Wealthfront Corp (WLTH) Hedge Fund Ownership (Q1 2026)

Wealthfront Corp (WLTH)

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

Smart Money Signals — WLTH

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

99 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 — +9800% more funds vs a year ago

fund count last 6Q

+98 new funds entered over the past year (+9800% 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.

🟡

Slight buying edge — 59% buying

78 buying54 selling

Last quarter: 78 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 0 → 0 → 90 → 49. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 96% entered in last year

■ 2% conviction (2yr+) ■ 2% medium ■ 96% new

Only 2 funds (2%) 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.

💎

Buying through price weakness — shares +8%, value -29%

Value

-28%

+7%

Last quarter: funds added +8% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~49 new funds/quarter

0 → 0 → 0 → 90 → 49 new funds/Q

New funds entering each quarter: 0 → 0 → 90 → 49. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new

Of 106 current holders: 103 (97%) entered in the past year, only 3 (3%) 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.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

27 of 97 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	99	91	8.79%
13F Shares	94M	87M	7.92%
Total Value	$845M	$1.18B	-28.56%
New Positions	49	91	-42
Increased Positions	29	0	+29
Closed Positions	41	0	+41
Reduced Positions	11	0	+11
Total Calls	4	0	100%
Total Puts	5	0	100%
PUT/CALL Ratio	1.25	0.0	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.79%

13F Shares

94M

87M

7.92%

Total Value

$845M

$1.18B

-28.56%

New Positions

-42

Increased Positions

+29

Closed Positions

+41

Reduced Positions

+11

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.25

0.0

Bearish

Institutional Holders (2026 Q2)

99 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WLTH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DAG Ventures, LLC	98.95%	13,813,473	$123.5M
2	Pb Investment Partners, L.P.	4.34%	729,453	$6.5M
3	Index Venture Associates VI Ltd	4.04%	9,460,434	$84.6M
4	Pillsbury Lake Capital LLC	2.50%	1,025,030	$9.2M
5	Ribbit Management Company, LLC	2.39%	5,479,267	$49.0M
6	Whetstone Capital Advisors, LLC	1.42%	604,160	$5.4M
7	Stoic Point Capital Management LLC	1.20%	162,394	$1.5M
8	North Reef Capital Management LP	0.84%	2,444,253	$21.9M
9	Tiger Global Management LLC	0.57%	15,156,877	$135.5M
10	Bp plc	0.43%	6,928	$68K
11	AlpInvest Partners B.V.	0.36%	24,251	$217K
12	CDC Financial, Inc.	0.36%	95,523	$854K
13	Veradace Capital Management LLC	0.35%	51,958	$465K
14	Quinn Opportunity Partners LLC	0.28%	667,627	$6.0M
15	Prelude Capital Management, LLC	0.24%	361,843	$3.2M
16	a16z Perennial Management, L.P.	0.19%	258,624	$2.3M
17	Ieq Capital, LLC	0.11%	2,763,569	$24.7M
18	Capricorn Fund Managers Ltd	0.08%	112,800	$1.0M
19	Atom Investors LP	0.08%	97,238	$869K
20	Congress Asset Management Co	0.05%	925,205	$8.3M
21	Catalyst Funds Management Pty Ltd	0.04%	73,072	$653K
22	MYDA Advisors LLC	0.03%	20,000	$179K
23	Ghisallo Capital Management LLC	0.03%	150,000	$1.3M
24	Twinbeech Capital LP	0.03%	16,164	$145K
25	Quantbot Technologies LP	0.02%	62,425	$558K

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 59% buying: Last quarter: 78 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WLTH holders?

Strong quality — 27% AUM from major funds: 27 of 97 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WLTH?

Mostly new holders — 96% entered in last year: Only 2 funds (2%) 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.

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Wealthfront Corp (WLTH)

Smart Money Signals — WLTH

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +9800% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-41 vs last Q)

Mostly new holders — 96% entered in last year

Buying through price weakness — shares +8%, value -29%

Steady discovery — ~49 new funds/quarter

Early stage — 97% of holders entered in last year

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — WLTH

Hedge Fund Ownership: WLTH

Market Analysis: WLTH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WLTH

Hedge Fund Positioning: WLTH

Statistics: WLTH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wealthfront Corp (WLTH)

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