13FBOX
WEALTHFRONT CORP · 13F Institutional Holdings
Options Calculator Rankings
W

WEALTHFRONT CORP

WLTH
Institutions
141
Combined AUM (Q2 2026)
$856.4M
Combined Shares (Q2 2026)
95.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.5M
102 · 61 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-13.7M
52 · 21 Exit · ≈
⚖️ Net
-1.2M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$856.4M
Institutions
141
New Buys
61
Adds
41
Reduces
31
Exits
21
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TIGER GLOBAL MANAGEMENT LLC
0.57%0.61%#9$135.5M15.2M$140.2M15.2M00.00%Unchanged
DAG Ventures, LLC
98.95%99.19%#1$123.5M13.8M$127.8M13.8M-1-0.00%Reduce
Index Venture Associates VI Ltd
4.04%4.15%#3$84.6M9.5M$87.5M9.5M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#64$74.8M8.4M$75.0M8.1M+254,533+3.14%Add
Ribbit Management Company, LLC
2.39%5.42%#5$49.0M5.5M$91.1M9.8M-4.4M-44.36%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#38$37.7M4.2M$44.1M4.8M-553,795-11.62%Reduce
FMR LLC
<0.01%<0.01%#59$33.7M3.8M$28.9M3.1M+648,525+20.79%Add
T. Rowe Price Investment Management, Inc.
0.02%0.02%#26$31.1M3.5M$27.0M2.9M+556,410+19.07%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#57$27.1M3.0M$28.6M3.2M-166,919-5.28%Reduce
IEQ CAPITAL, LLC
0.11%#17$24.7M2.8M$00+2.8MNew Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#51$22.2M2.5M$18.6M2.0M+477,329+23.79%Add
North Reef Capital Management LP
0.84%0.92%#8$21.9M2.4M$26.7M2.9M-441,004-15.28%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#91$14.3M1.6M$15.3M1.7M-47,111-2.85%Reduce
STATE STREET CORP
<0.01%<0.01%#88$12.0M1.3M$5.3M578,094+765,333+132.39%Add
UBS Group AG
<0.01%<0.01%#62$9.2M1.0M$10.8M1.2M-134,334-11.53%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#79$9.2M1.0M$9.1M982,241+45,636+4.65%Add
Pillsbury Lake Capital LLC
2.48%2.75%#4$9.2M1.0M$6.1M658,813+366,217+55.59%Add
CONGRESS ASSET MANAGEMENT CO
0.05%0.06%#20$8.3M925,205$7.9M853,747+71,458+8.37%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#52$7.3M811,474$1.4M155,241+656,233+422.72%Add
NORGES BANK
<0.01%#72$7.1M799,734$00+799,734New Buy
PB INVESTMENT PARTNERS, L.P.
4.34%3.24%#2$6.5M729,453$4.1M445,701+283,752+63.66%Add
Quinn Opportunity Partners LLC
0.28%0.35%#14$6.0M667,627$6.7M729,627-62,000-8.50%Reduce
Whetstone Capital Advisors, LLC
1.42%1.75%#6$5.4M604,160$5.1M546,407+57,753+10.57%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#55$5.1M556,247$11.9M875,847-319,600-36.49%Reduce
MARSHALL WACE, LLP
<0.01%<0.01%#45$5.0M563,320$2.9M314,762+248,558+78.97%Add
Creative Planning
<0.01%#50$4.9M544,422$00+544,422New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#93$4.4M491,590$6.9M743,163-251,573-33.85%Reduce
Woodline Partners LP
0.01%0.01%#30$3.8M424,900$3.9M424,90000.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#67$3.6M398,841$3.4M368,011+30,830+8.38%Add
PRELUDE CAPITAL MANAGEMENT, LLC
0.22%0.15%#15$3.2M361,843$2.0M213,226+148,617+69.70%Add
Weiss Asset Management LP
0.03%#22$3.1M348,116$00+348,116New Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#107$2.8M318,475$1.9M205,795+112,680+54.75%Add
Cerity Partners LLC
<0.01%#46$2.8M317,227$00+317,227New Buy
MORGAN STANLEY
<0.01%#105$2.8M312,853$00+312,853New Buy
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#94$2.8M310,573$229,00024,721+285,852+1,156.31%Add
NORTHERN TRUST CORP
<0.01%<0.01%#90$2.8M308,164$2.4M256,616+51,548+20.09%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#87$2.7M302,137$2.8M297,601+4,536+1.52%Add
a16z Perennial Management, L.P.
0.19%#16$2.3M258,624$00+258,624New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#78$2.3M254,816$2.3M248,806+6,010+2.42%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#99$2.2M250,107$6.5M701,564-451,457-64.35%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#102$2.2M246,414$4.4M470,350-223,936-47.61%Reduce
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%0.01%#42$2.2M245,042$3.0M322,561-77,519-24.03%Reduce
PEAK6 LLC
<0.01%0.01%#44$2.0M225,000$4.7M509,694-284,694-55.86%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#61$1.9M212,137$4.0M427,721-215,584-50.40%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%#76$1.8M202,001$00+202,001New Buy
Trexquant Investment LP
0.01%#34$1.5M166,356$00+166,356New Buy
Stoic Point Capital Management LLC
1.21%1.63%#7$1.5M162,394$1.7M181,555-19,161-10.55%Reduce
Ghisallo Capital Management LLC
0.01%0.02%#36$1.3M150,000$3.2M350,000-200,000-57.14%Reduce
BOOTHBAY FUND MANAGEMENT, LLC
0.02%0.01%#27$1.2M135,546$906,58398,009+37,537+38.30%Add
HRT FINANCIAL LP
<0.01%#54$1.1M119,774$00+119,774New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow