Wealthfront Corp (WLTH) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Wealthfront Corp (WLTH) following the 2026 Q3 hedge fund 13F filings?

As of today, WLTH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), WLTH gained -1.7% vs -13.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Wealthfront Corp (WLTH)

133 + Investors. Track Smart Money conviction in WLTH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WLTH

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added WLTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

135 hedge funds hold WLTH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +13400% more funds vs a year ago

fund count last 6Q

+134 new funds entered over the past year (+13400% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

101 buying53 selling

Last quarter: 101 funds were net buyers (58 opened a brand new position + 43 added to an existing one). Only 53 were sellers (31 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new WLTH position: 0 → 90 → 49 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 95% entered in last year

■ 1% conviction (2yr+) ■ 4% medium ■ 95% new

Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

0 → 0 → 90 → 49 → 58 new funds/Q

New funds entering each quarter: 0 → 90 → 49 → 58. A growing number of institutions are discovering WLTH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new

Of 141 current holders: 138 (98%) entered in the past year, only 3 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

34 of 134 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	133	99	34.34%
13F Shares	95M	94M	1.32%
Total Value	$817M	$845M	-3.26%
New Positions	58	49	+9
Increased Positions	39	29	+10
Closed Positions	23	41	-18
Reduced Positions	29	11	+18
Total Calls	3	4	-25.0%
Total Puts	4	5	-20.0%
PUT/CALL Ratio	1.33	1.25	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

133

34.34%

13F Shares

95M

94M

1.32%

Total Value

$817M

$845M

-3.26%

New Positions

Increased Positions

+10

Closed Positions

-18

Reduced Positions

+18

Total Calls

-25.0%

Total Puts

-20.0%

PUT/CALL Ratio

1.33

1.25

Bearish

Institutional Holders (2026 Q3)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WLTH. Verified SEC 13F-HR filings.

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WLTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DAG Ventures, LLC	99.10%	13,813,473	$143.4M
2	Stoic Point Capital Management LLC	1.10%	162,394	$1.7M
3	Quinn Opportunity Partners LLC	0.37%	652,627	$6.8M
4	AlpInvest Partners B.V.	0.30%	24,251	$252K
5	Ieq Capital, LLC	0.12%	2,766,261	$28.7M
6	Congress Asset Management Co	0.08%	1,129,703	$11.7M
7	Quantbot Technologies LP	0.04%	115,886	$1.2M
8	Axq Capital, LP	0.03%	21,248	$221K
9	Jefferies Financial Group Inc.	0.03%	332,012	$3.4M
10	Gabelli Funds LLC	0.01%	100,603	$1.0M
11	Peak6 LLC	0.00%	225,000	$2.3M
12	a16z Perennial Management, L.P.	0.00%	258,624	$2.7M
13	Ameritas Investment Partners, Inc.	0.00%	8,340	$87K
14	Wealthfront Advisers LLC	0.00%	107,537	$1.1M
15	Police & Firemen's Retirement System of New Jersey	0.00%	25,214	$262K
16	UBS Group AG	0.00%	1,457,908	$15.1M
17	Caitong International Asset Management Co., Ltd	0.00%	1,954	$20K
18	Vanguard Fiduciary Trust Co	0.00%	731,192	$7.6M
19	Renaissance Technologies LLC	0.00%	107,600	$1.1M
20	BNP Paribas Financial Markets	0.00%	389,740	$4.0M
21	Jpmorgan Chase & Co	0.00%	2,164,957	$21.9M
22	Creative Planning	0.00%	196,816	$2.0M
23	Vanguard Capital Management LLC	0.00%	4,911,877	$51.0M
24	Fmr LLC	0.00%	2,202,530	$22.9M
25	Rhumbline Advisers	0.00%	90,645	$941K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Wealthfront Corp (WLTH)

What does the Smart Money Trend signal show for WLTH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WLTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WLTH?

More buyers than sellers — 66% buying: Last quarter: 101 funds were net buyers (58 opened a brand new position + 43 added to an existing one). Only 53 were sellers (31 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WLTH holders?

Strong quality — 32% AUM from major funds: 34 of 134 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WLTH?

Mostly new holders — 95% entered in last year: Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Wealthfront Corp (WLTH) following the 2026 Q3 hedge fund 13F filings?

As of today, WLTH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), WLTH has gained -1.7% vs -13.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Wealthfront Corp (WLTH)

Smart Money Signals — WLTH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +13400% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+9 vs last Q)

Mostly new holders — 95% entered in last year

Growing discovery — still being found

Early stage — 98% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — WLTH

Hedge Fund Ownership: WLTH

Market Analysis: WLTH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WLTH

Is It Too Late to Buy Wealthfront Corp (WLTH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: WLTH

Statistics: WLTH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Wealthfront Corp (WLTH)

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