Market Movers (8-K)
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Wealthfront CORPWealthfront Corporation announced its fiscal second quarter 2027 financial results, highlighting a 12% year-over-year increase in Total Platform Assets to $99.0 billion and a 14% rise in funded clients to 1.5 million.
Worse than expected
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Wealthfront CORPWealthfront Corporation stockholders re-elected two Class I directors and ratified the appointment of Ernst & Young LLP as the independent auditor for fiscal year 2027.
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Wealthfront CORPWealthfront reported fiscal first quarter 2027 revenue of $90.5 million, a 7% year-over-year increase, driven by record platform assets of $96.6 billion.
Quarterly Earnings (10-Q)
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Wealthfront CORPWealthfront Corporation's Q2 2026 filing shows a slight increase in total revenue driven by robust investment advisory growth, alongside a significant rise in funded clients.
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Wealthfront CORPWealthfront reports $90.5 million in revenue and $12.8 million in net income for the first quarter of fiscal 2026.
Annual Reports (10-K)
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Wealthfront CORPWealthfront Corporation reports fiscal 2026 results, highlighting a $365 million revenue and a strategic focus on automated financial services for digital natives.
Capital raise
Insider Trading (Form 4)
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Wealthfront CORPForm 4: Wealthfront CTO Sells Shares
Julien Wetterwald, Chief Technology Officer of Wealthfront Corp, sold 26,138 shares of common stock on September 17, 2026 for $10.10 per share.
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Wealthfront CORPLauren Lin, CLO, CCO and Secretary of Wealthfront Corp, sold 4,574 shares of common stock on September 17, 2026 for $10.10 per share.
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Wealthfront CORPKal Iyer, VP, Engineering of Wealthfront Corp, sold 26,738 shares of common stock on September 17, 2026 for $10.11 per share.
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Wealthfront CORPForm 4: Wealthfront CFO Sells Shares
Alan Imberman, CFO and Treasurer of Wealthfront Corp, sold 76,540 shares of common stock on September 17, 2026 for $10.10 per share.
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Wealthfront CORPForm 4: Wealthfront CEO Sells Shares
David Fortunato, CEO and President and a Director of Wealthfront Corp, sold 100,000 shares of common stock on September 17, 2026 for $10.14 per share.
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Wealthfront CORPForm 4: Wealthfront CTO Sells Shares
Julien Wetterwald, Chief Technology Officer of Wealthfront Corp, sold 34,361 shares of common stock on September 15, 2026.
Proxy Statements (Def-14A)
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Wealthfront CORPWealthfront Corporation has issued its 2026 Proxy Statement, detailing the upcoming virtual Annual Meeting on June 23, 2026, focusing on director elections and auditor ratification.
Schedule 13G - Passive Investments
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Wealthfront CORPAn amended Schedule 13G filing reveals updated beneficial ownership details for Ribbit Capital entities and Meyer Malka concerning Wealthfront Corp. common stock.
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Wealthfront CORPTiger Global Management and its affiliates have reported a 10.4% beneficial ownership stake in Wealthfront Corporation, a significant institutional investment.
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Wealthfront CORPRibbit Capital and its affiliates, including Meyer Malka, have reported beneficial ownership of 6.7% of Wealthfront Corp.'s common stock.
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Wealthfront CORPIndex Ventures and its affiliated entities have disclosed beneficial ownership of up to 6.5% of Wealthfront Corp.'s common stock.