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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on WEALTHFRONT's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into WEALTHFRONT's regulatory disclosures and financial reporting.
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.
Wealthfront Corporation reported strong growth in the quarter ended October 31, 2025. Total revenue rose to $93.2 million from $80.3 million a year earlier, driven by higher cash management revenue and investment advisory fees. Net income was $30.9 million, up slightly from $30.0 million.
For the first nine months of fiscal 2026, revenue reached $268.9 million versus $226.2 million in the prior-year period, while net income declined to $91.6 million from $162.4 million, largely because last year benefited from a large tax benefit. Adjusted EBITDA for the quarter was $43.8 million with a 47% margin.
As of October 31, 2025, platform assets were $92.8 billion, up 21% year over year, and funded clients grew 20% to 1.4 million. Quarterly net deposits fell to $1.6 billion from $4.4 billion as clients shifted more cash into investment advisory products.
Wealthfront Corporation furnished an update on its recent financial reporting and investor communications. The company issued a press release announcing financial results for its fiscal quarter ended October 31, 2025, and scheduled a conference call for January 12, 2026 at 2:00 p.m. PT (5:00 p.m. ET) to discuss these results.
Wealthfront also made a supplemental information presentation available on its investor relations website and attached both the press release and the presentation as exhibits. The company explains that these materials are furnished rather than filed and are not incorporated by reference into other securities law reports. It highlights that material information may be shared through SEC reports, its investor relations site, press releases, public calls and webcasts, and its social media channels on X, Instagram, Facebook, and LinkedIn.
Wealthfront Corp reported that investment entities affiliated with DAG Ventures converted multiple series of preferred stock into common stock in connection with the company’s initial public offering. On 12/15/2025, DAG Ventures IV, L.P. acquired 1,134,899 shares of common stock and held 1,167,469 shares indirectly afterward. DAG Ventures IV-QP, L.P. acquired 10,738,874 shares and held 11,047,106 shares indirectly, while DAG Ventures IV-A, LLC acquired and held 1,598,899 shares of common stock indirectly.
The filing shows that Series C, D, E, F, G and G-1 preferred stock automatically converted on a 1-for-1 basis into common stock immediately before the IPO closing, for no additional consideration and with no expiration date. All listed preferred stock positions in these DAG funds went to zero as they converted into the indicated amounts of common stock, and the reporting persons are identified as directors of Wealthfront Corp.
Wealthfront Corp director reports vesting of restricted stock units. A director of Wealthfront Corp (WLTH) reported the settlement of 2,126 shares of common stock on December 15, 2025. The transaction was coded as an "M" transaction, indicating the conversion of derivative securities (restricted stock units) into common stock at a price of $0 per share.
Following this vesting event, the director directly beneficially owned 4,251 shares of Wealthfront common stock and 29,763 restricted stock units. Each restricted stock unit represents a right to receive one share of common stock upon settlement, with the award vesting in quarterly installments on the fifteenth day of September, December, March, and June, starting on September 15, 2025, so long as the director continues service to the company.