WLTH
Wealthfront CorporationAfter hours10.10−0.57 −5.34%USD
NasdaqGS · as of Oct 13, 16:00 ET · 15m delayAfter hours 10.10 0.00%
Open
10.24
Prev close
10.67
Day range
9.9710.53
52-week range
7.2014.75
Volume
5.99M2.93×
Mkt cap
1.58B
P/E ttm
—
Fwd P/E
13.74
EPS ttm
-0.9500
Div yield
0.00%
Earnings
Sep 9, 2026
From 52w high
−31.53%
WLTH shareholders
WLTH Ownership
13F / N-PORT filings via Yahoo
Institutions
61.8%
71.7% of the float
Insiders
13.8%
officers and directors
Institutional holders
194
filing positions
Top 10 institutions
44.5%
4 adding · 3 trimming
Top Institutions
| Holder | % held | Shares | Value | Change | As of |
|---|---|---|---|---|---|
| Tiger Global Management, LLC | 9.70% | 15.16M | $153.08M | 0.0% | Jun 30, 2026 |
| Dag Ventures, LLC | 8.84% | 13.81M | $139.52M | 0.0% | Jun 30, 2026 |
| Index Venture Associates VI Ltd | 6.06% | 9.46M | $95.55M | 0.0% | Jun 30, 2026 |
| Blackrock Inc. | 5.35% | 8.36M | $84.47M | +3.1% | Jun 30, 2026 |
| Ribbit Management Company, LLC | 3.51% | 5.48M | $55.34M | −44.4% | Jun 30, 2026 |
| Wellington Management Group, LLP | 2.70% | 4.21M | $42.55M | −11.6% | Jun 30, 2026 |
| FMR, LLC | 2.41% | 3.77M | $38.05M | +20.8% | Jun 30, 2026 |
| T. Rowe Price Investment Management, Inc. | 2.22% | 3.47M | $35.09M | +19.1% | Jun 30, 2026 |
| JPMORGAN CHASE & CO | 1.92% | 2.99M | $30.24M | −5.3% | Jun 30, 2026 |
| IEQ Capital, LLC | 1.77% | 2.76M | $27.91M | +100.0% | Jun 30, 2026 |
Top Funds
| Holder | % held | Shares | Value | Change | As of |
|---|---|---|---|---|---|
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | 1.06% | 1.66M | $16.77M | −6.2% | Jun 30, 2026 |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 0.92% | 1.43M | $14.48M | 0.0% | Jul 31, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 0.74% | 1.16M | $11.68M | −4.2% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.65% | 1.02M | $10.26M | +15.5% | Jun 30, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 0.63% | 978.67K | $9.88M | +0.7% | Aug 31, 2026 |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 0.49% | 763.47K | $7.71M | +33.4% | Jun 30, 2026 |
| Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund | 0.46% | 718.06K | $7.25M | 0.0% | Jul 31, 2026 |
| JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND | 0.39% | 606.15K | $6.12M | +11.4% | Jun 30, 2026 |
| SPDR SERIES TRUST-State Street SPDR S&P Capital Markets ETF | 0.30% | 475.14K | $4.80M | −0.9% | Aug 31, 2026 |
| BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio | 0.27% | 427.34K | $4.32M | 0.0% | Jun 30, 2026 |
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).