WLTH at a glance
Wealthfront Corp (WLTH, SEC CIK 1524566) filed its latest 10-K annual report on April 24, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Wealthfront Corp (WLTH) reported revenue of $365.0 million (up 18.2% from FY2025) and a net loss of $42.1 million. Diluted EPS was -$0.76.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding Wealthfront Corp (WLTH) shares worth $348.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lin Lauren on September 17, 2026 of 4,574 shares at $10.10 per share.
- In the last 90 days, WLTH insiders reported 0 open-market purchases ($0) and 20 open-market sales ($5.4M) on Form 4, a net sale of $5.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $365.0M
- +18.2% vs prior year
- Insiders · 90 days
- 0 buys · 20 sells
- Net −$5.4M
- 13F holders
- 20 funds
- $348.4M · +0 vs prior quarter
- Latest 10-Q
- Sep 14, 2026
- Quarterly report
SignalX for WLTH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lin Lauren | Sell | Sep 17, 2026 | 4,574 | $10.10 |
| Imberman Alan | Sell | Sep 17, 2026 | 76,540 | $10.10 |
| Fortunato David | Sell | Sep 17, 2026 | 50,000 | $10.14 |
| Fortunato David | Sell | Sep 17, 2026 | 50,000 | $10.14 |
| Wetterwald Julien | Sell | Sep 17, 2026 | 26,138 | $10.10 |
| IYER KAL | Sell | Sep 17, 2026 | 26,738 | $10.11 |
| Lin Lauren | Sell | Sep 16, 2026 | 4,995 | $10.19 |
| Imberman Alan | Sell | Sep 16, 2026 | 6,292 | $10.19 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $216.7M | $308.9M | $365.0M | |
| Net Income | $77.0M | $194.4M | -$42.1M | |
| Net Margin | 35.5% | 63.0% | -11.5% | |
| Balance Sheet | ||||
| Total Assets | - | $435.2M | $1.4B | |
| Equity | -$180.9M | $15.3M | $614.7M | |
| ROE | -42.6% | 1267.7% | -6.8% | |
| Per Share | ||||
| EPS | $0.54 | $1.31 | $-0.76 | |
| Cash Flow | ||||
| Operating CF | $72.9M | $123.2M | $152.2M | |
Source: XBRL data in Wealthfront Corp (WLTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WLTH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $348.4M |
| Q1 2026 | 20 | $339.1M |
| Q4 2025 | 15 | $408.1M |
- State Street Corp+765.3K (+132%)
- Millennium Management+656.2K (+423%)
- FMR LLC (Fidelity)+648.5K (+21%)
- Citadel Advisors LLC+414.6K (+22%)
- T. Rowe Price Group+285.9K (+1156%)
- Goldman Sachs Group−451.5K (-64%)
- Bank of America Corp−251.6K (-34%)
- Two Sigma Investments−215.6K (-50%)
- JPMorgan Chase & Co−166.9K (-5%)
- Vanguard Capital Management LLC−47.1K (-3%)
- AQR Capital Management+202.0K
- Renaissance Technologies LLC−175.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 55 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WLTH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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WLTH SEC filings: frequently asked questions
Are WLTH insiders buying or selling?
In the last 90 days, Wealthfront Corp (WLTH) officers, directors and 10% owners reported no open-market purchases and 20 open-market sales worth $5.4 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WLTH stock?
As of June 30, 2026, the largest Wealthfront Corp (WLTH) holders among the 13F filers tracked by SignalX were Tiger Global Management ($135.5 million), BlackRock ($74.8 million), FMR LLC (Fidelity) ($33.7 million), JPMorgan Chase & Co ($27.1 million), Citadel Advisors LLC ($20.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WLTH's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Wealthfront Corp (WLTH) reported revenue of $365.0 million (up 18.2% from FY2025) and a net loss of $42.1 million. Diluted EPS was -$0.76. The figures come from the XBRL data in the 10-K.
What are the latest WLTH SEC filings?
Wealthfront Corp (WLTH) filed its latest 10-K annual report on April 24, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on September 18, 2026.
What is WLTH's SEC CIK number?
Wealthfront Corp (WLTH)'s SEC Central Index Key (CIK) is 1524566. EDGAR lists every WLTH filing under that number.
Ask anything about WLTH
The research agent reads WLTH's filings, financials, insider trades and 13F holders, then answers with sources.