Empfehlung
14,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
64.1
47 neu, 0 erhöht, 322,9M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | WEALTHFRONT CORP |
|---|---|
| Ticker | WLTH |
| CIK | 0001524566 |
Branche
| SIC-Code | 6199 |
|---|---|
| Beschreibung | Finance Services |
Wertpapier
| CUSIP | 947002101 |
|---|---|
| ISIN | US9470021018 |
| Typ | Common Stock |
| Titel | WEALTHFRONT CORP |
Status
| Zuletzt geprüft | 2026-03-20 21:32:40.477082 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5,363,334 | 0 | 5,363,334 | 72,887,710 | Neu | +100,0% | |
| FMR LLC | 4,039,317 | 0 | 4,039,317 | 54,894,318 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 3,986,938 | 0 | 3,986,938 | 54,182,488 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 2,040,138 | 0 | 2,040,138 | 27,725,475 | Neu | +100,0% | |
| Invesco Ltd. | 1,000,000 | 0 | 1,000,000 | 13,590,000 | Neu | +100,0% | |
| NORGES BANK | 1,000,000 | 0 | 1,000,000 | 13,590,000 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 808,971 | 0 | 808,971 | 10,993,916 | Neu | +100,0% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 625,000 | 0 | 625,000 | 8,493,750 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 598,915 | 0 | 598,915 | 8,139,255 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 538,847 | 0 | 538,847 | 7,322,931 | Neu | +100,0% | |
| ExodusPoint Capital Management, LP | 400,000 | 0 | 400,000 | 5,436,000 | Neu | +100,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 383,204 | 0 | 383,204 | 5,207,742 | Neu | +100,0% | |
| JENNISON ASSOCIATES LLC | 323,476 | 0 | 323,476 | 4,396,039 | Neu | +100,0% | |
| Shay Capital LLC | 316,965 | 0 | 316,965 | 4,307,554 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 270,910 | 0 | 270,910 | 3,681,668 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 264,879 | 0 | 264,879 | 3,599,706 | Neu | +100,0% | |
| VANGUARD GROUP INC | 215,000 | 0 | 215,000 | 2,921,850 | Neu | +100,0% | |
| PEAK6 LLC | 208,752 | 0 | 208,752 | 2,836,939 | Neu | +100,0% | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 170,000 | 0 | 170,000 | 2,310,300 | Neu | +100,0% | |
| UBS Group AG | 165,044 | 0 | 165,044 | 2,242,948 | Neu | +100,0% | |
| Squarepoint Ops LLC | 152,560 | 0 | 152,560 | 2,073,290 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 128,713 | 0 | 128,713 | 1,749,209 | Neu | +100,0% | |
| LMR Partners LLP | 126,930 | 0 | 126,930 | 1,724,979 | Neu | +100,0% | |
| ELEMENT CAPITAL MANAGEMENT LLC | 94,034 | 0 | 94,034 | 1,277,922 | Neu | +100,0% | |
| Diametric Capital, LP | 75,000 | 0 | 75,000 | 1,019,250 | Neu | +100,0% | |
| Weiss Asset Management LP | 75,000 | 0 | 75,000 | 1,019,250 | Neu | +100,0% | |
| Zimmer Partners, LP | 70,000 | 0 | 70,000 | 951,300 | Neu | +100,0% | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 50,000 | 0 | 50,000 | 679,500 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 47,608 | 0 | 47,608 | 646,993 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 41,154 | 0 | 41,154 | 559,283 | Neu | +100,0% | |
| Walleye Capital LLC | 40,000 | 0 | 40,000 | 543,600 | Neu | +100,0% | |
| XTX Topco Ltd | 35,710 | 0 | 35,710 | 485,299 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 26,944 | 0 | 26,944 | 366,169 | Neu | +100,0% | |
| Legal & General Group Plc | 20,000 | 0 | 20,000 | 272,301 | Neu | +100,0% | |
| Hudson Bay Capital Management LP | 18,050 | 0 | 18,050 | 245,300 | Neu | +100,0% | |
| Symmetry Investments LP | 14,000 | 0 | 14,000 | 190,260 | Neu | +100,0% | |
| BARCLAYS PLC | 10,036 | 0 | 10,036 | 136,389 | Neu | +100,0% | |
| MORGAN STANLEY | 7,284 | 0 | 7,284 | 98,990 | Neu | +100,0% | |
| Sandia Investment Management LP | 3,269 | 0 | 3,269 | 44,426 | Neu | +100,0% | |
| T. Rowe Price Investment Management, Inc. | 2,291,079 | 0 | 2,291,079 | 31,136 | Neu | +100,0% | |
| Aster Capital Management (DIFC) Ltd | 1,491 | 0 | 1,491 | 20,263 | Neu | +100,0% | |
| Allworth Financial LP | 500 | 0 | 500 | 6,795 | Neu | +100,0% | |
| Tower Research Capital LLC (TRC) | 306 | 0 | 306 | 4,159 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 200 | 0 | 200 | 2,718 | Neu | +100,0% | |
| HRT FINANCIAL LP | 71,469 | 0 | 71,469 | 971 | Neu | +100,0% | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 33,360 | 0 | 33,360 | 453 | Neu | +100,0% | |
| SBI Securities Co., Ltd. | 6 | 0 | 6 | 82 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -320,9% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -320,9% | |
| 2025-12-11 | Bisharat Jaleh | Director | Open Market Sale | -10,000 | 14.00 | -140,000.00 | -4,2% | |
| 2025-12-11 | Lin Lauren | Officer, CLO, CCO and Secretary | Open Market Sale | -30,229 | 14.00 | -423,206.00 | -12,7% | |
| 2025-12-11 | IYER KAL | Officer, VP, Engineering | Open Market Sale | -167,722 | 14.00 | -2,348,108.00 | -70,3% | |
| 2025-12-11 | IYER KAL | Officer, VP, Engineering | Open Market Sale | -167,722 | 14.00 | -2,348,108.00 | -70,3% | |
| 2025-12-11 | Imberman Alan | Officer, CFO and Treasurer | Open Market Sale | -100,000 | 14.00 | -1,400,000.00 | -41,9% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -5,373 | 14.00 | -75,222.00 | -2,3% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -38,071 | 14.00 | -532,994.00 | -16,0% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -38,071 | 14.00 | -532,994.00 | -16,0% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -5,373 | 14.00 | -75,222.00 | -2,3% | |
| 2025-12-11 | Wetterwald Julien | Officer, Chief Technology Officer | Open Market Sale | -120,000 | 14.00 | -1,680,000.00 | -50,3% | |
| 2025-12-11 | Wetterwald Julien | Officer, Chief Technology Officer | Open Market Sale | -120,000 | 14.00 | -1,680,000.00 | -50,3% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -95,416 | 14.00 | -1,335,824.00 | -40,0% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -320,9% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -320,9% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -95,416 | 14.00 | -1,335,824.00 | -40,0% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-26 | 17.800 | 8,44 | 150.232 |
| 2026-02-24 | 27.400 | 7,85 | 215.090 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 5,363,334 | 72,887,710 | 22.34 |
| FMR LLC | 4,039,317 | 54,894,318 | 16.82 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,986,938 | 54,182,488 | 16.60 |
| JPMORGAN CHASE & CO | 2,040,138 | 27,725,475 | 8.50 |
| Invesco Ltd. | 1,000,000 | 13,590,000 | 4.16 |
| NORGES BANK | 1,000,000 | 13,590,000 | 4.16 |
| JANE STREET GROUP, LLC | 808,971 | 10,993,916 | 3.37 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 625,000 | 8,493,750 | 2.60 |
| GOLDMAN SACHS GROUP INC | 598,915 | 8,139,255 | 2.49 |
| ALLIANCEBERNSTEIN L.P. | 538,847 | 7,322,931 | 2.24 |
| ExodusPoint Capital Management, LP | 400,000 | 5,436,000 | 1.67 |
| KENNEDY CAPITAL MANAGEMENT LLC | 383,204 | 5,207,742 | 1.60 |
| JENNISON ASSOCIATES LLC | 323,476 | 4,396,039 | 1.35 |
| Shay Capital LLC | 316,965 | 4,307,554 | 1.32 |
| MARSHALL WACE, LLP | 270,910 | 3,681,668 | 1.13 |
| MILLENNIUM MANAGEMENT LLC | 264,879 | 3,599,706 | 1.10 |
| Schonfeld Strategic Advisors LLC | 250,136 | 3,399,347 | 1.04 |
| VANGUARD GROUP INC | 215,000 | 2,921,850 | 0.90 |
| PEAK6 LLC | 208,752 | 2,836,939 | 0.87 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 170,000 | 2,310,300 | 0.71 |