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 Corp reports that Chief Technology Officer Julien Wetterwald completed a Rule 10b5-1 plan sale of 15,264 shares of common stock on July 15, 2026 at a weighted average price of $9.3554 per share, with individual trades executed between $9.13 and $9.49 per share. Following this transaction, he directly holds 711,788 shares of Wealthfront common stock. The Rule 10b5-1 trading plan for these sales was adopted on January 14, 2026.
Wealthfront Corp director Jaleh Bisharat reported selling 17,007 shares of Common Stock in open-market transactions. The sales occurred on July 6 and 7, 2026 at weighted average prices of $9.3868 and $9.5048 per share, across multiple trades between $9.24 and $9.57. Following these transactions, Bisharat held no shares directly. The filing notes the trades were executed under a Rule 10b5-1 trading plan adopted on April 6, 2026.
WILSON L MICHELLE reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michelle L. Wilson received a grant of 19,446 restricted stock units, each tied to one share of common stock. The award was granted at no cash cost and will vest in full on the earlier of the company’s next annual stockholder meeting or the first anniversary of the grant date, as long as she continues in service. If the vesting conditions are not met, the units may be cancelled rather than expiring on a fixed date. After this grant, her reported derivative holdings from this award total 19,446 units.
Schmidt Michael Reed reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michael Reed Schmidt received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a right to receive one share of Wealthfront common stock at settlement, so the award currently corresponds to 19,446 potential shares.
The entire award will vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as Schmidt continues serving through that date. After this grant, he holds 19,446 RSUs directly and no sale or open-market purchase occurred.
RACHLEFF ANDREW S reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director and 10% owner Andrew S. Rachleff received a grant of 19,446 restricted stock units (RSUs). Each RSU represents the right to receive one share of WEALTHFRONT common stock upon settlement at no purchase price.
The award vests in full on the earlier of the next annual stockholder meeting or the first anniversary of the June 23, 2026 grant date, provided he remains in continuous service. If the vesting condition is not met, the RSUs are cancelled rather than expiring on a fixed date. Following this grant, his reported RSU holdings from this award total 19,446 units.
KILAR JASON reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Jason Kilar received a new equity award in the form of restricted stock units. The filing shows a grant of 19,446 Restricted Stock Units, each tied to one share of WEALTHFRONT CORP common stock upon settlement.
The entire RSU award will vest on the earlier of the next annual meeting of stockholders or the first anniversary of the grant date, as long as Kilar continues to serve through that date. These RSUs do not have a traditional expiration date; they will either vest under the terms of the award or be cancelled before vesting.
GOLDMAN KENNETH A reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Kenneth A. Goldman received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement.
The award will fully vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as he remains in continuous service through that date. Following this grant, he holds 19,446 RSUs directly, which will either vest or be cancelled rather than expiring.
Wealthfront Corp director Jaleh Bisharat received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement, with no cash exercise price.
The entire RSU award vests on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, subject to Bisharat’s continuous service. After this grant, Bisharat holds 19,446 RSUs directly, which will either vest on the schedule described or be cancelled before vesting.
Wealthfront Corporation held its 2026 Annual Meeting of Stockholders, where shareholders elected two Class I directors and ratified Ernst & Young LLP as the independent registered public accounting firm for the year ending January 31, 2027.
Stockholders representing 121,142,898 shares of common stock, about 81.03% of shares entitled to vote, were present or represented by proxy, establishing a quorum. David Fortunato and Andrew S. Rachleff each received over 110 million votes in favor, and the auditor ratification proposal passed with 120,824,845 votes for and minimal opposition.