Company Analysis

Wealthfront Corporation (WLTH)

Nasdaq: WLTH · Finance Services · Palo Alto, CA · filing with the SEC since 2011
Grade7.6
◀ Past 8.2● Present 7.5▶ Future 6.7
2 est.

Who owns Wealthfront Corporation

As filed with the SEC
Holders of 5% or more
4
Andrew S Rachleff holds 11.8% of Common Stock, $0.0001 par value per share, as its SCHEDULE 13G filed Feb 6, 2026 says.
Directors and officers
12
report now, of 12 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Andrew S Rachleff
SCHEDULE 13G · filed Feb 6, 2026 · Common Stock, $0.0001 par value per share
11.8%
Tiger Global Private Investment Partners X, L.P.
SCHEDULE 13G · filed Feb 17, 2026 · Common Stock, $0.0001 par value per share
10.4%
DAG Ventures Management IV, LLC
SCHEDULE 13G · filed Feb 17, 2026 · Common Stock, $0.0001 par value per share
9.4%
Index Venture Associates VI Ltd
SCHEDULE 13G · filed Feb 13, 2026 · Common stock, $0.0001 par value per share
6.5%
Meyer Malka
SCHEDULE 13G/A · filed Aug 14, 2026 · Common stock, $0.0001 par value per share · reported falling below 5%, from 6.7% in Feb 17, 2026
under 5%
What WLTH reports owning in othersstakes of 5% or more, and other ties

1 subsidiary in 1 country, from the list filed with the 10-K filed Apr 24, 2026. Its Form 13F-HR for Sep 30, 2018 lists 277 holdings. The record carries no value for them.

Insider tradesForm 4
37sales
0purchases
17sales on a scheduled plan
8people selling
$35.9Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 30 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Tiger Global Pip Management X, Ltd.10% owner1$98.1M00$0
Fortunato DavidCEO and President7$25.1M20$0
Iyer KalVP, Engineering6$3.7M30$0
Wetterwald JulienChief Technology Officer7$2.9M40$0
Imberman AlanCFO and Treasurer4$2.5M10$0
Lin LaurenCLO, CCO and Secretary5$700,00020$0
Goldman Kenneth Adirector3$700,00010$0
Bisharat Jalehdirector3$300,00020$0
Wilson L Michelledirector2$020$0
SI Assistanton WLTH · research, not advice