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WLTH · Wealthfront Corp
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WLTH Wealthfront (WLTH) Insider Trading, Ownership & Congress Trades

Financial Services · Finance services · CIK 0001524566
Quote by TradingView
Form 144 · 13
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
100
13F, latest reported quarter
Conversions, 180 days
44
Codes C/M, not in net · $1.2M priced

What the filings say about WLTH

Insiders, 180 days
-$6.1M net sold
8 sellers · 27% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$5.7M
13 notices

Wealthfront insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, WEALTHFRONT CORP insiders sold a net $6.1M of stock across 36 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Fortunato David
CEO and President
SELL
2026-09-18 SECtraded 2026-09-17
50,000
$507.2K
+5.7%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 16, 2026.
  • The trade is 2.6% of the 1,938,525 shares held after it.
  • 6 other insiders sold within 30 days.
  • 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and President Fortunato David sold about $507.2K of WLTH under a 10b5-1 plan on Sep 17, 2026; 6 other insiders sold within 30 days and 100 funds added in the latest 13F quarter.
Imberman Alan
CFO and Treasurer
SELL
2026-09-18 SECtraded 2026-09-17
76,540
$773.3K
+5.7%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Sep 16, 2026.
  • The trade is 19.3% of the 396,970 shares held after it.
  • 6 other insiders sold within 30 days.
  • 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO and Treasurer Imberman Alan sold about $773.3K of WLTH under a 10b5-1 plan on Sep 17, 2026; 6 other insiders sold within 30 days and 100 funds added in the latest 13F quarter.
IYER KAL
VP, Engineering
SELL
2026-09-18 SECtraded 2026-09-17
26,738
$270.2K
+5.7%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Sep 16, 2026.
  • The trade is 11.5% of the 232,494 shares held after it.
  • 6 other insiders sold within 30 days.
  • 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VP, Engineering IYER KAL sold about $270.2K of WLTH under a 10b5-1 plan on Sep 17, 2026; 6 other insiders sold within 30 days and 100 funds added in the latest 13F quarter.
Lin Lauren
CLO, CCO and Secretary
SELL
2026-09-18 SECtraded 2026-09-17
4,574
$46.2K
+5.7%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 16, 2026.
  • The trade is 2.7% of the 171,816 shares held after it.
  • 6 other insiders sold within 30 days.
  • 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CLO, CCO and Secretary Lin Lauren sold about $46.2K of WLTH under a 10b5-1 plan on Sep 17, 2026; 6 other insiders sold within 30 days and 100 funds added in the latest 13F quarter.
Wetterwald Julien
Chief Technology Officer
SELL
2026-09-18 SECtraded 2026-09-17
26,138
$264.1K
+5.7%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Sep 16, 2026.
  • The trade is 3.8% of the 696,525 shares held after it.
  • 6 other insiders sold within 30 days.
  • 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Technology Officer Wetterwald Julien sold about $264.1K of WLTH under a 10b5-1 plan on Sep 17, 2026; 6 other insiders sold within 30 days and 100 funds added in the latest 13F quarter.
36 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 31 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$6.1M over 180 days
-$4.7M over 90 days
below 73% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
100 funds bought in last quarter
more than 60% of Financial Services
Revenue
+18.2% year over year
more than 58% of Financial Services
Margin
-11.5% net margin
below 62% of Financial Services
Buybacks
$60.1M repurchased, FY to 2026-07-31
more than 57% of Financial Services
Short interest
12.9% of the float short (float per yahoo 2026-10-27) · 4.5 days to cover · settled 2026-10-15
more than 84% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch WLTH

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-23.8%12M
-48%-32%-16%+0%2025-122026-022026-032026-052026-072026-092026-10 2025-12-15 · Tiger Global PIP Management X, Ltd. sold $98.1M2026-09-15 · Fortunato David sold $1.0M2026-09-17 · Imberman Alan sold $773.3K2026-09-17 · Fortunato David sold $507.2K2026-06-15 · IYER KAL sold $408.3K2026-09-15 · IYER KAL sold $360.4K2026-06-17 · Wetterwald Julien sold $336.8K2026-09-16 · Fortunato David sold $294.7K2026-09-15 · Wetterwald Julien sold $281.5K2026-09-17 · IYER KAL sold $270.2K2026-09-17 · Wetterwald Julien sold $264.1K2026-06-17 · IYER KAL sold $241.1K2026-09-15 · Imberman Alan sold $217.9K2026-09-15 · Lin Lauren sold $172.9K2026-07-15 · Wetterwald Julien sold $142.8K2026-08-17 · Wetterwald Julien sold $139.8K2026-09-16 · IYER KAL sold $106.1K2026-09-10 · GOLDMAN KENNETH A sold $100.0K2026-09-16 · Wetterwald Julien sold $82.9K2026-07-07 · Bisharat Jaleh sold $80.8K2026-07-06 · Bisharat Jaleh sold $79.8K2026-09-16 · Imberman Alan sold $64.1K2026-09-16 · Lin Lauren sold $50.9K2026-09-17 · Lin Lauren sold $46.2K2026-06-17 · Lin Lauren sold $40.9K2026-09-15 · WILSON L MICHELLE sold $6.7K2026-06-15 · WILSON L MICHELLE sold $5.8K2026-09-17 · APEKSHA GARGA filed to sell $508.5K2026-09-17 · DAVID FORTUNATO filed to sell $508.5K2026-09-17 · Kalyan Iyer filed to sell $271.9K2026-09-17 · ALAN IMBERMAN filed to sell $778.4K2026-09-17 · LAUREN LIN filed to sell $46.5K2026-09-17 · JULIEN WETTERWALD filed to sell $265.8K2026-09-15 · David Fortunato filed to sell $1.4M2026-09-15 · Kal Iyer filed to sell $511.8K2026-09-15 · Alan Imberman filed to sell $309.4K2026-09-15 · Lauren Lin filed to sell $245.6K2026-09-15 · MICHELLE WILSON filed to sell $6.8K2026-09-15 · Julien Wetterwald filed to sell $399.8K2026-09-10 · KENNETH GOLDMAN filed to sell $378.4K2026-07-06 · JALEH BISHARAT filed to sell $155.4K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns WLTH: institutional holders (13F)

13F holdings, latest reported quarter
TIGER GLOBAL MANAGEMENT LLC
15,156,877 sh
$135.5M
DAG VENTURES, LLC
13,813,473 sh
$123.5M
Index Venture Associates VI Ltd
9,460,434 sh
$84.6M
BlackRock, Inc.
8,363,073 sh
$74.8M
Ribbit Management Company, LLC
5,479,267 sh
$49.0M

Congress trades in WLTH

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

WLTH planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
APEKSHA GARGA
Filed 2026-09-17
$508.5K
DAVID FORTUNATO
Filed 2026-09-17
$508.5K
Kalyan Iyer
Filed 2026-09-17
$271.9K
ALAN IMBERMAN
Filed 2026-09-17
$778.4K
LAUREN LIN
Filed 2026-09-17
$46.5K

WLTH mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Disruptive Finance ETF
$765.0K position · as of 2026-05-31
1.8%
Gabelli Financial Services Opportunities ETF
$755.5K position · as of 2026-06-30
1.5%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
$4.2M position · as of 2026-06-30
1.0%
Harbor Active Small Cap ETF
$118.1K position · as of 2026-07-31
0.8%
Nuveen Small Cap Value Fund
$2.3M position · as of 2026-07-31
0.8%
JPMorgan Small Cap Equity Fund
$14.8M position · as of 2026-06-30
0.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $6.1M sold by insiders over 180 days, 100 funds added last quarter, $5.7M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
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Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

WLTH financials

Revenue growth
+18.2%
XBRL, annual
Net margin
-11.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$371.7M
four quarters, 2025-08-01 to 2026-07-31
Net margin, TTM
-19.4%
net income over revenue, 2025-08-01 to 2026-07-31
Free cash flow, TTM
$143.0M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Debt to equity
0.01x
current debt only, 2026-07-31; equity 2026-07-31
Cash flow to debt
28.30x
TTM operating cash flow over current debt only, 2026-07-31
Return on equity
-20.5%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets
-4.0%
TTM net income over ending balance 2026-07-31
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$1.2B
market value at close 2026-10-27 on 2026-09-14 shares, plus current debt only, 2026-07-31, minus cash 2026-07-31
FCF yield
+8.6%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2026-012025-012024-01
Revenue$365.0M$308.9M$216.7M
Net income-$42.1M$194.4M$77.0M
EPS (diluted)-0.761.310.54
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 years, as known on 2026-10-28

WLTH Stock Sonar score 6/7 axes

Find similar shapesCompare

WLTH ranks highest on financial health (92nd percentile) and institutional and government (60th), and lowest on insider conviction (14th), among Financial Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
37
Inputs
  • Return on equity-20.5% · 33 pct, sector of 205
  • Return on assets-4.0% · 41 pct, sector of 266
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
92
Inputs
  • Debt to equity0.01x · 85 pct, sector of 181
  • Cash flow to debt28.30x · 99 pct, sector of 141
Growth
58
Inputs
  • Revenue growth, YoY+18.2% · 58 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
14
Inputs
  • Net Form 4 buying (codes P and S), 180d-$4.1M · 28 pct, sector of 160
  • Insider buyers, 180d0 · 0 pct, sector of 164
Institutional and government
60
Inputs
  • Funds adding, latest quarter100 · 60 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
16
Inputs
  • Short interest, % of float+12.9% · 16 pct, sector of 388
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

WLTH filings, in plain words

Are Wealthfront insiders buying or selling WLTH?

In the 180 days to 2026-10-28, Wealthfront insiders were net sellers, a net $6.1M across purchases and sales reported on Form 4, by 8 sellers.

Are there planned insider sales of WLTH?

Yes. 13 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $5.7M of stock; the latest, by APEKSHA GARGA, was filed 2026-09-17.

Read the full summary

In the 180 days to 2026-10-28, Wealthfront insiders were net sellers of WLTH, a net $6.1M across purchases and sales reported on Form 4 by 8 sellers. 27% of the 26 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 13 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $5.7M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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