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Tiger Global discloses 10.4% Wealthfront (WLTH) stake across its clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Tiger Global-affiliated funds and Charles P. Coleman III filed a Schedule 13G reporting a significant ownership stake in Wealthfront Corporation. They report beneficial ownership of 15,156,877 shares of Wealthfront common stock, representing 10.4% of the class as of 12/31/2025.

The Cayman Islands funds Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., and Tiger Global PIP Management X, Ltd., along with Tiger Global Management, LLC and Coleman, all report either 15,146,248 or 15,156,877 shares and the same 10.4% stake. They indicate zero sole voting or dispositive power, with all voting and disposition authority shared.

The filing states that all reported securities are directly owned by advisory clients of Tiger Global Management, LLC, and that, aside from Tiger Global Private Investment Partners X, L.P., no advisory client may be deemed to beneficially own more than 5% of Wealthfront’s common stock. Each reporting person formally disclaims beneficial ownership beyond its pecuniary interest.

Positive

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Insights

Tiger Global reports a 10.4% passive stake in Wealthfront held across advisory clients.

The filing shows Tiger Global Management, LLC and related funds, plus Charles P. Coleman III, collectively reporting beneficial ownership of 15,156,877 Wealthfront common shares, or 10.4% of the class as of 12/31/2025. The securities are directly owned by advisory clients of Tiger Global Management, LLC.

All reporting persons indicate no sole voting or dispositive power; instead, they report shared power over the same share blocks. The Schedule 13G format suggests a passive ownership posture rather than an activist stance, and each party formally disclaims beneficial ownership beyond its pecuniary interest.

The disclosure also notes that, apart from Tiger Global Private Investment Partners X, L.P., no individual advisory client is deemed to hold more than 5% of the common stock. Subsequent ownership reports could clarify whether this 10.4% position increases, decreases, or remains stable over future reporting dates.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Tiger Global Private Investment Partners X, L.P.
Signature:By: Tiger Global PIP Performance X, L.P., Its General Partner, By: Tiger Global PIP Management X, Ltd., Its General Partner
Name/Title:By: /s/ Eric Lane* / President & Chief Operating Officer
Date:02/17/2026
Tiger Global PIP Performance X, L.P.
Signature:By: Tiger Global PIP Management X, Ltd., Its General Partner
Name/Title:By: /s/ Eric Lane* / President & Chief Operating Officer
Date:02/17/2026
Tiger Global PIP Management X, Ltd.
Signature:By: /s/ Eric Lane*
Name/Title:Eric Lane / President & Chief Operating Officer
Date:02/17/2026
Tiger Global Management, LLC
Signature:By: /s/ Eric Lane*
Name/Title:Eric Lane / President & Chief Operating Officer
Date:02/17/2026
Charles P. Coleman III
Signature:By: /s/ Charles P. Coleman III*
Name/Title:Charles P. Coleman III*
Date:02/17/2026

Comments accompanying signature: * Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his, her or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. To the extent that "ownership of 5 percent or less of a class" was indicated in Item 5, such response only applies to the Reporting Person(s) that indicated elsewhere herein that it beneficially owns five percent (5%) or less of the class.
Exhibit Information

Exhibit A - Joint Filing Agreement Exhibit B - Control Person Identification

FAQ

How much of Wealthfront (WLTH) does Tiger Global report owning?

Tiger Global and related parties report beneficial ownership of 10.4% of Wealthfront’s common stock. They disclose 15,156,877 shares as of December 31, 2025, held through advisory clients of Tiger Global Management, LLC, with all voting and dispositive power reported as shared rather than sole.

Which Tiger Global entities are listed as reporting persons for Wealthfront (WLTH)?

The filing lists multiple Tiger Global-affiliated entities and an individual. These are Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., Tiger Global PIP Management X, Ltd., Tiger Global Management, LLC, and Charles P. Coleman III, all reporting the same 10.4% beneficial ownership stake.

Do Tiger Global and Charles P. Coleman III have sole voting power over Wealthfront (WLTH) shares?

No, they report zero sole voting or dispositive power over the shares. Instead, each reporting person shows shared power to vote and dispose of the Wealthfront common stock reported, consistent with securities being directly owned by advisory clients of Tiger Global Management, LLC.

Who directly owns the Wealthfront (WLTH) shares reported in the Schedule 13G?

The shares are directly owned by advisory clients of Tiger Global Management, LLC. The filing specifies that all securities reported are held by these advisory clients, and that only Tiger Global Private Investment Partners X, L.P. may be deemed to beneficially own more than 5% of the common stock.

What percentage of Wealthfront (WLTH) does each Tiger Global fund individually report?

Each Tiger Global fund and entity reports a 10.4% interest in Wealthfront. Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., Tiger Global PIP Management X, Ltd., Tiger Global Management, LLC, and Charles P. Coleman III all list 10.4% of the common stock as beneficially owned.

Do Tiger Global and Charles P. Coleman III admit full beneficial ownership of Wealthfront (WLTH) shares?

No, each reporting person disclaims beneficial ownership beyond their pecuniary interest. The statement clarifies that the report should not be deemed an admission of beneficial ownership for Section 16 or other purposes, limiting their acknowledgment to economic interests only.
Wealthfront Corp.

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