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
30 Jun 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
-
30 Jun 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
30 Jun 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%
Index Ventures VI (Jersey) LP
6.5%
DAG Ventures, LLC
9.4%
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 |
| 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 |
| DAG Ventures, LLC |
13F
Company
|
9.4%
|
$123,492,449
13,813,473 shares
|
— | 30 Jun 2026 |
| Index Venture Associates VI Ltd |
13F
Company
|
6.4%
|
$84,576,280
9,460,434 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
5.7%
|
$74,765,872
8,363,073 shares
|
— | 30 Jun 2026 |
| Ribbit Management Company, LLC |
13F
Company
|
3.7%
|
$48,984,647
5,479,267 shares
|
— | 30 Jun 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: -$14,926,961.
Buys
$0
Insiders: 0
Sells
$14,926,961
Insiders: 8
Net
-$14,926,961
Shares: -1,191,147
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,191,147
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 306,435 | $0 | $3,182,252 | -$3,182,252 |
| 3-6 | 0 | 119,558 | $0 | $1,032,553 | -$1,032,553 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 765,154 | $0 | $10,712,156 | -$10,712,156 |
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
-$14,926,962
Latest report
15 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Andrew S. Rachleff | Director, 10%+ Owner | $142,274,691 | Mixed | 23 Jun 2026 | ||
| David Fortunato | CEO and President, Director | $23,231,412 | -$12,007,847 | -34% | Mixed | 15 Sep 2026 |
| Julien Wetterwald | Chief Technology Officer | $7,364,658 | -$983,523 | -12% | Filing P/S | 15 Sep 2026 |
| Jason Kilar | Director | $5,991,257 | Median | 15 Sep 2026 | ||
| Alan Imberman | CFO and Treasurer | $4,825,540 | -$281,992 | -5.5% | Filing P/S | 15 Sep 2026 |
| Kal Iyer | VP, Engineering | $2,641,833 | -$1,115,652 | -30% | Filing P/S | 15 Sep 2026 |
| Lauren Lin | CLO, CCO and Secretary | $1,797,590 | -$264,754 | -13% | Filing P/S | 15 Sep 2026 |
| Kenneth A. Goldman | Director | $928,879 | -$100,000 | -9.7% | Mixed | 10 Sep 2026 |
| L. Michelle Wilson | Director | $98,674 | -$12,549 | -11% | Filing P/S | 15 Sep 2026 |
| Michael Reed Schmidt | Director | $57,010 | Median | 15 Sep 2026 | ||
| Jaleh Bisharat | Director | $0 | -$160,645 | -100% | Mixed | 06 Jul 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 | -1.11% | $82,853 | $10.19 | -8,130 | 722,663 | 16 Sep 2026 | Direct |
| Lauren Lin | WLTH | Common Stock | Sale | -2.75% | $50,904 | $10.19 | -4,995 | 176,390 | 16 Sep 2026 | Direct |
| Kal Iyer | WLTH | Common Stock | Sale | -3.86% | $106,068 | $10.19 | -10,408 | 259,232 | 16 Sep 2026 | Direct |
| Alan Imberman | WLTH | Common Stock | Sale | -1.31% | $64,122 | $10.19 | -6,292 | 473,510 | 16 Sep 2026 | Direct |
| David Fortunato | WLTH | Common Stock | Sale | -1.43% | $294,663 | $10.19 | -28,914 | 1,988,525 | 16 Sep 2026 | Direct |
| Julien Wetterwald | WLTH | Common Stock | Sale | -3.47% | $281,469 | $10.73 | -26,231 | 730,793 | 15 Sep 2026 | Direct |
| Julien Wetterwald | WLTH | Common Stock | Options Exercise | 8.69% | 60,499 | 757,024 | 15 Sep 2026 | Direct | ||
| Julien Wetterwald | WLTH | Restricted Stock Units | Options Exercise | -37.2% | -60,499 | 101,938 | 15 Sep 2026 | Direct | ||
| Lauren Lin | WLTH | Common Stock | Sale | -8.16% | $172,942 | $10.73 | -16,117 | 181,385 | 15 Sep 2026 | Direct |
| Lauren Lin | WLTH | Common Stock | Options Exercise | 24.9% | 39,410 | 197,502 | 15 Sep 2026 | Direct | ||
| Lauren Lin | WLTH | Restricted Stock Units | Options Exercise | -75.9% | -39,410 | 12,500 | 15 Sep 2026 | Direct | ||
| Kal Iyer | WLTH | Common Stock | Sale | -11.1% | $360,359 | $10.73 | -33,583 | 269,640 | 15 Sep 2026 | Direct |
| Kal Iyer | WLTH | Common Stock | Options Exercise | 34.3% | 77,452 | 303,223 | 15 Sep 2026 | Direct | ||
| Kal Iyer | WLTH | Restricted Stock Units | Options Exercise | -65.5% | -77,452 | 40,775 | 15 Sep 2026 | Direct | ||
| Alan Imberman | WLTH | Common Stock | Sale | -4.06% | $217,870 | $10.73 | -20,304 | 479,802 | 15 Sep 2026 | Direct |
| Alan Imberman | WLTH | Common Stock | Options Exercise | 14.7% | 64,199 | 500,106 | 15 Sep 2026 | Direct | ||
| Alan Imberman | WLTH | Restricted Stock Units | Options Exercise | -36% | -64,199 | 114,063 | 15 Sep 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Sale | -4.42% | $1,001,028 | $10.73 | -93,289 | 2,017,439 | 15 Sep 2026 | Direct |
| David Fortunato | WLTH | Common Stock | Options Exercise | 11.4% | 215,175 | 2,110,728 | 15 Sep 2026 | Direct | ||
| David Fortunato | WLTH | Restricted Stock Units | Options Exercise | -58.5% | -215,175 | 152,925 | 15 Sep 2026 | Direct | ||
| L. Michelle Wilson | WLTH | Common Stock | Sale | -6.39% | $6,731 | $10.55 | -638 | 9,353 | 15 Sep 2026 | Direct |
| L. Michelle Wilson | WLTH | Common Stock | Options Exercise | 27% | 2,126 | 9,991 | 15 Sep 2026 | Direct | ||
| L. Michelle Wilson | WLTH | Restricted Stock Units | Options Exercise | -8.33% | -2,126 | 23,385 | 15 Sep 2026 | Direct | ||
| Michael Reed Schmidt | WLTH | Common Stock | Options Exercise | 50% | 2,126 | 6,377 | 15 Sep 2026 | Direct | ||
| Michael Reed Schmidt | WLTH | Restricted Stock Units | Options Exercise | -7.14% | -2,126 | 27,637 | 15 Sep 2026 | Direct | ||
| Jason Kilar | WLTH | Common Stock | Options Exercise | 3.64% | 23,544 | 670,163 | 15 Sep 2026 | Direct | ||
| Jason Kilar | WLTH | Restricted Stock Units | Options Exercise | -50% | -23,544 | 23,544 | 15 Sep 2026 | Direct | ||
| David Fortunato | WLTH | Common Stock | Tax liability | -56.8% | -435,437 | 331,807 | 11 Sep 2026 | By Spouse | ||
| David Fortunato | WLTH | Common Stock | Options Exercise | 1137.6% | 705,248 | 767,244 | 11 Sep 2026 | By Spouse | ||
| David Fortunato | WLTH | Stock Option (Right to Buy) | Options Exercise | -100% | -705,248 | 0 | 11 Sep 2026 | By Spouse | ||
| Kenneth A. Goldman | WLTH | Common Stock | Sale | -16.8% | $100,000 | $10.00 | -10,000 | 49,655 | 10 Sep 2026 | Direct |
| Lauren Lin | WLTH | Restricted Stock Units | Award | 207,000 | 207,000 | 22 Aug 2026 | Direct | |||
| Julien Wetterwald | WLTH | Common Stock | Sale | -2.14% | $139,798 | $9.16 | -15,263 | 696,525 | 17 Aug 2026 | Direct |
| Julien Wetterwald | WLTH | Common Stock | Sale | -2.1% | $142,801 | $9.36 | -15,264 | 711,788 | 15 Jul 2026 | Direct |
| Jaleh Bisharat | WLTH | Common Stock | Sale | -100% | $80,819 | $9.50 | -8,503 | 0 | 07 Jul 2026 | Direct |
| Jaleh Bisharat | WLTH | Common Stock | Sale | -50% | $79,825 | $9.39 | -8,504 | 8,503 | 06 Jul 2026 | Direct |
| L. Michelle Wilson | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| Michael Reed Schmidt | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| Andrew S. Rachleff | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| Jason Kilar | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| Kenneth A. Goldman | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| Jaleh Bisharat | WLTH | Restricted Stock Units | Award | 19,446 | 19,446 | 23 Jun 2026 | Direct | |||
| 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 |
* marks a reported price that did not pass the local price check.