Insider Transactions Reported by 15 Insiders of WEALTHFRONT CORP

Symbol: WLTH on Nasdaq
Location: Palo Alto, CA

Quick Takeaways

WLTH - WEALTHFRONT CORP has 15 insiders with reported activity on this page.
Net insider value flow over the last year: -$10,712,156.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: ; sell value: $10,712,156.
Net share flow: -765,154.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$10,712,156.

Buys

Shares: 0

Insiders: 0

Sells

$10,712,156

Shares: 765,154

Insiders: 1

Net

-$10,712,156

Shares: -765,154

Insiders: -1

Window (months)	Sell shares	Buy $	Sell $	Net $
0-3	0	$0	$0	$0
3-6	765,154	$0	$10,712,156	-$10,712,156
6-9	0	$0	$0	$0
9-12	0	$0	$0	$0

WEALTHFRONT CORP executives and other stock owners filed with the SEC include:

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	$25,256,511	-$10,712,156	-30%	Mixed	20 Mar 2026
Julien Wetterwald	Chief Technology Officer	$6,136,318			Mixed	15 Mar 2026
Jason Kilar	Director	$5,258,753			Mixed	15 Mar 2026
Alan Imberman	CFO and Treasurer	$3,329,326			Mixed	15 Mar 2026
Kal Iyer	VP, Engineering	$2,231,341			Mixed	15 Mar 2026
Lauren Lin	CLO, CCO and Secretary	$1,191,643			Mixed	15 Mar 2026
Kenneth A. Goldman	Director	$911,637			Mixed	15 Mar 2026
Jaleh Bisharat	Director	$143,539			Mixed	15 Mar 2026
L. Michelle Wilson	Director	$53,821			Mixed	15 Mar 2026
Michael Reed Schmidt	Director	$17,935			Mixed	15 Mar 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

Top shareholders of WEALTHFRONT CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Andrew S. Rachleff	13D/G 3/4/5	Director, 10%+ Owner	12%	17,230,654	$234,164,588	$0	31 Dec 2025	13D/G 3/4/5
TIGER GLOBAL MANAGEMENT LLC	13D/G 3/4/5 13F	10%+ Owner · Company	10%	15,156,877	$205,981,958	$0	31 Dec 2025	13D/G 3/4/5 13F
DAG Ventures Management IV, LLC	13D/G 3/4/5	10%+ Owner	9.4%	13,813,474	$187,725,112	$0	31 Dec 2025	13D/G 3/4/5
Ribbit Capital GP II, Ltd.	13D/G	Meyer Malka	6.7%	9,848,159	$133,836,481	$0	31 Dec 2025	13D/G
Index Ventures VI (Jersey) LP	13D/G	Index Venture Associates VI Ltd	6.5%	9,460,434	$128,567,298	$0	31 Dec 2025	13D/G
DAG Ventures, LLC	13F	Company	9.4%	13,813,474	$127,774,635	—	31 Mar 2026	13F
Ribbit Management Company, LLC	13F	Company	6.7%	9,848,159	$91,095,471	—	31 Mar 2026	13F
Index Venture Associates VI Ltd	13F	Company	6.4%	9,460,434	$87,509,015	—	31 Mar 2026	13F
BlackRock, Inc.	13F	Company	5.5%	8,108,540	$75,003,996	—	31 Mar 2026	13F
WELLINGTON MANAGEMENT GROUP LLP	13F	Company	3.2%	4,767,041	$44,095,130	—	31 Mar 2026	13F
FMR LLC	13F	Company	2.1%	3,118,920	$28,850,010	—	31 Mar 2026	13F
JPMORGAN CHASE & CO	13F	Company	2.2%	3,161,452	$28,579,526	—	31 Mar 2026	13F
T. Rowe Price Investment Management, Inc.	13F	Company	2%	2,917,592	$26,988,000	—	31 Mar 2026	13F
North Reef Capital Management LP	13F	Company	2%	2,885,257	$26,688,627	—	31 Mar 2026	13F
David Fortunato	3/4/5	CEO and President, Director	— mixed-class rows	2,572,838 mixed-class rows	$25,256,511	-$10,712,156	20 Mar 2026	3/4/5
CITADEL ADVISORS LLC	13F	Company	1.3%	1,921,790	$17,776,558	—	31 Mar 2026	13F
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	1.1%	1,650,461	$15,266,764	—	31 Mar 2026	13F
Southpoint Capital Advisors LP	13F	Company	0.95%	1,400,000	$12,950,000	—	31 Mar 2026	13F
ALLIANCEBERNSTEIN L.P.	13F	Company	0.6%	875,847	$11,902,761	—	31 Mar 2026	13F
UBS Group AG	13F	Company	0.79%	1,165,203	$10,778,128	—	31 Mar 2026	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.67%	982,241	$9,088,430	—	31 Mar 2026	13F
CONGRESS ASSET MANAGEMENT CO	13F	Company	0.58%	853,747	$7,897,160	—	31 Mar 2026	13F
Azora Capital LP	13F	Company	0.55%	811,056	$7,502,268	—	31 Mar 2026	13F
Quinn Opportunity Partners LLC	13F	Company	0.5%	729,627	$6,749,050	—	31 Mar 2026	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.48%	701,564	$6,489,467	—	31 Mar 2026	13F
Julien Wetterwald	3/4/5	Chief Technology Officer	— mixed-class rows	1,109,969 mixed-class rows	$6,136,318	—	15 Mar 2026	3/4/5
Pillsbury Lake Capital LLC	13F	Company	0.45%	658,813	$6,094,020	—	31 Mar 2026	13F
Dragoneer Investment Group, LLC	13F	Company	0.45%	654,338	$6,052,627	—	31 Mar 2026	13F
Invenomic Capital Management LP	13F	Company	0.44%	643,328	$5,950,784	—	31 Mar 2026	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	0.4%	593,275	$5,487,794	—	31 Mar 2026	13F
STATE STREET CORP	13F	Company	0.39%	578,094	$5,347,370	—	31 Mar 2026	13F
Jason Kilar	3/4/5	Director	— mixed-class rows	693,707 mixed-class rows	$5,258,753	—	15 Mar 2026	3/4/5
Whetstone Capital Advisors, LLC	13F	Company	0.37%	546,407	$5,054,265	—	31 Mar 2026	13F
PEAK6 LLC	13F	Company	0.33%	485,494	$4,490,820	—	31 Mar 2026	13F
PB INVESTMENT PARTNERS, L.P.	13F	Company	0.3%	445,701	$4,122,734	—	31 Mar 2026	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.29%	427,721	$3,956,419	—	31 Mar 2026	13F
Woodline Partners LP	13F	Company	0.29%	424,900	$3,930,325	—	31 Mar 2026	13F
Nuveen, LLC	13F	Company	0.25%	368,011	$3,404,102	—	31 Mar 2026	13F
Alan Imberman	3/4/5	CFO and Treasurer	— mixed-class rows	1,192,478 mixed-class rows	$3,329,326	—	15 Mar 2026	3/4/5
Burkehill Global Management, LP	13F	Company	0.24%	350,000	$3,237,500	—	31 Mar 2026	13F
Ghisallo Capital Management LLC	13F	Company	0.24%	350,000	$3,237,500	—	31 Mar 2026	13F
STATE OF WISCONSIN INVESTMENT BOARD	13F	Company	0.22%	322,561	$2,983,689	—	31 Mar 2026	13F
MARSHALL WACE, LLP	13F	Company	0.21%	314,762	$2,911,549	—	31 Mar 2026	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.2%	297,601	$2,752,809	—	31 Mar 2026	13F
NORTHERN TRUST CORP	13F	Company	0.17%	256,616	$2,373,698	—	31 Mar 2026	13F
VANGUARD FIDUCIARY TRUST CO	13F	Company	0.17%	248,806	$2,301,456	—	31 Mar 2026	13F
Kal Iyer	3/4/5	VP, Engineering	— mixed-class rows	1,473,862 mixed-class rows	$2,231,341	—	15 Mar 2026	3/4/5
FEDERATED HERMES, INC.	13F	Company	0.16%	240,000	$2,220,000	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	0.16%	233,759	$2,162,271	—	31 Mar 2026	13F
PRELUDE CAPITAL MANAGEMENT, LLC	13F	Company	0.15%	213,226	$1,972,341	—	31 Mar 2026	13F

Recent Insider Transactions by Companies or Individuals for WEALTHFRONT CORP

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Shares	Shares Owned	Date	Ownership
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
Kal Iyer	WLTH	Restricted Stock Units	Options Exercise	-100%	-71,577	0	15 Mar 2026	Direct
Alan Imberman	WLTH	Common Stock	Options Exercise	18.6%	64,199	410,226	15 Mar 2026	Direct
Alan Imberman	WLTH	Restricted Stock Units	Options Exercise	-28.7%	-64,199	159,688	15 Mar 2026	Direct
David Fortunato	WLTH	Common Stock	Options Exercise	13.6%	224,875	1,876,973	15 Mar 2026	Direct
David Fortunato	WLTH	Restricted Stock Units	Options Exercise	-100%	-224,875	0	15 Mar 2026	Direct
Julien Wetterwald	WLTH	Common Stock	Options Exercise	33.5%	169,401	675,236	23 Dec 2025	Direct
Julien Wetterwald	WLTH	Stock Option (Right to Buy)	Options Exercise	-100%	-169,401	0	23 Dec 2025	Direct
Kal Iyer	WLTH	Common Stock	Options Exercise	34.3%	55,865	218,605	23 Dec 2025	Direct
Kal Iyer	WLTH	Stock Option (Right to Buy)	Options Exercise	-5.52%	-55,865	956,135	23 Dec 2025	Direct
Alan Imberman	WLTH	Common Stock	Options Exercise	60.9%	130,998	346,027	22 Dec 2025	Direct
Alan Imberman	WLTH	Stock Option (Right to Buy)	Options Exercise	-100%	-130,998	0	22 Dec 2025	Direct
David Fortunato	WLTH	Common Stock	Options Exercise	11.4%	181,282	1,768,240	19 Dec 2025	Direct
David Fortunato	WLTH	Stock Option (Right to Buy)	Options Exercise	-23.9%	-181,282	576,135	19 Dec 2025	Direct
David Fortunato	WLTH	Common Stock	Tax liability	-7.3%	-115,872	1,470,816	15 Dec 2025	Direct
DAG Ventures Management IV, LLC	WLTH	Common Stock	Conversion of derivative security		1,598,899	1,598,899	15 Dec 2025	By DAG Ventures IV-A, LLC
DAG Ventures Management IV, LLC	WLTH	Common Stock	Conversion of derivative security	3484%	10,738,874	11,047,106	15 Dec 2025	By DAG Ventures IV-QP, L.P.
DAG Ventures Management IV, LLC	WLTH	Common Stock	Conversion of derivative security	3484.5%	1,134,899	1,167,469	15 Dec 2025	By DAG Ventures IV, L.P.
DAG Ventures Management IV, LLC	WLTH	Series G-1 Preferred Stock	Conversion of derivative security	-100%	-100,699	0	15 Dec 2025	By DAG Ventures IV-A, LLC
DAG Ventures Management IV, LLC	WLTH	Series G-1 Preferred Stock	Conversion of derivative security	-100%	-121,432	0	15 Dec 2025	By DAG Ventures IV-QP, L.P.
DAG Ventures Management IV, LLC	WLTH	Series G-1 Preferred Stock	Conversion of derivative security	-100%	-12,833	0	15 Dec 2025	By DAG Ventures IV, L.P.
DAG Ventures Management IV, LLC	WLTH	Series G Preferred Stock	Conversion of derivative security	-100%	-377,624	0	15 Dec 2025	By DAG Ventures IV-A, LLC
DAG Ventures Management IV, LLC	WLTH	Series G Preferred Stock	Conversion of derivative security	-100%	-455,376	0	15 Dec 2025	By DAG Ventures IV-QP, L.P.
DAG Ventures Management IV, LLC	WLTH	Series G Preferred Stock	Conversion of derivative security	-100%	-48,124	0	15 Dec 2025	By DAG Ventures IV, L.P.
DAG Ventures Management IV, LLC	WLTH	Series F Preferred Stock	Conversion of derivative security	-100%	-440,642	0	15 Dec 2025	By DAG Ventures IV-QP, L.P.
DAG Ventures Management IV, LLC	WLTH	Series F Preferred Stock	Conversion of derivative security	-100%	-46,568	0	15 Dec 2025	By DAG Ventures IV, L.P.
DAG Ventures Management IV, LLC	WLTH	Series E Preferred Stock	Conversion of derivative security	-100%	-1,267,374	0	15 Dec 2025	By DAG Ventures IV-QP, L.P.

* An asterisk sign (*) next to the price indicates that the price is likely invalid.