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-Q2 13F filings (latest filed 2026-09-22). 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
32 tracked funds added or opened WLTH while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 135 tracked filers holding WLTH, 96 increased or opened the position and 54 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 16
- IEQ CAPITAL, LLC$25M
- NORGES BANK$7M
- Creative Planning$5M
- AWH Capital, L.P.$3M
- Weiss Asset Management LP$3M
- Cerity Partners LLC$3M
Full exits 14
- T. Rowe Price Investment Management, Inc.$27M
- Southpoint Capital Advisors LP$13M
- Azora Capital LP$8M
- Dragoneer Investment Group, LLC$6M
- Invenomic Capital Management LP$6M
- KENNEDY CAPITAL MANAGEMENT LLC$5M
Largest adds
- FMR LLC$8M
- STATE STREET CORP$7M
- MILLENNIUM MANAGEMENT LLC$6M
- CITADEL ADVISORS LLC$3M
- Pillsbury Lake Capital LLC$3M
- PRICE T ROWE ASSOCIATES INC /MD/$3M
Largest trims
- Ribbit Management Company, LLC$42M
- ALLIANCEBERNSTEIN L.P.$7M
- WELLINGTON MANAGEMENT GROUP LLP$6M
- North Reef Capital Management LP$5M
- TIGER GLOBAL MANAGEMENT LLC$5M
- DAG VENTURES, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | $136M | 16.5% | 2026-Q2 |
| DAG VENTURES, LLC trimmed | 13,813,473 | $123M | 15.1% | 2026-Q2 |
| Index Venture Associates VI Ltd | 9,460,434 | $85M | 10.3% | 2026-Q2 |
| BlackRock, Inc. added | 8,363,073 | $75M | 9.1% | 2026-Q2 |
| Ribbit Management Company, LLC trimmed | 5,479,267 | $49M | 6.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,213,246 | $38M | 4.6% | 2026-Q2 |
| FMR LLC added | 3,767,445 | $34M | 4.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,994,533 | $27M | 3.3% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 2,763,569 | $25M | 3.0% | 2026-Q2 |
| North Reef Capital Management LP trimmed | 2,444,253 | $22M | 2.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,336,419 | $21M | 2.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,603,350 | $14M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 1,343,427 | $12M | 1.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,030,869 | $9M | 1.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,027,877 | $9M | 1.1% | 2026-Q2 |
| Pillsbury Lake Capital LLC added | 1,025,030 | $9M | 1.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 925,205 | $8M | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 811,474 | $7M | 0.9% | 2026-Q2 |
| NORGES BANK trimmed | 799,734 | $7M | 0.9% | 2026-Q2 |
| PB INVESTMENT PARTNERS, L.P. added | 729,453 | $7M | 0.8% | 2026-Q2 |
| Quinn Opportunity Partners LLC trimmed | 667,627 | $6M | 0.7% | 2026-Q2 |
| Whetstone Capital Advisors, LLC added | 604,160 | $5M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 563,320 | $5M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 556,247 | $5M | 0.6% | 2026-Q2 |
| Creative Planning new | 544,422 | $5M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 491,590 | $4M | 0.5% | 2026-Q2 |
| Woodline Partners LP | 424,900 | $4M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 398,841 | $4M | 0.4% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 361,843 | $3M | 0.4% | 2026-Q2 |
| AWH Capital, L.P. new | 360,000 | $3M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP added | 348,116 | $3M | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 318,475 | $3M | 0.3% | 2026-Q2 |
| Cerity Partners LLC new | 317,227 | $3M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 312,853 | $3M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 310,573 | $3M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 308,164 | $3M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 302,137 | $3M | 0.3% | 2026-Q2 |
| a16z Perennial Management, L.P. new | 258,624 | $2M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 254,816 | $2M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 250,107 | $2M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 245,042 | $2M | 0.3% | 2026-Q2 |
| PEAK6 LLC trimmed | 225,000 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 212,137 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 202,001 | $2M | 0.2% | 2026-Q2 |
| Trexquant Investment LP new | 166,356 | $1M | 0.2% | 2026-Q2 |
| Stoic Point Capital Management LLC trimmed | 162,394 | $1M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 150,000 | $1M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 135,546 | $1M | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 112,800 | $1M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 100,603 | $899K | 0.1% | 2026-Q2 |
| Atom Investors LP added | 97,238 | $869K | 0.1% | 2026-Q2 |
| CDC Financial, Inc. trimmed | 95,523 | $854K | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 86,632 | $774K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 86,046 | $769K | 0.1% | 2026-Q2 |
| Swiss National Bank new | 82,800 | $740K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 82,408 | $737K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 79,624 | $712K | 0.1% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 73,072 | $653K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 68,212 | $610K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP new | 62,425 | $558K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 60,442 | $540K | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 57,743 | $516K | 0.1% | 2026-Q2 |
| Veradace Capital Management LLC new | 51,958 | $465K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 47,559 | $425K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 46,050 | $412K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 43,492 | $389K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 43,430 | $388K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) new | 42,754 | $382K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 41,411 | $370K | 0.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 40,602 | $363K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 37,198 | $327K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 36,381 | $325K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 36,329 | $325K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC new | 34,568 | $309K | 0.0% | 2026-Q2 |
| Entropy Technologies, LP new | 33,872 | $303K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 30,000 | $268K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 29,418 | $263K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,414 | $263K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 28,439 | $254K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 28,268 | $253K | 0.0% | 2026-Q2 |
| SummitTX Capital, L.P. added | 28,067 | $251K | 0.0% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 24,822 | $222K | 0.0% | 2026-Q2 |
| AlpInvest Partners B.V. new | 24,251 | $217K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 22,200 | $199K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 20,496 | $183K | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 20,452 | $183K | 0.0% | 2026-Q2 |
| MYDA Advisors LLC new | 20,000 | $179K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 19,782 | $177K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 18,956 | $169K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 18,101 | $162K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 16,803 | $150K | 0.0% | 2026-Q2 |
| Caprock Group, LLC new | 16,700 | $149K | 0.0% | 2026-Q2 |
| TWINBEECH CAPITAL LP new | 16,164 | $145K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 13,412 | $120K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 13,304 | $119K | 0.0% | 2026-Q2 |
| ICONIQ Capital, LLC new | 12,469 | $111K | 0.0% | 2026-Q2 |
| National Philanthropic Trust new | 12,469 | $111K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 12,425 | $111K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. new | 12,207 | $109K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 11,807 | $106K | 0.0% | 2026-Q2 |
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.