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WLTH Insider Trading and Fund Holdings (WEALTHFRONT CORP) · https://wallstpal.com/stock/wlth/ · saved 2026-10-28

About this page

Insider trades reported on SEC Form 4: when the people who run a company buy or sell its shares with their own money.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
Buy (P) and Sell (S)
Open-market purchases and sales. Gifts, option exercises and automatic tax withholding are left out because they say little about what the insider thinks.
Value
Shares times price, as reported on the filing.
10b5-1
A trade made under a plan set up in advance. Planned sales are common and usually say less than an unplanned purchase.
Late filing
A Form 4 filed more than two business days after the trade.
Vs. S&P 500
How the stock did after the trade minus how the overall market did in the same weeks.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

If the coach of a team bets his own allowance that his team will win, that tells you something. A Form 4 is the note a company boss must hand in whenever he buys or sells his own company's shares, so everyone can see it.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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StockCIK 1524566

WEALTHFRONT CORP (WLTH): Insider Trades and Fund Holdings

In the past 12 months, WEALTHFRONT CORP insiders reported 0 open-market purchases worth $0 and 19 sales worth $5.25M; 9 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$5.25MSold by insiders, 12 months
1Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144) and fund moves in the past year, newest first.

  1. Sep 17, 2026Insider saleCFO Alan Imberman sold $773,314 under a 10b5-1 plan (8 days after: quarterly or annual results)
  2. Sep 17, 2026Insider saleCEO David Fortunato sold $1 million under a 10b5-1 plan (8 days after: quarterly or annual results)
  3. Sep 17, 2026Insider saleVP Kal Iyer sold $270,198 under a 10b5-1 plan (8 days after: quarterly or annual results)
  4. Sep 17, 2026Insider saleCTO Julien Wetterwald sold $264,104 under a 10b5-1 plan (8 days after: quarterly or annual results)
  5. Sep 17, 2026Insider saleGeneral Counsel Lauren Lin sold $46,214 under a 10b5-1 plan (8 days after: quarterly or annual results)
  6. Sep 17, 2026Planned saleALAN IMBERMAN (officer) filed notice to sell about $778,412 around Sep 17, 2026
  7. Sep 17, 2026Planned saleAPEKSHA GARGA (director, officer) filed notice to sell about $508,500 around Sep 17, 2026
  8. Sep 17, 2026Planned saleDAVID FORTUNATO (director, officer) filed notice to sell about $508,500 around Sep 17, 2026
  9. Sep 17, 2026Planned saleKalyan Iyer (officer) filed notice to sell about $271,925 around Sep 17, 2026
  10. Sep 17, 2026Planned saleJULIEN WETTERWALD (officer) filed notice to sell about $265,823 around Sep 17, 2026
  11. Sep 17, 2026Planned saleLAUREN LIN (officer) filed notice to sell about $46,518 around Sep 17, 2026
  12. Sep 16, 2026Insider saleCEO David Fortunato sold $294,663 (7 days after: quarterly or annual results)
  13. Sep 16, 2026Insider saleVP Kal Iyer sold $106,068 (7 days after: quarterly or annual results)
  14. Sep 16, 2026Insider saleCTO Julien Wetterwald sold $82,853 (7 days after: quarterly or annual results)
  15. Sep 16, 2026Insider saleCFO Alan Imberman sold $64,122 (7 days after: quarterly or annual results)
  16. Sep 16, 2026Insider saleGeneral Counsel Lauren Lin sold $50,904 (7 days after: quarterly or annual results)
  17. Sep 15, 2026Insider saleCEO David Fortunato sold $1 million (6 days after: quarterly or annual results)
  18. Sep 15, 2026Insider saleVP Kal Iyer sold $360,359 (6 days after: quarterly or annual results)
  19. Sep 15, 2026Insider saleCTO Julien Wetterwald sold $281,469 (6 days after: quarterly or annual results)
  20. Sep 15, 2026Insider saleCFO Alan Imberman sold $217,870 (6 days after: quarterly or annual results)
  21. Sep 15, 2026Insider saleGeneral Counsel Lauren Lin sold $172,942 (6 days after: quarterly or annual results)
  22. Sep 15, 2026Insider saleDirector L. Michelle Wilson sold $6,731 under a 10b5-1 plan (6 days after: quarterly or annual results)
  23. Sep 15, 2026Planned saleDavid Fortunato (officer, director) filed notice to sell about $1.4 million around Sep 15, 2026
  24. Sep 15, 2026Planned saleKal Iyer (officer) filed notice to sell about $511,818 around Sep 15, 2026
  25. Sep 15, 2026Planned saleJulien Wetterwald (officer) filed notice to sell about $399,791 around Sep 15, 2026
  26. Sep 15, 2026Planned saleAlan Imberman (officer) filed notice to sell about $309,436 around Sep 15, 2026
  27. Sep 15, 2026Planned saleLauren Lin (officer) filed notice to sell about $245,632 around Sep 15, 2026
  28. Sep 15, 2026Planned saleMICHELLE WILSON (director) filed notice to sell about $6,795 around Sep 15, 2026
  29. Sep 10, 2026Insider saleDirector Kenneth A. Goldman sold $100,000 under a 10b5-1 plan (1 days after: quarterly or annual results)
  30. Sep 10, 2026Planned saleKENNETH GOLDMAN (director) filed notice to sell about $378,400 around Sep 10, 2026
  31. Sep 9, 2026NewsCompany reported: Quarterly or annual results
  32. Aug 17, 2026Insider saleCTO Julien Wetterwald sold $139,798 under a 10b5-1 plan
  33. Jun 30, 2026FundRenaissance Technologies sold out in Q2 2026 (13F filed Aug 13, 2026)

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Sep 18, 2026.

Recent WLTH insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Sep 18Sep 17Alan ImbermanCFOCFO▼ SELL10b5-176,54010.10$773K−16%Form 4 ↗
Sep 18Sep 17David FortunatoCEOCEO▼ SELL10b5-150,00010.14$507K−2.5%Form 4 ↗
Sep 18Sep 17David FortunatoCEOCEO (ind.)▼ SELL10b5-150,00010.14$507K−15%Form 4 ↗
Sep 18Sep 17Kal IyerVPVP▼ SELL10b5-126,73810.11$270K−10%Form 4 ↗
Sep 18Sep 17Julien WetterwaldCTOCTO▼ SELL10b5-126,13810.10$264K−3.6%Form 4 ↗
Sep 18Sep 17Lauren LinGeneral CounselGeneral Counsel▼ SELL10b5-14,57410.10$46K−2.6%Form 4 ↗
Sep 17Sep 15David FortunatoCEOCEO▼ SELL93,28910.73$1.00M−4.4%Form 4 ↗
Sep 17Sep 15Kal IyerVPVP▼ SELL33,58310.73$360K−11%Form 4 ↗
Sep 17Sep 16David FortunatoCEOCEO▼ SELL28,91410.19$295K−1.4%Form 4 ↗
Sep 17Sep 15Julien WetterwaldCTOCTO▼ SELL26,23110.73$281K−3.5%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
All 19 WLTH insider trades →

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Alan ImbermanCFO0$03$1.06MSep 18, 2026
David FortunatoCEO0$04$2.31MSep 18, 2026
Kal IyerVP0$03$737KSep 18, 2026
Julien WetterwaldCTO0$04$768KSep 18, 2026
Lauren LinGeneral Counsel0$03$270KSep 18, 2026
L. Michelle WilsonDirector0$01$7KSep 17, 2026
Kenneth A. GoldmanDirector0$01$100KSep 11, 2026

Buybacks and executive pay

WEALTHFRONT CORP spent $459,000 buying back its own shares in 2025.

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Tracked funds that report WLTH

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Tiger Global ManagementQ2 202615,156,877$135.5M0.57%No change
Renaissance TechnologiesQ2 20260$00.00%▼ Sold out
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →