WLTH
Wealthfront Corporation
10.10$
+1.0%
vs. previous close
Closing price · As of: Sep 29, 2026
Ownership
Ownership Structure
Who owns Wealthfront Corporation (WLTH)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 60.7% of the shares are freely tradable; institutional investors hold 69.2%.
Institutional ownership
?Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings.
69.2%
Insiders
?Share of the stock held by the executives, founders and major shareholders of the company itself.
14.4%
Float
?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders.
60.7%
Short % of float
?Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices.
6.7%
Shares Outstanding
?Total number of shares issued. Price times share count gives market cap.
156Mio.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Tiger Technology Management LLC | 10.05 | 15,156,877 | +0.0 | 06/30/2026 |
| Dag Ventures Llc | 9.16 | 13,813,473 | +0.0 | 06/30/2026 |
| Index Venture Associates VI Ltd | 6.28 | 9,460,434 | +0.0 | 06/30/2026 |
| BlackRock Inc | 5.38 | 8,108,540 | +51.2 | 03/31/2026 |
| Ribbit Management Company, LLC | 3.63 | 5,479,267 | -44.4 | 06/30/2026 |
| Wellington Management Company LLP | 2.79 | 4,213,246 | -11.6 | 06/30/2026 |
| JPMorgan Chase & Co | 2.10 | 3,161,452 | +55.0 | 03/31/2026 |
| FMR Inc | 2.07 | 3,118,920 | -22.8 | 03/31/2026 |
| T. Rowe Price Investment Management,Inc. | 1.94 | 2,917,592 | +0.3 | 03/31/2026 |
| North Reef Capital Management LP | 1.91 | 2,885,257 | +135.2 | 03/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Fortunato David | CEO and President | 2,270,332 | 22,930,353 $ | Sep 16, 2026 | both |
| Wetterwald Julien | Chief Technology Officer | 696,525 | 7,034,903 $ | Sep 17, 2026 | direct |
| Kilar Jason | Director | 670,163 | 6,768,646 $ | Sep 15, 2026 | direct |
| Imberman Alan | CFO and Treasurer | 396,970 | 4,009,397 $ | Sep 17, 2026 | direct |
| Iyer Kal | VP, Engineering | 232,494 | 2,348,189 $ | Sep 17, 2026 | direct |
| Lin Lauren | CLO, CCO and Secretary | 171,816 | 1,735,342 $ | Sep 17, 2026 | direct |
| Goldman Kenneth A | Director | 49,655 | 501,516 $ | Sep 10, 2026 | direct |
| Wilson L Michelle | Director | 9,353 | 94,465 $ | Sep 15, 2026 | direct |
| Schmidt Michael Reed | Director | 6,377 | 64,408 $ | Sep 15, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Lin Lauren | CLO, CCO and Secretary | Sell | 4,574 | 10.10 | 46,214 |
| Sep 17, 2026 | Imberman Alan | CFO and Treasurer | Sell | 76,540 | 10.10 | 773,314 |
| Sep 17, 2026 | Fortunato David | CEO and President | Sell | 50,000 | 10.14 | 507,190 |
| Sep 17, 2026 | Wetterwald Julien | Chief Technology Officer | Sell | 26,138 | 10.10 | 264,104 |
| Sep 17, 2026 | Iyer Kal | VP, Engineering | Sell | 26,738 | 10.11 | 270,198 |
| Sep 16, 2026 | Lin Lauren | CLO, CCO and Secretary | Sell | 4,995 | 10.19 | 50,904 |
| Sep 16, 2026 | Imberman Alan | CFO and Treasurer | Sell | 6,292 | 10.19 | 64,122 |
| Sep 16, 2026 | Fortunato David | CEO and President | Sell | 28,914 | 10.19 | 294,663 |
| Sep 16, 2026 | Wetterwald Julien | Chief Technology Officer | Sell | 8,130 | 10.19 | 82,853 |
| Sep 16, 2026 | Iyer Kal | VP, Engineering | Sell | 10,408 | 10.19 | 106,068 |
| Sep 15, 2026 | Schmidt Michael Reed | Director | Other | 2,126 | 0.00 | – |
| Sep 15, 2026 | Lin Lauren | CLO, CCO and Secretary | Sell | 16,117 | 10.73 | 172,942 |
| Sep 15, 2026 | Lin Lauren | CLO, CCO and Secretary | Other | 12,847 | 0.00 | – |
| Sep 15, 2026 | Lin Lauren | CLO, CCO and Secretary | Other | 4,688 | 0.00 | – |
| Sep 15, 2026 | Lin Lauren | CLO, CCO and Secretary | Other | 9,375 | 0.00 | – |
| Sep 15, 2026 | Lin Lauren | CLO, CCO and Secretary | Other | 12,500 | 0.00 | – |
| Sep 15, 2026 | Imberman Alan | CFO and Treasurer | Sell | 20,304 | 10.73 | 217,870 |
| Sep 15, 2026 | Imberman Alan | CFO and Treasurer | Other | 17,762 | 0.00 | – |
| Sep 15, 2026 | Imberman Alan | CFO and Treasurer | Other | 23,625 | 0.00 | – |
| Sep 15, 2026 | Imberman Alan | CFO and Treasurer | Other | 22,812 | 0.00 | – |
| Sep 15, 2026 | Fortunato David | CEO and President | Sell | 93,289 | 10.73 | 1,001,028 |
| Sep 15, 2026 | Fortunato David | CEO and President | Other | 59,531 | 0.00 | – |
| Sep 15, 2026 | Fortunato David | CEO and President | Other | 79,181 | 0.00 | – |
| Sep 15, 2026 | Fortunato David | CEO and President | Other | 76,463 | 0.00 | – |
| Sep 15, 2026 | Wetterwald Julien | Chief Technology Officer | Sell | 26,231 | 10.73 | 281,469 |
| Sep 15, 2026 | Wetterwald Julien | Chief Technology Officer | Other | 19,000 | 0.00 | – |
| Sep 15, 2026 | Wetterwald Julien | Chief Technology Officer | Other | 21,112 | 0.00 | – |
| Sep 15, 2026 | Wetterwald Julien | Chief Technology Officer | Other | 20,387 | 0.00 | – |
| Sep 15, 2026 | Iyer Kal | VP, Engineering | Sell | 33,583 | 10.73 | 360,359 |
| Sep 15, 2026 | Iyer Kal | VP, Engineering | Other | 15,563 | 0.00 | – |
| Sep 15, 2026 | Iyer Kal | VP, Engineering | Other | 21,113 | 0.00 | – |
| Sep 15, 2026 | Iyer Kal | VP, Engineering | Other | 20,388 | 0.00 | – |
| Sep 15, 2026 | Kilar Jason | Director | Other | 23,544 | 0.00 | – |
| Sep 15, 2026 | Wilson L Michelle | Director | Sell | 638 | 10.55 | 6,731 |
| Sep 15, 2026 | Wilson L Michelle | Director | Other | 2,126 | 0.00 | – |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 435,437 | 10.38 | 4,519,836 |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 106,250 | 1.39 | 147,688 |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 150,000 | 1.87 | 280,500 |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 400,000 | 1.79 | 716,000 |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 8,998 | 1.50 | 13,497 |
| Sep 11, 2026 | Fortunato David | CEO and President | Other | 40,000 | 1.50 | 60,000 |
| Sep 10, 2026 | Goldman Kenneth A | Director | Sell | 10,000 | 10.00 | 100,000 |
| Aug 17, 2026 | Wetterwald Julien | Chief Technology Officer | Sell | 15,263 | 9.16 | 139,798 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 29, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.