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.
WLT H notice: the filer submitted a Form 144 proposing the sale of 67,837 Restricted Stock Units and 2,500 Employee Stock Purchase Plan shares. The filing is dated 06/17/2026 and lists NASDAQ as the exchange. Sale type and cash‑flow treatment are described for the ESPP as Cash.
WLTH: Form 144 notice for sale of 28,498 shares of Common Stock (Restricted Stock Units) dated 06/15/2026.
The filing also shows 45,772 shares sold during the prior three months, with proceeds of $408,208.43. The sale method is listed as a 10b5-1 plan entry for the reporting person.
WEALTHFRONT CORP director Michelle L. Wilson reported a pre-planned mix of stock sale and equity vesting. On June 15, 2026, she executed an open-market sale of 638 shares of common stock at $9.12 per share under a Rule 10b5-1 trading plan.
On the same date, 2,126 restricted stock units were converted into an equal number of common shares at $0.00 per share as part of an award vesting schedule. Following these transactions, she directly held 8,503 shares of common stock, with additional restricted stock units remaining outstanding.
WEALTHFRONT CORP director Michael Reed Schmidt exercised restricted stock units into common shares in a compensation-related transaction. On June 15, 2026, he acquired 2,126 shares of Common Stock through the exercise of restricted stock units. Following the transaction, he directly held 4,251 shares of Common Stock and 29,763 Restricted Stock Units. Each restricted stock unit represents a right to receive one share of common stock upon settlement, and the award vests in sixteenth increments quarterly, subject to continued service.
WEALTHFRONT CORP director Jason Kilar reported an automatic equity award vesting on June 15, 2026. Restricted stock units covering 23,544 shares of Common Stock were settled, so he acquired that same number of common shares, with no open‑market purchase or sale.
After this settlement, Kilar directly holds 646,619 shares of Common Stock and 47,088 Restricted Stock Units. Each RSU represents a contingent right to receive one share that either vests or is cancelled, with the award vesting in equal sixteenth portions quarterly on March 15, June 15, September 15, and December 15, subject to continued service.
WEALTHFRONT CORP Chief Technology Officer Julien Wetterwald reported routine equity compensation activity involving restricted stock units and related tax withholding.
On June 15, 2026, he exercised derivative awards and converted them into a total of 81,026 shares of Common Stock, according to the filing’s transaction summary. These exercises reflect restricted stock units that vest in equal quarterly installments, subject to continued service, with initial vesting dates in September 2022, March 2024, March 2025, and March 2026.
In connection with the net settlement of these restricted stock units, the issuer withheld 43,716 shares of Common Stock at a price of $8.80 per share to cover tax withholding liabilities. The filing classifies this as a tax-withholding disposition rather than an open-market sale, and it indicates no open-market purchases or sales of WEALTHFRONT CORP stock by the CTO in this report.
WEALTHFRONT CORP chief legal and compliance officer Lauren Lin reported routine equity compensation activity involving restricted stock units on June 15, 2026. She exercised derivatives representing 39,409 shares of Common Stock, increasing her direct equity exposure through award vesting rather than open‑market purchases.
To cover related obligations, 20,052 shares of Common Stock were withheld by the company at $8.80 per share to satisfy tax liabilities, a non-market disposition. Following these transactions, Lin directly holds 182,984 shares of Common Stock and 25,000 restricted stock units, indicating the filing reflects compensation vesting and tax settlement rather than discretionary buying or selling.
Wealthfront Corp VP of Engineering Kal Iyer reported a mix of stock sales and equity compensation activity. On June 15, 2026, he exercised restricted stock units into 77,448 shares of common stock, then sold 45,772 shares in an open-market transaction at an average price of $8.9183 per share under a pre-arranged Rule 10b5-1 trading plan.
The company also withheld 41,784 shares at $8.80 per share to cover tax obligations from the net settlement of vested units. The filing further discloses a previously unreported grant of 249,000 restricted stock units on December 30, 2025, which vest in 1/16 quarterly installments, each unit representing a right to receive one share of common stock upon settlement.
Wealthfront Corp CFO and Treasurer Alan Imberman reported compensation-related stock activity on June 15, 2026. He exercised restricted stock units (RSUs) into 64,201 shares of Common Stock through multiple derivative exercises coded "M".
To cover related tax liabilities, 25,264 Common Stock shares were withheld by the company at $8.80 per share in a transaction coded "F", rather than sold in the open market. After these transactions, Imberman directly owned 419,783 shares of Common Stock, while 136,875 RSUs remained outstanding, each representing a contingent right to one share upon vesting.
The footnotes explain that the RSU awards vest quarterly in sixteenth increments, subject to continued service, and that the RSUs either vest or are cancelled; they do not expire. Overall, these moves reflect routine equity compensation vesting and tax withholding, not discretionary market buying or selling.