WLTHNasdaqFinance ServicesFiscal year ends January 31
WEALTHFRONT CORP
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026
$10.38−0.25 (-2.35%)
Close on Oct 19, 2026
- Market cap
- $1.81B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
61.2%
96M of 156M shares
Institutional holders
140
62 new, 21 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 38 sales
Net sold $134.01M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Index Venture Associates VI Ltd | 9,460,434 | 6.50% | 13G (passive) | Dec 31, 2025 |
| Andrew S Rachleff | 17,230,654 | 11.80% | 13G (passive) | Dec 31, 2025 |
| Charles P. Coleman III | 15,156,877 | 10.40% | 13G (passive) | Dec 31, 2025 |
| John J. Cadeddu | 13,813,474 | 9.40% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WLTH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Tiger Global Management LLC | 15,156,877 | 9.70% | $135.50M | – | 0.57% |
| DAG Ventures, LLC | 13,813,473 | 8.84% | $123.49M | −1 | 98.95% |
| Index Venture Associates VI Ltd | 9,460,434 | 6.06% | $84.58M | – | 4.04% |
| BlackRock, Inc. | 8,363,073 | 5.35% | $74.77M | +254,533 | 0.00% |
| Ribbit Management Company, LLC | 5,479,267 | 3.51% | $48.98M | −4,368,892 | 2.39% |
| Wellington Management Group Llp | 4,213,246 | 2.70% | $37.67M | −553,795 | 0.01% |
| FMR LLC | 3,767,445 | 2.41% | $33.68M | +648,525 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 3,474,002 | 2.22% | $31.06K | +556,410 | 0.02% |
| JPMorgan Chase & Co | 2,994,533 | 1.92% | $27.10M | −166,919 | 0.00% |
| Ieq Capital, LLC | 2,763,569 | 1.77% | $24.71M | New | 0.11% |
| North Reef Capital Management LP | 2,444,253 | 1.57% | $21.85M | −441,004 | 0.84% |
| Citadel Advisors LLC | 2,336,419 | 1.50% | $20.89M | +414,629 | 0.00% |
| Vanguard Capital Management LLC | 1,603,350 | 1.03% | $14.33M | −47,111 | 0.00% |
| State Street Corp | 1,343,427 | 0.86% | $12.01M | +765,333 | 0.00% |
| UBS Group AG | 1,030,869 | 0.66% | $9.22M | −134,334 | 0.00% |
| Geode Capital Management, LLC | 1,027,877 | 0.66% | $9.19M | +45,636 | 0.00% |
| Pillsbury Lake Capital LLC | 1,025,030 | 0.66% | $9.16M | +366,217 | 2.50% |
| Congress Asset Management Co /Ma | 925,205 | 0.59% | $8.27M | +71,458 | 0.05% |
| Millennium Management LLC | 811,474 | 0.52% | $7.25M | +656,233 | 0.00% |
| Norges Bank | 799,734 | 0.51% | $7.15M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | 96M | 61.2% | 62 / 39 | 31 / 21 | 12M | 14M |
| Q1 2026 | 99 | 97M | 61.8% | 49 / 30 | 10 / 39 | 23M | 16M |
| Q4 2025 | 91 | 90M | 57.3% | 91 / 0 | 0 / 0 | 90M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WLTH | Value | % of fund | As of |
|---|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund | 1,660,438 | 1.06% | $14.84M | 0.52% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 1,433,430 | 0.92% | $13.60M | 0.15% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,156,750 | 0.74% | $10.34M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,015,795 | 0.65% | $9.08M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 993,615 | 0.64% | $8.88M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Growth K6 Fund | 718,060 | 0.46% | $6.81M | 0.15% | Jul 31, 2026 |
| JNL Multi-Manager Small Cap Value Fund | 606,155 | 0.39% | $5.42M | 0.27% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF | 470,361 | 0.30% | $4.21M | 1.00% | Jun 30, 2026 |
| BlackRock Strategic Income Opportunities Portfolio | 427,341 | 0.27% | $3.82M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 400,789 | 0.26% | $3.58M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 397,731 | 0.25% | $3.77M | 0.01% | Jul 31, 2026 |
| Fidelity Series Small Cap Core Fund | 287,800 | 0.18% | $2.73M | 0.17% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 253,166 | 0.16% | $2.26M | 0.01% | Jun 30, 2026 |
| Nuveen Small Cap Value Fund | 240,634 | 0.15% | $2.28M | 0.80% | Jul 31, 2026 |
| BlackRock Global Allocation Fund, Inc. | 197,622 | 0.13% | $1.88M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Fortunato | CEO and President, Director | 2,220,332 | 1.42% | Sep 18, 2026 |
| Alan Imberman | CFO and Treasurer | 396,970 | 0.25% | Sep 18, 2026 |
| Julien Wetterwald | Chief Technology Officer | 696,525 | 0.45% | Sep 18, 2026 |
| Lauren Lin | CLO, CCO and Secretary | 171,816 | 0.11% | Sep 18, 2026 |
| Kal Iyer | VP, Engineering | 232,494 | 0.15% | Sep 18, 2026 |
| L. Michelle Wilson | Director | 9,353 | 0.01% | Sep 17, 2026 |
| Jason Kilar | Director | 670,163 | 0.43% | Sep 17, 2026 |
| Michael Reed Schmidt | Director | 6,377 | 0.00% | Sep 17, 2026 |
| Kenneth A. Goldman | Director | 98,014 | 0.06% | Sep 11, 2026 |
| Jaleh Bisharat | Director | 0 | – | Jul 8, 2026 |
| Andrew S. Rachleff | Director, 10% owner | 17,260,416 | 11.05% | Jun 25, 2026 |
| Michelangelo Volpi | Director | 12,897,827 | 8.26% | Dec 15, 2025 |
| DAG Ventures IV, L.P. | 10% owner | – | – | Dec 17, 2025 |
| John J. Cadeddu | 10% owner | – | – | Dec 17, 2025 |
| R. Thomas Goodrich | 10% owner | – | – | Dec 17, 2025 |
| DAG Ventures IV-QP, L.P. | 10% owner | 13,813,474 | 8.84% | Dec 17, 2025 |
| DAG Ventures IV-A, LLC | 10% owner | – | – | Dec 17, 2025 |
| DAG Ventures Management IV, LLC | 10% owner | 340,802 | 0.22% | Dec 17, 2025 |
| Global Management Llc Tiger | 10% owner | – | – | Dec 16, 2025 |
| Tiger Global PIP Management X, Ltd. | 10% owner | 18,332,547 | 11.74% | Dec 16, 2025 |
| Tiger Global PIP Performance X, L.P. | 10% owner | – | – | Dec 16, 2025 |
| Tiger Global Private Investment Partners X, L.P. | 10% owner | – | – | Dec 16, 2025 |
| Charles P. Coleman III | 10% owner | 3,972,747 | 2.54% | Dec 16, 2025 |
| Ventures VI Parallel Entrepreneur Fund (Jersey) LP Index | 10% owner | – | – | Dec 15, 2025 |
| Index Ventures Growth II Parallel Entrepreneur Fund (Jersey), L.P. | 10% owner | 9,009,872 | 5.77% | Dec 15, 2025 |
| Ventures VI (Jersey) LP Index | 10% owner | – | – | Dec 15, 2025 |
| Venture Growth Associates II Ltd Index | 10% owner | – | – | Dec 15, 2025 |
| Venture Associates VI Ltd Index | 10% owner | 3,478,108 | 2.23% | Dec 15, 2025 |
| Index Ventures Growth II (Jersey), L.P. | 10% owner | – | – | Dec 15, 2025 |
| (Jersey) SLP Yucca | 10% owner | – | – | Dec 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lauren Lin CLO, CCO and Secretary | Sep 17, 2026 | Sale(10b5-1 plan) | −4,574 | $10.10 | $46.20K | 171,816 |
| Alan Imberman CFO and Treasurer | Sep 17, 2026 | Sale(10b5-1 plan) | −76,540 | $10.10 | $773.05K | 396,970 |
| David Fortunato CEO and President, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −50,000 | $10.14 | $507.00K | 281,807 |
| David Fortunato CEO and President, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −50,000 | $10.14 | $507.00K | 1,938,525 |
| Julien Wetterwald Chief Technology Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −26,138 | $10.10 | $263.99K | 696,525 |
| Kal Iyer VP, Engineering | Sep 17, 2026 | Sale(10b5-1 plan) | −26,738 | $10.11 | $270.32K | 232,494 |
| Julien Wetterwald Chief Technology Officer | Sep 16, 2026 | Sale | −8,130 | $10.19 | $82.84K | 722,663 |
| Alan Imberman CFO and Treasurer | Sep 16, 2026 | Sale | −6,292 | $10.19 | $64.12K | 473,510 |
| Kal Iyer VP, Engineering | Sep 16, 2026 | Sale | −10,408 | $10.19 | $106.06K | 259,232 |
| Lauren Lin CLO, CCO and Secretary | Sep 16, 2026 | Sale | −4,995 | $10.19 | $50.90K | 176,390 |
| David Fortunato CEO and President, Director | Sep 16, 2026 | Sale | −28,914 | $10.19 | $294.63K | 1,988,525 |
| Michael Reed Schmidt Director | Sep 15, 2026 | Option exercise | +2,126 | – | – | 6,377 |
| Jason Kilar Director | Sep 15, 2026 | Option exercise | +23,544 | – | – | 670,163 |
| Julien Wetterwald Chief Technology Officer | Sep 15, 2026 | Option exercise | +21,112 | – | – | 738,024 |
| Julien Wetterwald Chief Technology Officer | Sep 15, 2026 | Option exercise | +20,387 | – | – | 716,912 |
| Julien Wetterwald Chief Technology Officer | Sep 15, 2026 | Option exercise | +19,000 | – | – | 757,024 |
| Julien Wetterwald Chief Technology Officer | Sep 15, 2026 | Sale | −26,231 | $10.73 | $281.46K | 730,793 |
| Alan Imberman CFO and Treasurer | Sep 15, 2026 | Option exercise | +23,625 | – | – | 482,344 |
| Alan Imberman CFO and Treasurer | Sep 15, 2026 | Option exercise | +22,812 | – | – | 458,719 |
| Alan Imberman CFO and Treasurer | Sep 15, 2026 | Sale | −20,304 | $10.73 | $217.86K | 479,802 |
| Alan Imberman CFO and Treasurer | Sep 15, 2026 | Option exercise | +17,762 | – | – | 500,106 |
| Kal Iyer VP, Engineering | Sep 15, 2026 | Option exercise | +20,388 | – | – | 246,159 |
| Kal Iyer VP, Engineering | Sep 15, 2026 | Option exercise | +20,388 | – | – | 266,547 |
| Kal Iyer VP, Engineering | Sep 15, 2026 | Sale | −33,583 | $10.73 | $360.35K | 269,640 |
| Kal Iyer VP, Engineering | Sep 15, 2026 | Option exercise | +15,563 | – | – | 303,223 |
| Kal Iyer VP, Engineering | Sep 15, 2026 | Option exercise | +21,113 | – | – | 287,660 |
| L. Michelle Wilson Director | Sep 15, 2026 | Sale(10b5-1 plan) | −638 | $10.55 | $6.73K | 9,353 |
| L. Michelle Wilson Director | Sep 15, 2026 | Option exercise | +2,126 | – | – | 9,991 |
| Lauren Lin CLO, CCO and Secretary | Sep 15, 2026 | Option exercise | +12,500 | – | – | 170,592 |
| Lauren Lin CLO, CCO and Secretary | Sep 15, 2026 | Option exercise | +9,375 | – | – | 179,967 |
| Lauren Lin CLO, CCO and Secretary | Sep 15, 2026 | Option exercise | +4,688 | – | – | 184,655 |
| Lauren Lin CLO, CCO and Secretary | Sep 15, 2026 | Option exercise | +12,847 | – | – | 197,502 |
| Lauren Lin CLO, CCO and Secretary | Sep 15, 2026 | Sale | −16,117 | $10.73 | $172.94K | 181,385 |
| David Fortunato CEO and President, Director | Sep 15, 2026 | Option exercise | +59,531 | – | – | 2,110,728 |
| David Fortunato CEO and President, Director | Sep 15, 2026 | Option exercise | +76,463 | – | – | 1,972,016 |
| David Fortunato CEO and President, Director | Sep 15, 2026 | Sale | −93,289 | $10.73 | $1.00M | 2,017,439 |
| David Fortunato CEO and President, Director | Sep 15, 2026 | Option exercise | +79,181 | – | – | 2,051,197 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Option exercise | +8,998 | $1.50 | $13.50K | 110,994 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Option exercise | +40,000 | $1.50 | $60.00K | 101,996 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Option exercise | +400,000 | $1.79 | $716.00K | 510,994 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Option exercise | +150,000 | $1.87 | $280.50K | 660,994 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Option exercise | +106,250 | $1.39 | $147.69K | 767,244 |
| David Fortunato CEO and President, Director | Sep 11, 2026 | Tax withholding | −435,437 | $10.38 | $4.52M | 331,807 |
| Kenneth A. Goldman Director | Sep 10, 2026 | Sale(10b5-1 plan) | −10,000 | $10.00 | $100.00K | 49,655 |
| Julien Wetterwald Chief Technology Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −15,263 | $9.16 | $139.81K | 696,525 |
| Julien Wetterwald Chief Technology Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −15,264 | $9.36 | $142.87K | 711,788 |
| Jaleh Bisharat Director | Jul 7, 2026 | Sale(10b5-1 plan) | −8,503 | $9.50 | $80.78K | 0 |
| Jaleh Bisharat Director | Jul 6, 2026 | Sale(10b5-1 plan) | −8,504 | $9.39 | $79.85K | 8,503 |
| Julien Wetterwald Chief Technology Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −39,810 | $8.46 | $336.79K | 727,052 |
| Lauren Lin CLO, CCO and Secretary | Jun 17, 2026 | Sale(10b5-1 plan) | −4,840 | $8.45 | $40.90K | 158,092 |
| Kal Iyer VP, Engineering | Jun 17, 2026 | Sale(10b5-1 plan) | −28,498 | $8.46 | $241.09K | 225,771 |
| Lauren Lin CLO, CCO and Secretary | Jun 15, 2026 | Tax withholding | −20,052 | $8.80 | $176.46K | 162,932 |
| Lauren Lin CLO, CCO and Secretary | Jun 15, 2026 | Option exercise | +12,847 | – | – | 182,984 |
| Lauren Lin CLO, CCO and Secretary | Jun 15, 2026 | Option exercise | +4,687 | – | – | 170,137 |
| Lauren Lin CLO, CCO and Secretary | Jun 15, 2026 | Option exercise | +9,375 | – | – | 165,450 |
| Lauren Lin CLO, CCO and Secretary | Jun 15, 2026 | Option exercise | +12,500 | – | – | 156,075 |
| Michael Reed Schmidt Director | Jun 15, 2026 | Option exercise | +2,126 | – | – | 4,251 |
| Alan Imberman CFO and Treasurer | Jun 15, 2026 | Tax withholding | −25,264 | $8.80 | $222.32K | 435,907 |
| Alan Imberman CFO and Treasurer | Jun 15, 2026 | Option exercise | +22,813 | – | – | 419,783 |
| Alan Imberman CFO and Treasurer | Jun 15, 2026 | Option exercise | +17,763 | – | – | 461,171 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wetterwald Julien Officer | Sep 17, 2026 | 26,138 | $265.82K | Sep 17, 2026 | Restricted Stock Units |
| Garga Apeksha Director, Officer | Sep 17, 2026 | 50,000 | $508.50K | Sep 17, 2026 | Exercise of Stock Options |
| Lin Lauren Officer | Sep 17, 2026 | 4,574 | $46.52K | Sep 17, 2026 | Restricted Stock Units |
| Imberman Alan Officer | Sep 17, 2026 | 76,540 | $778.41K | Sep 17, 2026 | Restricted Stock Units |
| Fortunato David Director, Officer | Sep 17, 2026 | 50,000 | $508.50K | Sep 17, 2026 | Restricted Stock Units |
| Iyer Kalyan Officer | Sep 17, 2026 | 26,738 | $271.93K | Sep 17, 2026 | Restricted Stock Units |
| Wetterwald Julien Officer | Sep 15, 2026 | 37,539 | $399.79K | Sep 15, 2026 | Restricted Stock Unit Vesting |
| Lin Lauren Officer | Sep 15, 2026 | 23,064 | $245.63K | Sep 15, 2026 | Restricted Stock Unit Vesting |
| Iyer Kal Officer | Sep 15, 2026 | 48,058 | $511.82K | Sep 15, 2026 | Restricted Stock Unit Vesting |
| Imberman Alan Officer | Sep 15, 2026 | 29,055 | $309.44K | Sep 15, 2026 | Restricted Stock Unit Vesting |
| Fortunato David Officer, Director | Sep 15, 2026 | 133,505 | $1.42M | Sep 15, 2026 | Restricted Stock Unit Vesting |
| Wilson Michelle Director | Sep 15, 2026 | 638 | $6.79K | Sep 15, 2026 | Restricted Stock Units |
| Goldman Kenneth Director | Sep 10, 2026 | 40,000 | $378.40K | Sep 10, 2026 | Restricted Stock Units |
| Bisharat Jaleh Director | Jul 6, 2026 | 17,007 | $155.44K | Jul 6, 2026 | Restricted Stock Units |
| Iyer Kal Officer | Jun 17, 2026 | 28,498 | $240.52K | Jun 17, 2026 | Restricted Stock Units |