Who Owns Wealthfront Stock?
NASDAQ: WLTHTechnologySoftware - ApplicationUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 61.81%
- Held by insiders
- 13.79%
- Institutional holders
- 194
- Institutions 61.8%
- Insiders 13.8%
- Public and other 24.4%
Who owns Wealthfront stock?
Institutional investors own about 61.8% of Wealthfront's shares, spread across 194 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 13.79% of WLTH.
The largest institutional holders are Tiger Global Management, LLC (9.70%), Dag Ventures, LLC (8.84%) and Index Venture Associates VI Ltd (6.06%). Together, the top 10 institutions control 44.5% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their WLTH positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WLTH
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Tiger Global Management, LLC | 15.16M | 9.70% | 0.0% |
| Dag Ventures, LLC | 13.81M | 8.84% | 0.0% |
| Index Venture Associates VI Ltd | 9.46M | 6.06% | 0.0% |
| Blackrock Inc. | 8.36M | 5.35% | +3.1% |
| Ribbit Management Company, LLC | 5.48M | 3.51% | -44.4% |
| Wellington Management Group, LLP | 4.21M | 2.70% | -11.6% |
| FMR, LLC | 3.77M | 2.41% | +20.8% |
| T. Rowe Price Investment Management, Inc. | 3.47M | 2.22% | +19.1% |
| JPMORGAN CHASE & CO | 2.99M | 1.92% | -5.3% |
| IEQ Capital, LLC | 2.76M | 1.77% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WLTH
| Fund | Shares | % Held |
|---|---|---|
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | 1.66M | 1.06% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 1.43M | 0.92% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.16M | 0.74% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1.02M | 0.65% |
| iShares Trust-iShares Russell 2000 ETF | 978.67K | 0.63% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 763.47K | 0.49% |
| Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund | 718.06K | 0.46% |
| JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND | 606.15K | 0.39% |
| SPDR SERIES TRUST-State Street SPDR S&P Capital Markets ETF | 475.14K | 0.30% |
| BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio | 427.34K | 0.27% |
Frequently asked questions
Who is the largest shareholder of Wealthfront?
Tiger Global Management, LLC is the largest institutional shareholder of WLTH, owning 9.70% of shares outstanding (15.16M shares) as of its latest 13F filing.
What percentage of Wealthfront is owned by institutions?
Institutions own about 61.8% of WLTH shares and 71.7% of the public float.
How much of Wealthfront do insiders own?
Insiders, such as officers and directors, own about 13.79% of WLTH shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.