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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.
Wealthfront Corporation (WLTH) reported fiscal second quarter 2027 revenue of $91.9 million, up 1% year over year, as Total Platform Assets rose 12% to $99.0 billion and surpassed $100 billion as of the end of August. Investment Advisory Assets grew 30% to $54.1 billion, while Cash Management Assets declined 4% to $44.9 billion. Net deposits were $1.1 billion, down from $3.7 billion a year earlier, with strong inflows into advisory products offset by modest cash outflows.
Profitability softened. GAAP net income fell 49% to $17.8 million and diluted EPS declined to $0.10 from $0.24, mainly due to a jump in stock‑based compensation to $16.4 million tied to IPO-related awards and higher product development spend. Adjusted EBITDA decreased 15% to $38.1 million, with margin at 41% versus 49%. Operating cash flow increased 22% to $47.3 million, and adjusted free cash flow was $28.3 million (74% conversion). Wealthfront ended the quarter with $453.3 million in corporate cash and cash equivalents, no debt, and repurchased 3.3 million shares for roughly $30 million.