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Wealthfront (WLTH) 10K Form and Latest SEC Filings 2026

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Latest Wealthfront SEC Filings & Recent Activity

Wealthfront (NASDAQ:WLTH) has submitted 82+ documents to the U.S. Securities and Exchange Commission (SEC) since 2018. For investors, these filings are the primary source of verified financial data — covering everything from annual revenue and debt levels in the 10-K, to material business events in 8-K current reports, to insider buying and selling activity in Form 4 disclosures. Key figures from these filings, including revenue, earnings, and cash flow, are summarized in Wealthfront's financial statements. The most recent filing was a Form S-8 submitted on April 24, 2026.

Form 4
WEALTHFRONT CORP Reports Ownership Change on Mar. 24, 2026

Form 4 filings disclose changes in stock ownership by company insiders, including purchases, sales, grants, and option exercises.

View insider ownership

8-K
Wealthfront Files Current Report on Mar. 11, 2026

An 8-K is filed when a material corporate event occurs, such as an acquisition, leadership change, or financial update.

View filing

10-Q
Wealthfront Files Quarterly Report on Jan. 23, 2026

The 10-Q contains Wealthfront's unaudited quarterly financial statements, revenue, earnings updates, and cash flow changes between annual reports.

View earnings history

Wealthfront SEC Filing History

Browse Wealthfront's complete SEC filing history using the filters below. Filter by form type - 10-K, 10-Q, 8-K, Form 4, and more - or set a custom date range to find a filing.

DateFilerForm TypeView
04/24/2026 3:41 PM
Wealthfront (1524566) Filer
Form S-8
Registration statement under Securities Act of 1933 to be offered to employees pursuant to certain plans  
03/24/2026 3:25 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:09 PM
IYER KAL (1497487) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:11 PM
Wealthfront (1524566) Issuer
Wetterwald Julien (2078580) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:12 PM
RACHLEFF ANDREW S (1190190) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:13 PM
Bisharat Jaleh (2082597) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:13 PM
GOLDMAN KENNETH A (1218470) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:14 PM
KILAR JASON (1239764) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:15 PM
Schmidt Michael Reed (2091533) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
03/17/2026 4:16 PM
Wealthfront (1524566) Issuer
WILSON L MICHELLE (1184757) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
03/11/2026 3:13 PM
Wealthfront (1524566) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
02/18/2026 8:00 AM
Wealthfront (1524566) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
02/17/2026 5:42 PM
DAG Ventures Management IV, LLC (1526357) Filed by
Wealthfront (1524566) Subject
Form SCHEDULE 13G
02/17/2026 1:00 PM
TIGER GLOBAL MANAGEMENT LLC (1167483) Filed by
Wealthfront (1524566) Subject
Form SCHEDULE 13G
02/17/2026 7:28 AM
Ribbit Capital GP II, Ltd. (1912628) Filed by
Wealthfront (1524566) Subject
Form SCHEDULE 13G
02/13/2026 7:00 AM
Index Ventures VI (0) Jersey
Wealthfront (1524566) Subject
Form SCHEDULE 13G
02/06/2026 3:46 PM
RACHLEFF ANDREW S (1190190) Filed by
Wealthfront (1524566) Subject
Form SCHEDULE 13G
01/23/2026 4:19 PM
Wealthfront (1524566) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
12/29/2025 3:19 PM
IYER KAL (1497487) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/29/2025 3:23 PM
Wealthfront (1524566) Issuer
Wetterwald Julien (2078580) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/29/2025 3:27 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 4/A
12/29/2025 3:16 PM
Imberman Alan (2082642) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/23/2025 5:36 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 5:33 PM
Cadeddu John J. (1527931) Reporting
DAG Ventures IV, L.P. (1471986) Reporting
DAG Ventures IV-A, LLC (1572731) Reporting
DAG Ventures IV-QP, L.P. (1471985) Reporting
DAG Ventures Management IV, LLC (1526357) Reporting
Goodrich R. Thomas (1527929) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:30 PM
Wealthfront (1524566) Issuer
WILSON L MICHELLE (1184757) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:27 PM
Lin Lauren (2082674) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:21 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:23 PM
Imberman Alan (2082642) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:24 PM
IYER KAL (1497487) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/17/2025 3:26 PM
KILAR JASON (1239764) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/16/2025 3:05 PM
Coleman Charles P III (1307150) Reporting
TIGER GLOBAL MANAGEMENT LLC (1167483) Reporting
Tiger Global PIP Management X, Ltd. (1659400) Reporting
Tiger Global PIP Performance X, L.P. (1659401) Reporting
Tiger Global Private Investment Partners X, L.P. (1659414) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:54 PM
Wealthfront (1524566) Issuer
WILSON L MICHELLE (1184757) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:56 PM
Index Venture Associates VI Ltd (1755035) Reporting
Index Venture Growth Associates II Ltd (1736898) Reporting
Index Ventures VI Parallel Entrepreneur Fund (0) Jersey
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:45 PM
KILAR JASON (1239764) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:47 PM
RACHLEFF ANDREW S (1190190) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:50 PM
Volpi Michelangelo (1626464) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:35 PM
GOLDMAN KENNETH A (1218470) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:21 PM
Imberman Alan (2082642) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:24 PM
IYER KAL (1497487) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:27 PM
Lin Lauren (2082674) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:30 PM
Wealthfront (1524566) Issuer
Wetterwald Julien (2078580) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:31 PM
Bisharat Jaleh (2082597) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/15/2025 7:19 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
12/12/2025 4:19 PM
Wealthfront (1524566) Filer
Form S-8
Registration statement under Securities Act of 1933 to be offered to employees pursuant to certain plans  
12/11/2025 11:15 PM
Wealthfront (1524566) Filer
Form EFFECT
12/11/2025 8:08 PM
Index Venture Associates VI Ltd (1755035) Reporting
Index Venture Growth Associates II Ltd (1736898) Reporting
Index Ventures VI Parallel Entrepreneur Fund (0) Jersey
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 8:05 PM
Wealthfront (1524566) Issuer
WILSON L MICHELLE (1184757) Reporting
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:50 PM
Cadeddu John J. (1527931) Reporting
DAG Ventures IV, L.P. (1471986) Reporting
DAG Ventures IV-A, LLC (1572731) Reporting
DAG Ventures IV-QP, L.P. (1471985) Reporting
DAG Ventures Management IV, LLC (1526357) Reporting
Goodrich R. Thomas (1527929) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:51 PM
Bisharat Jaleh (2082597) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:53 PM
GOLDMAN KENNETH A (1218470) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:56 PM
KILAR JASON (1239764) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:58 PM
RACHLEFF ANDREW S (1190190) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 8:00 PM
Schmidt Michael Reed (2091533) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 8:02 PM
Volpi Michelangelo (1626464) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:39 PM
Fortunato David (2082564) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:43 PM
Imberman Alan (2082642) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:45 PM
Coleman Charles P III (1307150) Reporting
TIGER GLOBAL MANAGEMENT LLC (1167483) Reporting
Tiger Global PIP Management X, Ltd. (1659400) Reporting
Tiger Global PIP Performance X, L.P. (1659401) Reporting
Tiger Global Private Investment Partners X, L.P. (1659414) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:45 PM
IYER KAL (1497487) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:47 PM
Lin Lauren (2082674) Reporting
Wealthfront (1524566) Issuer
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 7:49 PM
Wealthfront (1524566) Issuer
Wetterwald Julien (2078580) Reporting
Form 3
Initial statement of beneficial ownership of securities  
12/11/2025 2:28 PM
Wealthfront (1524566) Filer
Form CERT
12/11/2025 8:07 AM
Wealthfront (1524566) Filer
Form S-1/A
12/02/2025 3:05 PM
Wealthfront (1524566) Filer
Form 8-A12B
12/02/2025 5:11 AM
Wealthfront (1524566) Filer
Form S-1/A
09/29/2025 3:40 PM
Wealthfront (1524566) Filer
Form S-1
Registration statement under Securities Act of 1933  
(Data available from 1/1/2016 forward)

Wealthfront SEC Filings - Frequently Asked Questions

Wealthfront (WLTH) has submitted 82+ filings to the SEC since 2018. You can browse the complete history or filter by form type using the tools above.

Wealthfront's fiscal year ends on January 31. The company typically files its 10-K annual report by the end of March, covering the prior fiscal year's financial results. Key financial data from these reports is available on Wealthfront's financial statements page.

The most recent filing was a Form S-8 submitted on April 24, 2026. View the full filing using the link above.

SEC Filing Types: 10-K, 10-Q, 8-K and More

SEC filings are legally required disclosures that public companies submit to the U.S. Securities and Exchange Commission. Unlike press releases or earnings call transcripts, these documents are filed under legal obligation — meaning the financial data they contain is audited, standardized, and subject to penalties if materially false. For investors, that makes SEC filings the most reliable primary source available for evaluating a company's true financial position.

Yes. All SEC filings are publicly available through the SEC's EDGAR database and on financial research platforms like MarketBeat. Companies are required by law to make these disclosures accessible to all investors — meaning retail investors have access to the same source documents as institutional analysts.

A 10-K is an annual report containing audited financial statements and a full review of the company's business — it is the most comprehensive filing a company makes each year. A 10-Q is a shorter, unaudited quarterly update filed three times per year between annual reports. Investors typically use the 10-K for deep fundamental analysis and the 10-Q to track whether the company is on pace with its guidance mid-year.

The most important filing for fundamental investors. Filed once per year, the 10-K contains audited financial statements, revenue and earnings trends, debt obligations, risk factors, and management's own assessment of the business. Reading the risk factors section and comparing year-over-year financials can reveal issues that don't show up in analyst summaries.

An unaudited financial update filed three times per year (the 10-K covers Q4). Investors use 10-Qs to track whether guidance is on pace, monitor changes in cash flow or inventory, and catch any mid-year shifts in business conditions before they become headline news.

Filed within four business days of a material event — earnings releases, merger announcements, executive departures, or major asset sales. Because 8-Ks are filed before media coverage catches up, they are often the fastest way to get unfiltered information directly from the company on market-moving events.

Filed within two business days whenever an executive or director buys or sells company stock. Insider purchases — especially large or clustered buys — are often interpreted as a signal of management confidence. Insider selling is more ambiguous but worth monitoring for patterns, particularly around lock-up expirations or ahead of major announcements.


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This page (NASDAQ:WLTH) was last updated on 5/5/2026 by MarketBeat.com Staff.
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