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Of the 10 tracked institutions holding WLTH, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.4pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, WLTH (WEALTHFRONT CORP) is held with a combined value of $329.27M across 36,719,535 shares. The largest holder is TIGER GLOBAL MANAGEMENT LLC with a position worth $135.50M (0.57% of their portfolio). 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$329.27M
Total Shares Held
36,719,535
Institutional Holders
10
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 | $135.50M | 0.57% | - |
| 2 | BlackRock, Inc. | $74.77M | 0.00% | +3.1% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $37.67M | 0.01% | -11.6% |
| 4 | FMR LLC | $33.68M | 0.00% | +20.8% |
| 5 | CITADEL ADVISORS LLC | $20.89M | 0.01% | +21.6% |
| 6 | STATE STREET CORP | $12.01M | 0.00% | +132.4% |
| 7 | MILLENNIUM MANAGEMENT LLC | $7.25M | 0.00% | +422.7% |
| 8 | VANGUARD GROUP INC | $2.92M | 0.00% | New |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.78M | 0.00% | +1156.3% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $1.81M | 0.00% | New |
SEC Schedule 13D (activist) and 13G (passive) filings for WLTH. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, TIGER GLOBAL MANAGEMENT LLC is the largest institutional holder of WLTH with a position worth $135.50M, representing 0.57% of their portfolio. In total, 10 institutional investors hold WLTH with a combined value of $329.27M.
In the most recent quarter, 2 funds opened a new position in WLTH. Additionally, 6 increased their holdings and 1 reduced their positions.
Institutional investors hold $329.27M worth of WLTH stock across 10 positions. The largest institutional holder is TIGER GLOBAL MANAGEMENT LLC with $135.50M 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
$10.63
2026-10-16
YTD
-19.6%
49% of 52-week range
