WAVEMAN · COMPANY

WLTH · Wealthfront Corp

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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WLTH

Name: WEALTHFRONT CORP (WLTH) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WEALTHFRONT CORP

FINANCIAL SERVICES · FINANCE SERVICES · CIK 0001524566

FORM 144 · 1☆ WATCH

INSIDER NET · 180D

-$1.5M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

101

13F, latest reported quarter

REVENUE GROWTH

+18.2%

XBRL, annual

NET MARGIN

-11.5%

CONVERSIONS · 180D

codes C/M, not in net · $100.0K priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$1.5M over 180 days

-$1.5M over 90 days

below 55% of Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

101 funds added or opened last quarter

more than 60% of Financial Services

REVENUE

+18.2% year over year

more than 59% of Financial Services

MARGIN

-11.5% net margin

below 61% of Financial Services

BUYBACKS

$28.3M repurchased, FY to 2026-04-30

below 51% of Financial Services

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$1.5M across 5 people in 180 days.

101 funds added or opened positions in the latest 13F quarter, of 141 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -31.3%

-31.3%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $1.5M sold by insiders over 180 days, 101 funds added last quarter, $155.4K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, WEALTHFRONT CORP insiders sold a net $1.5M of stock across 20 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Wetterwald Julien

Chief Technology Officer

SELL

2026-08-17

15,263.0

$139.8K

Wetterwald Julien

Chief Technology Officer

SELL

2026-07-15

15,264.0

$142.8K

Bisharat Jaleh

Director

SELL

2026-07-07

8,503.0

$80.8K

Bisharat Jaleh

Director

SELL

2026-07-06

8,504.0

$79.8K

Wetterwald Julien

Chief Technology Officer

SELL

2026-06-17

39,810.0

$336.8K

20 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 15 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

TIGER GLOBAL MANAGEMENT LLC

15,156,877.0 sh

$135.5M

DAG VENTURES, LLC

13,813,473.0 sh

$123.5M

Index Venture Associates VI Ltd

9,460,434.0 sh

$84.6M

BlackRock, Inc.

8,363,073.0 sh

$74.8M

Ribbit Management Company, LLC

5,479,267.0 sh

$49.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

JALEH BISHARAT

FILED 2026-07-06

$155.4K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Gabelli Financial Services Opportunities ETF

$875.1K POSITION · AS OF 2026-03-31

1.8%

Fidelity Disruptive Finance ETF

$683.1K POSITION · AS OF 2026-02-28

1.7%

Harbor Active Small Cap ETF

$123.9K POSITION · AS OF 2026-04-30

0.9%

Nuveen Small Cap Value Fund

$2.5M POSITION · AS OF 2026-04-30

0.9%

JPMorgan Small Cap Equity Fund

$16.4M POSITION · AS OF 2026-03-31

0.6%

JPMorgan SMID Cap Equity Fund

$1.6M POSITION · AS OF 2026-03-31

0.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-01	2025-01	2024-01
REVENUE	$365.0M	$308.9M	$216.7M
NET INCOME	$-42.1M	$194.4M	$77.0M
EPS (DILUTED)	-0.76	1.31	0.54
OPERATING CASH FLOW	$152.2M	$123.2M	$72.9M
CASH	$440.8M	$142.9M	$86.7M
BUYBACKS	$459.0K	$37.0M	$0

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE