WEALTHFRONT CORP

$WLTH
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Institutional coverage

89 13F filers hold $WLTH.

13F holders
89
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$WLTH is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.01% of portfolio. Largest holder: Wellington Management Group LLP at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Wellington Management Group LLP
0.01% held
α +10.5pts
02
Caption Management, LLC
0.00% held
α +15.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 89 · Source: 13F-HR
01
Atlantic Edge Private Wealth Management, LLC
—
45,755,720 sh
02
Bridger Management, LLC
0.61% of portfolio
15,156,877 sh
03
DAG Ventures, LLC
99.31% of portfolio
13,813,474 sh
04
Alua Capital Management LP
5.42% of portfolio
9,848,159 sh
05
Old Port Advisors
4.15% of portfolio
9,460,434 sh
06
Roberts Capital Advisors, LLC
0.02% of portfolio
2,917,592 sh
07
Siemens Fonds Invest GmbH
0.92% of portfolio
2,885,257 sh
08
ProShare Advisors LLC
—
1,000,000 sh
09
Gardner Russo & Quinn LLC
0.01% of portfolio
981,276 sh
10
Staley Capital Advisers Inc.
—
875,847 sh
See all 89 13F holders · Pro →

Insider activity · last 90 days

9 transactions · 7 filers
11 Dec 2025
Lin Lauren —
▼ SOLD
30,229
$14.00
S
11 Dec 2025
Imberman Alan —
▼ SOLD
100,000
$14.00
S
11 Dec 2025
Bisharat Jaleh —
▼ SOLD
10,000
$14.00
S
11 Dec 2025
Fortunato David —
▼ SOLD
95,416
$14.00
S
11 Dec 2025
Fortunato David —
▼ SOLD
765,154
$14.00
S
11 Dec 2025
Wetterwald Julien —
▼ SOLD
120,000
$14.00
S
11 Dec 2025
Iyer Kal —
▼ SOLD
167,722
$14.00
S
11 Dec 2025
Goldman Kenneth A —
▼ SOLD
5,373
$14.00
S
11 Dec 2025
Goldman Kenneth A —
▼ SOLD
38,071
$14.00
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $WLTH in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:50 UTC.