Filing Manager
ANDREW S. RACHLEFF
Reporting Manager
Andrew S Rachleff
Symbol
WLTH
Shares outstanding
146,022,492 shares
Disclosed Ownership
17,230,654 shares
Ownership
12%
Form type
SCHEDULE 13G
Filing time
06 Feb 2026, 16:46:31 UTC
Date of event
31 Dec 2025

Reporting Managers (4)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Andrew S Rachleff 12% 17,230,654 0 17,230,654 /s/ Andrew S. Rachleff Andrew S. Rachleff/ an Individual
Rachleff Family Revocable Trust UTD 5/19/92 11% 16,424,204 0 16,424,204 /s/ Andrew S. Rachleff Andrew S. Rachleff/ Co-Trustee
The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 0.3% 403,225 0 403,225 /s/ Andrew S. Rachleff Andrew S. Rachleff/ Co-Trustee
The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 0.3% 403,225 0 403,225 /s/ Andrew S. Rachleff Andrew S. Rachleff/ Co-Trustee