Wealthfront (WLTH) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 27, 2026

Net selling: insiders sold $5.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$5.2M netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about WLTH filings

Are insiders buying or selling Wealthfront Corporation Common Stock (WLTH) stock?

Net selling: insiders sold $5.2M and bought $0 of WLTH stock on the open market in the 90 days to Oct 27, 2026, according to SEC Form 4 filings. $2.6M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Fortunato, David (CEO and President), who sold $2.3M. The latest filing was on Sep 18, 2026.

Which members of Congress have traded WLTH recently?

None. No member of Congress disclosed a WLTH trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WLTH smart-money data?

This summary uses filings available on Oct 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on WLTH

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $2.1M
3 of 3 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean long3 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about WLTH filings

Are insiders buying or selling Wealthfront Corporation Common Stock (WLTH) stock?

Which members of Congress have traded WLTH recently?

None. No member of Congress disclosed a WLTH trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WLTH smart-money data?

Funds

What funds are doing

3 moves · 6 mo

Buys/Adds$9.6M

Buys/Adds (3)

SS
State Street
Q2 2026 13F
$6.7M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
BR
BlackRock
Q1 2026 13F
$2.1M
added
JC
JPMorgan Chase
Q1 2026 13F
$854K
added

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Reported Sep 9, 2026

Earnings came in $0.01 a share above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Sep 9, 2026

Period ending

Jul 31, 2026

Earnings per share

$0.10+$0.01 beat

$0.09 expected

Revenue

$91.9M

SEC filing

Next report

What the street expects next

Previous reports

Period ending	Reported	EPS / estimate	EPS surprise	Revenue / income	Surprise
Jul 31, 2026	Sep 9, 2026	$0.10 / $0.09Alpha Vantage	+$0.01 beat	$91.9M No estimateSEC filing	Unavailable
Apr 30, 2026	Jun 4, 2026	$0.15 / $0.16Alpha Vantage	-6.25% miss	$90.5M No estimateSEC filing	Unavailable
Jan 31, 2026	Mar 11, 2026	$0.26 / $0.23Alpha Vantage	+13.04% beat	$365.0M No estimateYear ended Jan 31, 2026 · SEC filing	Unavailable
Oct 31, 2025	Jan 12, 2026	$0.26 / $0.20Alpha Vantage	+30.00% beat	$93.2M No estimateSEC filing	Unavailable
Jul 31, 2025	Sep 14, 2026	Unavailable	-	$91.1M No estimateSEC filing	Unavailable
Apr 30, 2025	Jun 12, 2026	Unavailable	-	$84.5M No estimateSEC filing	Unavailable
Oct 31, 2024	Jan 23, 2026	Unavailable	-	$80.3M No estimateSEC filing	Unavailable

EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.

Open: $11.04
52-wk high: $14.88
High: $11.19
52-wk low: $7.20
Low: $10.98
Prev close: $11.20
Mkt cap: $1.74B
ROE: -15.5%
Fwd P/E: 16.1x
P/S: 4.7x
P/B: 2.6x
Profit margin: -19.4%
Op margin: +18.3%

Fundamentals

Is the business strong?

This company is not yet profitable.

Net margin: -19.4%
Forward P/E: 16.10
Market cap: $1.7B

Valuation

P/S4.68
P/B2.59

Quality

Operating margin18.3%
ROE-15.5%
ROA-7.8%

Growth

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

57balanced

20D volatility

52%annualized

52-week range

$11.14

$7.20$14.88

20D support

$9.67recent floor

20D resistance

$11.36recent ceiling

Returns

5D +4.8%20D +9.4%60D +17.8%

Price vs moving averages

SMA20 +5.1%SMA50 +11.0%SMA200 +14.7%

Volume pace

0.69xvs prior 20D

Smart money at a glance

Filings to Oct 27, 2026

Net selling: insiders sold $5.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: -$5.2M netNet selling
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding
Federal contractsUSAspending.gov, last 12 months: No awardsNone on record

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about WLTH filings

Are insiders buying or selling Wealthfront Corporation Common Stock (WLTH) stock?

Which members of Congress have traded WLTH recently?

None. No member of Congress disclosed a WLTH trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WLTH smart-money data?

13F: filed up to 45 days late.

Smart money on WLTH

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $2.1M
3 of 3 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean long3 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about WLTH filings

Are insiders buying or selling Wealthfront Corporation Common Stock (WLTH) stock?

Which members of Congress have traded WLTH recently?

None. No member of Congress disclosed a WLTH trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this WLTH smart-money data?

Funds

What funds are doing

3 moves · 6 mo

Buys/Adds$9.6M

Buys/Adds (3)

SS
State Street
Q2 2026 13F
$6.7M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
BR
BlackRock
Q1 2026 13F
$2.1M
added
JC
JPMorgan Chase
Q1 2026 13F
$854K
added

Unlock everything for $29/month

Unlock for $29/month

Reported Sep 9, 2026

Earnings came in $0.01 a share above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Sep 9, 2026

Period ending

Jul 31, 2026

Earnings per share

$0.10+$0.01 beat

$0.09 expected

Revenue

$91.9M

SEC filing

Next report

What the street expects next

Previous reports

Period ending	Reported	EPS / estimate	EPS surprise	Revenue / income	Surprise
Jul 31, 2026	Sep 9, 2026	$0.10 / $0.09Alpha Vantage	+$0.01 beat	$91.9M No estimateSEC filing	Unavailable
Apr 30, 2026	Jun 4, 2026	$0.15 / $0.16Alpha Vantage	-6.25% miss	$90.5M No estimateSEC filing	Unavailable
Jan 31, 2026	Mar 11, 2026	$0.26 / $0.23Alpha Vantage	+13.04% beat	$365.0M No estimateYear ended Jan 31, 2026 · SEC filing	Unavailable
Oct 31, 2025	Jan 12, 2026	$0.26 / $0.20Alpha Vantage	+30.00% beat	$93.2M No estimateSEC filing	Unavailable
Jul 31, 2025	Sep 14, 2026	Unavailable	-	$91.1M No estimateSEC filing	Unavailable
Apr 30, 2025	Jun 12, 2026	Unavailable	-	$84.5M No estimateSEC filing	Unavailable
Oct 31, 2024	Jan 23, 2026	Unavailable	-	$80.3M No estimateSEC filing	Unavailable

Open: $11.04
52-wk high: $14.88
High: $11.19
52-wk low: $7.20
Low: $10.98
Prev close: $11.20
Mkt cap: $1.74B
ROE: -15.5%
Fwd P/E: 16.1x
P/S: 4.7x
P/B: 2.6x
Profit margin: -19.4%
Op margin: +18.3%

Fundamentals

Is the business strong?

This company is not yet profitable.

Net margin: -19.4%
Forward P/E: 16.10
Market cap: $1.7B

Valuation

P/S4.68
P/B2.59

Quality

Operating margin18.3%
ROE-15.5%
ROA-7.8%

Growth

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

57balanced

20D volatility

52%annualized

52-week range

$11.14

$7.20$14.88

20D support

$9.67recent floor

20D resistance

$11.36recent ceiling

Returns

5D +4.8%20D +9.4%60D +17.8%

Price vs moving averages

SMA20 +5.1%SMA50 +11.0%SMA200 +14.7%

Volume pace

0.69xvs prior 20D

Wealthfront Corporation Common Stock

Smart money at a glance

What do analysts expect?

Questions about WLTH filings

Smart money on WLTH

Questions about WLTH filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in $0.01 a share above what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Wealthfront Corporation Common Stock

Smart money at a glance

What do analysts expect?

Questions about WLTH filings

Smart money on WLTH

Questions about WLTH filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in $0.01 a share above what analysts expected.

What the street expects next

Previous reports

Is the business strong?

Price structure

Wealthfront Corporation Common Stock

Overview

Questions about WLTH filings

Smart money

Unlock everything for $29/month

Earnings

Financials

Technicals

Wealthfront Corporation Common Stock

Overview

Questions about WLTH filings

Smart money

Unlock everything for $29/month

Earnings

Financials

Technicals