Who owns WLTH
Which tracked institutional funds hold WLTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLTH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened WLTH while 51 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WLTH’s largest tracked holder by dollar value, TIGER GLOBAL MANAGEMENT LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WLTH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 99 tracked filers holding WLTH, 79 increased or opened the position and 51 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WLTH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD CAPITAL MANAGEMENT LLC$15M
- Southpoint Capital Advisors LP$13M
- CONGRESS ASSET MANAGEMENT CO$8M
- Quinn Opportunity Partners LLC$7M
- Pillsbury Lake Capital LLC$6M
- Invenomic Capital Management LP$6M
Full exits 31
- Whale Rock Capital Management LLC$22M
- Granahan Investment Management, LLC$19M
- JANUS HENDERSON GROUP PLC$14M
- NORGES BANK$14M
- Alyeska Investment Group, L.P.$12M
- JANE STREET GROUP, LLC$11M
Largest adds
- T. Rowe Price Investment Management, Inc.$19M
- North Reef Capital Management LP$10M
- UBS Group AG$9M
- GEODE CAPITAL MANAGEMENT, LLC$7M
- BANK OF AMERICA CORP /DE/$6M
- CITADEL ADVISORS LLC$6M
Largest trims
- TIGER GLOBAL MANAGEMENT LLC$66M
- DAG VENTURES, LLC$60M
- Ribbit Management Company, LLC$43M
- Index Venture Associates VI Ltd$41M
- FMR LLC$30M
- Invesco Ltd.$13M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | $140M | 13.3% | 2026-Q1 |
| DAG VENTURES, LLC | 13,813,474 | $128M | 12.1% | 2026-Q1 |
| Ribbit Management Company, LLC | 9,848,159 | $91M | 8.6% | 2026-Q1 |
| Index Venture Associates VI Ltd | 9,460,434 | $88M | 8.3% | 2026-Q1 |
| BlackRock, Inc. added | 8,108,540 | $75M | 7.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,767,041 | $44M | 4.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,161,452 | $29M | 2.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,917,592 | $27M | 2.6% | 2026-Q1 |
| North Reef Capital Management LP added | 2,885,257 | $27M | 2.5% | 2026-Q1 |
| FMR LLC trimmed | 2,742,551 | $25M | 2.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,921,790 | $18M | 1.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,650,461 | $15M | 1.4% | 2026-Q1 |
| Southpoint Capital Advisors LP new | 1,400,000 | $13M | 1.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 875,847 | $12M | 1.1% | 2026-Q1 |
| UBS Group AG added | 1,165,203 | $11M | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 982,241 | $9M | 0.9% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO new | 853,747 | $8M | 0.7% | 2026-Q1 |
| Azora Capital LP added | 811,056 | $8M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 743,163 | $7M | 0.7% | 2026-Q1 |
| Quinn Opportunity Partners LLC new | 729,627 | $7M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 701,564 | $6M | 0.6% | 2026-Q1 |
| Pillsbury Lake Capital LLC new | 658,813 | $6M | 0.6% | 2026-Q1 |
| Dragoneer Investment Group, LLC | 654,338 | $6M | 0.6% | 2026-Q1 |
| Invenomic Capital Management LP new | 643,328 | $6M | 0.6% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 593,275 | $5M | 0.5% | 2026-Q1 |
| STATE STREET CORP new | 578,094 | $5M | 0.5% | 2026-Q1 |
| Whetstone Capital Advisors, LLC new | 546,407 | $5M | 0.5% | 2026-Q1 |
| PEAK6 LLC added | 485,494 | $4M | 0.4% | 2026-Q1 |
| PB INVESTMENT PARTNERS, L.P. new | 445,701 | $4M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 427,721 | $4M | 0.4% | 2026-Q1 |
| Woodline Partners LP added | 424,900 | $4M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 368,011 | $3M | 0.3% | 2026-Q1 |
| Ghisallo Capital Management LLC | 350,000 | $3M | 0.3% | 2026-Q1 |
| Burkehill Global Management, LP | 350,000 | $3M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 322,561 | $3M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 314,762 | $3M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 297,601 | $3M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP new | 256,616 | $2M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 248,806 | $2M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 240,000 | $2M | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 233,759 | $2M | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 213,226 | $2M | 0.2% | 2026-Q1 |
| Board of Trustees of The Leland Stanford Junior University new | 208,471 | $2M | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 205,795 | $2M | 0.2% | 2026-Q1 |
| Stoic Point Capital Management LLC new | 181,555 | $2M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC new | 175,370 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 165,241 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 155,241 | $1M | 0.1% | 2026-Q1 |
| LMR Partners LLP | 126,930 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 124,788 | $1M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 110,701 | $1M | 0.1% | 2026-Q1 |
| CDC Financial, Inc. new | 99,523 | $921K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 98,009 | $907K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 96,650 | $894K | 0.1% | 2026-Q1 |
| Shay Capital LLC trimmed | 87,473 | $809K | 0.1% | 2026-Q1 |
| Atom Investors LP new | 84,546 | $782K | 0.1% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC trimmed | 75,000 | $694K | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 74,461 | $689K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 68,115 | $630K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp new | 63,492 | $587K | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 57,262 | $530K | 0.1% | 2026-Q1 |
| Covalis Capital LLP trimmed | 50,000 | $462K | 0.0% | 2026-Q1 |
| Walleye Capital LLC | 40,000 | $370K | 0.0% | 2026-Q1 |
| BANK OF NOVA SCOTIA new | 36,100 | $334K | 0.0% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 33,478 | $310K | 0.0% | 2026-Q1 |
| Whale Rock Capital Management LLC new | 1,600,000 | $22M | 2.1% | 2025-Q4 stale |
| Granahan Investment Management, LLC new | 1,386,092 | $19M | 1.8% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC new | 1,015,000 | $14M | 1.3% | 2025-Q4 stale |
| NORGES BANK new | 1,000,000 | $14M | 1.3% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. new | 900,000 | $12M | 1.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 808,971 | $11M | 1.0% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 625,000 | $8M | 0.8% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 524,165 | $7M | 0.7% | 2025-Q4 stale |
| Balyasny Asset Management L.P. new | 516,527 | $7M | 0.7% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP new | 400,000 | $5M | 0.5% | 2025-Q4 stale |
| Karl Kapital LLC new | 382,414 | $5M | 0.5% | 2025-Q4 stale |
| JENNISON ASSOCIATES LLC new | 323,476 | $4M | 0.4% | 2025-Q4 stale |
| FJ Capital Management LLC new | 314,187 | $4M | 0.4% | 2025-Q4 stale |
| Monashee Investment Management LLC new | 300,000 | $4M | 0.4% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 250,136 | $3M | 0.3% | 2025-Q4 stale |
| VANGUARD GROUP INC new | 215,000 | $3M | 0.3% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 200,000 | $3M | 0.3% | 2025-Q4 stale |
| SOROS FUND MANAGEMENT LLC new | 182,960 | $2M | 0.2% | 2025-Q4 stale |
| Longaeva Partners L.P. new | 175,000 | $2M | 0.2% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 170,000 | $2M | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC new | 152,560 | $2M | 0.2% | 2025-Q4 stale |
| LuminArx Capital Management LP new | 116,002 | $2M | 0.1% | 2025-Q4 stale |
| ELEMENT CAPITAL MANAGEMENT LLC new | 94,034 | $1M | 0.1% | 2025-Q4 stale |
| Weiss Asset Management LP new | 75,000 | $1M | 0.1% | 2025-Q4 stale |
| Diametric Capital, LP new | 75,000 | $1M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 71,469 | $971K | 0.1% | 2025-Q4 stale |
| Zimmer Partners, LP new | 70,000 | $951K | 0.1% | 2025-Q4 stale |
| Holocene Advisors, LP new | 66,056 | $898K | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 60,000 | $815K | 0.1% | 2025-Q4 stale |
| Davidson Kempner Capital Management LP new | 50,000 | $680K | 0.1% | 2025-Q4 stale |
| TD Asset Management Inc new | 36,814 | $500K | 0.0% | 2025-Q4 stale |
| Freestone Grove Partners LP new | 36,000 | $489K | 0.0% | 2025-Q4 stale |
| Qube Research & Technologies Ltd new | 26,944 | $366K | 0.0% | 2025-Q4 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 25,623 | $348K | 0.0% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL new | 25,363 | $345K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.