SecBot SecBot

WLTH

WEALTHFRONT CORP
Nasdaq· Finance Services· Inc. DE· CIK 0001524566 Traditional Finance
$10.74 −0.40 (−3.59%)
Oct 26 4:00 PM ET · prev $11.14
Market cap
$1.7B
Small cap
Consensus
Buy
71% Buy or better · 14 analysts
Median target
$11.50
+7% · range $10.25–17.00
Since first trade
−23.0%
from $13.95 · Dec 15
30 days
+7.4%
from $10.00
Range since listing
$7.20–13.95
−23% from high · low Feb 12
Avg volume 20D
2.54M
shares / day
Short interest
13.00M
≈8.3% of shares · +37.5%
Days to cover
3.3
at average volume
Insider net
−$5.0M
0 buyers · 8 sellers · since Jun 23
New fund stakes
1
Q2 2026 13F · 0 exits
Filing reports
12
analyzed by SecBot
SecBot read BEARISH 6 reports · 90 days
Balance 2 bearish · 0 bullish · 4 neutral oldest → newest, height = score
Avg score ·High conf. 4/6
Strongest NEUTRAL Wealthfront's board approved a $150.0 million increase to its existing share repurchase program, bringing…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Jul 6 to Jul 7 2 days of insider sells: $160.6K by 1 insider, avg $9.45
  • S Jul 15 1 insider sell $142.8K at $9.36
  • S Aug 17 1 insider sell $139.8K at $9.16
  • R Sep 9 Wealthfront reported Q2 2027 GAAP diluted EPS of $0.10, a 36.5% miss…
  • S Sep 10 to Sep 17 4 days of insider sells: $4.6M by 7 insiders, avg $10.39
  • X Sep 15 Short interest jumps 39.5% to 9.45M
  • A Sep 25 Needham initiates
  • X Sep 30 Short interest jumps 37.5% to 13.00M

Signal stack

Where each data set points today.

  • InsidersBEARISH

    8 insiders sold $5.0M.

  • InstitutionsBULLISH

    Q2 2026: 16 added (1 new), 10 trimmed or exited. Largest new: Ieq Capital $24.7M.

  • AnalystsBULLISH

    10 of 14 rate it Buy or better. Median target $11.50 (+7%).

  • Short sellersBUILDING

    Short interest +37.5% to 13.00M shares. 3.3 days to cover, ≈8.3% of shares.

  • TrendUPTREND

    7% above its 50-day average.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$24.7M
in new stakes
FundMoveSharesValue
IEQ CAPITAL, LLCNEW2,763,569$24.7M
STATE STREET CORPDOUBLED1,343,427$12.0M
MILLENNIUM MANAGEMENT LLCDOUBLED811,474$7.3M
ALLIANCEBERNSTEIN L.P.TRIM556,247$5.1M
MARSHALL WACE, LLPADD563,320$5.0M
BANK OF AMERICA CORP /DE/TRIM491,590$4.4M
VANGUARD PORTFOLIO MANAGEMENT LLCADD318,475$2.8M
MORGAN STANLEYADD312,853$2.8M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

14 analysts
Buy 71% rate it Buy or better
Strong Buy2Buy8Hold4Sell0Strong Sell0
12-month targets · 7 analysts

Price is inside the target range. Median implies +7%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 7, 2026Needham
REITERATE
REITERATEBuy
Sep 25, 2026Needham
INITIATE
INITIATEBuy
Sep 10, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Aug 4, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight
Jul 13, 2026Keefe, Bruyette & Woods
MAINTAIN
MAINTAINMarket Perform
Jul 2, 2026Goldman Sachs
MAINTAIN
MAINTAINNeutral

Insider ledger

Form 4
$0
bought · 0 insiders
$5.0M
sold · 8 insiders
DateInsiderTypeValue
Sep 17, 2026
Wetterwald Julien
Chief Technology Officer
SELL$264.1K
Sep 17, 2026
Lin Lauren
CLO, CCO and Secretary
SELL$46.2K
Sep 17, 2026
IYER KAL
VP, Engineering
SELL$270.2K
Sep 17, 2026
Imberman Alan
CFO and Treasurer
SELL$773.3K
Sep 17, 2026
Fortunato David
CEO and President
SELL$507.2K
Sep 16, 2026
Wetterwald Julien
Chief Technology Officer
SELL$82.9K
Sep 16, 2026
IYER KAL
VP, Engineering
SELL$106.1K
Sep 16, 2026
Fortunato David
CEO and President
SELL$294.7K

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$0.17$0.15–$0.18-2.9%$97.4M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
12,999,876
shares short
+37.5%
vs prior settlement
3.3
days to cover
≈8.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 21, 2026 SEC
Wealthfront's board approved a $150.0 million increase to its existing share repurchase program, bringing total…
8-K — Impact 4/10
Sep 30, 2026 Short interest report
Short Interest: WLTH up 38% to 13.0M shares
Settlement 2026-09-30 | Days to cover: 3.27 | ≈8.32% of shares outstanding (est.)
Sep 18, 2026 SEC
Seven insiders at Wealthfront Corp, including the CEO, CFO, CTO, and VP of Engineering, sold a total of ~$887K in…
CLUSTER — Impact 5/10
Sep 17, 2026 SEC
Kalyan Iyer, an officer of Wealthfront Corp, filed a Form 144 notice of intent to sell 26,738 shares of common stock…
144 — Impact 3/10
Sep 17, 2026 Insider
Wetterwald Julien sold 26,138 shares
Chief Technology Officer @ $10.10 ($264.1K)
Sep 17, 2026 Insider
Lin Lauren sold 4,574 shares
CLO, CCO and Secretary @ $10.10 ($46.2K)
Sep 17, 2026 Insider
IYER KAL sold 26,738 shares
VP, Engineering @ $10.11 ($270.2K)
Jun 30, 2026 Inst.
IEQ CAPITAL, LLC — NEW
2,763,569 shares ($24.7M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 30, 2026
Short interest
Short Interest: WLTH up 38% to 13.0M shares
Settlement 2026-09-30 | Days to cover: 3.27 | ≈8.32% of shares outstanding (est.)
Sep 15, 2026
Ipo
Wealthfront (WLTH) Investor Alert: Johnson Fistel Investigates Post-IPO Disclosures
SAN DIEGO, Sept. 15, 2026 /PRNewswire/ -- Johnson Fistel, PLLP is investigating potential securities claims involving Wealthfront Corporation…
Sep 15, 2026
Short interest
Short Interest: WLTH up 39% to 9.5M shares
Settlement 2026-09-15 | Days to cover: 2.77 | ≈6.05% of shares outstanding (est.)
Sep 9, 2026
Earnings
Wealthfront Reports Fiscal Second Quarter 2027 Results
Total Platform Assets up 12% year-over-year to $99.0 billion at the end of the quarter Funded clients up 14% year-over-year to 1.5 million at the…
Sep 9, 2026
Earnings date
WLTH Q2 2027 Earnings Scheduled — 2026-09-09

SecBot reports

12 filings · 0 bullish · 4 bearish · 8 neutral
All WLTH filing & press-release reports (12)