WLTH Institutional Ownership
Top institutional (13F) holders of WLTH and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
32
Institutional value
$426.02M
Top holder
TIGER GLOBAL MANAGEMENT LLC
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Top holders
| Holder | Filed | Value |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $135.5M |
| 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 | $27.1M |
| CITADEL ADVISORS LLCinvestment advisor | Sep 1, 2026 | $22.21M |
| Vanguard Capital Managementinvestment advisor | Aug 13, 2026 | $14.33M |
| STATE STREET CORPORATIONinvestment advisor | Sep 22, 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 |
| AllianceBernstein L.P.investment advisor | Aug 14, 2026 | $5.15M |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $4.39M |
| Vanguard Portfolio Managementinvestment advisor | Aug 13, 2026 | $2.85M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $2.8M |
| T. Rowe Price Associates, Inc.investment advisor | Aug 14, 2026 | $2.78M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $2.75M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $2.7M |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $2.24M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | Aug 14, 2026 | $2.2M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | Aug 14, 2026 | $1.9M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $1.81M |
| RENAISSANCE TECHNOLOGIES LLCinvestment advisor | May 14, 2026 | $1.62M |
| Swiss National Bankinvestment advisor | Aug 11, 2026 | $740.2K |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.