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Equity · Technology

WLTH

Wealthfront Corporation · NasdaqGS

$9.70 +0.73% 1D Finazon · prior-day close · Aug 7, 2026
Price · Chart
Our own end-of-day closes 55 sessions
$14 $6 20 May 7 Aug

The line runs $11.59 on 20 May through $9.70 on 7 August, on a scale from $6 to $14. Days the market did not trade hold the previous close, flat.

The chart above plots the price of WLTH over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 55 sessions over that window: $11.59 on 20 May 2026 through $9.70 on 7 August 2026.

Market cap $1.4B
P/E (TTM) 14.3
52-week range $7.21 – $14.11
Avg volume 312.4K

Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Aug 18, 2026

WLTH insider trades

SEC Form 4 · last 90 days · newest reported trade 15 Jul 2026
Open-market buys 0
Open-market sells 8
Net sold $1.34M
Non-trade filings 13
Date Insider Type Shares Value
15 Jul 2026 Wetterwald Julien Chief Technology Officer Sell 15,264 $143K
07 Jul 2026 Bisharat Jaleh Director Sell 8,503 $81K
06 Jul 2026 Bisharat Jaleh Director Sell 8,504 $80K
17 Jun 2026 IYER KAL VP, Engineering Sell 28,498 $241K
17 Jun 2026 Lin Lauren CLO, CCO and Secretary Sell 4,840 $41K
17 Jun 2026 Wetterwald Julien Chief Technology Officer Sell 39,810 $337K
15 Jun 2026 IYER KAL VP, Engineering Sell 45,772 $408K
15 Jun 2026 WILSON L MICHELLE Director Sell 638 $6K

Compensation mechanics Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.

Date Insider Type Shares Value
15 Jun 2026 Fortunato David CEO and President Option exercise 215,174
15 Jun 2026 Fortunato David CEO and President Tax withheld 116,088 $1.02M
15 Jun 2026 IYER KAL VP, Engineering Option exercise 57,061
15 Jun 2026 IYER KAL VP, Engineering Tax withheld 41,784 $368K
15 Jun 2026 Imberman Alan CFO and Treasurer Option exercise 64,201
15 Jun 2026 Imberman Alan CFO and Treasurer Tax withheld 25,264 $222K
15 Jun 2026 KILAR JASON Director Option exercise 23,544
15 Jun 2026 Lin Lauren CLO, CCO and Secretary Option exercise 39,409
15 Jun 2026 Lin Lauren CLO, CCO and Secretary Tax withheld 20,052 $176K
15 Jun 2026 Schmidt Michael Reed Director Option exercise 2,126
15 Jun 2026 WILSON L MICHELLE Director Option exercise 2,126
15 Jun 2026 Wetterwald Julien Chief Technology Officer Option exercise 81,026

Showing the 12 most recent of 13 compensation filings in this window. The figures above count all of them.

WLTH reported financials

SEC EDGAR XBRL

WLTH reported revenue of $365.0M for the fiscal year ended 31 Jan 2026. Net income over the same period was −$42.1M.

Figure Reported Period
Revenue $365.0M 31 Jan 2026 fiscal year
Net income −$42.1M 31 Jan 2026 fiscal year
Diluted EPS −$0.76 31 Jan 2026 fiscal year
Total assets $1.6B 30 Apr 2026 at period end
Total equity $614.2M 30 Apr 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 30 Apr 2026

WLTH earnings

SEC EDGAR
Date Period EPS Revenue
30 Apr 2026 Q1 2027 $0.07 $90M
31 Jan 2026 FY 2026 $-0.76 $365M
31 Oct 2025 Q3 2026 $0.21 $93M
31 Jan 2025 FY 2026 $1.31 $309M

Next report no date announced in SEC filings yet

Reported figures & scheduled dates · SEC EDGAR filings

WLTH institutional holders

SEC Form 13F

7 of the 45 institutional funds we track reported a WLTH position for the quarter ended 30 Jun 2026 — a combined $172.8M; the latest of those filings landed 14 Aug 2026.

Fund Action Shares Value
Tiger Global Management Held (±25%) 15,156,877 $135.5M
Citadel Advisors Held (±25%) +21.6% shares 2,336,419 $20.9M
Millennium Management Added +422.7% shares 811,474 $7.3M
Marshall Wace Added +79.0% shares 563,320 $5.0M
Two Sigma Investments Trimmed −50.4% shares 212,137 $1.9M
AQR Capital Management New position 202,001 $1.8M
Balyasny Asset Management New position 43,492 $389K

Source: SEC EDGAR 13F filings

WLTH fails-to-deliver

SEC CNS data

On 29 Jul 2026, 5,284 shares of WLTH failed to deliver (about $50K).

Settlement date Shares failed Notional % of shares out
29 Jul 2026 5,284 $50K 0.004%
22 Jul 2026 1,392 $13K 0.001%
20 Jul 2026 99 $917 <0.001%
15 Jul 2026 573 $5K <0.001%

Source: SEC fails-to-deliver (CNS) data