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 provides an automated financial platform for “digital natives,” offering cash management, investment advisory, borrowing and lending, and software-based financial planning. The company emphasizes automation and low costs to align its economics with long-term client wealth building.
Revenue reached $365.0 million in fiscal 2026, up from $308.9 million in 2025, driven mainly by cash management fees, which contributed about 74% of total revenue, and advisory fees, at about 25%. Despite prior profitability, Wealthfront recorded a $(42.1) million net loss in fiscal 2026 and had an accumulated deficit of about $142.0 million.
As of January 31, 2026, Wealthfront served primarily high-earning, digitally focused clients, with average platform assets of roughly $66,000 per client, client retention above 95% in fiscal 2025 and 2026, and over 50% of new clients acquired via referrals. The firm employed 391 people, roughly half of whom are engineers, and operated a proprietary brokerage and cash platform supported by program banks and partners for sweep deposits, debit cards, and margin lending.
Wealthfront Corp CEO David Fortunato reported an option exercise acquiring 40,816 shares of Common Stock. He exercised a Stock Option (Right to Buy) for 40,816 underlying shares at an exercise price of $2.45 per share, converting the derivative into Common Stock rather than selling it.
After the transaction, he directly holds 1,796,467 shares of Common Stock. In addition, 61,996 shares of Common Stock are indirectly held by his spouse, as disclosed in the footnotes. The option was already fully vested under an award agreement that became fully vested on May 23, 2020, and this filing reflects the exercise ahead of the option’s stated expiration.
WEALTHFRONT CORP director Michelle L. Wilson reported a routine equity compensation event. On March 15, 2026, she exercised restricted stock units (RSUs) to acquire 2,126 shares of Common Stock, reflecting the scheduled vesting of a prior RSU award.
Each RSU represents a right to receive one share of Common Stock upon settlement. The award vests in equal 1/16 installments on the fifteenth day of September, December, March, and June, with the first tranche vested on September 15, 2025, and unvested RSUs either vest or are cancelled before their vesting dates.
Following this vesting, Wilson directly held 6,377 shares of Common Stock and 27,637 restricted stock units, according to the filing.
Wealthfront Corp director Michael Reed Schmidt reported equity compensation activity rather than open-market trading. On March 15, 2026, 2,125 restricted stock units vested and were exercised into 2,125 shares of Common Stock at $0.00 per share, leaving him with 31,889 restricted stock units and 2,125 shares directly held. These RSUs come from a 34,014-unit award granted on September 26, 2025 that vests in 16 equal quarterly installments on the fifteenth day of March, June, September, and December, so long as he continues serving the company. The filing notes this award was originally granted before Wealthfront’s IPO and previously disclosed on his Form 3.
WEALTHFRONT CORP director Jason Kilar exercised restricted stock units into 40,550 shares of Common Stock. On 2026-03-15, he converted 17,007 and 23,543 restricted stock units into an equal number of Common Stock shares at a stated price of $0.00 per share.
Following these exercises, Kilar directly holds 623,075 shares of Common Stock. Footnotes explain that each restricted stock unit represents a right to receive one share upon settlement and that the awards vest based on continued service, with vesting occurring on specified quarterly dates.
Wealthfront Corp director Kenneth A. Goldman increased his holdings through a stock award. On March 15, 2026, he exercised 17,007 restricted stock units, receiving the same number of common shares at a stated price of $0.00 per share as part of equity compensation.
After this vesting, he directly holds 59,655 shares of Wealthfront common stock. He also has an indirect position of 48,359 shares held by the Goldman-Valeriote Family Trust, for which he serves as trustee, reflecting additional family-related ownership.
WEALTHFRONT CORP director Jaleh Bisharat exercised restricted stock units into common shares as part of equity compensation. On March 15, 2026, 17,007 restricted stock units were converted into 17,007 shares of common stock at a price of $0.00 per share, reflecting settlement of previously granted awards rather than an open-market purchase. Following the transaction, Bisharat directly holds 17,007 shares of common stock, and no restricted stock units remain from this award.
WEALTHFRONT CORP director and 10% owner Andrew S. Rachleff exercised restricted stock units into common shares. On March 15, 2026, 29,762 restricted stock units converted into 29,762 shares of common stock at a price of $0.00 per share.
The award of restricted stock units vested in full on March 15, 2026, subject to his continued service to the company on the vesting date, and these units either vest or are cancelled before vesting. Following the transaction, he holds 29,762 shares directly and has additional indirect holdings through family trusts, including 16,424,204 shares held by the Rachleff Family Revocable Trust and 403,225 shares in each of two 2015 irrevocable trusts for his children, where he and his spouse serve as co-trustees.
WEALTHFRONT CORP Chief Technology Officer Julien Wetterwald reported equity compensation activity rather than open‑market trading. On March 15, 2026, multiple blocks of restricted stock units vested and were settled into a total of 81,024 shares of Common Stock at a conversion price of $0.00 per share.
On March 16, 2026, 29,208 shares of Common Stock were automatically withheld at an indicated value of $7.86 per share to cover tax liabilities associated with the RSU net settlement, as described in the footnotes. After these transactions, Wetterwald directly owns 727,052 shares of Common Stock, reflecting a routine compensation and tax‑withholding event.
Wealthfront Corp’s Chief Legal and Compliance Officer Lauren Lin reported routine equity compensation activity. On March 15, 2026, she exercised restricted stock units covering 40,626 shares of Common Stock at a conversion price of $0.00 per share.
On March 16, 2026, 14,707 shares of Common Stock were withheld at $7.86 per share to satisfy tax obligations, which is recorded as a disposition but is not an open-market sale. After these transactions, Lin directly holds 141,190 shares of Wealthfront Common Stock.