Wealthfront Corp (WLTH)
- Sector
- Technology
- Industry
- Software - Application
- Last price
- $10.40
- As of
Kresmion compiles this page from WLTH's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
WEALTHFRONT CORP (WLTH): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-21.
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Preview the WLTH dossierActive events for WLTH
- high13F: large reduction
CITADEL ADVISORS LLC cut 91% of WLTH (2026Q2)
- high13F: large reduction
CITADEL ADVISORS LLC cut 92% of WLTH (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +167% to WLTH (2026Q2)
- high13F: large increase
MILLENNIUM MANAGEMENT LLC added +423% to WLTH (2026Q2)
- high13F: large reduction
TWO SIGMA INVESTMENTS, LP cut 50% of WLTH (2026Q2)
FREE, NO ACCOUNT
Every event on WLTH, as it fires
You are seeing 5 of 10 events recorded on WLTH since 2026-05-31.
The five above all landed on 2026-08-16. The other 5 were recorded on 3 other days. 7 of the 10 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in WLTH (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLCCUSIP 947002101 · 2026Q2 | $135.5M | 0.56% | , |
| CITADEL ADVISORS LLCCUSIP 947002101 · 2026Q2 | $20.9M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 947002101 · 2026Q2 | $7.3M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 947002101 · 2026Q2 | $1.9M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, WLTH
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
WLTH against its peers
WLTH's net margin of -11.5% ranks in the 12th percentile of 20 Software - Application sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-03-31.
| Metric | WLTH | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 365M USD | 444M USD | 33 | 19 |
| Gross margin | 89.6% | 56.9% | 97 | 15 |
| Operating margin | n/a | 3.7% | n/a | 20 |
| Net margin | -11.5% | 1.0% | 12 | 20 |
| Return on equity | -6.8% | 2.8% | 23 | 19 |
| P / E | n/a | 46.2x | n/a | 9 |
Peers (20): CXM, EVCM, ALKT, SVMB, PDFS, SOUN, RDVT, DFIN, APPS, GRND, NCNO, VERX, PLUS, ADEA, KC, UPBD, IBTA, VIA, PTRN, YALA. Left out: QNT (no annual filing), WRD (period gap), SECZ (no annual filing), KARO (period gap), BTDR (period gap). Fiscal periods ending between 2025-12-31 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (WLTH: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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