Follow-The-Filings

Security · featured owners

WLTH Wealthfront Corp.

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 0.6% (Chase Coleman - Tiger Glo...) · not free-float ownership

  1. Chase Coleman 0.57%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Chase Coleman - Tiger Global Management 2026 Q2 0.57% Hold 15,156,877 $136M history
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 0.20% Exit −0.20 pp 654,338 $6M history

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.07
10-Q 10-Q
8-K 2.02,7.01,9.01
DEFA14A DEFA14A
10-K 10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 25 shown

Filed Form Detail Links
4 Period Aug 22, 2026
4 Period Aug 17, 2026
4 Period Jul 15, 2026
4 Period Jul 6, 2026
4 Period Jun 23, 2026 · 6 forms
4 Period Jun 17, 2026 · 3 forms
4 Period Jun 15, 2026 · 8 forms
4 Period Mar 20, 2026
4/A Period Dec 15, 2025
4/A Period Jul 14, 2025
4 Period Mar 15, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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

ownership over time

filing count by report period · click a bar for that quarter’s holders