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WLTH · NASDAQ

$10.68+$0.30 (+2.89%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $10.38

Who owns WLTH

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 52.0% of WLTH’s shares.

Rachleff (Andrew S)11.6%
Tiger Global Management, L.L.C.10.1%
DAG Ventures9.2%
Index Ventures SA6.3%
Next 6 largest institutions14.7%
All other shareholders48.0%

Top institutional holders of WLTH
Holder	Shares	% of shares	Change, last filing	Filed
Rachleff (Andrew S)	17.26M	11.56%	+0	Apr 27, 2026
Tiger Global Management, L.L.C.	15.16M	10.15%	+0	Jun 30, 2026
DAG Ventures	13.81M	9.25%	−1	Jun 30, 2026
Index Ventures SA	9.46M	6.33%	+0	Jun 30, 2026
Ribbit Management Company, LLC	5.48M	3.67%	−4.37M	Jun 30, 2026
Wellington Management Company, LLP	4.21M	2.82%	−553.79K	Jun 30, 2026
T. Rowe Price Investment Management, Inc.	3.47M	2.33%	+556.41K	Jun 30, 2026
BlackRock Institutional Trust Company, N.A.	3.14M	2.10%	+1.03M	Jun 30, 2026
BlackRock Investment Management (UK) Ltd.	2.84M	1.90%	−1.73M	Jun 30, 2026
IEQ Capital LLC	2.76M	1.85%	+2.76M	Jun 30, 2026

Largest mutual fund holders

Top mutual fund holders of WLTH
Holder	Shares	% of shares	Change, last filing	Filed
BGF World Financials Fund	3.96M	2.65%	+0	Apr 30, 2026
Fidelity Small Cap Growth Fund	1.43M	0.96%	+0	Jun 30, 2026
JPMorgan Small Cap Equity Fund	1.42M	0.95%	−237.96K	Jul 31, 2026
T. Rowe Price Small Cap Value Fund	1.17M	0.79%	+293.96K	Jun 30, 2026
Vanguard Total Stock Market Index Fund	1.16M	0.77%	+0	Jul 31, 2026

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $6.58M (27 trades) of WLTH on the open market, with no buys.

Latest WLTH insider transactions
Insider	Date	Type	Shares	Price	Value
Lin Lauren	Sep 17, 2026	Sale	4.57K	$10.10	$46.21K
Imberman Alan	Sep 17, 2026	Sale	76.54K	$10.10	$773.31K
Fortunato David	Sep 17, 2026	Sale	50.00K	$10.14	$507.19K
Fortunato David	Sep 17, 2026	Sale	50.00K	$10.14	$507.19K
Wetterwald Julien	Sep 17, 2026	Sale	26.14K	$10.10	$264.10K
IYER KAL	Sep 17, 2026	Sale	26.74K	$10.11	$270.20K
Lin Lauren	Sep 16, 2026	Sale	5.00K	$10.19	$50.90K
Imberman Alan	Sep 16, 2026	Sale	6.29K	$10.19	$64.12K
Fortunato David	Sep 16, 2026	Sale	28.91K	$10.19	$294.66K
Wetterwald Julien	Sep 16, 2026	Sale	8.13K	$10.19	$82.85K

Short interest

Settled Sep 30, 2026

Shares short: 13.00M
Days to cover: 3.27
% of shares outstanding: 8.70%
Average daily volume: 3.98M
Change since last report: +37.5%

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.