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Wealthfront Corp’s Chief Technology Officer reported several equity transactions on 12/15/2025. The filing shows the settlement of three restricted stock unit (RSU) awards into common stock, with 20,525, 20,388, and 21,113 shares of common stock acquired at an exercise price of $0 per share. These reflect previously granted RSUs converting into shares as they vest.
To cover tax withholding obligations from the RSU settlements, 31,499 shares of common stock were withheld by the company at a price of $14.19 per share. After these transactions, the reporting person held 505,835, 516,221, and 537,334 shares at various points as the RSUs were exercised and taxes settled. The RSU awards vest quarterly in sixteenth increments on specified March, June, September, and December dates, contingent on continued service, and either vest or are cancelled rather than expiring.
Wealthfront CorpDecember 15, 2025. Several blocks of restricted stock units (RSUs) were converted to Common Stock at an exercise price of $0, increasing her directly held shares through multiple transactions coded “M.” After these RSU settlements, she directly owned 115,271 shares of Common Stock.
In a separate transaction coded “F,” 20,631 shares of Common Stock were withheld at a price of $14.19 to cover tax liabilities related to the RSU net settlement. Following these changes, she continued to hold derivative awards, including 192,704 RSUs, each representing a contingent right to receive one share of Common Stock, subject to time-based vesting conditions and continued service.
Wealthfront Corp director equity update: A company director reported the vesting and settlement of restricted stock units into common shares. On 12/15/2025, 23,544 Restricted Stock Units were converted into 23,544 shares of Wealthfront Corp common stock at an exercise price of $0. After this transaction, the reporting person beneficially owned 582,525 shares of common stock directly and 94,175 Restricted Stock Units.
The Restricted Stock Unit award vests in 16 equal quarterly installments on the fifteenth day of March, June, September, and December, subject to continued service, with the first tranche having vested on March 15, 2023. These units do not have a traditional expiration date; they either vest according to the schedule or are cancelled before the applicable vesting date.
Wealthfront Corp executive stock activity shows its VP of Engineering settling restricted stock units and related taxes. On December 15, 2025, several blocks of restricted stock units were converted into Common Stock at an exercise price of $0, adding 9,687, 20,387, 20,387, and 21,112 shares in separate transactions. After these conversions, the reporting person held 199,087 shares of Common Stock before tax withholding.
To cover tax obligations from this net settlement, 36,347 shares of Common Stock were withheld by Wealthfront Corp at a price of $14.19 per share, reducing the executive’s direct Common Stock holdings to 162,740 shares. The filing also notes multiple ongoing restricted stock unit awards that vest quarterly, subject to continued service, with initial vesting dates ranging from June 15, 2022 through June 15, 2025.
Wealthfront Corp CFO and Treasurer reported equity transactions on 12/15/2025 tied to restricted stock unit (RSU) vesting. Two RSU awards converted into Common Stock, adding 22,813 shares and 23,625 shares at an exercise price of $0, reflecting the settlement of previously granted RSUs.
To cover tax withholding obligations from this net settlement, 18,274 shares of Common Stock were withheld and disposed of at $14.19 per share. Each RSU represents a right to receive one share of Common Stock, with the awards vesting in 1/16 increments quarterly on March 15, June 15, September 15, and December 15, subject to continued service, with first tranches vesting on March 15, 2024 and March 15, 2025 for the respective awards.
Wealthfront Corp insider activity shows its CEO and President, who is also a director, settling restricted stock units and covering related taxes. On December 15, 2025, multiple blocks of restricted stock units were converted into Common Stock, including 76,462, 79,181, and 59,531 shares at an exercise price of $0 per share.
To satisfy tax withholding obligations from these settlements, 109,267 shares of Common Stock were withheld at a price of $14.19 per share. After these transactions, the reporting person directly beneficially owns 1,586,958 shares of Common Stock and indirectly owns 153,503 shares through a spouse. The restricted stock units vest quarterly in 1/16 increments on the fifteenth day of June, September, December, and March, subject to continued service.
Tiger Global-affiliated funds that are a director and 10% owner of Wealthfront Corp (WLTH) reported significant equity transactions tied to the company’s initial public offering. On 12/15/2025 they converted 14,359,800 shares of Series G Preferred Stock and 3,829,242 shares of Series G-1 Preferred Stock into an equivalent number of Wealthfront common shares, as these preferred shares automatically converted upon the IPO closing. On the same date they sold 7,004,912 common shares as a selling stockholder at $14 per share. After these transactions, they indirectly beneficially owned 15,156,877 shares of Wealthfront common stock through Tiger Global Private Investment Partners X, L.P. and related entities, while disclaiming group status and beneficial ownership beyond their pecuniary interest.
Wealthfront Corp reported that several venture funds affiliated with Index Ventures and Yucca (Jersey) SLP converted multiple series of preferred stock into common stock on 12/15/2025. Under the company’s Restated Certificate of Incorporation, each share of Series D, E, F, G and G-1 Convertible Preferred Stock automatically converted into common stock at a 1-for-1 ratio in connection with the completion of Wealthfront’s initial public offering.
Following these conversions, Index Ventures VI (Jersey), L.P. reported beneficial ownership of 9,157,362 shares of common stock, while Index Ventures Growth II (Jersey), L.P. reported 3,357,339 shares, with additional smaller positions held by related parallel and co-investment vehicles. The reporting entities are treated as directors of Wealthfront for Section 16 purposes and indicate that they disclaim beneficial ownership beyond their pecuniary interests.
Wealthfront Corp disclosed that one of its directors acquired 2,125 shares of common stock on December 11, 2025 at a price of $0, through the settlement of restricted stock units. After this transaction, the director beneficially owns 2,125 shares of common stock directly and 31,889 restricted stock units.
The restricted stock units represent rights to receive one share of common stock per unit and were subject to a performance condition satisfied in connection with Wealthfront’s initial public offering and a service-based vesting schedule. The award vests in 1/16 increments quarterly on the fifteenth day of September, December, March, and June, starting September 15, 2025, and each unit will either vest or be cancelled before its vesting date.
Wealthfront Corp reported an insider ownership update related to its initial public offering. On 12/15/2025, multiple series of Series D, Series E, Series F, Series G and Series G-1 Convertible Preferred Stock automatically converted into common stock at a 1-for-1 ratio in connection with the completion of the company’s IPO, as allowed by its Restated Certificate of Incorporation.
The reporting person, a director of Wealthfront and a retired partner within the Index Ventures group, reports indirect ownership through several Index Ventures funds and related vehicles, including Index Ventures Growth II (Jersey), L.P., Index Ventures VI (Jersey), L.P., their parallel entrepreneur funds, and Yucca (Jersey) SLP. For example, 2,370,596 shares of Series F Preferred Stock held by Index Ventures Growth II (Jersey), L.P. converted into 2,370,596 shares of common stock. The reporting person disclaims beneficial ownership of these shares except to the extent of any pecuniary interest.