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WEALTHFRONT CORP hedge fund holdings

WLTHNASDAQ
$10.55-0.07 (-0.66% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WLTH · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Dec 15, 2025 to Oct 6, 2026. Price (-24.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q4 2025720$901M$087Feb 14, 2026
Q1 20266542$184M$127M96May 15, 2026
Q2 20268243$96.1M$119M134Aug 14, 2026

Quarterly action breakdown

Q2 2026
134 filers
New position
50
$51.3M+5.74M sh
Increased
32
$44.8M+5.01M sh
Reduced
26
-$71.9M-8.05M sh
Out / sold
17
-$46.9M-5.24M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Ribbit Management Company, LLCReduce 44.36%-$39.1M$49M2.39%Aug 14, 2026
Southpoint Capital Advisors LPSell 100%-$13M$00.00%Aug 14, 2026
Azora Capital LPSell 100%-$7.5M$00.00%Aug 14, 2026
Dragoneer Investment Group, LLCSell 100%-$6.05M$00.00%Aug 14, 2026
Invenomic Capital Management LPSell 100%-$5.95M$00.00%Aug 14, 2026
Kennedy Capital Management LLCSell 100%-$5.49M$00.00%Aug 14, 2026
T. Rowe Price Investment Management, Inc.Added 19.07%+$4.97M$31.1M0.02%Aug 14, 2026
Wellington Management Group LLPReduce 11.62%-$4.95M$37.7M0.01%Aug 14, 2026
North Reef Capital Management LPReduce 15.28%-$3.94M$21.9M0.84%Aug 14, 2026
Pillsbury Lake Capital LLCAdded 55.59%+$3.27M$9.16M2.50%Aug 14, 2026
Burkehill Global Management, LPSell 100%-$3.24M$00.00%Aug 14, 2026
AWH Capital, L.P.New Buy+$3.22M$3.22M1.12%Aug 17, 2026
Weiss Asset Management LPNew Buy+$3.11M$3.11M0.03%Aug 14, 2026
PB Investment Partners, L.P.Added 63.66%+$2.54M$6.52M4.34%Aug 14, 2026
a16z Perennial Management, L.P.New Buy+$2.31M$2.31M0.19%Jul 24, 2026
Board of Trustees of The Leland Stanford Junior UniversitySell 100%-$1.93M$00.00%Aug 12, 2026
Capricorn Fund Managers LtdNew Buy+$1.01M$1.01M0.08%Jul 24, 2026
Seven Grand Managers, LLCSell 100%-$694K$00.00%Aug 14, 2026
Catalyst Funds Management Pty LtdNew Buy+$653K$653K0.04%Aug 10, 2026
Congress Asset Management CoAdded 8.37%+$639K$8.27M0.05%Jul 7, 2026
Vestmark Advisory Solutions, Inc.Sell 100%-$630K$00.00%Aug 14, 2026
Quinn Opportunity Partners LLCReduce 8.50%-$554K$5.97M0.28%Aug 14, 2026
Teachers Retirement System of the State of KentuckySell 100%-$530K$00.00%Aug 12, 2026
Whetstone Capital Advisors, LLCAdded 10.57%+$516K$5.4M1.42%Aug 14, 2026
Freestone Grove Partners LPNew Buy+$516K$516K0.00%Aug 14, 2026
Veradace Capital Management LLCNew Buy+$465K$465K0.35%Aug 14, 2026
Covalis Capital LLPSell 100%-$463K$00.00%Aug 13, 2026
United Capital Financial Advisors, LLCNew Buy+$412K$412K0.00%Aug 17, 2026
Cresset Asset Management, LLCNew Buy+$309K$309K0.00%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Sell 100%-$309K$00.00%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdNew Buy+$263K$263K0.00%Aug 13, 2026
AlpInvest Partners B.V.New Buy+$217K$217K0.36%Aug 7, 2026
Caprock Group, LLCNew Buy+$149K$149K0.00%Jul 27, 2026
SummitTX Capital, L.P.Added 97.81%+$124K$251K0.01%Aug 14, 2026
ICONIQ Capital, LLCNew Buy+$111K$111K0.00%Aug 13, 2026
National Philanthropic TrustNew Buy+$111K$111K0.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdNew Buy+$111K$111K0.02%Aug 14, 2026
Vanguard Investments Australia, Ltd.New Buy+$109K$109K0.00%Aug 13, 2026
Wealthfront Advisers LLCAdded 16.35%+$109K$774K0.00%Aug 7, 2026
Axq Capital, LPNew Buy+$105K$105K0.01%Aug 6, 2026
Kemnay Advisory Services Inc.New Buy+$92.9K$92.9K0.01%Aug 14, 2026
KLP Kapitalforvaltning AsNew Buy+$83.1K$83.1K0.00%Aug 12, 2026
BP PLCNew Buy+$68.2K$68.2K0.43%Aug 7, 2026
Natixis Advisors, LLCAdded 15.18%+$43.2K$328K0.00%Aug 14, 2026
CDC Financial, Inc.Reduce 4.02%-$35.8K$854K0.36%Aug 14, 2026
Quarry LPNew Buy+$1.39K$1.39K0.00%Aug 14, 2026
GHP Investment Advisors, Inc.Added 127.27%+$1.25K$2.24K0.00%Jul 20, 2026
Hughes Financial Services, LLCSell 100%-$9$00.00%Jul 20, 2026
Dag Ventures, LLCReduce 0.00%-$9$123M98.95%Aug 11, 2026

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