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WEALTHFRONT (WLTH) SEC Filings

WLTH NASDAQ

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.

Rhea-AI Summary

Wealthfront Corporation approved up to an additional $150.0 million of common-stock repurchases, increasing the existing $100.0 million authorization approved in March 2026. Approximately $18.3 million remained available under that authorization as of October 20, 2026.

Wealthfront expects to fund repurchases with existing cash and cash equivalents and ongoing cash from operations. The program does not obligate the company to repurchase any particular dollar amount or number of shares, and the board may modify, suspend, or terminate it at any time.

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Rhea-AI Summary

WEALTHFRONT CORP (WLTH) reported that Chief Technology Officer Julien Wetterwald sold 26,138 shares of common stock on September 17, 2026 in an open-market or private transaction at a weighted average price of $10.1042 per share, under a Rule 10b5-1 trading plan adopted on January 14, 2026. Following this sale, he directly holds 696,525 shares of WEALTHFRONT CORP common stock.

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Wealthfront Corp (WLTH) reported that officer Lauren Lin, who serves as CLO, CCO and Secretary, sold 4,574 shares of common stock on September 17, 2026 at an average price of $10.1037 per share. After this sale, she held 171,816 shares directly, under a Rule 10b5-1 trading plan adopted on January 14, 2026.

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WEALTHFRONT CORP (WLTH) reported that Kal Iyer, its VP, Engineering, sold 26,738 shares of common stock on September 17, 2026 in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan adopted on January 14, 2026. The weighted-average sale price was $10.1054 per share, with individual trades executed between $9.985 and $10.24 per share. Following this transaction, Mr. Iyer directly held 232,494 shares of WEALTHFRONT CORP common stock.

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WEALTHFRONT CORP (WLTH) reports that its Chief Financial Officer and Treasurer, Alan Imberman, sold 76,540 shares of Common Stock on September 17, 2026, at a price of $10.1034 per share in an open market or private transaction. Following this sale, he held 396,970 shares directly. The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on June 12, 2026, indicating it was pre-arranged.

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WEALTHFRONT CORP (WLTH) director and CEO David Fortunato reported selling a total of 100,000 shares of Common Stock on September 17, 2026, in sales described as open market or private transactions at $10.1438 per share, pursuant to a Rule 10b5-1 trading plan adopted on June 17, 2026.

One sale of 50,000 shares was from his direct holdings, leaving 1,938,525 shares held directly. A separate sale of 50,000 shares came from shares directly held by his spouse, leaving 281,807 shares held by the spouse and reported as indirectly owned.

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Rhea-AI Summary

WEALTHFRONT CORP (WLTH) received a Form 144 notice that David Fortunato plans to sell 50,000 shares of common stock of the company under Rule 144. The planned sale has an approximate aggregate market value of $508,500.00 and involves shares underlying Restricted Stock Units.

The shares are to be sold through Morgan Stanley Smith Barney LLC, with WEALTHFRONT CORP having 156,176,440 shares of common stock outstanding as of September 17, 2026. Fortunato has sold additional WLTH common shares during the past three months, including 28,914 shares for $294,662.57 and 93,289 shares for $1,001,028.29.

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WEALTHFRONT CORP (WLTH) officer Kalyan Iyer filed a notice under Rule 144 for a potential resale of 26,738 shares of common stock, acquired from the issuer as Restricted Stock Units on September 15, 2026. The notice also reports prior sales in the last three months and lists 156,176,440 shares outstanding as of September 17, 2026; this is a baseline figure, not the amount being sold.

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WEALTHFRONT CORP (WLTH) received a notice from shareholder Julien Wetterwald of a planned sale of company common stock under Rule 144. The notice covers 26,138 shares of common stock, related to Restricted Stock Units, with Morgan Stanley Smith Barney LLC listed as the broker.

The filing also lists several recent sales of WEALTHFRONT CORP common stock by the same shareholder over the prior three months, including transactions executed pursuant to a Rule 10b5-1 trading plan.

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Rhea-AI Summary

WEALTHFRONT CORP (WLTH) insider Alan Imberman filed a notice under Rule 144 indicating an intention to sell up to 76,540 shares of Wealthfront common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares relate to restricted stock units that vested during the period from June 15, 2026 through September 15, 2026.

The filing cites an aggregate market value of $778,411.80 for the 76,540 shares and lists 156,176,440 shares of Wealthfront common stock outstanding as of September 17, 2026. It also discloses prior sales during the past three months, including 6,292 shares for $64,121.77 on September 16, 2026 and 20,304 shares for $217,870.04 on September 15, 2026.

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FAQ

How many WEALTHFRONT (WLTH) SEC filings are available on StockTitan?

StockTitan tracks 118 SEC filings for WEALTHFRONT (WLTH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WEALTHFRONT (WLTH)?

The most recent SEC filing for WEALTHFRONT (WLTH) was filed on October 21, 2026.