Filer Snapshot

WEALTHFRONT CORP

CIK 0001524566. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

90

Latest filing

24 Apr 2026

Industry

Finance Services

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR/A for Q3 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$10.36B

511 holdings for Q3 2018

Open portfolio

Largest parsed holding

VTI

$1.37B reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC filing 10-K

10-K filed on 24 Apr 2026 for CIK 0001524566.

View Source Filing
Filer identity 2 identity fields
Business address
261 Hamilton Ave, Palo Alto, CA, 94301
SEC profile 3 source fields
State of incorporation
DE
Fiscal year-end
31 January
Former SEC names
WEALTHFRONT INC (to 10 Aug 2018)

Filer intelligence

What SEC filings say about WEALTHFRONT CORP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $10.36B across 511 reported holdings for Q3 2018.
  • Largest parsed 13F holding: VTI at $1.37B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 511 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2018 - 30 Apr 2019

Top 5 concentration

51%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$5.29B

Compared with $10.36B total 13F value.

Top 5 net change

+$295.55M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IEMG ยท Largest trim: VWO

VTI VEA VWO SCHF IEMG Other holdings

VTI

13.3%

Vanguard Index Fds

$1.37B

VEA

12.2%

Vanguard Tax Managed Intl Fd

$1.26B

VWO

9.4%

Vanguard Intl Equity Index F

$971.02M

SCHF

9.1%

Schwab Strategic Tr

$941.91M

IEMG

7.2%

Ishares Inc

$741.82M

Latest update

What changed recently for WEALTHFRONT CORP

New fact period available

Latest financial period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Apr 2026

Page type

Company facts

Latest period

Q4 2025

SEC-backed company facts were refreshed from filings filed on 24 Apr 2026.

Benchmark Context

Benchmark context for this company

WEALTHFRONT CORP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest financial period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 24 Apr 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001524566 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
90
First seen
29 May 2014
Latest filing
24 Apr 2026
Entity
Company

Industry context: Finance Services.

Latest Filings

Showing the latest 12 of 90 SEC filings for WEALTHFRONT CORP.

10-K

10-K filing

Filing date
24 Apr 2026
Reporting date
31 Jan 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
24 Mar 2026
Reporting date
20 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Mar 2026
Reporting date
15 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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