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 | |
|---|---|---|---|---|---|
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 464 | 4.3K $ | 0.87 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 396 | 4.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 394 | 4.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 172 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 117 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 89 | 823.3 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 79 | 730.8 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 64 | 673.9 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 47 | 434.8 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 83.3 $ | 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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 table shows the 25 largest.
| 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