Titelia

Fund shareholders of Wealthfront Corp

ISIN US9470021018 · United States · LEI 254900H4LJLUHGFJYM32

Fund shareholders
124
Of which ETFs
20 104 other funds
Value held
124.2M $
Share of capital
8.5 % of 156.2M shares on Sep 14, 2026
FundSharesValueWeight in fundShare of capital
JPMorgan Small Cap Equity Fund JPMorgan Trust I 1,660,43814.8M $0.52 %1.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,433,43013.6M $0.15 %0.92 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,156,75010.3M $0.00 %0.74 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,015,7959.1M $0.09 %0.65 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 993,6158.9M $0.01 %0.64 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 718,0606.8M $0.15 %0.46 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 606,1555.4M $0.27 %0.39 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 470,3614.2M $1.00 %0.30 %as of Jun 30, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 427,3413.8M $0.01 %0.27 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 400,7893.6M $0.00 %0.26 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 397,7313.8M $0.01 %0.25 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 287,8002.7M $0.17 %0.18 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 253,1662.3M $0.01 %0.16 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 240,6342.3M $0.80 %0.15 %as of Jul 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 197,6221.9M $0.01 %0.13 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 188,4452.3M $0.01 %0.12 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 179,9992.2M $0.01 %0.12 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 170,7432.1M $0.01 %0.11 %as of May 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 163,0601.5M $0.46 %0.10 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 161,0221.4M $0.04 %0.10 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 104,638935.5K $0.01 %0.07 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 96,541863.1K $0.10 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 94,0261.1M $0.00 %0.06 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 89,0001.1M $0.00 %0.06 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 88,701841.8K $0.01 %0.06 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 86,574774K $0.24 %0.06 %as of Jun 30, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 84,503755.5K $1.52 %0.05 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 81,342727.2K $0.03 %0.05 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 77,239943.9K $0.00 %0.05 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 71,408638.4K $0.01 %0.05 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 70,157627.2K $0.10 %0.04 %as of Jun 30, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 62,600765K $1.82 %0.04 %as of May 31, 2026 ↗
BlackRock Total Return Fund BlackRock Bond Fund, Inc. 55,550496.6K $0.00 %0.04 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 55,105673.4K $0.00 %0.04 %as of May 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 54,803489.9K $0.01 %0.04 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 51,430459.8K $0.05 %0.03 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 48,493460.2K $0.01 %0.03 %as of Jul 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 46,121412.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 46,055562.8K $0.01 %0.03 %as of May 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 44,857401K $0.02 %0.03 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 41,889374.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 39,163350.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 38,400343.3K $0.02 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 34,386307.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 25,664243.6K $2.54 %0.02 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 25,156224.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,000305.5K $0.00 %0.02 %as of May 31, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,711212K $0.01 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,300208.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 22,103270.1K $0.02 %0.01 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 22,000208.8K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,897186.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 18,979180.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 18,000160.9K $0.09 %0.01 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 17,414165.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 17,277154.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 15,717140.5K $0.09 %0.01 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,409137.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 14,503177.2K $0.01 %0.01 %as of May 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 13,754123K $0.09 %0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 13,448120.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 12,884115.2K $0.06 %0.01 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 12,443118.1K $0.84 %0.01 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,400110.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 12,000107.3K $0.12 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 11,692111K $0.01 %0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,347101.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 10,839102.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,79192.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 9,25482.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,844108.1K $0.01 %0.01 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,70477.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Strategic Global Bond Fund, Inc. BlackRock Strategic Global Bond Fund, Inc. 8,57376.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,55476.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,52676.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,300101.4K $0.01 %0.01 %as of May 31, 2026 ↗
BlackRock Bond Income Portfolio Brighthouse Funds Trust II 7,95171.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,76669.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,74864K $0.00 %0.00 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,75851.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,62750.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,52649.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 4,84543.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,74842.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,26238.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 4,13637K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,76835.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,54033.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,09337.8K $0.00 %0.00 %as of May 31, 2026 ↗
BlackRock Total Return V.I. Fund BlackRock Variable Series Funds II, Inc. 3,06727.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 3,00026.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,86925.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,69124.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,64623.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,59923.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,40821.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,18120.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 2,06219.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 1,85816.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,65020.2K $0.01 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares FinTech Active ETF BlackRock ETF Trust 2.54 %as of Jul 31, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 1.82 %as of May 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 1.52 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 1.00 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 0.84 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 0.80 %as of Jul 31, 2026 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 0.57 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 0.52 %as of Jun 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 0.46 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 0.27 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3124+1413,285,089+7.8 %
2026Q2110+3612,323,367+36.9 %
2026Q1748,999,752

Institutional managers

95 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
TIGER GLOBAL MANAGEMENT LLC15,156,877140.2M $as of Mar 31, 2026
DAG VENTURES, LLC13,813,474127.8M $as of Mar 31, 2026
Ribbit Management Company, LLC9,848,15991.1M $as of Mar 31, 2026
Index Venture Associates VI Ltd9,460,43487.5M $as of Mar 31, 2026
BlackRock, Inc.8,108,54075M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,767,04144.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,161,45228.6M $as of Mar 31, 2026
FMR LLC3,118,92028.9M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,917,59227K $as of Mar 31, 2026
North Reef Capital Management LP2,885,25726.7M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,921,79017.8M $as of Mar 31, 2026
Southpoint Capital Advisors LP1,400,00013M $as of Mar 31, 2026
UBS Group AG1,165,20310.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC982,2419.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.875,84711.9M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO853,7477.9M $as of Mar 31, 2026
Azora Capital LP811,0567.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/743,1636.9M $as of Mar 31, 2026
Quinn Opportunity Partners LLC729,6276.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC701,5646.5M $as of Mar 31, 2026
Pillsbury Lake Capital LLC658,8136.1M $as of Mar 31, 2026
Dragoneer Investment Group, LLC 654,3386.1M $as of Mar 31, 2026
Invenomic Capital Management LP643,3286M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC593,2755.5M $as of Mar 31, 2026
STATE STREET CORP578,0945.3M $as of Mar 31, 2026

Declared shareholders of Wealthfront Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Ribbit Capital II, L.P. and 5 others4.20 %6,252,111as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Wealthfront Corp". https://titelia.com/en/stocks/wealthfront-corp-US9470021018