— Know what they know.
Not Investment Advice

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
NASDAQ · Technology · Software - Application · Alpha Radar Buy · Power 61 · $1.8B mcap · 85M float · 1.58% daily turnover · Short 57% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
136
Institutions Holding
+45 vs prior
45.9%
Ownership
-23.43%
44 New
24 Increased
59 Reduced
51 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-03-16 Lin Lauren officer: clo, cco and secretary F-Tax Withholding 14,707 $7.86 $116K Filing
2026-03-16 Wetterwald Julien officer: chief technology officer F-Tax Withholding 29,208 $7.86 $230K Filing
2025-12-15 DAG Ventures IV-QP, L.P. 10% owner C-Conversion 1,598,899 $— $0 Filing
2025-12-15 DAG Ventures IV-A, LLC 10% owner C-Conversion 1,134,899 $— $0 Filing
2025-12-15 Cadeddu John J. 10% owner C-Conversion 1,134,899 $— $0 Filing
2025-12-15 DAG Ventures Management IV, LLC 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 DAG Ventures IV, L.P. 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 DAG Ventures IV-QP, L.P. 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 DAG Ventures IV-A, LLC 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 Cadeddu John J. 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 Goodrich R. Thomas 10% owner C-Conversion 10,738,874 $— $0 Filing
2025-12-15 DAG Ventures Management IV, LLC 10% owner C-Conversion 1,598,899 $— $0 Filing
2025-12-15 DAG Ventures IV-QP, L.P. 10% owner C-Conversion 1,134,899 $— $0 Filing
2025-12-15 DAG Ventures IV-A, LLC 10% owner C-Conversion 1,598,899 $— $0 Filing
2025-12-15 Cadeddu John J. 10% owner C-Conversion 1,598,899 $— $0 Filing
2025-12-15 Goodrich R. Thomas 10% owner C-Conversion 1,598,899 $— $0 Filing
2025-12-15 TIGER GLOBAL MANAGEMENT LLC 10% owner S-Sale 7,004,912 $14.00 $98.1M Filing
2025-12-15 Tiger Global Private Investment Partners X, L.P. 10% owner S-Sale 7,004,912 $14.00 $98.1M Filing
2025-12-15 Tiger Global PIP Performance X, L.P. 10% owner S-Sale 7,004,912 $14.00 $98.1M Filing
2025-12-15 Tiger Global PIP Management X, Ltd. 10% owner S-Sale 7,004,912 $14.00 $98.1M Filing
2025-12-15 Coleman Charles P III 10% owner S-Sale 7,004,912 $14.00 $98.1M Filing
2025-12-15 Fortunato David officer: ceo and president F-Tax Withholding 109,267 $14.19 $1.6M Filing
2025-12-15 IYER KAL officer: vp, engineering F-Tax Withholding 36,347 $14.19 $516K Filing
2025-12-15 DAG Ventures IV, L.P. 10% owner C-Conversion 1,134,899 $— $0 Filing
2025-12-15 DAG Ventures Management IV, LLC 10% owner C-Conversion 1,134,899 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
TIGER GLOBAL MANAGEMENT LLC 15,156,877 $140M 2026-03-31 Filing
DAG VENTURES, LLC 13,813,474 $128M 2026-03-31 Filing
Ribbit Management Company, LLC 9,848,159 $91M 2026-03-31 Filing
Index Venture Associates VI Ltd 9,460,434 $88M 2026-03-31 Filing
BlackRock, Inc. 8,108,540 $75M +2,745,206 2026-03-31 Filing
WELLINGTON MANAGEMENT GROUP LLP 4,767,041 $44M +780,103 2026-03-31 Filing
FMR LLC 3,118,920 $29M -920,397 2026-03-31 Filing
JPMORGAN CHASE & CO 3,161,452 $29M +1,121,314 2026-03-31 Filing
North Reef Capital Management LP 2,885,257 $27M +1,658,624 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,650,461 $15M +1,650,461 2026-03-31 Filing
Southpoint Capital Advisors LP 1,400,000 $13M +1,400,000 2026-03-31 Filing
UBS Group AG 1,165,203 $11M +1,000,159 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 982,241 $9M +853,528 2026-03-31 Filing
CONGRESS ASSET MANAGEMENT CO 853,747 $8M +853,747 2026-03-31 Filing
Azora Capital LP 811,056 $8M +510,538 2026-03-31 Filing
BANK OF AMERICA CORP /DE 743,163 $7M +695,555 2026-03-31 Filing
Quinn Opportunity Partners LLC 729,627 $7M +729,627 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 701,564 $6M +102,649 2026-03-31 Filing
Pillsbury Lake Capital LLC 658,813 $6M +658,813 2026-03-31 Filing
Dragoneer Investment Group, LLC 654,338 $6M 2026-03-31 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms