WLTH Institutional Ownership
Wealthfront Corporation
1W: -0.5%
1M: +6.3%
3M: +14.9%
YTD: -19.6%
$10.63
-0.11 (-1.02%)
Weekly Expected Move ±7.4%
$9
$10
$11
$12
$13
Credit Risk of going bust: higher than 81% of companies Debt: 33.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.96 (down 91%), Wealthfront Corporation would be worth roughly what it owes.
Total debt $825.4M against a stock market value of $1.66B.
Distance to default 2.52 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $821.2M (short-term plus half of long-term), stock volatility 61.1%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.96 (down 91%), Wealthfront Corporation would be worth roughly what it owes.
Total debt $825.4M against a stock market value of $1.66B.
Distance to default 2.52 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $821.2M (short-term plus half of long-term), stock volatility 61.1%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WLTH
163
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
$823M
Total Invested
62
New Positions
39
Increased
52
Reduced
21
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (191 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | $161M | — | +0.0% | 3Q | SEC ↗ |
| 2 | DAG VENTURES, LLC | 13,813,473 | $147M | -1 | -0.0% | 3Q | SEC ↗ |
| 3 | Index Venture Associates VI Ltd | 9,460,434 | $101M | — | +0.0% | 3Q | SEC ↗ |
| 4 | BlackRock, Inc. | 8,363,073 | $89M | +254,533 | +3.1% | 3Q | SEC ↗ |
| 5 | Ribbit Management Company, LLC | 5,479,267 | $58M | -4,368,892 | -44.4% | 3Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 4,213,246 | $45M | -553,795 | -11.6% | 3Q | SEC ↗ |
| 7 | FMR LLC | 3,767,445 | $40M | +648,525 | +20.8% | 3Q | SEC ↗ |
| 8 | T. Rowe Price Investment Management, I | 3,474,002 | $37M | +556,410 | +19.1% | 3Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 2,994,533 | $32M | -166,919 | -5.3% | 3Q | SEC ↗ |
| 10 | IEQ CAPITAL, LLC NEW | 2,763,569 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 11 | North Reef Capital Management LP | 2,444,253 | $26M | -441,004 | -15.3% | 3Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 2,336,419 | $25M | +414,629 | +21.6% | 3Q | SEC ↗ |
| 13 | VANGUARD CAPITAL MANAGEMENT LLC | 1,603,350 | $17M | -47,111 | -2.9% | 2Q | SEC ↗ |
| 14 | STATE STREET CORP | 1,343,427 | $14M | +765,333 | +132.4% | 2Q | SEC ↗ |
| 15 | UBS Group AG | 1,030,869 | $11M | -134,334 | -11.5% | 3Q | SEC ↗ |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1,027,877 | $11M | +45,636 | +4.6% | 3Q | SEC ↗ |
| 17 | Pillsbury Lake Capital LLC | 1,025,030 | $11M | +366,217 | +55.6% | 2Q | SEC ↗ |
| 18 | CONGRESS ASSET MANAGEMENT CO | 925,205 | $10M | +71,458 | +8.4% | 2Q | SEC ↗ |
| 19 | MILLENNIUM MANAGEMENT LLC | 811,474 | $9M | +656,233 | +422.7% | 3Q | SEC ↗ |
| 20 | NORGES BANK NEW | 799,734 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 21 | PB INVESTMENT PARTNERS, L.P. | 729,453 | $8M | +283,752 | +63.7% | 2Q | SEC ↗ |
| 22 | Quinn Opportunity Partners LLC | 667,627 | $7M | -62,000 | -8.5% | 2Q | SEC ↗ |
| 23 | Whetstone Capital Advisors, LLC | 604,160 | $6M | +57,753 | +10.6% | 2Q | SEC ↗ |
| 24 | MARSHALL WACE, LLP | 563,320 | $6M | +248,558 | +79.0% | 3Q | SEC ↗ |
| 25 | ALLIANCEBERNSTEIN L.P. | 556,247 | $6M | -319,600 | -36.5% | 3Q | SEC ↗ |
| 26 | Creative Planning NEW | 544,422 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 491,590 | $5M | -251,573 | -33.9% | 3Q | SEC ↗ |
| 28 | Woodline Partners LP | 424,900 | $5M | — | +0.0% | 3Q | SEC ↗ |
| 29 | Nuveen, LLC | 398,841 | $4M | +30,830 | +8.4% | 3Q | SEC ↗ |
| 30 | PRELUDE CAPITAL MANAGEMENT, LLC | 361,843 | $4M | +148,617 | +69.7% | 2Q | SEC ↗ |
| 31 | AWH Capital, L.P. NEW | 360,000 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Weiss Asset Management LP NEW | 348,116 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 33 | VANGUARD PORTFOLIO MANAGEMENT LLC | 318,475 | $3M | +112,680 | +54.8% | 2Q | SEC ↗ |
| 34 | Cerity Partners LLC NEW | 317,227 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | MORGAN STANLEY | 312,853 | $3M | +79,094 | +33.8% | 3Q | SEC ↗ |
| 36 | PRICE T ROWE ASSOCIATES INC /MD | 310,573 | $3M | +285,852 | +1156.3% | 2Q | SEC ↗ |
| 37 | NORTHERN TRUST CORP | 308,164 | $3M | +51,548 | +20.1% | 2Q | SEC ↗ |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 302,137 | $3M | +4,536 | +1.5% | 2Q | SEC ↗ |
| 39 | Sixth Street Partners Management Compa NEW | 302,137 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 40 | a16z Perennial Management, L.P. NEW | 258,624 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | VANGUARD FIDUCIARY TRUST CO | 254,816 | $3M | +6,010 | +2.4% | 2Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 250,107 | $3M | -451,457 | -64.4% | 3Q | SEC ↗ |
| 43 | STATE OF WISCONSIN INVESTMENT BOARD | 245,042 | $3M | -77,519 | -24.0% | 3Q | SEC ↗ |
| 44 | PEAK6 LLC | 225,000 | $2M | -260,494 | -53.7% | 3Q | SEC ↗ |
| 45 | TWO SIGMA INVESTMENTS, LP | 212,137 | $2M | -215,584 | -50.4% | 3Q | SEC ↗ |
| 46 | AQR CAPITAL MANAGEMENT LLC NEW | 202,001 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Trexquant Investment LP NEW | 166,356 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Stoic Point Capital Management LLC | 162,394 | $2M | -19,161 | -10.6% | 2Q | SEC ↗ |
| 49 | Ghisallo Capital Management LLC | 150,000 | $2M | -200,000 | -57.1% | 3Q | SEC ↗ |
| 50 | BOOTHBAY FUND MANAGEMENT, LLC | 135,546 | $1M | +37,537 | +38.3% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IEQ CAPITAL, LLC | 2,763,569 | $29M |
| NORGES BANK | 799,734 | $9M |
| Creative Planning | 544,422 | $6M |
| AWH Capital, L.P. | 360,000 | $4M |
| Weiss Asset Management LP | 348,116 | $4M |
| Cerity Partners LLC | 317,227 | $3M |
| Sixth Street Partners Management Co | 302,137 | $3M |
| a16z Perennial Management, L.P. | 258,624 | $3M |
| AQR CAPITAL MANAGEMENT LLC | 202,001 | $2M |
| Trexquant Investment LP | 166,356 | $2M |
| HRT FINANCIAL LP | 119,774 | $1M |
| Capricorn Fund Managers Ltd | 112,800 | $1M |
| MERCER GLOBAL ADVISORS INC /ADV | 86,046 | $915K |
| Swiss National Bank | 82,800 | $880K |
| Catalyst Funds Management Pty Ltd | 73,072 | $777K |
| Parallel Advisors, LLC | 68,212 | $725K |
| Quantbot Technologies LP | 62,425 | $664K |
| Freestone Grove Partners LP | 57,743 | $614K |
| Veradace Capital Management LLC | 51,958 | $552K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 46,050 | $490K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Whale Rock Capital Management LLC | 1,600,000 | $17M |
| Southpoint Capital Advisors LP | 1,400,000 | $15M |
| Granahan Investment Management, LLC | 1,386,092 | $15M |
| JANUS HENDERSON GROUP PLC | 1,015,000 | $11M |
| Alyeska Investment Group, L.P. | 900,000 | $10M |
| Azora Capital LP | 811,056 | $9M |
| Dragoneer Investment Group, LLC | 654,338 | $7M |
| Invenomic Capital Management LP | 643,328 | $7M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 625,000 | $7M |
| KENNEDY CAPITAL MANAGEMENT LLC | 593,275 | $6M |
| Point72 Asset Management, L.P. | 524,165 | $6M |
| Karl Kapital LLC | 382,414 | $4M |
| Burkehill Global Management, LP | 350,000 | $4M |
| JENNISON ASSOCIATES LLC | 323,476 | $3M |
| FJ Capital Management LLC | 314,187 | $3M |
| Monashee Investment Management LLC | 300,000 | $3M |
| Schonfeld Strategic Advisors LLC | 250,136 | $3M |
| Board of Trustees of The Leland Sta | 208,471 | $2M |
| D. E. Shaw & Co., Inc. | 200,000 | $2M |
| SOROS FUND MANAGEMENT LLC | 182,960 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | +765,333 | +132.4% | 1,343,427 |
| MILLENNIUM MANAGEMENT LLC | +656,233 | +422.7% | 811,474 |
| FMR LLC | +648,525 | +20.8% | 3,767,445 |
| T. Rowe Price Investment Management | +556,410 | +19.1% | 3,474,002 |
| CITADEL ADVISORS LLC | +414,629 | +21.6% | 2,336,419 |
| Pillsbury Lake Capital LLC | +366,217 | +55.6% | 1,025,030 |
| PRICE T ROWE ASSOCIATES INC /MD | +285,852 | +1156.3% | 310,573 |
| PB INVESTMENT PARTNERS, L.P. | +283,752 | +63.7% | 729,453 |
| BlackRock, Inc. | +254,533 | +3.1% | 8,363,073 |
| MARSHALL WACE, LLP | +248,558 | +79.0% | 563,320 |
| PRELUDE CAPITAL MANAGEMENT, LLC | +148,617 | +69.7% | 361,843 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +112,680 | +54.8% | 318,475 |
| MORGAN STANLEY | +79,094 | +33.8% | 312,853 |
| CONGRESS ASSET MANAGEMENT CO | +71,458 | +8.4% | 925,205 |
| Whetstone Capital Advisors, LLC | +57,753 | +10.6% | 604,160 |
| NORTHERN TRUST CORP | +51,548 | +20.1% | 308,164 |
| GEODE CAPITAL MANAGEMENT, LLC | +45,636 | +4.6% | 1,027,877 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +45,624 | +2357.8% | 47,559 |
| BOOTHBAY FUND MANAGEMENT, LLC | +37,537 | +38.3% | 135,546 |
| Nuveen, LLC | +30,830 | +8.4% | 398,841 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ribbit Management Company, LLC | -4,368,892 | -44.4% | 5,479,267 |
| WELLINGTON MANAGEMENT GROUP LLP | -553,795 | -11.6% | 4,213,246 |
| GOLDMAN SACHS GROUP INC | -451,457 | -64.4% | 250,107 |
| North Reef Capital Management LP | -441,004 | -15.3% | 2,444,253 |
| ALLIANCEBERNSTEIN L.P. | -319,600 | -36.5% | 556,247 |
| PEAK6 LLC | -260,494 | -53.7% | 225,000 |
| BANK OF AMERICA CORP /DE | -251,573 | -33.9% | 491,590 |
| TWO SIGMA INVESTMENTS, LP | -215,584 | -50.4% | 212,137 |
| FEDERATED HERMES, INC. | -210,000 | -87.5% | 30,000 |
| Ghisallo Capital Management LLC | -200,000 | -57.1% | 150,000 |
| JPMORGAN CHASE & CO | -166,919 | -5.3% | 2,994,533 |
| UBS Group AG | -134,334 | -11.5% | 1,030,869 |
| XTX Topco Ltd | -104,799 | -63.4% | 60,442 |
| STATE OF WISCONSIN INVESTMENT BOARD | -77,519 | -24.0% | 245,042 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -67,236 | -69.6% | 29,414 |
| Quinn Opportunity Partners LLC | -62,000 | -8.5% | 667,627 |
| VANGUARD CAPITAL MANAGEMENT LLC | -47,111 | -2.9% | 1,603,350 |
| SEI INVESTMENTS CO | -42,380 | -34.0% | 82,408 |
| BARCLAYS PLC | -24,795 | -81.3% | 5,691 |
| Stoic Point Capital Management LLC | -19,161 | -10.6% | 162,394 |