WLTH NASDAQ
Wealthfront Corporation
1W: +4.1%
1M: +5.2%
3M: +37.6%
YTD: -11.5%
$11.76
+0.06 (+0.51%)
Weekly Expected Move ±5.5%
$10
$11
$11
$12
$13
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — WLTH
136
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
$807M
Total Invested
44
New Positions
24
Increased
59
Reduced
51
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (135 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | $$178M | — | +0.0% | 2Q | SEC ↗ |
| 2 | DAG VENTURES, LLC | 13,813,474 | $$162M | — | +0.0% | 2Q | SEC ↗ |
| 3 | Ribbit Management Company, LLC | 9,848,159 | $$116M | — | +0.0% | 2Q | SEC ↗ |
| 4 | Index Venture Associates VI Ltd | 9,460,434 | $$111M | — | +0.0% | 2Q | SEC ↗ |
| 5 | BlackRock, Inc. | 8,108,540 | $$95M | +2,745,206 | +51.2% | 2Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 4,767,041 | $$56M | +780,103 | +19.6% | 2Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 3,300,922 | $$39M | — | +0.0% | 1Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 3,161,452 | $$37M | +1,121,314 | +55.0% | 2Q | SEC ↗ |
| 9 | FMR LLC | 3,118,920 | $$37M | -920,397 | -22.8% | 2Q | SEC ↗ |
| 10 | T. Rowe Price Investment Management, I | 2,917,592 | $$34M | +9,185 | +0.3% | 2Q | SEC ↗ |
| 11 | North Reef Capital Management LP | 2,885,257 | $$34M | +1,658,624 | +135.2% | 2Q | SEC ↗ |
| 12 | Southpoint Capital Advisors LP NEW | 1,400,000 | $$16M | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 1,165,203 | $$14M | +1,000,159 | +606.0% | 2Q | SEC ↗ |
| 14 | NORGES BANK NEW | 1,000,000 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 982,241 | $$12M | +853,528 | +663.1% | 2Q | SEC ↗ |
| 16 | Alyeska Investment Group, L.P. NEW | 900,000 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 875,000 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CONGRESS ASSET MANAGEMENT CO NEW | 853,747 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Azora Capital LP | 811,056 | $$10M | +510,538 | +169.9% | 2Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 743,163 | $$9M | +695,555 | +1461.0% | 2Q | SEC ↗ |
| 21 | Quinn Opportunity Partners LLC NEW | 729,627 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 701,564 | $$8M | -496,266 | -41.4% | 2Q | SEC ↗ |
| 23 | Pillsbury Lake Capital LLC NEW | 658,813 | $$8M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Dragoneer Investment Group, LLC | 654,338 | $$8M | — | +0.0% | 2Q | SEC ↗ |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | 593,275 | $$7M | +210,071 | +54.8% | 2Q | SEC ↗ |
| 26 | STATE STREET CORP NEW | 578,094 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 27 | ALLIANCEBERNSTEIN L.P. NEW | 538,847 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 28 | PEAK6 LLC | 485,494 | $$6M | +67,990 | +16.3% | 2Q | SEC ↗ |
| 29 | PB INVESTMENT PARTNERS, L.P. NEW | 445,701 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Woodline Partners LP | 424,900 | $$5M | +441 | +0.1% | 2Q | SEC ↗ |
| 31 | Karl Kapital LLC NEW | 382,414 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Nuveen, LLC | 368,011 | $$4M | -263,554 | -41.7% | 2Q | SEC ↗ |
| 33 | Ghisallo Capital Management LLC NEW | 350,000 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 34 | BURKEHILL GLOBAL MANAGEMENT, LP NEW | 350,000 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | STATE OF WISCONSIN INVESTMENT BOARD | 322,561 | $$4M | +272,561 | +545.1% | 2Q | SEC ↗ |
| 36 | FJ Capital Management LLC NEW | 314,187 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT I NEW | 297,601 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 38 | MARSHALL WACE, LLP NEW | 270,910 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | MILLENNIUM MANAGEMENT LLC NEW | 264,879 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | NORTHERN TRUST CORP NEW | 256,616 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | VANGUARD FIDUCIARY TRUST CO NEW | 248,806 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | VANGUARD GROUP INC NEW | 215,000 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | PRELUDE CAPITAL MANAGEMENT, LLC NEW | 213,226 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Board of Trustees of The Leland Stanfo NEW | 208,471 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 205,795 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | D. E. Shaw & Co., Inc. NEW | 200,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Stoic Point Capital Management LLC NEW | 181,555 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | RENAISSANCE TECHNOLOGIES LLC NEW | 175,370 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | XTX Topco Ltd | 165,241 | $$2M | +129,531 | +362.7% | 2Q | SEC ↗ |
| 50 | LMR Partners LLP | 126,930 | $$1M | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,300,922 | $$39M |
| Southpoint Capital Advisors LP | 1,400,000 | $$16M |
| NORGES BANK | 1,000,000 | $$12M |
| Alyeska Investment Group, L.P. | 900,000 | $$11M |
| CITADEL ADVISORS LLC | 875,000 | $$10M |
| CONGRESS ASSET MANAGEMENT CO | 853,747 | $$10M |
| Quinn Opportunity Partners LLC | 729,627 | $$9M |
| Pillsbury Lake Capital LLC | 658,813 | $$8M |
| STATE STREET CORP | 578,094 | $$7M |
| ALLIANCEBERNSTEIN L.P. | 538,847 | $$6M |
| PB INVESTMENT PARTNERS, L.P. | 445,701 | $$5M |
| Karl Kapital LLC | 382,414 | $$4M |
| BURKEHILL GLOBAL MANAGEMENT, LP | 350,000 | $$4M |
| Ghisallo Capital Management LLC | 350,000 | $$4M |
| FJ Capital Management LLC | 314,187 | $$4M |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 297,601 | $$3M |
| MARSHALL WACE, LLP | 270,910 | $$3M |
| MILLENNIUM MANAGEMENT LLC | 264,879 | $$3M |
| NORTHERN TRUST CORP | 256,616 | $$3M |
| VANGUARD FIDUCIARY TRUST CO | 248,806 | $$3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Whale Rock Capital Management LLC | 1,600,000 | $$19M |
| Granahan Investment Management, LLC | 1,386,092 | $$16M |
| JANUS HENDERSON GROUP PLC | 1,015,000 | $$12M |
| JANE STREET GROUP, LLC | 808,971 | $$10M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 625,000 | $$7M |
| Point72 Asset Management, L.P. | 524,165 | $$6M |
| Balyasny Asset Management L.P. | 516,527 | $$6M |
| ExodusPoint Capital Management, LP | 400,000 | $$5M |
| JENNISON ASSOCIATES LLC | 323,476 | $$4M |
| Monashee Investment Management LLC | 300,000 | $$4M |
| Schonfeld Strategic Advisors LLC | 250,136 | $$3M |
| SOROS FUND MANAGEMENT LLC | 182,960 | $$2M |
| Longaeva Partners L.P. | 175,000 | $$2M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 170,000 | $$2M |
| Squarepoint Ops LLC | 152,560 | $$2M |
| LuminArx Capital Management LP | 116,002 | $$1M |
| ELEMENT CAPITAL MANAGEMENT LLC | 94,034 | $$1M |
| Weiss Asset Management LP | 75,000 | $$882K |
| Diametric Capital, LP | 75,000 | $$882K |
| HRT FINANCIAL LP | 71,469 | $$840K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +2,745,206 | +51.2% | 8,108,540 |
| North Reef Capital Management LP | +1,658,624 | +135.2% | 2,885,257 |
| JPMORGAN CHASE & CO | +1,121,314 | +55.0% | 3,161,452 |
| UBS Group AG | +1,000,159 | +606.0% | 1,165,203 |
| GEODE CAPITAL MANAGEMENT, LLC | +853,528 | +663.1% | 982,241 |
| WELLINGTON MANAGEMENT GROUP LLP | +780,103 | +19.6% | 4,767,041 |
| BANK OF AMERICA CORP /DE | +695,555 | +1461.0% | 743,163 |
| Azora Capital LP | +510,538 | +169.9% | 811,056 |
| STATE OF WISCONSIN INVESTMENT BOARD | +272,561 | +545.1% | 322,561 |
| KENNEDY CAPITAL MANAGEMENT LLC | +210,071 | +54.8% | 593,275 |
| XTX Topco Ltd | +129,531 | +362.7% | 165,241 |
| GABELLI FUNDS LLC | +91,301 | +470.6% | 110,701 |
| SEI INVESTMENTS CO | +83,634 | +203.2% | 124,788 |
| PEAK6 LLC | +67,990 | +16.3% | 485,494 |
| Wealthfront Advisers LLC | +50,508 | +210.9% | 74,461 |
| JONES FINANCIAL COMPANIES LLLP | +27,658 | +921933.3% | 27,661 |
| TEACHERS RETIREMENT SYSTEM OF THE S | +23,902 | +71.6% | 57,262 |
| BARCLAYS PLC | +20,450 | +203.8% | 30,486 |
| Hudson Bay Capital Management LP | +15,428 | +85.5% | 33,478 |
| T. Rowe Price Investment Management | +9,185 | +0.3% | 2,917,592 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -978,790 | -97.9% | 21,210 |
| FMR LLC | -920,397 | -22.8% | 3,118,920 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -858,200 | -96.3% | 33,400 |
| GOLDMAN SACHS GROUP INC | -496,266 | -41.4% | 701,564 |
| Nuveen, LLC | -263,554 | -41.7% | 368,011 |
| Shay Capital LLC | -229,492 | -72.4% | 87,473 |
| SEVEN GRAND MANAGERS, LLC | -75,000 | -50.0% | 75,000 |
| Legal & General Group Plc | -16,951 | -84.8% | 3,049 |
| OSAIC HOLDINGS, INC. | -75 | -37.5% | 125 |