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Wealthfront
WLTH
9.250
1.70% ( -0.160 )
Closed: Aug 28, 16:00:00 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
38.77%
Public and others
20.47%
VC/PE firms
15.58%
Individuals & Insiders
14.93%
Others
10.26%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Andrew Rachleff
Co-Founder & Independent Chairman
11.56%
17.26M
0.11%
+0
04/27/2026
Tiger Global Management, LLC
10.15%
15.16M
0.10%
+0
06/30/2026
DAG Ventures, LLC
9.25%
13.81M
0.09%
-1.00
06/30/2026
Index Ventures SA
6.33%
9.46M
0.06%
+0
06/30/2026
BlackRock, Inc.
5.60%
8.36M
0.12%
+254.53K
06/30/2026
Ribbit Management Company, LLC
3.67%
5.48M
2.99%
-4.37M
06/30/2026
Wellington Management Group LLP
2.82%
4.21M
0.40%
-553.80K
06/30/2026
T. Rowe Price Group, Inc.
2.53%
3.78M
0.54%
+842.26K
06/30/2026
FMR LLC
2.52%
3.77M
0.41%
+648.47K
06/30/2026
JP Morgan Asset Management
1.92%
2.87M
0.14%
-172.91K
06/30/2026
IEQ Capital, LLC
1.85%
2.76M
--
+2.76M
06/30/2026
North Reef Capital Management LP
1.64%
2.44M
0.31%
-441.00K
06/30/2026
Citadel Advisors LLC
1.56%
2.34M
0.27%
+414.63K
06/30/2026
David Fortunato
President, CEO & Director
1.31%
1.96M
0.05%
+99.09K
06/15/2026
Vanguard Capital Management, LLC
1.24%
1.86M
0.04%
-41.10K
06/30/2026
State Street Investment Management
0.90%
1.34M
0.51%
+765.33K
06/30/2026
UBS Asset Management AG
0.72%
1.07M
0.07%
-92.92K
06/30/2026
Geode Capital Management, LLC
0.69%
1.03M
0.02%
+45.64K
06/30/2026
Pillsbury Lake Capital, LLC
0.69%
1.03M
0.24%
+366.22K
06/30/2026
Congress Asset Management Company, LLP
0.62%
925.21K
0.04%
+71.46K
06/30/2026