/WLTH

WLTH

WLTH

$10.38USD↓-4.60%-0.50 today

MARKET CAP

1.6B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$10 – $11

52W RANGE

$7

$15

AI Summary

Stalk

StalkMedium

WLTH’s recent momentum breakout above the multi-month range confirms medium-term demand, but price is currently extended above rising EMAs and in extreme overbought territory, making immediate participation less favorable; waiting for a pullback into the former resistance zone near 9.80–9.36 or into the EMA cluster offers a structurally safer entry within the bullish Stage 2 context.

↑Total platform assets reached $96.6B, a 19% YoY increase
↑Funded clients rose to 1.46M, up 15% YoY
↓Total GAAP expenses hit $75.9M, up 46% YoY

Full analysis →

Buying

6

institutions

Selling

4

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	8.36 M	74.77 M	+254.53 K	-0.3%	0.00%
TR T. Rowe Price Investment Management, Inc. Q2 2026	BUY	3.47 M	31.06 M	+556.41 K	+15.1%	0.02%
JC Jpmorgan Chase & Co Q2 2026	SELL	2.99 M	27.10 M	+-166.92 K	-5.2%	0.00%
CA Citadel Advisors LLC Q2 2026	BUY	2.48 M	22.21 M	+477.33 K	+19.6%	0.00%
MM Millennium Management LLC Q2 2026	BUY	811.47 K	7.25 M	+656.23 K	+405.2%	0.00%
WP Woodline Partners LP Q2 2026	SELL	424.90 K	3.80 M	+-424.90 K	-51.7%	0.01%
AC Aqr Capital Management LLC Q2 2026	BUYNEW	202.00 K	1.81 M	+202.00 K	+0.0%	0.00%
BA Balyasny Asset Management L.P. Q2 2026	BUYNEW	43.49 K	388.82 K	+43.49 K	+0.0%	0.00%
JH Janus Henderson Group Plc Q1 2026	SELL	0.00	0.00	+-1.01 M	-100.0%	0.00%
RT Renaissance Technologies LLC Q2 2026	SELL	0.00	0.00	+-175.37 K	-100.0%	0.00%