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.
- Info
- Portfolio
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 15 Insiders of WEALTHFRONT CORP
- Symbol
- WLTH on Nasdaq
- Location
- Palo Alto, CA
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.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$10,712,156.
Buys
$0
Shares: 0
Insiders: 0
Sells
$10,712,156
Shares: 765,154
Insiders: 1
Net
-$10,712,156
Shares: -765,154
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 765,154 | $0 | $10,712,156 | -$10,712,156 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 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% | Median | 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 | |
| TIGER GLOBAL MANAGEMENT LLC |
13D/G
3/4/5
13F
|
10%+ Owner · Company |
10%
|
15,156,877
|
$205,981,958 | $0 | 31 Dec 2025 | |
| DAG Ventures, LLC |
13F
|
Company |
9.4%
|
13,813,474
|
$187,725,112 | — | 31 Dec 2025 | |
| DAG Ventures Management IV, LLC |
13D/G
3/4/5
|
10%+ Owner |
9.4%
|
13,813,474
|
$187,725,112 | $0 | 31 Dec 2025 | |
| Ribbit Management Company, LLC |
13F
|
Company |
6.7%
|
9,848,159
|
$133,836,481 | — | 31 Dec 2025 | |
| Ribbit Capital GP II, Ltd. |
13D/G
|
Meyer Malka |
6.7%
|
9,848,159
|
$133,836,481 | $0 | 31 Dec 2025 | |
| Index Ventures VI (Jersey) LP |
13D/G
|
Index Venture Associates VI Ltd |
6.5%
|
9,460,434
|
$128,567,298 | $0 | 31 Dec 2025 | |
| Index Venture Associates VI Ltd |
13F
|
Company |
6.4%
|
9,460,434
|
$128,567,298 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
3.6%
|
5,363,334
|
$72,887,710 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
2.7%
|
4,039,317
|
$54,894,318 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.7%
|
3,986,938
|
$54,182,488 | — | 31 Dec 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.6%
|
2,291,079
|
$31,136,000 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
2,040,138
|
$27,725,475 | — | 31 Dec 2025 | |
| 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 | |
| Whale Rock Capital Management LLC |
13F
|
Company |
1.1%
|
1,600,000
|
$21,744,000 | — | 31 Dec 2025 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.94%
|
1,386,092
|
$18,836,990 | — | 31 Dec 2025 | |
| North Reef Capital Management LP |
13F
|
Company |
0.83%
|
1,226,633
|
$16,669,942 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.69%
|
1,015,000
|
$13,794,225 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.68%
|
1,000,000
|
$13,590,000 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.68%
|
1,000,000
|
$13,590,000 | — | 31 Dec 2025 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.61%
|
900,000
|
$12,231,000 | — | 31 Dec 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.61%
|
891,600
|
$12,116,844 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.6%
|
875,000
|
$11,891,250 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.55%
|
808,971
|
$10,993,916 | — | 31 Dec 2025 | |
| Dragoneer Investment Group, LLC |
13F
|
Company |
0.45%
|
654,338
|
$8,892,453 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.43%
|
631,565
|
$8,582,968 | — | 31 Dec 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.43%
|
625,000
|
$8,493,750 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.41%
|
598,915
|
$8,139,255 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.37%
|
538,847
|
$7,322,931 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.36%
|
524,165
|
$7,123,402 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.35%
|
516,527
|
$7,019,602 | — | 31 Dec 2025 | |
| Julien Wetterwald |
3/4/5
|
Chief Technology Officer |
—
mixed-class rows
|
1,109,969
mixed-class rows
|
$6,136,318 | — | 15 Mar 2026 | |
| Woodline Partners LP |
13F
|
Company |
0.29%
|
424,459
|
$5,768,398 | — | 31 Dec 2025 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.27%
|
400,000
|
$5,436,000 | — | 31 Dec 2025 | |
| Jason Kilar |
3/4/5
|
Director |
—
mixed-class rows
|
693,707
mixed-class rows
|
$5,258,753 | — | 15 Mar 2026 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.26%
|
383,204
|
$5,207,742 | — | 31 Dec 2025 | |
| Karl Kapital LLC |
13F
|
Company |
0.26%
|
382,414
|
$5,197,006 | — | 31 Dec 2025 | |
| Burkehill Global Management, LP |
13F
|
Company |
0.24%
|
350,000
|
$4,756,500 | — | 31 Dec 2025 | |
| Ghisallo Capital Management LLC |
13F
|
Company |
0.24%
|
350,000
|
$4,756,500 | — | 31 Dec 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.22%
|
323,476
|
$4,396,039 | — | 31 Dec 2025 | |
| Shay Capital LLC |
13F
|
Company |
0.22%
|
316,965
|
$4,307,554 | — | 31 Dec 2025 | |
| FJ Capital Management LLC |
13F
|
Company |
0.21%
|
314,187
|
$4,269,801 | — | 31 Dec 2025 | |
| Azora Capital LP |
13F
|
Company |
0.2%
|
300,518
|
$4,084,040 | — | 31 Dec 2025 | |
| Monashee Investment Management LLC |
13F
|
Company |
0.2%
|
300,000
|
$4,077,000 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.18%
|
270,910
|
$3,681,668 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.18%
|
264,879
|
$3,599,706 | — | 31 Dec 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.17%
|
250,136
|
$3,399,347 | — | 31 Dec 2025 | |
| Alan Imberman |
3/4/5
|
CFO and Treasurer |
—
mixed-class rows
|
1,192,478
mixed-class rows
|
$3,329,326 | — | 15 Mar 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.15%
|
215,000
|
$2,921,850 | — | 31 Dec 2025 | |
| PEAK6 LLC |
13F
|
Company |
0.14%
|
208,752
|
$2,836,939 | — | 31 Dec 2025 |
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 | % | Value $ | * Price $ | 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.