87 tracked 13F filers disclose a position in WLTH as of the latest SEC 13F filings, a combined $683.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TIGER GLOBAL MANAGEMENT LLC | $140.2M | 15.2M | —Held | Q1 2026 | |
| 2 | Ribbit Management Company, LLC | $91.1M | 9.8M | —Held | Q1 2026 | |
| 3 | Index Venture Associates VI Ltd | $87.5M | 9.5M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | $75.0M | 8.1M | ▲+51% Added · +2.7M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $28.6M | 3.2M | ▲+55% Added · +1.1M sh | Q1 2026 | |
| 6 | FMR LLC | $28.9M | 3.1M | ▼−23% Reduced · −920K sh | Q1 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 2.9M | ▲+27% Added · +627K sh | Q1 2026 | |
| 8 | North Reef Capital Management LP | $26.7M | 2.9M | ▲+135% Added · +1.7M sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $17.8M | 1.9M | ▲+120% Added · +1.0M sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $15.3M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 11 | Southpoint Capital Advisors LP | $12.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 12 | UBS Group AG | $10.8M | 1.2M | ▲+606% Added · +1.0M sh | Q1 2026 | |
| 13 | NORGES BANK | $13.6M | 1.0M | ▲New +1.0M sh | Q4 2025 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $9.1M | 982K | ▲+663% Added · +854K sh | Q1 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $11.9M | 876K | ▲+63% Added · +337K sh | Q1 2026 | |
| 16 | CONGRESS ASSET MANAGEMENT CO | $7.9M | 854K | ▲New +854K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $6.9M | 743K | ▲16× Added · +696K sh | Q1 2026 | |
| 18 | Quinn Opportunity Partners LLC | $6.7M | 730K | ▲New +730K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $6.5M | 702K | ▲+17% Added · +103K sh | Q1 2026 | |
| 20 | Dragoneer Investment Group, LLC | $6.1M | 654K | —Held | Q1 2026 | |
| 21 | Invenomic Capital Management LP | $6.0M | 643K | ▲New +643K sh | Q1 2026 | |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | $5.5M | 593K | ▲+55% Added · +210K sh | Q1 2026 | |
| 23 | STATE STREET CORP | $5.3M | 578K | ▲New +578K sh | Q1 2026 | |
| 24 | Whetstone Capital Advisors, LLC | $5.1M | 546K | ▲New +546K sh | Q1 2026 | |
| 25 | PEAK6 LLC | $4.5M | 485K | ▲+133% Added · +277K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 21 funds opened a new position in WLTH and 14 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $8.8B |
| NVIDIA CORPNVDA | 29 funds | $21.2B |
| BROADCOM INCAVGO | 29 funds | $6.8B |
| AMAZON.COM INCAMZN | 28 funds | $15.3B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $7.2B |
| NETFLIX INCNFLX | 28 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 27 funds | $9.3B |
| ADVANCED MICRO DEVICESAMD | 27 funds | $1.9B |
| CAPITAL ONE FINANCIAL CORPCOF | 27 funds | $1.1B |
| APPLE INCAAPL | 26 funds | $10.3B |
| ELI LILLY & COLLY | 26 funds | $2.2B |
| UNITEDHEALTH GROUP INCUNH | 26 funds | $2.0B |
Ranked by how many of WLTH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Wetterwald Julien | Chief Technology Officer | Sell (S) | 15K | $143K |
| Jul 7, 2026 | Bisharat Jaleh | Director | Sell (S) | 9K | $81K |
| Jul 6, 2026 | Bisharat Jaleh | Director | Sell (S) | 9K | $80K |
| Jun 17, 2026 | Wetterwald Julien | Chief Technology Officer | Sell (S) | 40K | $337K |
| Jun 17, 2026 | Lin Lauren | CLO, CCO and Secretary | Sell (S) | 5K | $41K |
| Jun 17, 2026 | IYER KAL | VP, Engineering | Sell (S) | 28K | $241K |
| Jun 15, 2026 | IYER KAL | VP, Engineering | Sell (S) | 46K | $408K |
| Jun 15, 2026 | WILSON L MICHELLE | Director | Sell (S) | 638 | $6K |
| Dec 15, 2025 | Tiger Global PIP Management X, Ltd. | 10% Owner | Sell (S) | 7.0M | $98.1M |
| Dec 11, 2025 | Fortunato David | CEO and President, Director | Sell (S) | 765K | $10.7M |
| Dec 11, 2025 | GOLDMAN KENNETH A | Director | Sell (S) | 38K | $533K |
| Dec 11, 2025 | GOLDMAN KENNETH A | Director | Sell (S) | 5K | $75K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WLTH/capital-change-brief"
Use Arkolith's capital_change_brief for WLTH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WLTH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.