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 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.
WEALTHFRONT CORP (symbol: WLTH) is the issuer of record for a Form 4 filing submitted to the SEC.
WEALTHFRONT CORP (WLTH) reported that Chief Technology Officer Julien Wetterwald sold 15,263 shares of common stock of WEALTHFRONT CORP on August 17, 2026 at an average price of $9.1593 per share in an open-market or private transaction. After this sale, he directly holds 696,525 shares of WEALTHFRONT CORP common stock. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
Wealthfront Corp received an updated ownership report from Ribbit-affiliated entities and Meyer Malka. As of June 30, 2026, RTZ Ribbit Opportunity, L.P. directly holds 5,479,267 shares of common stock, or 3.7% of the outstanding shares. The Malka Kleiner Revocable Trust holds 772,844 shares, and Meyer Malka may be deemed to control voting and disposition over a total of 6,252,111 shares, or 4.2% of the company’s common stock. The percentage ownership is based on 149,361,216 shares outstanding following Wealthfront’s initial public offering. The filing notes that some Ribbit funds (Fund II, GP II and UGP II) no longer beneficially own any Wealthfront shares and that the reporting group’s holdings are now under 5% of the class.
Wealthfront Corp reports that Chief Technology Officer Julien Wetterwald completed a Rule 10b5-1 plan sale of 15,264 shares of common stock on July 15, 2026 at a weighted average price of $9.3554 per share, with individual trades executed between $9.13 and $9.49 per share. Following this transaction, he directly holds 711,788 shares of Wealthfront common stock. The Rule 10b5-1 trading plan for these sales was adopted on January 14, 2026.
Wealthfront Corp director Jaleh Bisharat reported selling 17,007 shares of Common Stock in open-market transactions. The sales occurred on July 6 and 7, 2026 at weighted average prices of $9.3868 and $9.5048 per share, across multiple trades between $9.24 and $9.57. Following these transactions, Bisharat held no shares directly. The filing notes the trades were executed under a Rule 10b5-1 trading plan adopted on April 6, 2026.
WILSON L MICHELLE reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michelle L. Wilson received a grant of 19,446 restricted stock units, each tied to one share of common stock. The award was granted at no cash cost and will vest in full on the earlier of the company’s next annual stockholder meeting or the first anniversary of the grant date, as long as she continues in service. If the vesting conditions are not met, the units may be cancelled rather than expiring on a fixed date. After this grant, her reported derivative holdings from this award total 19,446 units.
Schmidt Michael Reed reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director Michael Reed Schmidt received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a right to receive one share of Wealthfront common stock at settlement, so the award currently corresponds to 19,446 potential shares.
The entire award will vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as Schmidt continues serving through that date. After this grant, he holds 19,446 RSUs directly and no sale or open-market purchase occurred.
RACHLEFF ANDREW S reported acquisition or exercise transactions in this Form 4 filing.
WEALTHFRONT CORP director and 10% owner Andrew S. Rachleff received a grant of 19,446 restricted stock units (RSUs). Each RSU represents the right to receive one share of WEALTHFRONT common stock upon settlement at no purchase price.
The award vests in full on the earlier of the next annual stockholder meeting or the first anniversary of the June 23, 2026 grant date, provided he remains in continuous service. If the vesting condition is not met, the RSUs are cancelled rather than expiring on a fixed date. Following this grant, his reported RSU holdings from this award total 19,446 units.