Wealthfront Corp: which funds bought and sold

Institutions that bought and sold Wealthfront shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 97 institutions that filed 13F reports for both quarters added to or opened positions in Wealthfront, and 52 cut or closed them. Together they sold a net 2.2M shares, −2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.3M shares (−8.3%); index fund managers were net buyers of 1.2M shares (+9.8%). 58 opened a new position and 21 sold out entirely.

Bought, Q2 2026 97 institutions, 58 of them new holders Sold, Q2 2026 52 institutions, 21 of them sold out

Net change, all compared −2.2M shares (−2.3%)

Net change, active managers −3.3M shares (−8.3%), 18 bought, 20 sold

Buyers versus sellers

institutions compared, 157

97 bought 8 52 sold

Active managers and hedge funds 18 bought · 20 sold · −3.3M

Index fund managers 8 bought · 1 sold · +1.2M

Other institutions 71 bought · 31 sold · −105K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ieq Capital, LLC	+2.8M New position	2.8M	$24.7M
State Street Corp Index funds	+765K +132.4%	1.3M	$12M
Millennium Management LLC Hedge fund	+656K +422.7%	811K	$7.3M
FMR LLC Active manager	+649K +20.8%	3.8M	$33.7M
T. Rowe Price Investment Management, Inc. Active manager	+556K +19.1%	3.5M	$31.1M
Creative Planning	+544K New position	544K	$4.9M
Citadel Advisors LLC Hedge fund	+415K +21.6%	2.3M	$20.9M
Pillsbury Lake Capital LLC	+366K +55.6%	1.0M	$9.2M
Awh Capital, L.P.	+360K New position	360K	$3.2M
Cerity Partners LLC	+317K New position	317K	$2.8M
Price T Rowe Associates Inc Active manager	+286K +1156.3%	311K	$2.8M
Pb Investment Partners, L.P.	+284K +63.7%	729K	$6.5M
A16Z Perennial Management, L.P.	+259K New position	259K	$2.3M
Blackrock, Inc. Index funds	+255K +3.1%	8.4M	$74.8M
Marshall Wace, LLP Hedge fund	+249K +79.0%	563K	$5M
AQR Capital Management LLC Hedge fund	+202K New position	202K	$1.8M
Trexquant Investment LP Hedge fund	+166K New position	166K	$1.5M
Prelude Capital Management, LLC	+149K +69.7%	362K	$3.2M
HRT Financial LP	+120K New position	120K	$1.1M
Capricorn Fund Managers Ltd	+113K New position	113K	$1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+656K +422.7%	811K	$7.3M
FMR LLC Active manager	+649K +20.8%	3.8M	$33.7M
T. Rowe Price Investment Management, Inc. Active manager	+556K +19.1%	3.5M	$31.1M
Citadel Advisors LLC Hedge fund	+415K +21.6%	2.3M	$20.9M
Price T Rowe Associates Inc Active manager	+286K +1156.3%	311K	$2.8M
Marshall Wace, LLP Hedge fund	+249K +79.0%	563K	$5M
AQR Capital Management LLC Hedge fund	+202K New position	202K	$1.8M
Trexquant Investment LP Hedge fund	+166K New position	166K	$1.5M
Congress Asset Management Co Active manager	+71K +8.4%	925K	$8.3M
Quantbot Technologies LP Hedge fund	+62K New position	62K	$558,080

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Ribbit Management Company, LLC	−4.4M −44.4%	5.5M	$49M
Southpoint Capital Advisors LP Hedge fund	−1.4M Sold out	0	—
Azora Capital LP Hedge fund	−811K Sold out	0	—
Dragoneer Investment Group, LLC Hedge fund	−654K Sold out	0	—
Invenomic Capital Management LP Hedge fund	−643K Sold out	0	—
Kennedy Capital Management LLC Active manager	−593K Sold out	0	—
Wellington Management Group LLP Active manager	−554K −11.6%	4.2M	$37.7M
Goldman Sachs Group Inc	−451K −64.4%	250K	$2.2M
North Reef Capital Management LP Hedge fund	−441K −15.3%	2.4M	$21.9M
Burkehill Global Management, LP Hedge fund	−350K Sold out	0	—
Alliancebernstein L.P. Active manager	−320K −36.5%	556K	$5.1M
Peak6 LLC	−260K −53.7%	225K	$2M
Bank Of America Corp	−252K −33.9%	492K	$4.4M
Two Sigma Investments, LP Hedge fund	−216K −50.4%	212K	$1.9M
Federated Hermes, Inc. Active manager	−210K −87.5%	30K	$268,200
Board Of Trustees Of The Leland Stanford Junior University	−208K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−200K −57.1%	150K	$1.3M
Renaissance Technologies LLC Hedge fund	−175K Sold out	0	—
Jpmorgan Chase & Co	−167K −5.3%	3.0M	$27.1M
UBS Group AG	−134K −11.5%	1.0M	$9.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Southpoint Capital Advisors LP Hedge fund	−1.4M Sold out	0	—
Azora Capital LP Hedge fund	−811K Sold out	0	—
Dragoneer Investment Group, LLC Hedge fund	−654K Sold out	0	—
Invenomic Capital Management LP Hedge fund	−643K Sold out	0	—
Kennedy Capital Management LLC Active manager	−593K Sold out	0	—
Wellington Management Group LLP Active manager	−554K −11.6%	4.2M	$37.7M
North Reef Capital Management LP Hedge fund	−441K −15.3%	2.4M	$21.9M
Burkehill Global Management, LP Hedge fund	−350K Sold out	0	—
Alliancebernstein L.P. Active manager	−320K −36.5%	556K	$5.1M
Two Sigma Investments, LP Hedge fund	−216K −50.4%	212K	$1.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ieq Capital, LLC	2.8M	$24.7M
Creative Planning	544K	$4.9M
Awh Capital, L.P.	360K	$3.2M
Cerity Partners LLC	317K	$2.8M
A16Z Perennial Management, L.P.	259K	$2.3M
AQR Capital Management LLCHedge fund	202K	$1.8M
Trexquant Investment LPHedge fund	166K	$1.5M
HRT Financial LP	120K	$1.1M
Capricorn Fund Managers Ltd	113K	$1M
Mercer Global Advisors Inc	86K	$769,251

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Southpoint Capital Advisors LPHedge fund	1.4M	$12.9M
Azora Capital LPHedge fund	811K	$7.5M
Dragoneer Investment Group, LLCHedge fund	654K	$6.1M
Invenomic Capital Management LPHedge fund	643K	$6M
Kennedy Capital Management LLCActive manager	593K	$5.5M
Burkehill Global Management, LPHedge fund	350K	$3.2M
Board Of Trustees Of The Leland Stanford Junior University	208K	$1.9M
Renaissance Technologies LLCHedge fund	175K	$1.6M
LMR Partners LLPHedge fund	127K	$1.2M
Shay Capital LLC	87K	$809,125

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 139
Ten largest holders: 72.8%
Index fund managers: 14.2%
Active managers and hedge funds: 37.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	20	10	12	−3.3M	−8.3%
Index fund managers	8	1	0	0	+1.2M	+9.8%
Other institutions	71	31	48	9	−105K	−0.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Wealthfront.

Only managers that filed a holdings report for both quarters are compared (157 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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