Northern Lights Fund Trust WLTH Institutional Ownership

WLTH

$10.38 +0.28 (+2.77%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

139 Institutions

Increased 100 71.9%

Unchanged 8 5.8%

Reduced 31 22.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.90%

▼-107.50 pp QoQ

Shares Held by Institutions

95.44Mn

of 151.72Mn outstanding

▲+4.79% QoQ

Shares Outstanding

151.72Mn

56.29Mn held outside 13F filers

Institutional Investors

139

filed 13F for Jun 2026

▲+41 vs prior quarter

Net Shares Added (QoQ)

+4.37Mn

accumulated since last quarter

Value of Holdings

$990.62Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wealthfront Corp (NASDAQ:WLTH) appears in 139 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 62.9% of outstanding shares in June 2026, down from 170.4% in March 2026.
Their total shares held in WLTH increased 4.79% quarter over quarter, and separately, investors owning Wealthfront stayed flat from a year ago.
During the quarter, 100 of these 139 funds increased positions in WLTH, 31 reduced exposure, and 8 held steady.
The aggregate institutional position in Wealthfront amounted to 95.44Mn shares as of June 2026, up by 4.37Mn shares quarter on quarter, and with no net change year over year.
TIGER GLOBAL MANAGEMENT LLC is the top holder of Wealthfront as of June 30, 2026, with 15.16Mn shares representing 9.99% of outstanding stock.
The largest buyers of Wealthfront for the quarter ending June 2026 were IEQ CAPITAL, LLC (2.76Mn), NORGES BANK (799.73K), State Street Corp (765.33K), MILLENNIUM MANAGEMENT LLC (656.23K), FMR LLC (648.52K).
The largest sales of WLTH for the quarter ending June 2026 came from Ribbit Management Company, LLC (4.37Mn), WELLINGTON MANAGEMENT GROUP LLP (553.79K), Goldman Sachs Group Inc (451.46K), North Reef Capital Management LP (441.0K), ALLIANCEBERNSTEIN L.P. (319.6K).
Business Quant data shows the 10 biggest positions in Wealthfront as of June 2026 are held by TIGER GLOBAL MANAGEMENT LLC (15.16Mn), DAG Ventures, LLC (13.81Mn), Index Venture Associates VI Ltd (9.46Mn), BlackRock, Inc. (8.36Mn), Ribbit Management Company, LLC (5.48Mn), WELLINGTON MANAGEMENT GROUP LLP (4.21Mn), FMR LLC (3.77Mn), T. Rowe Price Investment Management, Inc. (3.47Mn), Jpmorgan Chase & Co (2.99Mn), IEQ CAPITAL, LLC (2.76Mn).

Form 13F Holdings

139 Institutional Holders

Report period 30 Jun, 2026

Total shares held 95.44Mn

Of outstanding 62.90%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	TIGER GLOBAL MANAGEMENT LLC	0001167483	15,156,877	9.99%	0	0.00%	$135.50Mn
2	DAG Ventures, LLC	0001624576	13,813,473	9.10%	▼1	0.00%	$123.49Mn
3	Index Venture Associates VI Ltd	0001755035	9,460,434	6.24%	0	0.00%	$84.58Mn
4	BlackRock, Inc.	0002012383	8,363,073	5.51%	▲254,533	+3.14%	$74.77Mn
5	Ribbit Management Company, LLC	0001836733	5,479,267	3.61%	▼4,368,892	-44.36%	$48.98Mn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	4,213,246	2.78%	▼553,795	-11.62%	$37.67Mn
7	FMR LLC	0000315066	3,767,445	2.48%	▲648,525	+20.79%	$33.68Mn
8	T. Rowe Price Investment Management, Inc.	0001897612	3,474,002	2.29%	▲556,410	+19.07%	$31.06K
9	Jpmorgan Chase & Co	0000019617	2,994,533	1.97%	▼166,919	-5.28%	$27.10Mn
10	IEQ CAPITAL, LLC	0001779789	2,763,569	1.82%	▲2,763,569	0.00%	$24.71Mn
11	North Reef Capital Management LP	0001867831	2,444,253	1.61%	▼441,004	-15.28%	$21.85Mn
12	CITADEL ADVISORS LLC	0001423053	2,336,419	1.54%	▲414,629	+21.58%	$20.89Mn
13	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,603,350	1.06%	▼47,111	-2.85%	$14.33Mn
14	State Street Corp	0000093751	1,343,427	0.89%	▲765,333	+132.39%	$12.01Mn
15	UBS Group AG	0001610520	1,030,869	0.68%	▼134,334	-11.53%	$9.22Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,027,877	0.68%	▲45,636	+4.65%	$9.19Mn
17	Pillsbury Lake Capital LLC	0002111915	1,025,030	0.68%	▲366,217	+55.59%	$9.16Mn
18	CONGRESS ASSET MANAGEMENT CO	0000897378	925,205	0.61%	▲71,458	+8.37%	$8.27Mn
19	MILLENNIUM MANAGEMENT LLC	0001273087	811,474	0.53%	▲656,233	+422.72%	$7.25Mn
20	NORGES BANK	0001374170	799,734	0.53%	▲799,734	0.00%	$7.15Mn

Showing 1 to 20 of 139 holders