The company
Wealthfront Corporation
WLTH · Nasdaq
WLTH stood above a rising 150-day average in 5 of the last 9 weekly readings, including each of the last 5 weeks. It is 7.4% above that average now. Digital Banking & Lending Platforms: 27% of its 22 stocks in an uptrend (±0 points in four weeks); Financials: 46% (−11 points in four weeks).
Statistics
- Rotation
- In trend
- Weeks in an uptrend
- 5 in a row
- Industry in uptrend
- 27% 0 in 4 wk
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $151.3M
- Officials’ trades on record
- 0
- Institutions holding
- 132 (+39)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 5 of 9 weeks.
Digital Banking & Lending Platforms: A minority of its stocks are in an uptrend and the share has held steady. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| Kal IyerVP, Engineering | sold | 26,738at $10.11 | 17 Sep 2026filed 18 Sep 2026 |
| Julien WetterwaldChief Technology Officer | sold | 26,138at $10.10 | 17 Sep 2026filed 18 Sep 2026 |
| David FortunatoCEO and President | sold | 50,000at $10.14 | 17 Sep 2026filed 18 Sep 2026 |
| David FortunatoCEO and President | sold | 50,000at $10.14 | 17 Sep 2026filed 18 Sep 2026 |
| Alan ImbermanCFO and Treasurer | sold | 76,540at $10.10 | 17 Sep 2026filed 18 Sep 2026 |
| Lauren LinCLO, CCO and Secretary | sold | 4,574at $10.10 | 17 Sep 2026filed 18 Sep 2026 |
| Kal IyerVP, Engineering | sold | 10,408at $10.19 | 16 Sep 2026filed 17 Sep 2026 |
| Julien WetterwaldChief Technology Officer | sold | 8,130at $10.19 | 16 Sep 2026filed 17 Sep 2026 |
| David FortunatoCEO and President | sold | 28,914at $10.19 | 16 Sep 2026filed 17 Sep 2026 |
| Alan ImbermanCFO and Treasurer | sold | 6,292at $10.19 | 16 Sep 2026filed 17 Sep 2026 |
| Lauren LinCLO, CCO and Secretary | sold | 4,995at $10.19 | 16 Sep 2026filed 17 Sep 2026 |
| L. Michelle WilsonDirector | sold | 638at $10.55 | 15 Sep 2026filed 17 Sep 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLCunchanged · filed 14 Aug 2026 | 15,156,877$135.5M | 00.0% |
| DAG VENTURES, LLCreduced · filed 11 Aug 2026 | 13,813,473$123.5M | -10.0% |
| Index Venture Associates VI Ltdunchanged · filed 14 Aug 2026 | 9,460,434$84.6M | 00.0% |
| BlackRock, Inc.added · filed 7 Aug 2026 | 8,363,073$74.8M | +254,533+3.1% |
| Ribbit Management Company, LLCreduced · filed 14 Aug 2026 | 5,479,267$49.0M | -4,368,892−44.4% |
| WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026 | 4,213,246$37.7M | -553,795−11.6% |
| FMR LLCadded · filed 13 Aug 2026 | 3,767,445$33.7M | +648,525+20.8% |
| JPMORGAN CHASE & COnew · filed 12 Aug 2026 | 2,994,533$27.1M | +2,994,533 |
| IEQ CAPITAL, LLCnew · filed 11 Aug 2026 | 2,763,569$24.7M | +2,763,569 |
| North Reef Capital Management LPreduced · filed 14 Aug 2026 | 2,444,253$21.9M | -441,004−15.3% |
News
Everyone who traded it
Same industry
Government contracts
No federal award is tied to it.
From its SEC filings
Analyst forecasts
No analyst forecasts yet.