WEALTHFRONT CORP ($WLTH)

1 tracked superinvestor hold WEALTHFRONT CORP (WLTH), worth $136M combined, led by Chase Coleman. Smart money is holding WLTH as of the latest 13F filings.

Current price

$9.58

Software - ApplicationNASDAQUS

-32.5%

1Y

Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All…

Market cap

$1.6B

P/E

-14.17

Div yield

0.0%

Revenue YoY

18.2%

Analyst target

$12

Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.

Superinvestors holding

1

tracked 13F / N-PORT funds

Combined value

$136M

disclosed long exposure

Tier-1 conviction

1

concentrated holders

Net this quarter

0

0 buying · 0 selling

Smart money is holding WLTH steady this quarter — buys and sells are balanced.

The smart-money take on WLTH

WEALTHFRONT CORP (WLTH) is held by 1 tracked funds worth $136M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.

The largest position belongs to Chase Coleman at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.

Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.

Superinvestors holding WLTH

InvestorMove% of their portfolioPosition value
1
Chase Coleman

Tiger Global

Held0.6%$136M

Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.

Insiders filing to sell WLTH

5 insiders filed SEC Form 144 for $4M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.

InsiderSharesValueFiled
Alan Imberman76,540$778K2026-09-17
Apeksha Garga50,000$509K2026-09-17
David Fortunato50,000$509K2026-09-17
David Fortunato133,505$1M2026-09-15
Kal Iyer48,058$512K2026-09-15

Frequently asked

Which superinvestors own WLTH?

1 tracked funds hold WEALTHFRONT CORP (WLTH), the largest being Chase Coleman (Tiger Global) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.

Is smart money buying or selling WLTH?

In the most recent 13F quarter, 0 tracked funds added or opened WLTH and 0 trimmed it.

How much WLTH do tracked funds hold?

Combined disclosed long exposure to WLTH across tracked superinvestors is $136M as of the Jun 2026 filings.

Stocks often held alongside WLTH

Get alerted when superinvestors trade $WLTH

One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.

Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.