Who owns WLTH
99 institutions reported holding WLTH for 2026Q1, together 55% of the company, more than the 91 a quarter earlier.
99
Institutions reporting a position · as of 2026Q1 · up from 91 the quarter before
- Shares held by institutions
- 96.5M
Shares held by institutions · 55% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $896M
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 32%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 2
- New positions
- 45
- Positions exited
- 40
- Added to
- 30
- Reduced
- 10
- Top 10 holdersof the company
- 42%
| Holder | Shares | % of company | Value |
|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15.2M | 8.6% | $140M |
| DAG VENTURES, LLC | 13.8M | 7.9% | $128M |
| Ribbit Management Company, LLC | 9.8M | 5.6% | $91M |
| Index Venture Associates VI Ltd | 9.5M | 5.4% | $88M |
| BlackRock Inc. | 8.1M | 4.6% | $75M |
| WELLINGTON MANAGEMENT GROUP LLP | 4.8M | 2.7% | $44M |
| JPMORGAN CHASE & CO | 3.2M | 1.8% | $29M |
| FMR LLC | 3.1M | 1.8% | $29M |
| T. Rowe Price Investment Management, Inc. | 2.9M | 1.7% | $27M |
| North Reef Capital Management LP | 2.9M | 1.6% | $27M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
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