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WEALTHFRONT (WLTH) SEC Filings, Jun 17-25, 2026

WLTH NASDAQ

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.

Rhea-AI Summary

KILAR JASON reported acquisition or exercise transactions in this Form 4 filing.

WEALTHFRONT CORP director Jason Kilar received a new equity award in the form of restricted stock units. The filing shows a grant of 19,446 Restricted Stock Units, each tied to one share of WEALTHFRONT CORP common stock upon settlement.

The entire RSU award will vest on the earlier of the next annual meeting of stockholders or the first anniversary of the grant date, as long as Kilar continues to serve through that date. These RSUs do not have a traditional expiration date; they will either vest under the terms of the award or be cancelled before vesting.

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GOLDMAN KENNETH A reported acquisition or exercise transactions in this Form 4 filing.

WEALTHFRONT CORP director Kenneth A. Goldman received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement.

The award will fully vest on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, as long as he remains in continuous service through that date. Following this grant, he holds 19,446 RSUs directly, which will either vest or be cancelled rather than expiring.

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Wealthfront Corp director Jaleh Bisharat received a grant of 19,446 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Wealthfront common stock upon settlement, with no cash exercise price.

The entire RSU award vests on the earlier of the next annual stockholder meeting or the first anniversary of the grant date, subject to Bisharat’s continuous service. After this grant, Bisharat holds 19,446 RSUs directly, which will either vest on the schedule described or be cancelled before vesting.

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Wealthfront Corporation held its 2026 Annual Meeting of Stockholders, where shareholders elected two Class I directors and ratified Ernst & Young LLP as the independent registered public accounting firm for the year ending January 31, 2027.

Stockholders representing 121,142,898 shares of common stock, about 81.03% of shares entitled to vote, were present or represented by proxy, establishing a quorum. David Fortunato and Andrew S. Rachleff each received over 110 million votes in favor, and the auditor ratification proposal passed with 120,824,845 votes for and minimal opposition.

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Wealthfront Corp Chief Technology Officer Julien Wetterwald reported an open-market sale of 39,810 shares of Common Stock at an average price of $8.4552 per share.

The transaction was executed under a Rule 10b5-1 trading plan adopted by Wetterwald on January 14, 2026, and he continues to hold 727,052 shares directly after the sale.

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WEALTHFRONT CORP chief legal officer and chief compliance officer Lauren Lin reported an open-market sale of 4,840 shares of Common Stock at an average price of $8.4521 per share. After this transaction, she directly owns 158,092 shares of the company’s stock.

The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan that she adopted on January 14, 2026, indicating the trade was scheduled in advance rather than timed discretionarily.

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WEALTHFRONT CORP VP of Engineering Kal Iyer reported an open-market sale of company stock. On June 17, 2026, Iyer sold 28,498 shares of common stock at a weighted average price of $8.4573 per share. After this transaction, Iyer directly holds 225,771 shares of WEALTHFRONT CORP common stock. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 14, 2026, indicating it was scheduled in advance rather than timed discretionarily.

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Form 144
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WLT H notice: the filer submitted a Form 144 proposing the sale of 67,837 Restricted Stock Units and 2,500 Employee Stock Purchase Plan shares. The filing is dated 06/17/2026 and lists NASDAQ as the exchange. Sale type and cash‑flow treatment are described for the ESPP as Cash.

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WLTH: Form 144 notice for sale of 28,498 shares of Common Stock (Restricted Stock Units) dated 06/15/2026.

The filing also shows 45,772 shares sold during the prior three months, with proceeds of $408,208.43. The sale method is listed as a 10b5-1 plan entry for the reporting person.

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FAQ

How many WEALTHFRONT (WLTH) SEC filings are available on StockTitan?

StockTitan tracks 118 SEC filings for WEALTHFRONT (WLTH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WEALTHFRONT (WLTH)?

The most recent SEC filing for WEALTHFRONT (WLTH) was filed on June 25, 2026.