WEALTHFRONT CORP COM

WEALTHFRONT CORP COM is a security (CUSIP 947002101) tracked across SEC portfolio filings. 110 institutional managers reported $861.7M on Form 13F as of 2026-06-30; 18 registered fund positions totaling $21.6M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 110 managers by value.

ManagerLocationValueShares
TIGER GLOBAL MANAGEMENT LLCNew York, NY$140.2M15,156,877
DAG VENTURES, LLCPALO ALTO, CA$127.8M13,813,474
Ribbit Management Company, LLCPALO ALTO, CA$91.1M9,848,159
Index Venture Associates VI LtdST. HELIER, CHANNEL ISLANDS, Y9$87.5M9,460,434
BlackRock, Inc.New York, NY$75.0M8,108,540
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$44.1M4,767,041
FMR LLCBOSTON, MA$28.9M3,118,920
JPMORGAN CHASE & CONEW YORK, NY$28.6M3,161,452
North Reef Capital Management LPLaguna Beach, CA$26.7M2,885,257
CITADEL ADVISORS LLCMIAMI, FL$18.6M1,921,790
Southpoint Capital Advisors LPNEW YORK, NY$12.9M1,400,000
ALLIANCEBERNSTEIN L.P.NASHVILLE, TN$11.9M875,847
UBS Group AGZurich, V8$10.8M1,165,203
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$9.1M982,241
CONGRESS ASSET MANAGEMENT CO /MABOSTON, MA$8.3M925,205

Top fund holders (N-PORT)

Showing 15 of 18 fund positions by value.

FundRegistrantValue% of fund
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$8.1M8.82%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$3.8M0.46%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$2.2M1.25%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.$2.1M1.21%
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$1.8M5.01%
Federated Hermes Managed Volatility Fund IIFederated Hermes Insurance Series$675K39.55%
Fidelity Nasdaq Composite Index ETFFidelity Commonwealth Trust$563K0.52%
Master Small Cap Index SeriesQuantitative Master Series LLC$526K1.09%
BlackRock Capital Allocation Term TrustBlackRock Capital Allocation Term Trust$516K3.45%
BlackRock Total Return FundBlackRock Bond Fund, Inc.$514K0.29%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$193K0.03%
Gabelli Equity Trust IncGabelli Equity Trust Inc$181K1.05%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$143K0.05%
Gabelli Dividend & Income TrustGabelli Dividend & Income Trust$92K0.35%
BlackRock Strategic Global Bond Fund, Inc.BlackRock Strategic Global Bond Fund, Inc.$79K0.91%

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