As of September 05, 2026, Wealthfront's top three insider holders are Global Management Llc Tiger (TenPercentOwner, 18.33Mn shares), Global Management Llc Tiger (TenPercentOwner, 18.33Mn shares), Global Management Llc Tiger (TenPercentOwner, 18.33Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Global Management Llc Tiger | TenPercentOwner | 0 | 33,489,424 | 33,489,424 | 43.4% | 16 Dec, 2025 |
| 2 | Ventures Management Iv, Llc Dag | TenPercentOwner | 0 | 13,813,474 | 13,813,474 | 17.9% | 17 Dec, 2025 |
| 3 | Michelangelo Volpi | Director | 0 | 12,910,503 | 12,910,503 | 16.7% | 15 Dec, 2025 |
| 4 | Ventures Growth Ii (Jersey), L.P. Index | TenPercentOwner | 3,357,339 | 9,553,164 | 12,910,503 | 16.7% | 15 Dec, 2025 |
| 5 | David Fortunato | Ceo And President | 1,895,553 | 0 | 1,895,553 | 2.5% | 17 Jun, 2026 |
| 6 | Julien Wetterwald | Chief Technology Officer | 696,525 | 0 | 696,525 | 0.9% | 19 Aug, 2026 |
| 7 | Jason Kilar | Director | 623,075 | 0 | 623,075 | 0.8% | 17 Mar, 2026 |
| 8 | Alan Imberman | Cfo And Treasurer | 394,470 | 0 | 394,470 | 0.5% | 17 Mar, 2026 |
| 9 | Kal Iyer | Vp, Engineering | 225,771 | 0 | 225,771 | 0.3% | 22 Jun, 2026 |
| 10 | Lauren Lin | Clo, Cco And Secretary | 158,092 | 0 | 158,092 | 0.2% | 22 Jun, 2026 |
| 11 | Kenneth A Goldman | Director | 59,655 | 0 | 59,655 | 0.1% | 17 Mar, 2026 |
| 12 | Andrew S Rachleff | Director, TenPercentOwner | 29,762 | 0 | 29,762 | 0.0% | 17 Mar, 2026 |
| 13 | Jaleh Bisharat | Director | 17,007 | 0 | 17,007 | 0.0% | 17 Mar, 2026 |
| 14 | L Michelle Wilson | Director | 7,865 | 0 | 7,865 | 0.0% | 17 Jun, 2026 |
| 15 | Michael Reed Schmidt | Director | 2,125 | 0 | 2,125 | 0.0% | 17 Mar, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 17 Aug, 2026 | Julien Wetterwald | Chief Technology Officer | Disposed S | 15,263 | $9.16 | $139.80K | 696,525 | Direct |
| 23 Jun, 2026 | Jason Kilar | Director | Acquired A | 19,446 | $0.00 | $0 | 19,446 | Direct |
| 23 Jun, 2026 | Andrew S Rachleff | Director, TenPercentOwner | Acquired A | 19,446 | $0.00 | $0 | 19,446 | Direct |
| 23 Jun, 2026 | L Michelle Wilson | Director | Acquired A | 19,446 | $0.00 | $0 | 19,446 | Direct |
| 17 Jun, 2026 | Lauren Lin | Clo, Cco And Secretary | Disposed S | 4,840 | $8.45 | $40.91K | 158,092 | Direct |
| 17 Jun, 2026 | Julien Wetterwald | Chief Technology Officer | Disposed S | 39,810 | $8.46 | $336.60K | 727,052 | Direct |
| 17 Jun, 2026 | Kal Iyer | Vp, Engineering | Disposed S | 28,498 | $8.46 | $241.02K | 225,771 | Direct |
| 15 Jun, 2026 | L Michelle Wilson | Director | Acquired M | 2,126 | $0.00 | $0 | 8,503 | Direct |
| 15 Jun, 2026 | David Fortunato | Ceo And President | Acquired M | 76,462 | $0.00 | $0 | 1,872,929 | Direct |
| 15 Jun, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 20,387 | $0.00 | $0 | 284,764 | Direct |
| 15 Jun, 2026 | Lauren Lin | Clo, Cco And Secretary | Acquired M | 12,500 | $0.00 | $0 | 156,075 | Direct |
| 15 Jun, 2026 | Lauren Lin | Clo, Cco And Secretary | Acquired M | 9,375 | $0.00 | $0 | 165,450 | Direct |
| 15 Jun, 2026 | L Michelle Wilson | Director | Disposed S | 638 | $9.12 | $5.82K | 7,865 | Direct |
| 15 Jun, 2026 | David Fortunato | Ceo And President | Acquired M | 79,181 | $0.00 | $0 | 1,952,110 | Direct |
| 15 Jun, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 20,387 | $0.00 | $0 | 305,151 | Direct |
| 15 Jun, 2026 | Lauren Lin | Clo, Cco And Secretary | Acquired M | 4,687 | $0.00 | $0 | 170,137 | Direct |
| 15 Jun, 2026 | L Michelle Wilson | Director | Disposed M | 2,126 | $0.00 | $0 | 25,511 | Direct |
| 15 Jun, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 21,112 | $0.00 | $0 | 326,263 | Direct |
| 15 Jun, 2026 | David Fortunato | Ceo And President | Acquired M | 59,531 | $0.00 | $0 | 2,011,641 | Direct |
| 15 Jun, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 15,562 | $0.00 | $0 | 341,825 | Direct |