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Wealthfront Corporation
1W: -0.5% 1M: +6.3% 3M: +14.9% YTD: -19.6%
$10.63
-0.11 (-1.02%)
 
Weekly Expected Move ±7.4%
$9 $10 $11 $12 $13
NASDAQ · Technology · Software - Application · Tech Score Buy · Power 58 · $1.7B mcap · 95M float · 2.23% daily turnover · Short 55% of daily vol
Credit Risk of going bust: higher than 81% of companies Debt: 33.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.96 (down 91%), Wealthfront Corporation would be worth roughly what it owes.
Total debt $825.4M against a stock market value of $1.66B.
Distance to default 2.52 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $821.2M (short-term plus half of long-term), stock volatility 61.1%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
163
Institutions Holding
+25 vs prior
49.6%
Ownership
-2.75%
62 New
39 Increased
52 Reduced
21 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-17 Fortunato David officer: ceo and president S-Sale 50,000 $10.14 $507K Filing
2026-09-17 Imberman Alan officer: cfo and treasurer S-Sale 76,540 $10.10 $773K Filing
2026-09-17 IYER KAL officer: vp, engineering S-Sale 26,738 $10.11 $270K Filing
2026-09-17 Lin Lauren officer: clo, cco and secretary S-Sale 4,574 $10.10 $46K Filing
2026-09-17 Wetterwald Julien officer: chief technology officer S-Sale 26,138 $10.10 $264K Filing
2026-09-16 Lin Lauren officer: clo, cco and secretary S-Sale 4,995 $10.19 $51K Filing
2026-09-16 Wetterwald Julien officer: chief technology officer S-Sale 8,130 $10.19 $83K Filing
2026-09-16 IYER KAL officer: vp, engineering S-Sale 10,408 $10.19 $106K Filing
2026-09-16 Imberman Alan officer: cfo and treasurer S-Sale 6,292 $10.19 $64K Filing
2026-09-16 Fortunato David officer: ceo and president S-Sale 28,914 $10.19 $295K Filing
2026-09-15 Wetterwald Julien officer: chief technology officer S-Sale 26,231 $10.73 $281K Filing
2026-09-15 Lin Lauren officer: clo, cco and secretary S-Sale 16,117 $10.73 $173K Filing
2026-09-15 IYER KAL officer: vp, engineering S-Sale 33,583 $10.73 $360K Filing
2026-09-15 Imberman Alan officer: cfo and treasurer S-Sale 20,304 $10.73 $218K Filing
2026-09-15 Fortunato David officer: ceo and president S-Sale 93,289 $10.73 $1.0M Filing
2026-09-15 WILSON L MICHELLE director S-Sale 638 $10.55 $7K Filing
2026-09-11 Fortunato David officer: ceo and president F-Tax Withholding 435,437 $10.38 $4.5M Filing
2026-09-10 GOLDMAN KENNETH A director S-Sale 10,000 $10.00 $100K Filing
2026-08-17 Wetterwald Julien officer: chief technology officer S-Sale 15,263 $9.16 $140K Filing
2026-07-15 Wetterwald Julien officer: chief technology officer S-Sale 15,264 $9.36 $143K Filing
2026-07-07 Bisharat Jaleh director S-Sale 8,503 $9.50 $81K Filing
2026-07-06 Bisharat Jaleh director S-Sale 8,504 $9.39 $80K Filing
2026-06-17 IYER KAL officer: vp, engineering S-Sale 28,498 $8.46 $241K Filing
2026-06-17 Lin Lauren officer: clo, cco and secretary S-Sale 4,840 $8.45 $41K Filing
2026-06-17 Wetterwald Julien officer: chief technology officer S-Sale 39,810 $8.46 $337K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
TIGER GLOBAL MANAGEMENT LLC 15,156,877 $136M — 2026-06-30 Filing
DAG VENTURES, LLC 13,813,473 $123M -1 2026-06-30 Filing
Index Venture Associates VI Ltd 9,460,434 $85M — 2026-06-30 Filing
BlackRock, Inc. 8,363,073 $75M +254,533 2026-06-30 Filing
Ribbit Management Company, LLC 5,479,267 $49M -4,368,892 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 4,213,246 $38M -553,795 2026-06-30 Filing
FMR LLC 3,767,445 $34M +648,525 2026-06-30 Filing
JPMORGAN CHASE & CO 2,994,533 $27M -166,919 2026-06-30 Filing
IEQ CAPITAL, LLC 2,763,569 $25M +2,763,569 2026-06-30 Filing
North Reef Capital Management LP 2,444,253 $22M -441,004 2026-06-30 Filing
CITADEL ADVISORS LLC 2,336,419 $21M +414,629 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,603,350 $14M -47,111 2026-06-30 Filing
STATE STREET CORP 1,343,427 $12M +765,333 2026-06-30 Filing
UBS Group AG 1,030,869 $9M -134,334 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,027,877 $9M +45,636 2026-06-30 Filing
Pillsbury Lake Capital LLC 1,025,030 $9M +366,217 2026-06-30 Filing
CONGRESS ASSET MANAGEMENT CO 925,205 $8M +71,458 2026-06-30 Filing
MILLENNIUM MANAGEMENT LLC 811,474 $7M +656,233 2026-06-30 Filing
NORGES BANK 799,734 $7M +799,734 2026-06-30 Filing
PB INVESTMENT PARTNERS, L.P. 729,453 $7M +283,752 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms