WLTH (Wealthfront) Institutional Ownership: 64.72% (As of Jul. 14, 2026)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WLTH Wealthfront Corp WLTH
21 GF Score
Price $9.09
! 3 Warning Signs
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What is Wealthfront Institutional Ownership?

Wealthfront WLTH -0.27% 21 Institutional Ownership is 64.72% as of Jul. 14, 2026. GuruFocus rates WLTH with a GF Score™ of 21/100. The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Wealthfront's institutional ownership is 64.72%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Wealthfront's Insider Ownership is 2.82%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Wealthfront's Float Percentage Of Total Shares Outstanding is 66.86%.

Wealthfront Institutional Ownership Historical Data

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The historical data trend for Wealthfront's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wealthfront Institutional Ownership Chart

Wealthfront Historical Data

The historical data trend for Wealthfront can be seen below:

2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 14.73 14.38 15.34 20.44 19.70 19.54 20.18
WLTH
21GF Score
Wealthfront Corp WLTH
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Wealthfront Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 64.72% mean?
Wealthfront (WLTH) has a Institutional Ownership of 64.72% as of Jul. 14, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Wealthfront and its competitors.
Is Wealthfront's Institutional Ownership too high?
Wealthfront's current Institutional Ownership is 64.72%. Overall, Wealthfront has a GF Score™ of 21/100, reflecting its overall financial health beyond just this single metric.
How does Wealthfront's Institutional Ownership compare to APPS and BLKB?
Wealthfront's Institutional Ownership of 64.72% can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Software company?
A good Institutional Ownership depends on the Software industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Wealthfront and its competitors. Wealthfront's current Institutional Ownership is 64.72%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealthfront stock overvalued right now?
Wealthfront (WLTH) has a current Institutional Ownership of 64.72%. The current Institutional Ownership is 64.72%. Wealthfront's overall GF Score™ is 21/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Wealthfront (WLTH), the current Institutional Ownership is 64.72% as of Jul. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Wealthfront Business Description

Other Exchanges J0B:Germany
Address 261 Hamilton Avenue, Palo Alto, CA, USA, 94301
Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program.
21GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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