Comparable stake leader
Andrew S. Rachleff
SEC ownership of WEALTHFRONT CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001524566.
Disclosed value leader
Andrew S. Rachleff
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- WLTH on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Andrew S. Rachleff
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Andrew S. Rachleff
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001524566
- Issuer location
- Palo Alto, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WEALTHFRONT CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Andrew S. Rachleff
Disclosed value leader
Andrew S. Rachleff
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 12%
13D/G row: Andrew S. Rachleff
Showing 1-8 of 50 holder rows.
Quick read
Andrew S. Rachleff leads the comparable SEC ownership view at 12%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Andrew S. Rachleff's linked filing trail.
Comparable ownership
Top 5
Andrew S. Rachleff
12%
TIGER GLOBAL MANAGEMENT LLC
10%
DAG Ventures Management IV, LLC
9.4%
Ribbit Capital GP II, Ltd.
6.7%
Index Ventures VI (Jersey) LP
6.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Andrew S. Rachleff |
13D/G
3/4/5
Director, 10%+ Owner
|
12%
|
$234,164,588
17,230,654 shares
|
$0 | 31 Dec 2025 |
| TIGER GLOBAL MANAGEMENT LLC |
13D/G
3/4/5
13F
10%+ Owner · Company
|
10%
|
$205,981,958
15,156,877 shares
|
$0 | 31 Dec 2025 |
| DAG Ventures Management IV, LLC |
13D/G
3/4/5
10%+ Owner
|
9.4%
|
$187,725,112
13,813,474 shares
|
$0 | 31 Dec 2025 |
| Ribbit Capital GP II, Ltd. |
13D/G
Meyer Malka
|
6.7%
|
$133,836,481
9,848,159 shares
|
$0 | 31 Dec 2025 |
| Index Ventures VI (Jersey) LP |
13D/G
Index Venture Associates VI Ltd
|
6.5%
|
$128,567,298
9,460,434 shares
|
$0 | 31 Dec 2025 |
| Kenneth A. Goldman |
3/4/5
Director
|
0.07%
|
$911,637
108,014 shares
|
— | 15 Mar 2026 |
| DAG Ventures, LLC |
13F
Company
|
9.4%
|
$127,774,635
13,813,474 shares
|
— | 31 Mar 2026 |
| Ribbit Management Company, LLC |
13F
Company
|
6.7%
|
$91,095,471
9,848,159 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$11,744,709.
Buys
$0
Insiders: 0
Sells
$11,744,709
Insiders: 5
Net
-$11,744,709
Shares: -884,712
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 884,712
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 119,558 | $0 | $1,032,553 | -$1,032,553 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 765,154 | $0 | $10,712,156 | -$10,712,156 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to WEALTHFRONT CORP. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Andrew S. Rachleff
Net 12M change
-$11,744,710
Latest report
17 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Andrew S. Rachleff | Director, 10%+ Owner | $142,274,691 | Mixed | 15 Mar 2026 | ||
| David Fortunato | CEO and President, Director | $18,107,328 | -$10,712,156 | -37% | Median | 15 Jun 2026 |
| Julien Wetterwald | Chief Technology Officer | $6,147,370 | -$336,602 | -5.2% | Filing P/S | 17 Jun 2026 |
| Jason Kilar | Director | $5,981,225 | Median | 15 Jun 2026 | ||
| Alan Imberman | CFO and Treasurer | $4,032,139 | Median | 15 Jun 2026 | ||
| Kal Iyer | VP, Engineering | $1,909,413 | -$649,225 | -25% | Filing P/S | 17 Jun 2026 |
| Lauren Lin | CLO, CCO and Secretary | $1,336,209 | -$40,908 | -3% | Filing P/S | 17 Jun 2026 |
| Kenneth A. Goldman | Director | $911,637 | Mixed | 15 Mar 2026 | ||
| Jaleh Bisharat | Director | $143,539 | Mixed | 15 Mar 2026 | ||
| L. Michelle Wilson | Director | $71,728 | -$5,819 | -7.5% | Filing P/S | 15 Jun 2026 |
| Michael Reed Schmidt | Director | $39,321 | Median | 15 Jun 2026 | ||
| Index Ventures Growth II (Jersey), L.P. | 10%+ Owner | Mixed | 15 Dec 2025 | |||
| Michelangelo Volpi | Director | Mixed | 15 Dec 2025 | |||
| TIGER GLOBAL MANAGEMENT LLC | 10%+ Owner | Mixed | 15 Dec 2025 | |||
| DAG Ventures Management IV, LLC | 10%+ Owner | Mixed | 15 Dec 2025 |
Recent insider transactions for WEALTHFRONT CORP
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Julien Wetterwald | WLTH | Common Stock | Sale | -5.19% | $336,602 | $8.46 | -39,810 | 727,052 | 17 Jun 2026 | Direct |
| Lauren Lin | WLTH | Common Stock | Sale | -2.97% | $40,908 | $8.45 | -4,840 | 158,092 | 17 Jun 2026 | Direct |
| Kal Iyer | WLTH | Common Stock | Sale | -11.2% | $241,016 | $8.46 | -28,498 | 225,771 | 17 Jun 2026 | Direct |
| L. Michelle Wilson | WLTH | Common Stock | Sale | -7.5% | $5,819 | $9.12 | -638 | 7,865 | 15 Jun 2026 | Direct |
| L. Michelle Wilson | WLTH | Common Stock | Options Exercise | 33.3% | 2,126 | 8,503 | 15 Jun 2026 | Direct | ||
| L. Michelle Wilson | WLTH | Restricted Stock Units | Options Exercise | -7.69% | -2,126 | 25,511 | 15 Jun 2026 | Direct | ||
| Michael Reed Schmidt | WLTH | Common Stock | Options Exercise | 100% | 2,126 | 4,251 | 15 Jun 2026 | Direct | ||
| Michael Reed Schmidt | WLTH | Restricted Stock Units | Options Exercise | -6.67% | -2,126 | 29,763 | 15 Jun 2026 | Direct | ||
| Jason Kilar | WLTH | Common Stock | Options Exercise | 3.78% | 23,544 | 646,619 | 15 Jun 2026 | Direct | ||
| Jason Kilar | WLTH | Restricted Stock Units | Options Exercise | -33.3% | -23,544 | 47,088 | 15 Jun 2026 | Direct | ||
| Julien Wetterwald | WLTH | Common Stock | Tax liability | -5.39% | -43,716 | 766,862 | 15 Jun 2026 | Direct | ||
| Julien Wetterwald | WLTH | Common Stock | Options Exercise | 11.1% | 81,026 | 810,578 | 15 Jun 2026 | Direct | ||
| Julien Wetterwald | WLTH | Restricted Stock Units | Options Exercise | -100% | -81,026 | 0 | 15 Jun 2026 | Direct | ||
| Lauren Lin | WLTH | Common Stock | Tax liability | -11% | -20,052 | 162,932 | 15 Jun 2026 | Direct | ||
| Lauren Lin | WLTH | Common Stock | Options Exercise | 27.4% | 39,409 | 182,984 | 15 Jun 2026 | Direct | ||
| Lauren Lin | WLTH | Restricted Stock Units | Options Exercise | -61.2% | -39,409 | 25,000 | 15 Jun 2026 | Direct | ||
| Kal Iyer | WLTH | Common Stock | Sale | -15.3% | $408,208 | $8.92 | -45,772 | 254,269 | 15 Jun 2026 | Direct |
| Kal Iyer | WLTH | Common Stock | Tax liability | -12.2% | -41,784 | 300,041 | 15 Jun 2026 | Direct | ||
| Kal Iyer | WLTH | Common Stock | Options Exercise | 29.3% | 77,448 | 341,825 | 15 Jun 2026 | Direct | ||
| Kal Iyer | WLTH | Restricted Stock Units | Options Exercise | -55.9% | -77,448 | 61,163 | 15 Jun 2026 | Direct | ||
| Alan Imberman | WLTH | Common Stock | Tax liability | -5.48% | -25,264 | 435,907 | 15 Jun 2026 | Direct | ||
| Alan Imberman | WLTH | Common Stock | Options Exercise | 16.2% | 64,201 | 461,171 | 15 Jun 2026 | Direct | ||
| Alan Imberman | WLTH | Restricted Stock Units | Options Exercise | -31.9% | -64,201 | 136,875 | 15 Jun 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Tax liability | -5.77% | -116,088 | 1,895,553 | 15 Jun 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Options Exercise | 12% | 215,174 | 2,011,641 | 15 Jun 2026 | Direct | ||
| David Fortunato | WLTH | Restricted Stock Units | Options Exercise | -48.4% | -215,174 | 229,388 | 15 Jun 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Options Exercise | 2.32% | 40,816 | 1,796,467 | 20 Mar 2026 | Direct | ||
| David Fortunato | WLTH | Stock Option (Right to Buy) | Options Exercise | -100% | -40,816 | 0 | 20 Mar 2026 | Direct | ||
| Julien Wetterwald | WLTH | Common Stock | Tax liability | -3.86% | -29,208 | 727,052 | 16 Mar 2026 | Direct | ||
| Lauren Lin | WLTH | Common Stock | Tax liability | -9.43% | -14,707 | 141,190 | 16 Mar 2026 | Direct | ||
| Kal Iyer | WLTH | Common Stock | Tax liability | -8.89% | -25,805 | 264,377 | 16 Mar 2026 | Direct | ||
| Alan Imberman | WLTH | Common Stock | Tax liability | -3.84% | -15,756 | 394,470 | 16 Mar 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Tax liability | -6.46% | -121,322 | 1,755,651 | 16 Mar 2026 | Direct | ||
| L. Michelle Wilson | WLTH | Common Stock | Options Exercise | 50% | 2,126 | 6,377 | 15 Mar 2026 | Direct | ||
| L. Michelle Wilson | WLTH | Restricted Stock Units | Options Exercise | -7.14% | -2,126 | 27,637 | 15 Mar 2026 | Direct | ||
| Michael Reed Schmidt | WLTH | Common Stock | Options Exercise | 2,125 | 2,125 | 15 Mar 2026 | Direct | |||
| Michael Reed Schmidt | WLTH | Restricted Stock Units | Options Exercise | -6.25% | -2,125 | 31,889 | 15 Mar 2026 | Direct | ||
| Jason Kilar | WLTH | Common Stock | Options Exercise | 6.96% | 40,550 | 623,075 | 15 Mar 2026 | Direct | ||
| Jason Kilar | WLTH | Restricted Stock Units | Options Exercise | -100% | -40,550 | 0 | 15 Mar 2026 | Direct | ||
| Kenneth A. Goldman | WLTH | Common Stock | Options Exercise | 39.9% | 17,007 | 59,655 | 15 Mar 2026 | Direct | ||
| Kenneth A. Goldman | WLTH | Restricted Stock Units | Options Exercise | -100% | -17,007 | 0 | 15 Mar 2026 | Direct | ||
| Jaleh Bisharat | WLTH | Common Stock | Options Exercise | 17,007 | 17,007 | 15 Mar 2026 | Direct | |||
| Jaleh Bisharat | WLTH | Restricted Stock Units | Options Exercise | -100% | -17,007 | 0 | 15 Mar 2026 | Direct | ||
| Andrew S. Rachleff | WLTH | Common Stock | Options Exercise | 29,762 | 29,762 | 15 Mar 2026 | Direct | |||
| Andrew S. Rachleff | WLTH | Restricted Stock Units | Options Exercise | -100% | -29,762 | 0 | 15 Mar 2026 | Direct | ||
| Julien Wetterwald | WLTH | Common Stock | Options Exercise | 12% | 81,024 | 756,260 | 15 Mar 2026 | Direct | ||
| Julien Wetterwald | WLTH | Restricted Stock Units | Options Exercise | -79.8% | -81,024 | 20,525 | 15 Mar 2026 | Direct | ||
| Lauren Lin | WLTH | Common Stock | Options Exercise | 35.2% | 40,626 | 155,897 | 15 Mar 2026 | Direct | ||
| Lauren Lin | WLTH | Restricted Stock Units | Options Exercise | -100% | -40,626 | 0 | 15 Mar 2026 | Direct | ||
| Kal Iyer | WLTH | Common Stock | Options Exercise | 32.7% | 71,577 | 290,182 | 15 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.