WLTH Institutional Ownership
Top institutional (13F) holders of WLTH and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
34
Institutional value
$436.72M
Top holder
TIGER GLOBAL MANAGEMENT LLC
Top holders
| Holder | Filed | Value |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $135.50M |
| BlackRock, Inc.holding company | Aug 7, 2026 | $74.77M |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | Aug 14, 2026 | $37.67M |
| FMR LLCinvestment advisor | Aug 13, 2026 | $33.68M |
| JPMORGAN CHASE & COinvestment advisor | Aug 12, 2026 | $27.10M |
| CITADEL ADVISORS LLCinvestment advisor | Aug 14, 2026 | $22.21M |
| Vanguard Capital Managementhedge fund | Aug 13, 2026 | $14.33M |
| STATE STREET CORPinvestment advisor | Aug 7, 2026 | $12.01M |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $9.22M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Aug 12, 2026 | $9.19M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $7.25M |
| Norges Bankother | Aug 12, 2026 | $7.15M |
| Point72 Asset Management, L.P.investment advisor | Feb 17, 2026 | $7.12M |
| AllianceBernstein L.P.hedge fund | Aug 14, 2026 | $5.15M |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $4.39M |
| Vanguard Portfolio Managementhedge fund | Aug 13, 2026 | $2.85M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $2.80M |
| PRICE T ROWE ASSOCIATES INC /MD/investment advisor | Aug 14, 2026 | $2.78M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $2.75M |
| D. E. Shaw & Co., Inc.investment advisor | Feb 17, 2026 | $2.72M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $2.70M |
| SOROS FUND MANAGEMENT LLCinvestment advisor | Feb 13, 2026 | $2.49M |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $2.24M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | Aug 14, 2026 | $2.20M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | Aug 14, 2026 | $1.90M |
Never miss a WLTH filing.
Get an email when WLTH files its next 8-K, Form 4, 10-K or 10-Q with the SEC. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Schedule 13D / 13G and 13F filings.