Welcome to our dedicated page for Wealthfront SEC filings (Ticker: WLTH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Wealthfront Corporation (WLTH) SEC filings page on Stock Titan is intended to centralize access to the company’s regulatory disclosures once they are available through the U.S. Securities and Exchange Commission. Wealthfront has filed a registration statement on Form S-1 in connection with its initial public offering and has indicated that a final prospectus was filed with the SEC pursuant to Rule 424(b). Over time, investors can expect the company’s filings to include annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, as required.
Wealthfront describes itself as a tech-driven financial platform focused on digital natives, with products spanning cash management, investing, borrowing, lending, and financial planning. Its filings are expected to provide detailed information about these product categories, its platform assets, net deposits, funded clients, and funded accounts, as well as its use of non-GAAP metrics such as Adjusted EBITDA, Adjusted EBITDA Margin, Free Cash Flow, and Adjusted Operating Expenses. These documents typically explain how the company defines and uses these measures in evaluating its operations.
On Stock Titan, SEC filings for WLTH are paired with AI-powered summaries that aim to explain the key points in plain language. As filings such as 10-K and 10-Q reports become available, the platform can highlight sections on revenue drivers, product categories, and definitions of operating metrics. When Form 4 insider transaction reports and proxy statements are filed, users will be able to review disclosed insider trading activity and executive-related information directly from the underlying SEC documents.
Filings are retrieved from the SEC’s EDGAR system as they are published, and the AI analysis on Stock Titan is designed to help readers quickly identify important disclosures in Wealthfront’s reports without replacing the full, official filings.
Wealthfront Corp Chief Technology Officer Julien Wetterwald reported an open-market sale of 39,810 shares of Common Stock at an average price of $8.4552 per share.
The transaction was executed under a Rule 10b5-1 trading plan adopted by Wetterwald on January 14, 2026, and he continues to hold 727,052 shares directly after the sale.
WEALTHFRONT CORP chief legal officer and chief compliance officer Lauren Lin reported an open-market sale of 4,840 shares of Common Stock at an average price of $8.4521 per share. After this transaction, she directly owns 158,092 shares of the company’s stock.
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan that she adopted on January 14, 2026, indicating the trade was scheduled in advance rather than timed discretionarily.
WEALTHFRONT CORP VP of Engineering Kal Iyer reported an open-market sale of company stock. On June 17, 2026, Iyer sold 28,498 shares of common stock at a weighted average price of $8.4573 per share. After this transaction, Iyer directly holds 225,771 shares of WEALTHFRONT CORP common stock. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 14, 2026, indicating it was scheduled in advance rather than timed discretionarily.
WLT H notice: the filer submitted a Form 144 proposing the sale of 67,837 Restricted Stock Units and 2,500 Employee Stock Purchase Plan shares. The filing is dated 06/17/2026 and lists NASDAQ as the exchange. Sale type and cash‑flow treatment are described for the ESPP as Cash.
WLTH: Form 144 notice for sale of 28,498 shares of Common Stock (Restricted Stock Units) dated 06/15/2026.
The filing also shows 45,772 shares sold during the prior three months, with proceeds of $408,208.43. The sale method is listed as a 10b5-1 plan entry for the reporting person.
WEALTHFRONT CORP director Michelle L. Wilson reported a pre-planned mix of stock sale and equity vesting. On June 15, 2026, she executed an open-market sale of 638 shares of common stock at $9.12 per share under a Rule 10b5-1 trading plan.
On the same date, 2,126 restricted stock units were converted into an equal number of common shares at $0.00 per share as part of an award vesting schedule. Following these transactions, she directly held 8,503 shares of common stock, with additional restricted stock units remaining outstanding.
WEALTHFRONT CORP director Michael Reed Schmidt exercised restricted stock units into common shares in a compensation-related transaction. On June 15, 2026, he acquired 2,126 shares of Common Stock through the exercise of restricted stock units. Following the transaction, he directly held 4,251 shares of Common Stock and 29,763 Restricted Stock Units. Each restricted stock unit represents a right to receive one share of common stock upon settlement, and the award vests in sixteenth increments quarterly, subject to continued service.
WEALTHFRONT CORP director Jason Kilar reported an automatic equity award vesting on June 15, 2026. Restricted stock units covering 23,544 shares of Common Stock were settled, so he acquired that same number of common shares, with no open‑market purchase or sale.
After this settlement, Kilar directly holds 646,619 shares of Common Stock and 47,088 Restricted Stock Units. Each RSU represents a contingent right to receive one share that either vests or is cancelled, with the award vesting in equal sixteenth portions quarterly on March 15, June 15, September 15, and December 15, subject to continued service.
WEALTHFRONT CORP Chief Technology Officer Julien Wetterwald reported routine equity compensation activity involving restricted stock units and related tax withholding.
On June 15, 2026, he exercised derivative awards and converted them into a total of 81,026 shares of Common Stock, according to the filing’s transaction summary. These exercises reflect restricted stock units that vest in equal quarterly installments, subject to continued service, with initial vesting dates in September 2022, March 2024, March 2025, and March 2026.
In connection with the net settlement of these restricted stock units, the issuer withheld 43,716 shares of Common Stock at a price of $8.80 per share to cover tax withholding liabilities. The filing classifies this as a tax-withholding disposition rather than an open-market sale, and it indicates no open-market purchases or sales of WEALTHFRONT CORP stock by the CTO in this report.