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WEALTHFRONT (WLTH)
NASDAQ
$10.19+$0.09 (+0.89%)
Price as of Sep 18, 2026 10:57 AM EDT- $1.6BMarket Cap
- N/A1-Year Change
- Software - ApplicationIndustry
WEALTHFRONT (WLTH)
$10.19+$0.09 (+0.89%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
TIGER GLOBAL MANAGEMENT LLC | 10.15% | 15.2M | 0 (0.00%) | Jun 30, 2026 |
DAG VENTURES, LLC | 9.25% | 13.8M | -1 (-0.000007%) | Jun 30, 2026 |
INDEX VENTURE ASSOCIATES VI LTD | 6.33% | 9.5M | 0 (0.00%) | Jun 30, 2026 |
BLACKROCK, INC. | 5.60% | 8.4M | +254,533 (+3.04%) | Jun 30, 2026 |
RIBBIT MANAGEMENT COMPANY, LLC | 3.67% | 5.5M | -4.4M (-79.73%) | Jun 30, 2026 |
WELLINGTON MANAGEMENT GROUP LLP | 2.82% | 4.2M | -553,795 (-13.14%) | Jun 30, 2026 |
FMR LLC | 2.52% | 3.8M | +648,525 (+17.21%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
FIDELITY SECURITIES FUND | 1.46% | 2.2M | -43,690 (-2.00%) | Apr 30, 2026 |
JPMorgan Trust I | 1.12% | 1.7M | -109,607 (-6.56%) | Jun 30, 2026 |
VANGUARD INDEX FUNDS | 1.04% | 1.6M | -56,332 (-3.62%) | Jun 30, 2026 |
iSHARES TRUST | 0.90% | 1.4M | +247,805 (+18.34%) | Jun 30, 2026 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.68% | 1.0M | +136,489 (+13.44%) | Jun 30, 2026 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.32% | 482,045 | 0 (0.00%) | Jun 30, 2026 |
SPDR SERIES TRUST | 0.31% | 470,361 | +470,361 (+100.00%) | Jun 30, 2026 |
Current Ownership Distribution
- Institutions281.1M (88.28%)
- Mutual Funds37.3M (11.72%)
- Insiders0 (0.00%)
- Other0 (0.00%)
Insider Transactions
- 0.00% (0)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 7Number of InsiderSelling (last 12 months)
- $97.4MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Fortunato David CEO and President | Sell | Sep 16, 2026 | $294,662.57 | 28,914 | $10.19 | 2.0M |
Lin Lauren CLO, CCO and Secretary | Sell | Sep 16, 2026 | $50,904.04 | 4,995 | $10.19 | 176,390 |
Wetterwald Julien Chief Technology Officer | Sell | Sep 16, 2026 | $82,852.83 | 8,130 | $10.19 | 722,663 |
Imberman Alan CFO and Treasurer | Sell | Sep 16, 2026 | $64,121.77 | 6,292 | $10.19 | 473,510 |
IYER KAL VP, Engineering | Sell | Sep 16, 2026 | $106,067.93 | 10,408 | $10.19 | 259,232 |
WILSON L MICHELLE | Exempt | Sep 15, 2026 | $0.00 | 2,126 | $0.00 | 23,385 |
KILAR JASON | Exempt | Sep 15, 2026 | $0.00 | 23,544 | $0.00 | 23,544 |
Lin Lauren CLO, CCO and Secretary | Exempt | Sep 15, 2026 | $0.00 | 12,500 | $0.00 | 12,500 |
Fortunato David CEO and President | Exempt | Sep 15, 2026 | $0.00 | 76,463 | $0.00 | 152,925 |
WILSON L MICHELLE | Exempt | Sep 15, 2026 | $0.00 | 2,126 | $0.00 | 9,991 |
Wetterwald Julien Chief Technology Officer | Exempt | Sep 15, 2026 | $0.00 | 20,387 | $0.00 | 101,938 |
Imberman Alan CFO and Treasurer | Exempt | Sep 15, 2026 | $0.00 | 22,812 | $0.00 | 114,063 |
Schmidt Michael Reed | Exempt | Sep 15, 2026 | $0.00 | 2,126 | $0.00 | 27,637 |
WILSON L MICHELLE | Sell | Sep 15, 2026 | $6,730.90 | 638 | $10.55 | 9,353 |
KILAR JASON | Exempt | Sep 15, 2026 | $0.00 | 23,544 | $0.00 | 670,163 |
Lin Lauren CLO, CCO and Secretary | Exempt | Sep 15, 2026 | $0.00 | 9,375 | $0.00 | 37,500 |
Fortunato David CEO and President | Exempt | Sep 15, 2026 | $0.00 | 79,181 | $0.00 | 475,088 |
Imberman Alan CFO and Treasurer | Exempt | Sep 15, 2026 | $0.00 | 23,625 | $0.00 | 212,625 |
Wetterwald Julien Chief Technology Officer | Exempt | Sep 15, 2026 | $0.00 | 21,112 | $0.00 | 190,013 |
Lin Lauren CLO, CCO and Secretary | Exempt | Sep 15, 2026 | $0.00 | 4,688 | $0.00 | 37,500 |
Schmidt Michael Reed | Exempt | Sep 15, 2026 | $0.00 | 2,126 | $0.00 | 6,377 |
Imberman Alan CFO and Treasurer | Exempt | Sep 15, 2026 | $0.00 | 17,762 | $0.00 | 230,913 |
Wetterwald Julien Chief Technology Officer | Exempt | Sep 15, 2026 | $0.00 | 19,000 | $0.00 | 247,000 |
Lin Lauren CLO, CCO and Secretary | Exempt | Sep 15, 2026 | $0.00 | 12,847 | $0.00 | 154,163 |
Fortunato David CEO and President | Exempt | Sep 15, 2026 | $0.00 | 59,531 | $0.00 | 595,313 |
Imberman Alan CFO and Treasurer | Exempt | Sep 15, 2026 | $0.00 | 22,812 | $0.00 | 458,719 |
Wetterwald Julien Chief Technology Officer | Exempt | Sep 15, 2026 | $0.00 | 20,387 | $0.00 | 716,912 |
Lin Lauren CLO, CCO and Secretary | Exempt | Sep 15, 2026 | $0.00 | 12,500 | $0.00 | 170,592 |
IYER KAL VP, Engineering | Exempt | Sep 15, 2026 | $0.00 | 20,388 | $0.00 | 40,775 |
Imberman Alan CFO and Treasurer | Exempt | Sep 15, 2026 | $0.00 | 23,625 | $0.00 | 482,344 |