§ FINANCIAL SERVICES
USD · Financial ServicesWLTH
WEALTHFRONT CORP
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Millennium Management | 15.2M | 0.6% | ±0% |
| DAG VENTURES, LLC | 13.8M | 99.2% | ±0% |
| Ribbit Management Company, LLC | 9.8M | 5.4% | ±0% |
| Index Venture Associates VI Ltd | 9.5M | 4.2% | ±0% |
| BlackRock, Inc. | 4.6M | 0.0% | +51% |
| North Reef Capital Management LP | 2.9M | 0.9% | +135% |
◇ AC INTELLIGENCE
Top institutional owners for WLTH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER34.1% · 0 holders
OTHER33.2% · 62 holders
PASSIVE / INDEX12.6% · 8 holders
TACTICAL / MACRO11.5% · 4 holders
DEALER / BANK4.7% · 15 holders
QUALITY / COMPOUNDER3.1% · 5 holders
SYSTEMATIC / QUANT0.7% · 4 holders
INCOME / DEFENSIVE0.3% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WLTH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WLTH yet.