Northern Lights Fund Trust WLTH Institutional Ownership

WLTH

$10.87 +0.19 (+1.78%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

138 Institutions

Increased 99 71.7%

Unchanged 8 5.8%

Reduced 31 22.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

62.70%

▼-1.52 pp QoQ

Shares Held by Institutions

95.13Mn

of 151.72Mn outstanding

▼-1.44% QoQ

Shares Outstanding

151.72Mn

56.59Mn held outside 13F filers

Institutional Investors

138

filed 13F for Jun 2026

▲+40 vs prior quarter

Net Shares Added (QoQ)

-1.39Mn

distributed since last quarter

Value of Holdings

$1.02Bn

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

Updated Oct 10, 2026

Wealthfront Corp (NASDAQ:WLTH) was held by 138 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 62.70% of Wealthfront's outstanding shares at the end of Q2 2026, down from 64.22% in Q1 2026.
Total shares held in Wealthfront fell 1.44% from Q1 2026.
Among the 138 holders of Wealthfront, 99 added to their positions, 31 reduced their stakes and 8 left their positions unchanged.
In total, institutional investors held 95.13Mn shares of Wealthfront at the end of Q2 2026, down 1.39Mn from the prior quarter.
Tiger Global Management LLC held the largest position in WLTH at 15.16Mn shares as of June 30, 2026, or 9.99% of shares outstanding.
Among holders that already owned Wealthfront, the biggest buyers in Q2 2026 were State Street Corp (+765.33K shares), Millennium Management LLC (+656.23K shares), FMR LLC (+648.52K shares), T. Rowe Price Investment Management, Inc. (+556.41K shares) and Citadel Advisors LLC (+414.63K shares).
The biggest cuts to WLTH positions during Q2 2026 came from Ribbit Management Company, LLC (-4.37Mn shares), Wellington Management Group LLP (-553.79K shares), Goldman Sachs Group Inc (-451.46K shares), North Reef Capital Management LP (-441K shares) and AllianceBernstein L.P. (-319.6K shares).
Per Business Quant, the top 10 investors in WLTH for the quarter ended June 30, 2026 were Tiger Global Management LLC (15.16Mn shares), DAG Ventures, LLC (13.81Mn shares), Index Venture Associates VI Ltd (9.46Mn shares), BlackRock, Inc. (8.36Mn shares), Ribbit Management Company, LLC (5.48Mn shares), Wellington Management Group LLP (4.21Mn shares), FMR LLC (3.77Mn shares), T. Rowe Price Investment Management, Inc. (3.47Mn shares), JPMorgan Chase & Co (2.99Mn shares) and Ieq Capital, LLC (2.76Mn shares).

Form 13F Holdings

138 Institutional Holders

Report period 30 Jun, 2026

Total shares held 95.13Mn

Of outstanding 62.70%

#	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 138 holders