WLTH Wealthfront Corporation
Wealthfront Corporation (WLTH) Institutional Ownership
What the institutions did with WLTH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 2.5M | 52.6% |
| CONGRESS ASSET MANAGEMENT CO | 1.1M | 23.8% |
| Jefferies Financial Group Inc. | 332.0K | 7.0% |
| Bank of New York Mellon Corp | 223.5K | 4.7% |
| Creative Planning | 196.8K | 4.1% |
| CITIGROUP INC | 124.6K | 2.6% |
| DEUTSCHE BANK AG\ | 83.5K | 1.8% |
| Russell Investments Group, Ltd. | 53.8K | 1.1% |
| BARCLAYS PLC | 36.1K | 0.8% |
| AlpInvest Partners B.V. | 24.3K | 0.5% |
| ARIZONA STATE RETIREMENT SYSTEM | 13.7K | 0.3% |
| ProShare Advisors LLC | 11.7K | 0.2% |
| SIMPLEX TRADING, LLC | 6.4K | 0.1% |
| STRS OHIO | 2.8K | 0.1% |
| Sterling Capital Management LLC | 2.8K | 0.1% |
| Caitong International Asset Management Co., Ltd | 2.0K | 0.0% |
| Parallel Advisors, LLC | 1.4K | 0.0% |
| Allworth Financial LP | 1.1K | 0.0% |
| EverSource Wealth Advisors, LLC | 432 | 0.0% |
| Fortitude Family Office, LLC | 325 | 0.0% |
| GHP Investment Advisors, Inc. | 270 | 0.0% |
| VALLEY NATIONAL ADVISERS INC | 223 | 0.0% |
| SJS Investment Consulting Inc. | 170 | 0.0% |
| Essential Partners LLC | 123 | 0.0% |
| IFP Advisors, Inc | 112 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.0M | 2.5M | +1.5M |
| Creative Planning | Reduced | 544.4K | 196.8K | -347.6K |
| Jefferies Financial Group Inc. | New | 0 | 332.0K | +332.0K |
| CONGRESS ASSET MANAGEMENT CO | Increased | 925.2K | 1.1M | +204.5K |
| Bank of New York Mellon Corp | Increased | 79.6K | 223.5K | +143.9K |
| Capricorn Fund Managers Ltd | Sold Out | 112.8K | 0 | -112.8K |
| CITIGROUP INC | Increased | 19.0K | 124.6K | +105.7K |
| Parallel Advisors, LLC | Reduced | 68.2K | 1.4K | -66.8K |
| DEUTSCHE BANK AG\ | Increased | 36.4K | 83.5K | +47.1K |
| Russell Investments Group, Ltd. | Increased | 11.7K | 53.8K | +42.1K |
| BARCLAYS PLC | Increased | 5.7K | 36.1K | +30.4K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 28.4K | 0 | -28.4K |
| ProShare Advisors LLC | New | 0 | 11.7K | +11.7K |
| SIMPLEX TRADING, LLC | New | 0 | 6.4K | +6.4K |
| STRS OHIO | Reduced | 7.4K | 2.8K | -4.6K |
| Sterling Capital Management LLC | Increased | 308 | 2.8K | +2.4K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 11.4K | 13.7K | +2.3K |
| Caitong International Asset Management Co., Ltd | Increased | 333 | 2.0K | +1.6K |
| Fortitude Family Office, LLC | New | 0 | 325 | +325 |
| EverSource Wealth Advisors, LLC | Increased | 110 | 432 | +322 |
| IFP Advisors, Inc | Reduced | 262 | 112 | -150 |
| Farther Finance Advisors, LLC | Reduced | 75 | 38 | -37 |
| Essential Partners LLC | Increased | 93 | 123 | +30 |
| GHP Investment Advisors, Inc. | Increased | 250 | 270 | +20 |
| Covestor Ltd | Reduced | 44 | 27 | -17 |
| Clearstead Advisors, LLC | Increased | 14 | 22 | +8 |
| Ascentis Wealth Management, LLC | New | 0 | 5 | +5 |
| Hughes Financial Services, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.