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 (WLTH) reports that on September 11, 2026, CEO and President David Fortunato’s spouse exercised several fully vested stock options, converting an aggregate of 705,248 option rights into the same number of shares of common stock at exercise prices between $1.39 and $1.87 per share. These shares are reported as indirectly owned through the spouse. In a separate transaction on the same date, 435,437 shares of common stock held through the spouse were delivered or withheld at $10.38 per share to cover payment of option exercise price or tax liability. Following these transactions, Fortunato is reported as directly holding 1,895,553 shares of common stock. No Rule 10b5-1 trading plan is reported.
WEALTHFRONT CORP (WLTH) reports that officer Julien Wetterwald has filed a Rule 144 notice to sell up to 37,539 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $399,791 and 149,361,216 shares outstanding.
The shares to be sold arise from restricted stock units vesting on September 15, 2026, granted as compensation by Wealthfront Corp. Recent sales under Rule 144 over the prior three months totaled 70,337 shares of common stock for stated aggregate proceeds, and the filing notes that the reported sale was mandated by the issuer and includes shares to satisfy tax withholding obligations.
WEALTHFRONT CORP (WLTH) officer Lauren Lin filed a Rule 144 notice covering a proposed sale of 23,064 shares of Common Stock through Morgan Stanley Smith Barney on or after September 15, 2026, with the shares listed on NASDAQ and 149,361,216 shares outstanding.
The shares arise from restricted stock units vesting as compensation, and the sale is described as mandated by the issuer to include shares needed to satisfy related tax withholding obligations. Lin previously sold 4,840 shares on June 17, 2026.
WEALTHFRONT CORP (WLTH) received a Rule 144 notice that officer Kal Iyer intends to sell 48,058 shares of Common Stock on or after September 15, 2026 through Morgan Stanley Smith Barney LLC on NASDAQ. The sale is connected to restricted stock unit vesting and includes shares to cover tax withholding obligations.
In the prior three months, Iyer reported sales of 45,772 shares of WLTH Common Stock on June 15, 2026 for $408,208.43 and 28,498 shares on June 17, 2026 for $241,016.14, all for the account of Kal Iyer.
WEALTHFRONT CORP (WLTH) received a notice that officer Alan Imberman plans to sell shares of the company’s common stock under Rule 144. The filing lists a planned sale of 29,055 shares on September 15, 2026, tied to the vesting and settlement of restricted stock units granted as compensation.
The sale, to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, is described as being mandated by the issuer and includes shares to satisfy related tax withholding obligations.
WEALTHFRONT CORP (WLTH) received a Form 144 notice from executive David Fortunato covering a planned sale of 133,505 shares of common stock through Morgan Stanley Smith Barney LLC on September 15, 2026 under Rule 144 on NASDAQ.
The shares relate to restricted stock units vesting on September 15, 2026, and the company states the sale was mandated by the issuer and includes shares needed to cover tax withholding obligations from settlement of an equity incentive award. As of the filing, 149,361,216 shares of common stock were outstanding, with an aggregate market value of $1,421,829 for the shares covered by this notice.
WEALTHFRONT CORP (WLTH) director Michelle Wilson filed a Rule 144 notice to sell 638 shares of Common Stock, acquired through Restricted Stock Units, with an approximate sale date of September 15, 2026 on NASDAQ through Morgan Stanley Smith Barney LLC.
The planned sale has an indicated aggregate market value of $6,794.70, compared with 156,176,440 shares of Common Stock outstanding as referenced in the filing.
Wealthfront Corporation (WLTH) reported modest top-line growth but lower profitability for the quarter ended July 31, 2026. Total revenue was $91.9 million, roughly flat year over year, as a 31% increase in investment advisory revenue offset a 10% decline in cash management revenue driven by lower interest rates.
Net income for the quarter fell to $17.8 million from $34.7 million a year earlier, with net income margin down to 19%. The decline was largely due to sharply higher operating expenses, especially stock-based compensation, which rose to $16.4 million versus $1.6 million in the prior-year quarter following the IPO and dual-trigger RSU vesting. Even so, Adjusted EBITDA was $38.1 million with a 41% margin.
Key operating metrics remained strong. Platform assets reached $99.0 billion, up 12% year over year, and funded clients grew 14% to 1.5 million. Net deposits slowed sharply to $1.1 billion, down 71%, as lower interest rates reduced cash management inflows while investment advisory net deposits rose. Wealthfront held $468.1 million in cash and equivalents, had no borrowings on its $250 million revolver, and repurchased $60.1 million of stock in the first six months, with additional buybacks after quarter-end.
WEALTHFRONT CORP (WLTH) director Kenneth A. Goldman reported selling 10,000 shares of common stock on September 10, 2026 at $10.00 per share in an open-market or private transaction. The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on January 14, 2026. Following the sale, he held 49,655 shares directly and an additional 48,359 shares indirectly through the Goldman-Valeriote Family Trust, for which he serves as trustee.
WEALTHFRONT CORP (WLTH) has a notice of proposed sale of common stock under Rule 144 by director Kenneth Goldman. The notice covers up to 40,000 shares of common stock, to be sold through Morgan Stanley Smith Barney LLC, with an indicated aggregate market value of $378,400 on NASDAQ.
The shares relate to Restricted Stock Units from the issuer dated December 12, 2025, and the proposed sale date is September 10, 2026.