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.
WEALTHFRONT CORP CEO and President David Fortunato exercised stock options and disposed of shares. He exercised options for a total of 365,626 shares of Common Stock at exercise prices of $2.45 and $1.50 per share. In connection with restricted stock units, 1,620,382 shares of Common Stock were withheld by the company to cover tax liabilities, a non-market disposition. He also sold 765,154 shares of Common Stock at $14.00 per share as part of the company’s secondary offering conducted in conjunction with its IPO. Following these transactions, he directly holds 1,371,514 shares of Common Stock.
WEALTHFRONT CORP director and CEO David Fortunato reported a tax-withholding share disposition related to equity compensation. The filing shows that 115,872 shares of Common Stock were withheld at $14.19 per share to cover tax liabilities from the net settlement of restricted stock units.
These shares were not sold in the open market but retained by the company to satisfy taxes. After this withholding transaction, Fortunato directly holds 1,470,816 shares of Common Stock, indicating he continues to maintain a substantial equity stake.
Wealthfront Corporation reported record results for fiscal 2026 and launched a major buyback. Annual revenue reached $365.0 million, up 18%, with fiscal Q4 revenue of $96.1 million, up 16%. Adjusted EBITDA rose to $170.7 million with a strong 47% margin and free cash flow of $151.1 million.
The company swung to a GAAP net loss of $42.1 million for the year and $133.7 million in Q4, driven by one-time IPO-related stock-based compensation expense of $239.0 million. Total platform assets reached a record $94.1 billion, with investment advisory assets of $48.7 billion and cash management assets of $45.4 billion. Cash and cash equivalents were $440.8 million as of January 31, 2026.
Wealthfront’s board approved a share repurchase program authorizing up to $100,000,000.00 of common stock, to be funded from existing cash and cash generated from operations. Q4 included total net deposits of $(0.4) billion, but funded clients grew 17% year-over-year to 1.42 million, and funded accounts grew 16% to 1.84 million.
Wealthfront Corporation completed an internal reorganization involving its home lending business. The company entered into an Equity Purchase Agreement with CEO and President David Fortunato, acquiring his limited liability company interest in Wealthfront Holdings LLC, which represented 95.1% of the aggregate LLC interests, for $1 of nominal consideration.
After this purchase, Wealthfront Corporation owns 100.0% of the limited liability company interests of Wealthfront Holdings LLC. Because Wealthfront Home Lending, LLC is a wholly owned subsidiary of Wealthfront Holdings LLC, it is now an indirect wholly owned subsidiary of Wealthfront Corporation. The company states it already directed significant activities and absorbed all benefits and losses of Wealthfront Home Lending, and that these operations and economics remain unchanged following the reorganization.
Wealthfront Corporation received a Schedule 13G reporting that investment entities affiliated with DAG Ventures beneficially own a significant minority stake in its common stock. As of December 31, 2025, the reporting persons collectively beneficially own 13,813,474 shares of Wealthfront common stock, representing 9.4% of the class.
The holdings consist of 1,167,469 shares held by DAG Ventures IV, L.P., 11,047,106 shares held by DAG Ventures IV-QP, L.P., and 1,598,899 shares held by DAG Ventures IV-A, LLC. DAG Ventures Management IV, LLC is the manager or general partner of these funds, and John J. Cadeddu and R. Thomas Goodrich serve as managers of DAG Ventures Management IV, LLC, sharing voting and investment authority over the reported shares.
The reported ownership percentages are based on 146,268,749 shares of Wealthfront common stock outstanding as of December 15, 2025, as disclosed in a company prospectus. The reporting persons state that they beneficially own more than five percent of the outstanding common stock, with shared voting and dispositive power over the reported shares and no sole voting or dispositive power.
Tiger Global-affiliated funds and Charles P. Coleman III filed a Schedule 13G reporting a significant ownership stake in Wealthfront Corporation. They report beneficial ownership of 15,156,877 shares of Wealthfront common stock, representing 10.4% of the class as of 12/31/2025.
The Cayman Islands funds Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., and Tiger Global PIP Management X, Ltd., along with Tiger Global Management, LLC and Coleman, all report either 15,146,248 or 15,156,877 shares and the same 10.4% stake. They indicate zero sole voting or dispositive power, with all voting and disposition authority shared.
The filing states that all reported securities are directly owned by advisory clients of Tiger Global Management, LLC, and that, aside from Tiger Global Private Investment Partners X, L.P., no advisory client may be deemed to beneficially own more than 5% of Wealthfront’s common stock. Each reporting person formally disclaims beneficial ownership beyond its pecuniary interest.
Wealthfront Corp received a Schedule 13G showing that funds affiliated with Ribbit Capital and investor Meyer Malka collectively report significant ownership of its common stock.
Ribbit Capital II, L.P. directly owns 4,368,892 shares, representing about 3.0% of Wealthfront’s outstanding common stock. RTZ Ribbit Opportunity, L.P. directly owns 5,479,267 shares, or about 3.7% of the class. Through his control positions in the relevant general partners, Meyer Malka may be deemed to beneficially own 9,848,159 shares in total, representing approximately 6.7% of Wealthfront’s common stock.
These ownership percentages are calculated using 146,268,749 Wealthfront shares outstanding following the closing of the company’s initial public offering, as disclosed in its Form 424(b)(4) prospectus.
Wealthfront Corp received a Schedule 13G showing several Index Ventures-affiliated funds as significant shareholders of its common stock. The largest reported holder, Index Venture Associates VI Ltd, may be deemed to beneficially own 9,460,434 shares, or about 6.5% of the outstanding common stock.
Other reported positions include Index Ventures VI with 9,157,362 shares (6.3%), Index Ventures Growth II with 3,357,339 shares (2.3%), and Index Venture Growth Associates II Ltd, which may be deemed to beneficially own 3,450,069 shares (2.4%). All percentages are based on 146,268,749 shares outstanding following Wealthfront’s initial public offering, as disclosed in the company’s prospectus.
Wealthfront Corporation received a Schedule 13G filing showing that Andrew S. Rachleff and related family trusts beneficially own 17,230,654 shares of common stock, representing 11.8% of the company as of December 31, 2025.
The Rachleff Family Revocable Trust holds 16,424,204 shares (11.2%), while two 2015 irrevocable trusts for Jake Alexander and Shelby Elizabeth Rachleff each hold 403,225 shares (0.3% each). Mr. Rachleff reports indirect beneficial ownership as co‑trustee with his spouse and no direct holdings in his own name.
Wealthfront Corporation is increasing the base annual percentage yield on Wealthfront Cash Accounts by five basis points to 3.30% APY, effective January 30, 2026. The company attributes this change to a higher, stabilized effective federal funds rate and is passing the benefit to clients.
Wealthfront currently expects its annualized cash management fee rate to be approximately 0.59% for the first quarter of fiscal year 2027, assuming no change to the federal funds target range. As of January 26, 2026, total platform assets were about $94.2 billion, with growth since December 31, 2025 driven by Investment Advisory.