Which hedge funds own WLTH? WEALTHFRONT CORP, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in WLTH (WEALTHFRONT CORP) in their Q2 2026 13F filings, worth $295.5m in total. The largest holder by portfolio weight is PB Investment Partners, L.P. at 4.3% of its book. 20 opened a new position this quarter: AWH Capital, L.P., Veradace Capital Management LLC, Capricorn Fund Managers Ltd, MYDA Advisors LLC. 10 exited: Azora Capital LP, Southpoint Capital Advisors LP, Dragoneer Investment Group, LLC.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 20
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $14.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $33.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $296m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Azora Capital LP | 0.5% | $7.5m |
| Southpoint Capital Advisors LP | 0.3% | $12.9m |
| Dragoneer Investment Group, LLC | 0.2% | $6.1m |
| Burkehill Global Management, LP | 0.2% | $3.2m |
| Seven Grand Managers, LLC | 0.05% | $694k |
| Renaissance Technologies LLC | 0.0% | $1.6m |
| Walleye Capital LLC | 0.0% | $370k |
| Hudson Bay Capital Management LP | 0.0% | $310k |
| Magnetar Financial LLC | 0.0% | $131k |
| Adage Capital Partners GP, L.L.C. | 0.0% | $309k |
Ownership over time
Who discovered WLTH first? Beta
| Stoic Point Capital Management LLC | Q1 2026 | −0.1 pts |
| Whetstone Capital Advisors, LLC | Q1 2026 | −0.1 pts |
| Pillsbury Lake Capital LLC | Q1 2026 | −0.1 pts |
| PB Investment Partners, L.P. | Q1 2026 | −0.1 pts |
| Ribbit Management Company, LLC high conviction | Q4 2025 | −2.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.