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Company profile

Wealthfront Corp Insider Trading

WLTH

Every SEC Form 4 insider trading filing for Wealthfront Corp (WLTH) since April 2023 — open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?

Exchange
Nasdaq
Sector
Finance Services
CIK
0001524566
Filings
76
Insiders
30
Last filing
2026-09-17
SEC EDGAR ↗Yahoo Finance ↗Finviz ↗Stock Analysis ↗

Activity summary

Recent insider activity is bullish. Over the last 30 days, 34 insiders purchased shares versus 9 sales. Buying was led by Alan Imberman.

Quarterly balance

Buy and sell value by quarter, Q3 25 to Q3 26. Wealthfront Corp insiders are net sellers across the period shown.

PurchasesSales
Q3 25$157.0MQ4 25Q1 26Q2 26Q3 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $157.0M.

90 day insight

Over the last 90 days, Wealthfront Corp insiders bought $0 (34 transactions) and sold $2.3M (9 transactions).

  • Most active insider: David Fortunato with 10 transactions totaling $2.3M.
  • Largest single sale: $1.0M by David Fortunato on Sep 15, 2026.
  • 44% of recent sales were pre-scheduled 10b5-1 trades — typically less informative than open-market activity.

Activity skews bullish — buys outpace sales.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValueReturn
Sep 17, 2026David FortunatoWLTH
Sale10b5
50,000$10.14$507KPending
Sep 17, 2026Kal IyerWLTH
Sale10b5
26,738$10.11$270KPending
Sep 17, 2026David FortunatoWLTH
Sale10b5
50,000$10.14$507KPending
Sep 17, 2026Alan ImbermanWLTH
Sale10b5
76,540$10.10$773KPending
Sep 17, 2026Lauren LinWLTH
Sale10b5
4,574$10.10$46KPending

45 more transactions hidden

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Top insiders

By total value filed.

David FortunatoCEO and President4 filings−$2.3M
Alan ImbermanCFO and Treasurer3 filings−$1.1M
Julien WetterwaldChief Technology Officer3 filings−$628K
Kal IyerVP, Engineering2 filings−$376K
Lauren LinCLO, CCO and Secretary3 filings−$270K

Institutional Ownership

Top 13F-HR holders of Wealthfront Corp as of 2026-06-30

↓ decreasing
Total reported AUM
$103.2M
QoQ change
-87.7%
Reporting period
2026-06-30
#1
BlackRock, Inc.
CIK 0002012383
$25.0M
2.8M shares
#2
BlackRock, Inc.
CIK 0002012383
$15.2M
1.7M shares
#3
BlackRock, Inc.
CIK 0002012383
$13.8M
1.5M shares

Data source: quarterly 13F-HR filings — institutional holders report positions within 45 days of quarter end. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

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Form4API, StockholmNot affiliated with the SEC or EDGAR. Data sourced from public EDGAR filings. Not investment advice.

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