WLTHWealthfront Corporation Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 23699
Ticker: WLTH
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2025-12-12
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: WLTH

Detail

Enriched 2026-08-14 20:47

Market cap: $1,399,514,593.92
Shares outstanding (class): 149,361,216
Shares outstanding (weighted): 149,361,216
SIC: 6199 FINANCE SERVICES
Employees: 391
Location: PALO ALTO, CA
Homepage: https://www.wealthfront.com
Description: Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program.

Market cap and share counts drift.

Funds holding this security

73 funds · 76 positions · $75.23M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
JPMorgan Small Cap Equity Fund JPMorgan Trust I	—	$16.38M	0.57%	1,770,713 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$11.17M	0.00%	1,207,450 NS	FIGI
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC.	—	$8.13M	0.09%	879,306 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$7.51M	0.01%	812,165 NS	FIGI
JNL Multi-Manager Small Cap Value Fund JNL Series Trust	—	$5.03M	0.30%	544,147 NS	FIGI
BlackRock Strategic Income Opportunities Portfo… BlackRock Funds V	—	$3.95M	0.01%	427,341 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$3.76M	0.00%	406,421 NS	FIGI
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds	—	$1.81M	0.05%	195,706 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$1.81M	0.01%	195,540 NS	FIGI
JPMorgan SMID Cap Equity Fund JPMorgan Trust II	—	$1.62M	0.57%	175,393 NS	FIGI
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC	—	$1.41M	0.19%	152,800 NS	FIGI
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC	—	$1.02M	0.19%	110,043 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$887.2K	0.01%	95,909 NS	FIGI
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust	GABF	$875.1K	1.76%	94,601 NS	FIGI
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust	—	$872.2K	0.32%	94,294 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERWLTH
FIGI_COMPOSITEBBG002WK8MH0
FIGI_SHARE_CLASSBBG002WK8MJ8
CIK0001524566
ISINUS9470021018
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Financial Technology
Source: LLMunreviewed
Self-reported confidence: 0.9
Model: deepseek
Rationale: Wealthfront is a fintech company offering automated investment and banking services, fitting the financial technology industry.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.