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WLTH Wealthfront Corporation

Financials, filed as WEALTHFRONT CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.6%
  • $136M
  • 1 exit

In 2026 Q2 Marc Stad sold out of Wealthfront.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Chase Coleman, Tiger Global Management). Not free-float ownership.

  1. Chase Coleman 0.57%

Who owns WLTH

Sorted by value, long equity only, as of 2026 Q2.

History
Chase Coleman, Tiger Global Management 0.57% Hold 15,156,877 $136M History
Marc Stad, Dragoneer Investment Group exited 2026 Q2 Last 2026 Q1 0.20% Exit −0.20% 654,338 $6.1M History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WLTH's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WLTH insider trades
  • None no insider bought on the open market
  • $115M sold by 8 insiders outside a trading plan
  • $4M sold by 8 insiders under 10b5-1 plans
  1. Lauren Lin CLO, CCO and Secretary
    Planned sale
    $46K 4,574 shares at $10.10 2.6% of stake
    Traded Sep 17 Filed Sep 18
    ↗
  2. Alan Imberman CFO
    Planned sale
    $773K 76,540 shares at $10.10 16% of stake
    Traded Sep 17 Filed Sep 18
    ↗
  3. David Fortunato CEO
    Planned sale
    $1M 100,000 shares at $10.14
    Traded Sep 17 Filed Sep 18
    ↗
  4. Julien Wetterwald Chief Technology Officer
    Planned sale
    $264K 26,138 shares at $10.10 3.6% of stake
    Traded Sep 17 Filed Sep 18
    ↗
  5. Kal Iyer VP, Engineering
    Planned sale
    $270K 26,738 shares at $10.11 10% of stake
    Traded Sep 17 Filed Sep 18
    ↗
  6. L Michelle Wilson Director
    Planned sale
    $6,731 638 shares at $10.55 6.4% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  7. Kenneth A Goldman Director
    Planned sale
    $100K 10,000 shares at $10.00 17% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  8. Julien Wetterwald Chief Technology Officer
    Planned sale
    $140K 15,263 shares at $9.16 2.1% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  9. Julien Wetterwald Chief Technology Officer
    Planned sale
    $143K 15,264 shares at $9.36 2.1% of stake
    Traded Jul 15 Filed Jul 17
    ↗
  10. Jaleh Bisharat Director
    Planned sale
    $161K 17,007 shares at $9.45 100% of stake
    Traded Jul 6–7 Filed Jul 8
    ↗
  11. Lauren Lin CLO, CCO and Secretary
    Planned sale
    $41K 4,840 shares at $8.45 3% of stake
    Traded Jun 17 Filed Jun 22
    ↗
  12. Julien Wetterwald Chief Technology Officer
    Planned sale
    $337K 39,810 shares at $8.46 5.2% of stake
    Traded Jun 17 Filed Jun 22
    ↗
  13. Kal Iyer VP, Engineering
    Planned sale
    $241K 28,498 shares at $8.46 11% of stake
    Traded Jun 17 Filed Jun 22
    ↗
  14. Kal Iyer VP, Engineering
    Planned sale
    $408K 45,772 shares at $8.92 15% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  15. L Michelle Wilson Director
    Planned sale
    $5,819 638 shares at $9.12 7.5% of stake
    Traded Jun 15 Filed Jun 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 134 option exercises, 43 conversions, 21 share withholdings for taxes, and 10 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 8.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2026
Revenue $364.99M
Gross profit * $326.99M
Gross margin * 89.6%
Net income -$42.07M
Net margin * -11.5%

Balance sheet

Metric FY2026
Total current assets $1.28B
Total non-current assets * $139.94M
Total assets $1.42B
Total current liabilities $792.76M
Total non-current liabilities * $8.28M
Total equity $614.69M

Cash flow

Metric FY2026
Cash from operations $152.19M
Cash from investing -$1.14M
Cash from financing $148.19M
Net change in cash * $299.24M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.