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Equity · Technology

WLTH

NASDAQ

Wealthfront Corporation

$9.70 +0.73% vs prior close Finazon · prior-day close, indicative (IEX-derived, not the official close) · Aug 7, 2026
Price · Chart
15 sessions
$10.0 $8.5 20 Jul 7 Aug

The line runs $9.37 on 20 July through $9.70 on 7 August, on a scale from $8.5 to $10.0. Days the market did not trade hold the previous close, flat.

Track this symbol on TradingView TradingView chart · our licensed closes: 15 sessions, 20 Jul – 7 Aug 2026
Market cap $1.5B
52-week range $7.21 – $14.11
Avg volume 312.4K

as of Aug 7, 2026

WLTH insider trades

SEC Form 4 · last 90 days · newest reported trade 17 Sep 2026
Open-market buys 0
Open-market sells 18
Net sold $4.74M
Non-trade filings 10
Date Insider Type Shares Value
17 Sep 2026 Fortunato David CEO and President Sell 50,000 $507K
17 Sep 2026 IYER KAL VP, Engineering Sell 26,738 $270K
17 Sep 2026 Imberman Alan CFO and Treasurer Sell 76,540 $773K
17 Sep 2026 Lin Lauren CLO, CCO and Secretary Sell 4,574 $46K
17 Sep 2026 Wetterwald Julien Chief Technology Officer Sell 26,138 $264K
16 Sep 2026 Fortunato David CEO and President Sell 28,914 $295K
16 Sep 2026 IYER KAL VP, Engineering Sell 10,408 $106K
16 Sep 2026 Imberman Alan CFO and Treasurer Sell 6,292 $64K
16 Sep 2026 Lin Lauren CLO, CCO and Secretary Sell 4,995 $51K
16 Sep 2026 Wetterwald Julien Chief Technology Officer Sell 8,130 $83K
15 Sep 2026 Fortunato David CEO and President Sell 93,289 $1.00M
15 Sep 2026 IYER KAL VP, Engineering Sell 33,583 $360K

Showing the 12 most recent of 18 open-market trades in this window. The figures above count all of them.

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 Sep 2026 Fortunato David CEO and President Option exercise 215,175
15 Sep 2026 IYER KAL VP, Engineering Option exercise 57,064
15 Sep 2026 Imberman Alan CFO and Treasurer Option exercise 64,199
15 Sep 2026 KILAR JASON Director Option exercise 23,544
15 Sep 2026 Lin Lauren CLO, CCO and Secretary Option exercise 39,410
15 Sep 2026 Schmidt Michael Reed Director Option exercise 2,126
15 Sep 2026 WILSON L MICHELLE Director Option exercise 2,126
15 Sep 2026 Wetterwald Julien Chief Technology Officer Option exercise 60,499
11 Sep 2026 Fortunato David CEO and President Option exercise 705,248 $1.22M
11 Sep 2026 Fortunato David CEO and President Tax withheld 435,437 $4.52M

WLTH reported financials

SEC EDGAR XBRL SEC EDGAR

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 $1.8B 31 Jul 2026 at period end
Total equity $619.9M 31 Jul 2026 at period end

WLTH earnings

SEC EDGAR
Date Period EPS Revenue
31 Jul 2026 Q2 2027 $0.10 $92M
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 SEC EDGAR

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 02 Sep 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
Dragoneer Investment Group Exited
Renaissance Technologies Exited

WLTH fails-to-deliver

SEC CNS data SEC

On 25 Sep 2026, 3,680 shares of WLTH failed to deliver (about $37K).

Settlement date Shares failed Notional % of shares out
25 Sep 2026 3,680 $37K 0.002%
22 Sep 2026 34,818 $350K 0.022%
21 Sep 2026 131,660 $1.3M 0.084%
18 Sep 2026 131,675 $1.3M 0.084%
10 Sep 2026 2,203 $21K 0.001%
09 Sep 2026 3,322 $32K 0.002%

Sources

  1. Finazonprior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source
  2. TradingViewthe price chart widget, drawn by TradingView from their own data
  3. SEC EDGARSEC EDGAR XBRL company facts · latest period ended 31 Jul 2026
  4. SEC EDGARSEC EDGAR 13F filings
  5. SECSEC fails-to-deliver (CNS) data
  6. SEC EDGARValuation computed from SEC EDGAR filings