WEALTHFRONT CORP — Institutional Ownership
Which tracked institutions hold WLTH, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
17
Funds holding
$137798242
Total value held
Buying
11 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $74765872 | 8363073 | +254533 | +3.14% |
| 2 | Jpmorgan Chase & Co | $27100524 | 2994533 | -166919 | -5.28% |
| 3 | State Street Corp | $12010237 | 1343427 | +765333 | +132.39% |
| 4 | Ubs Group Ag | $9215969 | 1030869 | +1030869 | NEW BUY |
| 5 | Bank Of America Corp /De/ | $4394815 | 491590 | -251573 | -33.85% |
| 6 | Morgan Stanley | $2796906 | 312853 | +79094 | +33.84% |
| 7 | Northern Trust Corp | $2754987 | 308164 | +51548 | +20.09% |
| 8 | Goldman Sachs Group Inc | $2235957 | 250107 | -451457 | -64.35% |
| 9 | Sei Investments Co | $736728 | 82408 | -42380 | -33.96% |
| 10 | Bank Of New York Mellon Corp | $711838 | 79624 | +16132 | +25.41% |
| 11 | Wells Fargo & Company/Mn | $324782 | 36329 | +12805 | +54.43% |
| 12 | Federated Hermes, Inc. | $268200 | 30000 | +30000 | NEW BUY |
| 13 | Invesco Ltd. | $182841 | 20452 | +20452 | NEW BUY |
| 14 | Citigroup Inc | $169467 | 18956 | +18956 | NEW BUY |
| 15 | Bp Plc | $68241 | 6928 | +6928 | NEW BUY |
| 16 | Barclays Plc | $50878 | 5691 | -24795 | -81.33% |
| 17 | Royal Bank Of Canada | $10000 | 1120 | -1797 | -61.60% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.