Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wealthfront Corp. (WLTH)

88 + Investors. Track Smart Money conviction in WLTH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +87
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — WLTH

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WLTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
88 hedge funds hold WLTH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +8700% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+8700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 100% buying

87 buying0 selling
Last quarter: 87 funds were net buyers (87 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+87 vs last Q)

new funds entering per quarter
Funds opening a new WLTH position: 0 → 0 → 0 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 94% entered in last year

■ 3% conviction (2yr+) ■ 2% medium ■ 94% new
Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~87 new funds/quarter

1 → 0 → 0 → 0 → 87 new funds/Q
New funds entering each quarter: 0 → 0 → 0 → 87. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 93% of holders entered in last year

■ 7% veterans ■ 0% 1-2yr ■ 93% new
Of 88 current holders: 82 (93%) entered in the past year, only 6 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
18 of 88 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WLTH

In 2025 Q4, 87 hedge funds were net buyers of WLTH (87 opened a brand-new position), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +87 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: WLTH

How many hedge funds hold WLTH — quarterly history vs. share price
Quarterly hedge fund ownership of WLTH vs. share price

Market Analysis: WLTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WLTH

Technology Software - Application

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 5 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: WLTH
2026 Q1 Stats Unlock in 5 days 88 + Investors

Track Smart Money conviction in WLTH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 88 0 100%
13F Shares 87M 0 100%
Total Value $1.18B $0 100%
New Positions 88 0 +88
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WLTH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WLTH. Verified SEC 13F-HR filings.

Top 25 institutional holders of WLTH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAG Ventures, LLC 99.19% 13,813,474 $127.8M
2 PB INVESTMENT PARTNERS, L.P. 3.24% 445,701 $4.1M
3 Pillsbury Lake Capital LLC 2.75% 658,813 $6.1M
4 Board of Trustees of The Leland Stanford Junior University 0.23% 208,471 $1.9M
5 KENNEDY CAPITAL MANAGEMENT LLC 0.12% 593,275 $5.5M
6 CONGRESS ASSET MANAGEMENT CO 0.06% 853,747 $7.9M
7 SEVEN GRAND MANAGERS, LLC 0.05% 75,000 $694K
8 PEAK6 LLC 0.01% 485,494 $4.5M
9 GABELLI FUNDS LLC 0.01% 110,701 $1.0M
10 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% 57,262 —
11 FEDERATED HERMES, INC. 0.00% 240,000 $2.2M
12 RENAISSANCE TECHNOLOGIES LLC 0.00% 175,370 $1.6M
13 UBS Group AG 0.00% 1,165,203 $10.8M
14 Walleye Capital LLC 0.00% 40,000 $370K
15 Wealthfront Advisers LLC 0.00% 74,461 $689K
16 Magnetar Financial LLC 0.00% 14,185 $131K
17 BlackRock, Inc. 0.00% 8,108,540 $75.0M
18 Hudson Bay Capital Management LP 0.00% 33,478 $310K
19 SEI INVESTMENTS CO 0.00% 124,788 $1.2M
20 MetLife Investment Management, LLC 0.00% 20,101 $186K
21 Ameritas Investment Partners, Inc. 0.00% 2,869 $27K
22 Police & Firemen's Retirement System of New Jersey 0.00% 7,640 $71K
23 VANGUARD FIDUCIARY TRUST CO 0.00% 248,806 $2.3M
24 BANK OF NOVA SCOTIA 0.00% 36,100 $334K
25 PEAK6 LLC 0.00% 24,200 $224K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wealthfront Corp. (WLTH)

What does the Smart Money Trend signal show for WLTH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WLTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WLTH?

More buyers than sellers — 100% buying: Last quarter: 87 funds were net buyers (87 opened a brand new position + 0 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WLTH holders?

Smaller funds dominant — 18% AUM from top-100: 18 of 88 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WLTH?

Mostly new holders — 94% entered in last year: Only 3 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.