Welcome to our dedicated page for Wealthfront SEC filings (Ticker: WLTH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Wealthfront Corporation (WLTH) SEC filings page on Stock Titan is intended to centralize access to the company’s regulatory disclosures once they are available through the U.S. Securities and Exchange Commission. Wealthfront has filed a registration statement on Form S-1 in connection with its initial public offering and has indicated that a final prospectus was filed with the SEC pursuant to Rule 424(b). Over time, investors can expect the company’s filings to include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, as required.
Wealthfront describes itself as a tech-driven financial platform focused on digital natives, with products spanning cash management, investing, borrowing, lending, and financial planning. Its filings are expected to provide detailed information about these product categories, its platform assets, net deposits, funded clients, and funded accounts, as well as its use of non-GAAP metrics such as Adjusted EBITDA, Adjusted EBITDA Margin, Free Cash Flow, and Adjusted Operating Expenses. These documents typically explain how the company defines and uses these measures in evaluating its operations.
On Stock Titan, SEC filings for WLTH are paired with AI-powered summaries that aim to explain the key points in plain language. As filings such as 10-K and 10-Q reports become available, the platform can highlight sections on revenue drivers, product categories, and definitions of operating metrics. When Form 4 insider transaction reports and proxy statements are filed, users will be able to review disclosed insider trading activity and executive-related information directly from the underlying SEC documents.
Filings are retrieved from the SEC’s EDGAR system as they are published, and the AI analysis on Stock Titan is designed to help readers quickly identify important disclosures in Wealthfront’s reports without replacing the full, official filings.
Wealthfront Corporation reported record results for fiscal 2026 and launched a major buyback. Annual revenue reached
The company swung to a GAAP net loss of
Wealthfront’s board approved a share repurchase program authorizing up to
Wealthfront Corporation completed an internal reorganization involving its home lending business. The company entered into an Equity Purchase Agreement with CEO and President David Fortunato, acquiring his limited liability company interest in Wealthfront Holdings LLC, which represented 95.1% of the aggregate LLC interests, for $1 of nominal consideration.
After this purchase, Wealthfront Corporation owns 100.0% of the limited liability company interests of Wealthfront Holdings LLC. Because Wealthfront Home Lending, LLC is a wholly owned subsidiary of Wealthfront Holdings LLC, it is now an indirect wholly owned subsidiary of Wealthfront Corporation. The company states it already directed significant activities and absorbed all benefits and losses of Wealthfront Home Lending, and that these operations and economics remain unchanged following the reorganization.
Wealthfront Corporation received a Schedule 13G reporting that investment entities affiliated with DAG Ventures beneficially own a significant minority stake in its common stock. As of December 31, 2025, the reporting persons collectively beneficially own 13,813,474 shares of Wealthfront common stock, representing 9.4% of the class.
The holdings consist of 1,167,469 shares held by DAG Ventures IV, L.P., 11,047,106 shares held by DAG Ventures IV-QP, L.P., and 1,598,899 shares held by DAG Ventures IV-A, LLC. DAG Ventures Management IV, LLC is the manager or general partner of these funds, and John J. Cadeddu and R. Thomas Goodrich serve as managers of DAG Ventures Management IV, LLC, sharing voting and investment authority over the reported shares.
The reported ownership percentages are based on 146,268,749 shares of Wealthfront common stock outstanding as of December 15, 2025, as disclosed in a company prospectus. The reporting persons state that they beneficially own more than five percent of the outstanding common stock, with shared voting and dispositive power over the reported shares and no sole voting or dispositive power.
Tiger Global-affiliated funds and Charles P. Coleman III filed a Schedule 13G reporting a significant ownership stake in Wealthfront Corporation. They report beneficial ownership of 15,156,877 shares of Wealthfront common stock, representing 10.4% of the class as of 12/31/2025.
The Cayman Islands funds Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., and Tiger Global PIP Management X, Ltd., along with Tiger Global Management, LLC and Coleman, all report either 15,146,248 or 15,156,877 shares and the same 10.4% stake. They indicate zero sole voting or dispositive power, with all voting and disposition authority shared.
The filing states that all reported securities are directly owned by advisory clients of Tiger Global Management, LLC, and that, aside from Tiger Global Private Investment Partners X, L.P., no advisory client may be deemed to beneficially own more than 5% of Wealthfront’s common stock. Each reporting person formally disclaims beneficial ownership beyond its pecuniary interest.
Wealthfront Corp received a Schedule 13G showing that funds affiliated with Ribbit Capital and investor Meyer Malka collectively report significant ownership of its common stock.
Ribbit Capital II, L.P. directly owns 4,368,892 shares, representing about 3.0% of Wealthfront’s outstanding common stock. RTZ Ribbit Opportunity, L.P. directly owns 5,479,267 shares, or about 3.7% of the class. Through his control positions in the relevant general partners, Meyer Malka may be deemed to beneficially own 9,848,159 shares in total, representing approximately 6.7% of Wealthfront’s common stock.
These ownership percentages are calculated using 146,268,749 Wealthfront shares outstanding following the closing of the company’s initial public offering, as disclosed in its Form 424(b)(4) prospectus.
Wealthfront Corp received a Schedule 13G showing several Index Ventures-affiliated funds as significant shareholders of its common stock. The largest reported holder, Index Venture Associates VI Ltd, may be deemed to beneficially own 9,460,434 shares, or about 6.5% of the outstanding common stock.
Other reported positions include Index Ventures VI with 9,157,362 shares (6.3%), Index Ventures Growth II with 3,357,339 shares (2.3%), and Index Venture Growth Associates II Ltd, which may be deemed to beneficially own 3,450,069 shares (2.4%). All percentages are based on 146,268,749 shares outstanding following Wealthfront’s initial public offering, as disclosed in the company’s prospectus.
Wealthfront Corporation received a Schedule 13G filing showing that Andrew S. Rachleff and related family trusts beneficially own 17,230,654 shares of common stock, representing 11.8% of the company as of December 31, 2025.
The Rachleff Family Revocable Trust holds 16,424,204 shares (11.2%), while two 2015 irrevocable trusts for Jake Alexander and Shelby Elizabeth Rachleff each hold 403,225 shares (0.3% each). Mr. Rachleff reports indirect beneficial ownership as co‑trustee with his spouse and no direct holdings in his own name.
Wealthfront Corporation is increasing the base annual percentage yield on Wealthfront Cash Accounts by five basis points to 3.30% APY, effective January 30, 2026. The company attributes this change to a higher, stabilized effective federal funds rate and is passing the benefit to clients.
Wealthfront currently expects its annualized cash management fee rate to be approximately 0.59% for the first quarter of fiscal year 2027, assuming no change to the federal funds target range. As of January 26, 2026, total platform assets were about $94.2 billion, with growth since December 31, 2025 driven by Investment Advisory.
Wealthfront Corporation reported strong growth in the quarter ended October 31, 2025. Total revenue rose to $93.2 million from $80.3 million a year earlier, driven by higher cash management revenue and investment advisory fees. Net income was $30.9 million, up slightly from $30.0 million.
For the first nine months of fiscal 2026, revenue reached $268.9 million versus $226.2 million in the prior-year period, while net income declined to $91.6 million from $162.4 million, largely because last year benefited from a large tax benefit. Adjusted EBITDA for the quarter was $43.8 million with a 47% margin.
As of October 31, 2025, platform assets were $92.8 billion, up 21% year over year, and funded clients grew 20% to 1.4 million. Quarterly net deposits fell to $1.6 billion from $4.4 billion as clients shifted more cash into investment advisory products.
Wealthfront Corporation furnished an update on its recent financial reporting and investor communications. The company issued a press release announcing financial results for its fiscal quarter ended October 31, 2025, and scheduled a conference call for January 12, 2026 at 2:00 p.m. PT (5:00 p.m. ET) to discuss these results.
Wealthfront also made a supplemental information presentation available on its investor relations website and attached both the press release and the presentation as exhibits. The company explains that these materials are furnished rather than filed and are not incorporated by reference into other securities law reports. It highlights that material information may be shared through SEC reports, its investor relations site, press releases, public calls and webcasts, and its social media channels on X, Instagram, Facebook, and LinkedIn.