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| Keyboard |
| Wealthfront Corp | |
|---|---|
| Ticker | WLTH |
| CIK # | 0001524566 |
| CUSIP | 947002101 |
| Sector | Finance - Finance Services |
| Address | 261 Hamilton Ave, Palo Alto, CA 94301 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Wealthfront Inc | 2014-11-04 | 64.2 M | Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001524566] | 10-K | |
| [0001524566] | 10-Q | |
| [0001524566] | 13F-HR | |
| [0001524566] | 13F-NT | |
| [0001524566] | 3 | |
| [0001524566] | 4 | |
| [0001524566] | 8-K | |
| [0001524566] | D | |
| [0001524566] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| DAG Ventures Management IV LLC | Wealthfront Corp | [2026-02-17] | 0.0 |
| Ribbit Capital GP II Ltd | Wealthfront Corp | [2026-02-17] | 0.0 |
| Tiger Global Management LLC | Wealthfront Corp | [2026-02-17] | 0.0 |
| Index Ventures VI Jersey LP | Wealthfront Corp | [2026-02-13] | 0.0 |
| Rachleff Andrew S | Wealthfront Corp | [2026-02-06] | 0.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Fortunato David
Common Stock
|
2026-03-20 | Option exercise | 40,816 | $2.45 | 99,999 |
|
Fortunato David
Stock Option (Right to Buy) · derivative
|
2026-03-20 | Option exercise | 40,816 | $0.00 | |
|
IYER KAL
Common Stock
|
2026-03-16 | Tax withheld | 25,805 | $7.86 | 202,827 |
|
Imberman Alan
Common Stock
|
2026-03-16 | Tax withheld | 15,756 | $7.86 | 123,842 |
|
Wetterwald Julien
Common Stock
|
2026-03-16 | Tax withheld | 29,208 | $7.86 | 229,575 |
|
Fortunato David
Common Stock
|
2026-03-16 | Tax withheld | 121,322 | $7.86 | 953,591 |
|
Lin Lauren
Common Stock
|
2026-03-16 | Tax withheld | 14,707 | $7.86 | 115,597 |
|
Lin Lauren
Common Stock
|
2026-03-15 | Option exercise | 9,375 | $0.00 | |
|
Lin Lauren
Common Stock
|
2026-03-15 | Option exercise | 4,688 | $0.00 | |
|
Lin Lauren
Common Stock
|
2026-03-15 | Option exercise | 1,216 | $0.00 | |
|
Lin Lauren
Common Stock
|
2026-03-15 | Option exercise | 12,847 | $0.00 | |
|
IYER KAL
Common Stock
|
2026-03-15 | Option exercise | 20,388 | $0.00 | |
|
IYER KAL
Common Stock
|
2026-03-15 | Option exercise | 20,388 | $0.00 | |
|
IYER KAL
Common Stock
|
2026-03-15 | Option exercise | 9,688 | $0.00 | |
|
IYER KAL
Common Stock
|
2026-03-15 | Option exercise | 21,113 | $0.00 | |
|
Imberman Alan
Common Stock
|
2026-03-15 | Option exercise | 17,762 | $0.00 | |
|
Bisharat Jaleh
Common Stock
|
2026-03-15 | Option exercise | 17,007 | $0.00 | |
|
Imberman Alan
Common Stock
|
2026-03-15 | Option exercise | 23,625 | $0.00 | |
|
Fortunato David
Common Stock
|
2026-03-15 | Option exercise | 9,698 | $0.00 | |
|
Fortunato David
Common Stock
|
2026-03-15 | Option exercise | 76,463 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 101 | 94,226,580 |
| 2025-12-31 | 91 | 86,586,278 |
| 2023-03-31 | 1 | 0 |
| 2022-12-31 | 2 | 16,017 |
| 2022-09-30 | 4 | 29,079 |
| 2022-06-30 | 3 | 16,291 |
| 2022-03-31 | 3 | 3 |
| 2021-12-31 | 1 | 0 |
| 2021-09-30 | 2 | 1,560 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Congress Asset Management Co | [2026-06-30] | SOLE | 822,618 | 925,205 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 28,439 | 28,439 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 262 | 262 |
| GHP Investment Advisors Inc | [2026-06-30] | SOLE | 250 | 250 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 75 | Prev | Page 1 | Next |