Fund shareholders of Wealthfront Corp
ISIN US9470021018 · United States · LEI 254900H4LJLUHGFJYM32
- Fund shareholders
- 110
- Of which ETFs
- 10 100 other funds
- Value held
- 118.3M $
- Share of capital
- 8.3 % of 149.4M shares on Jun 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 1,770,713 | 16.4M $ | 0.57 % | 1.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 1,433,430 | 15.1M $ | 0.18 % | 0.96 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,207,450 | 11.2M $ | 0.00 % | 0.81 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 879,306 | 8.1M $ | 0.09 % | 0.59 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 812,165 | 7.5M $ | 0.01 % | 0.54 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 718,060 | 7.6M $ | 0.18 % | 0.48 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 544,147 | 5M $ | 0.30 % | 0.36 % | as of Mar 31, 2026 ↗ |
| BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 427,341 | 4M $ | 0.01 % | 0.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 406,421 | 3.8M $ | 0.00 % | 0.27 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 345,156 | 3.6M $ | 0.01 % | 0.23 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 240,634 | 2.5M $ | 0.89 % | 0.16 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 234,600 | 2.5M $ | 0.15 % | 0.16 % | as of Apr 30, 2026 ↗ |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 197,622 | 2.1M $ | 0.01 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 195,706 | 1.8M $ | 0.05 % | 0.13 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 195,540 | 1.8M $ | 0.01 % | 0.13 % | as of Mar 31, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 175,393 | 1.6M $ | 0.57 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 152,800 | 1.4M $ | 0.19 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Select Financials Portfolio Fidelity Select Portfolios | 116,600 | 967.8K $ | 0.10 % | 0.08 % | as of Feb 28, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 110,043 | 1M $ | 0.19 % | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 95,909 | 887.2K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 94,601 | 875.1K $ | 1.76 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 94,294 | 872.2K $ | 0.32 % | 0.06 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 86,407 | 799.3K $ | 0.04 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 85,216 | 707.3K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 82,300 | 683.1K $ | 1.67 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 81,900 | 862.4K $ | 0.14 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 76,822 | 808.9K $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 73,000 | 675.3K $ | 0.40 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 67,200 | 557.8K $ | 0.02 % | 0.04 % | as of Feb 28, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 64,816 | 599.5K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 62,752 | 660.8K $ | 0.22 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 56,892 | 526.3K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 56,862 | 598.8K $ | 0.06 % | 0.04 % | as of Apr 30, 2026 ↗ |
| BlackRock Total Return Fund BlackRock Bond Fund, Inc. | 55,550 | 513.8K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 53,666 | 496.4K $ | 0.03 % | 0.04 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 46,121 | 426.6K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 43,056 | 357.4K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 43,037 | 357.2K $ | 0.01 % | 0.03 % | as of Feb 27, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 42,000 | 348.6K $ | 0.05 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 41,400 | 435.9K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 41,212 | 434K $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 41,000 | 379.3K $ | 0.38 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 40,032 | 421.5K $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 38,891 | 409.5K $ | 0.12 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 35,200 | 325.6K $ | 0.12 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 33,900 | 357K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 33,900 | 313.6K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 33,800 | 355.9K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 33,655 | 311.3K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 31,376 | 290.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,711 | 219.3K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,300 | 215.5K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,000 | 231.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,897 | 193.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares FinTech Active ETF BlackRock ETF Trust | 20,598 | 216.9K $ | 2.47 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 18,010 | 166.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 17,744 | 164.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,409 | 142.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 15,165 | 159.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 14,900 | 123.7K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,568 | 125.5K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 13,000 | 120.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,100 | 111.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 11,762 | 123.9K $ | 0.90 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,666 | 107.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,171 | 84.8K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 8,586 | 79.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Strategic Global Bond Fund, Inc. BlackRock Strategic Global Bond Fund, Inc. | 8,573 | 79.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Bond Income Portfolio Brighthouse Funds Trust II | 7,951 | 73.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 7,505 | 69.4K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,027 | 65K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,842 | 63.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,748 | 71.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,549 | 60.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,845 | 44.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,845 | 44.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 4,742 | 43.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 4,136 | 38.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,094 | 37.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,910 | 36.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,781 | 39.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,167 | 29.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Total Return V.I. Fund BlackRock Variable Series Funds II, Inc. | 3,067 | 28.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 3,042 | 28.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 3,000 | 27.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,869 | 26.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,646 | 24.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,534 | 26.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,388 | 22.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,160 | 20K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,983 | 18.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 1,858 | 17.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Total Return Active ETF BlackRock ETF Trust II | 1,619 | 17K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,614 | 14.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,596 | 16.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Diversified Fixed Income Fund BlackRock Funds III | 1,394 | 14.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 958 | 8.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 900 | 8.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Needham Growth Fund Needham Funds Inc | 879 | 8.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 833 | 7.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares FinTech Active ETF BlackRock ETF Trust | 2.47 % | as of Apr 30, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 1.76 % | as of Mar 31, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 1.67 % | as of Feb 28, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 0.90 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 0.89 % | as of Apr 30, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 0.87 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 0.57 % | as of Mar 31, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 0.57 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 0.40 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 0.38 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 110 | +36 | 12,323,367 | +36.9 % |
| 2026Q1 | 74 | 8,999,752 |
Institutional managers
95 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | 140.2M $ | as of Mar 31, 2026 |
| DAG VENTURES, LLC | 13,813,474 | 127.8M $ | as of Mar 31, 2026 |
| Ribbit Management Company, LLC | 9,848,159 | 91.1M $ | as of Mar 31, 2026 |
| Index Venture Associates VI Ltd | 9,460,434 | 87.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 8,108,540 | 75M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,767,041 | 44.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,161,452 | 28.6M $ | as of Mar 31, 2026 |
| FMR LLC | 3,118,920 | 28.9M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,917,592 | 27K $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 2,885,257 | 26.7M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,921,790 | 17.8M $ | as of Mar 31, 2026 |
| Southpoint Capital Advisors LP | 1,400,000 | 13M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,165,203 | 10.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 982,241 | 9.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 875,847 | 11.9M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 853,747 | 7.9M $ | as of Mar 31, 2026 |
| Azora Capital LP | 811,056 | 7.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 743,163 | 6.9M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 729,627 | 6.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 701,564 | 6.5M $ | as of Mar 31, 2026 |
| Pillsbury Lake Capital LLC | 658,813 | 6.1M $ | as of Mar 31, 2026 |
| Dragoneer Investment Group, LLC | 654,338 | 6.1M $ | as of Mar 31, 2026 |
| Invenomic Capital Management LP | 643,328 | 6M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 593,275 | 5.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 578,094 | 5.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Wealthfront Corp". https://titelia.com/en/stocks/wealthfront-corp-US9470021018