional investors hold WLTH with a combined value of $323.98M.
In the most recent quarter, 5 funds opened a new position in WLTH. Additionally, 3 increased their holdings and 3 reduced their positions.
Institutional investors hold $323.98M worth of WLTH stock across 13 positions. The largest institutional holder is TIGER GLOBAL MANAGEMENT LLC with $140.20M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WLTH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WLTH positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$8.88
2026-07-24
YTD
-32.8%
24% of 52-week range
