Wealthfront
WLTH
10.90
+0.35
+3.32%
Wealthfront
US · WLTH
#2927 by market cap
Listed 2025
10.90
+0.35
+3.32%
Live - 5344 symbols - heartbeat 347s ago
· 2026-10-08 04:24
Pre-market
10.99
+0.83%
After-hours
10.90
0.00%
- Market cap
- 1.70B
- P/E (TTM)i
- -22.43
- P/Bi
- 2.75
- EPSi
- -0.29
- Div yieldi
- 0.00%
- 52W posi
- 48%
Reader sentiment
Are you bullish or bearish on WLTH?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 3.2 percentage points.
Institutional ownership
- Held by institutions
- 61.80% -3.18pp
- Institutions
- 164 -2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund23.96%
VC/PE Fund18.43%
Hedge Fund17.71%
Individual/Insider14.45%
Public Company0.65%
Sovereign Wealth Fund0.51%
Government Pension Fund0.27%
Private Company0.25%
Other23.75%
Top holders as of 2026-04-27
Andrew Rachleff
11.05% · 17.26M sh
Tiger Global Management LLC
9.70% · 15.16M sh
DAG Ventures, LLC
8.84% · 13.81M sh
Index Ventures SA
6.06% · 9.46M sh
BlackRock
5.35% · 8.36M sh
Ribbit Management Company, LLC
3.51% · 5.48M sh
Wellington Management Group
2.70% · 4.21M sh
T. Rowe Price Group, Inc.
2.42% · 3.78M sh
FMR
2.41% · 3.77M sh
J.P. Morgan Asset Management, Inc.
1.84% · 2.87M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 23 buys · 27 sells
| Name | Role | Stake |
|---|---|---|
| Andrew Rachleff | Co-Founder & Independent Chairman | 11.05% |
| David Fortunato | Chief Executive Officer | 1.42% |
| Julien Wetterwald | Chief Technology Officer | 0.45% |
| Jason Kilar | Independent Director | 0.43% |
| Alan Imberman | Chief Financial Officer | 0.25% |
| Kal Iyer | Officer | 0.15% |
| Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | 0.11% |
| Kenneth A. Goldman | Independent Director | 0.08% |
| L. Wilson | Independent Director | 0.01% |
| Michael Schmidt | Independent Director | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-16 | Kal Iyer | Officer | Automatic Disposition | -26,738 | $10.11 |
| 2026-09-16 | David Fortunato | Chief Executive Officer | Automatic Disposition | -100,000 | $10.14 |
| 2026-09-16 | Alan Imberman | Chief Financial Officer | Automatic Disposition | -76,540 | $10.10 |
| 2026-09-16 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Automatic Disposition | -4,574 | $10.10 |
| 2026-09-16 | Julien Wetterwald | Chief Technology Officer | Automatic Disposition | -26,138 | $10.10 |
| 2026-09-15 | Kal Iyer | Officer | Derivative Exercise and Sale | -43,991 | $10.19–10.73 |
| 2026-09-15 | David Fortunato | Chief Executive Officer | Derivative Exercise and Sale | -122,203 | $10.19–10.73 |
| 2026-09-15 | Alan Imberman | Chief Financial Officer | Derivative Exercise and Sale | -26,596 | $10.19–10.73 |
| 2026-09-15 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Derivative Exercise and Sale | -21,112 | $10.19–10.73 |
| 2026-09-15 | Julien Wetterwald | Chief Technology Officer | Derivative Exercise and Sale | -34,361 | $10.19–10.73 |
| 2026-09-14 | L. Wilson | Independent Director | Derivative Exercise and Sale | -638 | $10.55 |
| 2026-09-14 | L. Wilson | Independent Director | Derivative Exercise and Retained | +1,488 | -- |
| 2026-09-14 | Jason Kilar | Independent Director | Derivative Exercise and Retained | +23,544 | -- |
| 2026-09-14 | Kal Iyer | Officer | Derivative Exercise and Retained | +33,461 | -- |
| 2026-09-14 | David Fortunato | Chief Executive Officer | Derivative Exercise and Retained | +92,972 | -- |
| 2026-09-14 | Alan Imberman | Chief Financial Officer | Derivative Exercise and Retained | +37,603 | -- |
| 2026-09-14 | Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | Derivative Exercise and Retained | +18,298 | -- |
| 2026-09-14 | Julien Wetterwald | Chief Technology Officer | Derivative Exercise and Retained | +26,138 | -- |
| 2026-09-14 | Michael Schmidt | Independent Director | Derivative Exercise and Retained | +2,126 | -- |
| 2026-09-10 | David Fortunato | Chief Executive Officer | Derivative Exercise and Sale | -435,437 | $1.39–10.38 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:24:50 · For reference only, not investment advice and not tailored to your situation.