# Wealthfront Corp (WLTH)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/wealthfront-corp/ JSON: https://steadybase.io/company/wealthfront-corp.json Checked Nov 10, 2026. Latest filing read: Sep 14, 2026.

## Company

- Legal name: WEALTHFRONT CORP
- Ticker: WLTH (Nasdaq)
- SEC CIK: 0001524566
- Industry: Finance Services (SIC 6199)
- Headquarters: Palo Alto, CA
- Fiscal year ends: January 31
- SEC filer category: <br>Emerging growth company
- Website: wealthfront.com
- LinkedIn: https://www.linkedin.com/company/wealthfront
- Next earnings date: Dec 3, 2026 (estimated from past 8-K timing)

## Key facts

- Revenue: $365.0M for the fiscal year ended Jan 31, 2026 (10-K filed Apr 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/0001628280-26-027232-index.html
- Net income: -$42.1M for the fiscal year ended Jan 31, 2026 (10-K filed Apr 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/0001628280-26-027232-index.html
- SG&A: $149.1M for the fiscal year ended Jan 31, 2026 (10-K filed Apr 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/0001628280-26-027232-index.html
- Employees: 391 as of Jan 31, 2026, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm
- Shares outstanding: 156,176,440 as of Sep 14, 2026 (10-Q filed Sep 14, 2026). Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026061848/0001628280-26-061848-index.html
- Auditor: Ernst & Young LLP, San Francisco, California, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm

## Business

, Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm

## Annual results

| Fiscal year ended | Revenue | Net income | SG&A |
|---|---|---|---|
| Jan 31, 2026 | $365.0M | -$42.1M | $149.1M |
| Jan 31, 2025 | $308.9M | $194.4M | $29.1M |
| Jan 31, 2024 | $216.7M | $77.0M | $23.8M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/wealthfront-corp.json

## Officers and directors

- David Fortunato, CEO and President. LinkedIn: https://linkedin.com/in/davidfortunato. Source: Form 4 filed Sep 18, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000208256426000016/0002082564-26-000016-index.htm
- Alan Imberman, CFO and Treasurer. LinkedIn: https://www.linkedin.com/in/alan-imberman-cfa-aab2371. Source: Form 4 filed Sep 18, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000208264226000010/0002082642-26-000010-index.htm
- Julien Wetterwald, Chief Technology Officer. LinkedIn: https://linkedin.com/in/julienwetterwald. Source: Form 4 filed Sep 18, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000207858026000017/0002078580-26-000017-index.htm
- Kal Iyer, VP, Engineering. LinkedIn: https://linkedin.com/in/kal-iyer-4239951. Source: Form 4 filed Sep 18, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000149748726000012/0001497487-26-000012-index.htm
- Lauren Lin, CLO, CCO and Secretary. Source: Form 4 filed Sep 18, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000208267426000013/0002082674-26-000013-index.htm
- Kenneth A. Goldman, Director. Source: 10-K filed Apr 24, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm
- Michelle Wilson, Director. Source: 10-K filed Apr 24, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm
- Jaleh Bisharat, Board member (per proxy). Source: DEF 14A filed May 11, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000162828026033531/wlth-20260511.htm
- Jason Kilar, Board member (per proxy). Source: DEF 14A filed May 11, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000162828026033531/wlth-20260511.htm
- Michelangelo Volpi, Board member (per proxy). Source: DEF 14A filed May 11, 2026, https://www.sec.gov/Archives/edgar/data/1524566/000162828026033531/wlth-20260511.htm

## Recent 8-K events

- Oct 21, 2026: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026066744/wlth-20261020.htm
- Sep 9, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026061131/wlth-20260909.htm
- Jun 24, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026045236/wlth-20260623.htm
- Jun 4, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026040793/wlth-20260604.htm
- Mar 11, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026016823/wlth-20260309.htm
- Feb 18, 2026: Item 1.01, Entry into a material definitive agreement; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026008816/wlth-20260216.htm
- Jan 28, 2026: Item 7.01, Regulation FD disclosure. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026003843/wlth-20260128.htm
- Jan 12, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1524566/000162828026001819/wlth-20260112.htm

## Insider trades (Form 4)

- Sep 17, 2026: Lauren Lin (CLO, CCO and Secretary) sold 4,574 shares, about $46,197. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208267426000013/0002082674-26-000013-index.htm
- Sep 17, 2026: Alan Imberman (CFO and Treasurer) sold 76,540 shares, about $773,054. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208264226000010/0002082642-26-000010-index.htm
- Sep 17, 2026: David Fortunato (CEO and President) sold 100,000 shares, about $1.0M. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208256426000016/0002082564-26-000016-index.htm
- Sep 17, 2026: Julien Wetterwald (Chief Technology Officer) sold 26,138 shares, about $263,994. Source: https://www.sec.gov/Archives/edgar/data/1524566/000207858026000017/0002078580-26-000017-index.htm
- Sep 17, 2026: Kal Iyer (VP, Engineering) sold 26,738 shares, about $270,321. Source: https://www.sec.gov/Archives/edgar/data/1524566/000149748726000012/0001497487-26-000012-index.htm
- Sep 16, 2026: Lauren Lin (CLO, CCO and Secretary) sold 21,112 shares, about $223,834. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208267426000011/0002082674-26-000011-index.htm
- Sep 16, 2026: Alan Imberman (CFO and Treasurer) sold 26,596 shares, about $281,977. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208264226000008/0002082642-26-000008-index.htm
- Sep 16, 2026: David Fortunato (CEO and President) sold 122,203 shares, about $1.3M. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208256426000014/0002082564-26-000014-index.htm
- Sep 16, 2026: Julien Wetterwald (Chief Technology Officer) sold 34,361 shares, about $364,303. Source: https://www.sec.gov/Archives/edgar/data/1524566/000207858026000015/0002078580-26-000015-index.htm
- Sep 16, 2026: Kal Iyer (VP, Engineering) sold 43,991 shares, about $466,403. Source: https://www.sec.gov/Archives/edgar/data/1524566/000149748726000010/0001497487-26-000010-index.htm
- Sep 15, 2026: L. Michelle Wilson (Director) sold 638 shares, about $6,731. Source: https://www.sec.gov/Archives/edgar/data/1524566/000118475726000008/0001184757-26-000008-index.htm
- Sep 10, 2026: Kenneth A. Goldman (Director) sold 10,000 shares, about $100,000. Source: https://www.sec.gov/Archives/edgar/data/1524566/000121847026000018/0001218470-26-000018-index.htm
- Aug 17, 2026: Julien Wetterwald (Chief Technology Officer) sold 15,263 shares, about $139,809. Source: https://www.sec.gov/Archives/edgar/data/1524566/000207858026000011/0002078580-26-000011-index.htm
- Jul 15, 2026: Julien Wetterwald (Chief Technology Officer) sold 15,264 shares, about $142,871. Source: https://www.sec.gov/Archives/edgar/data/1524566/000207858026000008/0002078580-26-000008-index.htm
- Jul 7, 2026: Jaleh Bisharat (Director) sold 17,007 shares, about $160,631. Source: https://www.sec.gov/Archives/edgar/data/1524566/000208259726000007/0002082597-26-000007-index.htm

## Latest filings

- 8-K filed Oct 21, 2026: https://www.sec.gov/Archives/edgar/data/1524566/000162828026066744/wlth-20261020.htm
- 10-K filed Apr 24, 2026: https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm
- 10-Q filed Sep 14, 2026: https://www.sec.gov/Archives/edgar/data/1524566/000162828026061848/wlth-20260731.htm
- DEF 14A filed May 11, 2026: https://www.sec.gov/Archives/edgar/data/1524566/000162828026033531/wlth-20260511.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/