STOCK TITAN

Wealthfront Corp (WLTH): Ribbit and Meyer Malka report 4.2% stake in 13G/A

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

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RTZ direct holdings 5,479,267 shares Common stock directly owned by RTZ Ribbit Opportunity, L.P. as of June 30, 2026
RTZ ownership percentage 3.7% Percentage of outstanding Wealthfront common stock held by RTZ
Malka Trust holdings 772,844 shares Common stock directly owned by the Malka Kleiner Revocable Trust
Meyer Malka deemed holdings 6,252,111 shares Shares over which Meyer Malka may be deemed to have sole voting and dispositive power
Meyer Malka ownership percentage 4.2% Deemed percentage of Wealthfront common stock beneficially owned by Meyer Malka
Shares outstanding 149,361,216 shares Wealthfront common shares outstanding following the IPO closing
beneficially own financial
"As of June 30, 2026, none of Fund II, GP II or UGP II may be deemed to beneficially own any shares"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
sole voting power financial
"Sole Voting Power 5,479,267.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 5,479,267.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
initial public offering financial
"based upon 149,361,216 shares of Common Stock outstanding following the closing of the Issuer's initial public offering"
An initial public offering (IPO) is when a private company first sells its shares to the public and becomes a stock-listed company. It matters because it allows the company to raise money from a wide range of investors, helping it grow, while giving early shareholders a way to sell some of their ownership.
percent of class financial
"The percent of class is based upon 149,361,216 shares of Common Stock outstanding"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

How many Wealthfront Corp (WLTH) shares does RTZ Ribbit Opportunity, L.P. own?

RTZ Ribbit Opportunity, L.P. directly owns 5,479,267 shares of Wealthfront common stock, representing 3.7% of the outstanding common stock, based on 149,361,216 shares outstanding after the company’s initial public offering.

What is Meyer Malka’s reported ownership in Wealthfront Corp (WLTH)?

Meyer Malka may be deemed to beneficially own 6,252,111 shares of Wealthfront common stock, or about 4.2% of the class. This includes shares held by RTZ Ribbit Opportunity, L.P. and the Malka Kleiner Revocable Trust.

Which Ribbit entities report zero beneficial ownership of Wealthfront Corp (WLTH)?

As of June 30, 2026, Ribbit Capital II, L.P., Ribbit Capital GP II, L.P. and Ribbit Capital GP II, Ltd. each report they may be deemed to beneficially own no shares of Wealthfront common stock.

On what share count is the ownership percentage in Wealthfront Corp (WLTH) based?

The reported ownership percentages use a base of 149,361,216 Wealthfront common shares outstanding, as disclosed after the closing of Wealthfront’s initial public offering in its Form 10-Q dated June 12, 2026.

Does this Schedule 13G/A show Ribbit and Meyer Malka owning 5% or less of Wealthfront Corp (WLTH)?

Yes. The filing notes ownership of 5 percent or less of the class. Meyer Malka’s deemed beneficial ownership is 4.2%, while RTZ Ribbit Opportunity, L.P. alone holds 3.7% of Wealthfront’s outstanding common stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





947002101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Ribbit Capital II, L.P.
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka, Director of General Partner of General Partner
Date:08/14/2026
Ribbit Capital GP II, L.P.
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka, Director of General Partner
Date:08/14/2026
Ribbit Capital GP II, Ltd.
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka, Director
Date:08/14/2026
RTZ Ribbit Opportunity, L.P.
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka, Authorized Signatory for Managing Member of General Partner
Date:08/14/2026
RTZ Ribbit Opportunity GP, LLC
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka, Authorized Signatory for Managing Member
Date:08/14/2026
Meyer Malka
Signature:/s/ Meyer Malka
Name/Title:Meyer Malka
Date:08/14/2026