As of June 09, 2026, Wealthfront's top three insider holders are Global Management Llc Tiger (TenPercentOwner, 18.33Mn shares), Andrew S Rachleff (Director, 16.42Mn shares), Global Management Llc Tiger (TenPercentOwner, 15.16Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Global Management Llc Tiger | - | 0 | 18,332,547 | 16 Dec, 2025 |
| L Michelle Wilson | - | 6,377 | 0 | 17 Mar, 2026 |
| Andrew S Rachleff | - | 0 | 16,424,204 | 15 Dec, 2025 |
| Kenneth A Goldman | - | 59,655 | 0 | 17 Mar, 2026 |
| Jason Kilar | - | 623,075 | 0 | 17 Mar, 2026 |
| Kal Iyer | Vp, Engineering | 264,377 | 0 | 17 Mar, 2026 |
| Ventures Management Iv, Llc Dag | - | 0 | 13,813,474 | 17 Dec, 2025 |
| Michelangelo Volpi | - | 0 | 12,910,503 | 15 Dec, 2025 |
| Ventures Growth Ii (Jersey), L.P. Index | - | 3,357,339 | 9,553,164 | 15 Dec, 2025 |
| Julien Wetterwald | Chief Technology Officer | 727,052 | 0 | 17 Mar, 2026 |
| David Fortunato | Ceo And President | 1,796,467 | 0 | 24 Mar, 2026 |
| Jaleh Bisharat | - | 17,007 | 0 | 17 Mar, 2026 |
| Alan Imberman | Cfo And Treasurer | 394,470 | 0 | 17 Mar, 2026 |
| Lauren Lin | Clo, Cco And Secretary | 141,190 | 0 | 17 Mar, 2026 |
| Michael Reed Schmidt | - | 2,125 | 0 | 17 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 20 Mar, 2026 | David Fortunato | Common Stock | A | 40,816 | $2.45 | 1,796,467 | D | M |
| 20 Mar, 2026 | David Fortunato | Stock Option (Right to Buy) | D | 40,816 | $0.00 | 0 | D | M |
| 15 Mar, 2026 | Jaleh Bisharat | Common Stock | A | 17,007 | $0.00 | 17,007 | D | M |
| 15 Mar, 2026 | Julien Wetterwald | Common Stock | A | 20,525 | $0.00 | 695,761 | D | M |
| 15 Mar, 2026 | Jason Kilar | Common Stock | A | 17,007 | $0.00 | 599,532 | D | M |
| 15 Mar, 2026 | Michael Reed Schmidt | Common Stock | A | 2,125 | $0.00 | 2,125 | D | M |
| 15 Mar, 2026 | L Michelle Wilson | Common Stock | A | 2,126 | $0.00 | 6,377 | D | M |
| 15 Mar, 2026 | Kal Iyer | Common Stock | A | 9,688 | $0.00 | 228,293 | D | M |
| 15 Mar, 2026 | Lauren Lin | Common Stock | A | 1,216 | $0.00 | 116,487 | D | M |
| 15 Mar, 2026 | Kenneth A Goldman | Common Stock | A | 17,007 | $0.00 | 59,655 | D | M |
| 15 Mar, 2026 | David Fortunato | Common Stock | A | 9,698 | $0.00 | 1,661,796 | D | M |
| 15 Mar, 2026 | Andrew S Rachleff | Common Stock | A | 29,762 | $0.00 | 29,762 | D | M |
| 15 Mar, 2026 | Julien Wetterwald | Common Stock | A | 20,525 | $0.00 | 695,761 | D | M |
| 15 Mar, 2026 | Alan Imberman | Common Stock | A | 22,812 | $0.00 | 368,839 | D | M |
| 15 Mar, 2026 | Julien Wetterwald | Common Stock | A | 20,387 | $0.00 | 716,148 | D | M |
| 15 Mar, 2026 | Jaleh Bisharat | Restricted Stock Units | D | 17,007 | $0.00 | 0 | D | M |
| 15 Mar, 2026 | Julien Wetterwald | Common Stock | A | 20,387 | $0.00 | 716,148 | D | M |
| 15 Mar, 2026 | David Fortunato | Common Stock | A | 76,463 | $0.00 | 1,738,259 | D | M |
| 15 Mar, 2026 | Jason Kilar | Common Stock | A | 23,543 | $0.00 | 623,075 | D | M |
| 15 Mar, 2026 | Alan Imberman | Common Stock | A | 23,625 | $0.00 | 392,464 | D | M |