WEALTHFRONT CORP — Institutional Ownership
Which tracked institutions hold WLTH, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
12
Funds holding
$114225572
Total value held
Buying
12 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $75003996 | 8108540 | +2745206 | +51.18% |
| 2 | Invesco Ltd. | $13590000 | 1000000 | — | NEW BUY |
| 3 | Bank Of America Corp /De/ | $6874258 | 743163 | +695555 | +1461.00% |
| 4 | Goldman Sachs Group Inc | $6489467 | 701564 | +102649 | +17.14% |
| 5 | State Street Corp | $5347370 | 578094 | — | NEW BUY |
| 6 | Northern Trust Corp | $2373698 | 256616 | — | NEW BUY |
| 7 | Morgan Stanley | $2162271 | 233759 | +226475 | +3109.21% |
| 8 | Sei Investments Co | $1154289 | 124788 | — | NEW BUY |
| 9 | Bank Of New York Mellon Corp | $587302 | 63492 | — | NEW BUY |
| 10 | Bank Of Nova Scotia | $333925 | 36100 | — | NEW BUY |
| 11 | Barclays Plc | $281996 | 30486 | — | NEW BUY |
| 12 | Royal Bank Of Canada | $27000 | 2917 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.