As of September 29, 2026, the three largest insider holders of WLTH are Global Management Llc Tiger (TenPercentOwner, 18.33Mn shares), Andrew S Rachleff (Director, 16.42Mn shares), Global Management Llc Tiger (TenPercentOwner, 15.16Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Global Management Llc Tiger | TenPercentOwner | 0 | 33,489,424 | 33,489,424 | 43.2% | 16 Dec, 2025 |
| 2 | Ventures Management Iv, Llc Dag | TenPercentOwner | 0 | 13,813,474 | 13,813,474 | 17.8% | 17 Dec, 2025 |
| 3 | Michelangelo Volpi | Director | 0 | 12,910,503 | 12,910,503 | 16.6% | 15 Dec, 2025 |
| 4 | Ventures Growth Ii (Jersey), L.P. Index | TenPercentOwner | 3,357,339 | 9,553,164 | 12,910,503 | 16.6% | 15 Dec, 2025 |
| 5 | David Fortunato | Ceo And President | 1,938,525 | 281,807 | 2,220,332 | 2.9% | 18 Sep, 2026 |
| 6 | Julien Wetterwald | Chief Technology Officer | 696,525 | 0 | 696,525 | 0.9% | 18 Sep, 2026 |
| 7 | Jason Kilar | Director | 670,163 | 0 | 670,163 | 0.9% | 17 Sep, 2026 |
| 8 | Alan Imberman | Cfo And Treasurer | 396,970 | 0 | 396,970 | 0.5% | 18 Sep, 2026 |
| 9 | Kal Iyer | Vp, Engineering | 232,494 | 0 | 232,494 | 0.3% | 18 Sep, 2026 |
| 10 | Lauren Lin | Clo, Cco And Secretary | 171,816 | 0 | 171,816 | 0.2% | 18 Sep, 2026 |
| 11 | Kenneth A Goldman | Director | 49,655 | 0 | 49,655 | 0.1% | 11 Sep, 2026 |
| 12 | Andrew S Rachleff | Director, TenPercentOwner | 29,762 | 0 | 29,762 | 0.0% | 17 Mar, 2026 |
| 13 | L Michelle Wilson | Director | 9,353 | 0 | 9,353 | 0.0% | 17 Sep, 2026 |
| 14 | Michael Reed Schmidt | Director | 6,377 | 0 | 6,377 | 0.0% | 17 Sep, 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 Sep, 2026 | Lauren Lin | Clo, Cco And Secretary | Disposed S | 4,574 | $10.10 | $46.21K | 171,816 | Direct |
| 17 Sep, 2026 | Julien Wetterwald | Chief Technology Officer | Disposed S | 26,138 | $10.10 | $264.10K | 696,525 | Direct |
| 17 Sep, 2026 | David Fortunato | Ceo And President | Disposed S | 50,000 | $10.14 | $507.19K | 1,938,525 | Direct |
| 17 Sep, 2026 | Alan Imberman | Cfo And Treasurer | Disposed S | 76,540 | $10.10 | $773.31K | 396,970 | Direct |
| 17 Sep, 2026 | Kal Iyer | Vp, Engineering | Disposed S | 26,738 | $10.11 | $270.20K | 232,494 | Direct |
| 17 Sep, 2026 | David Fortunato | Ceo And President | Disposed S | 50,000 | $10.14 | $507.19K | 281,807 | Indirect |
| 15 Sep, 2026 | Jason Kilar | Director | Acquired M | 23,544 | $0.00 | $0 | 670,163 | Direct |
| 15 Sep, 2026 | L Michelle Wilson | Director | Acquired M | 2,126 | $0.00 | $0 | 9,991 | Direct |
| 15 Sep, 2026 | Lauren Lin | Clo, Cco And Secretary | Acquired M | 12,500 | $0.00 | $0 | 170,592 | Direct |
| 15 Sep, 2026 | David Fortunato | Ceo And President | Acquired M | 76,463 | $0.00 | $0 | 1,972,016 | Direct |
| 15 Sep, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 20,388 | $0.00 | $0 | 246,159 | Direct |
| 15 Sep, 2026 | Julien Wetterwald | Chief Technology Officer | Acquired M | 20,387 | $0.00 | $0 | 716,912 | Direct |
| 15 Sep, 2026 | Michael Reed Schmidt | Director | Acquired M | 2,126 | $0.00 | $0 | 6,377 | Direct |
| 15 Sep, 2026 | Alan Imberman | Cfo And Treasurer | Acquired M | 22,812 | $0.00 | $0 | 458,719 | Direct |
| 15 Sep, 2026 | David Fortunato | Ceo And President | Acquired M | 79,181 | $0.00 | $0 | 2,051,197 | Direct |
| 15 Sep, 2026 | Alan Imberman | Cfo And Treasurer | Acquired M | 23,625 | $0.00 | $0 | 482,344 | Direct |
| 15 Sep, 2026 | Jason Kilar | Director | Disposed M | 23,544 | $0.00 | $0 | 23,544 | Direct |
| 15 Sep, 2026 | L Michelle Wilson | Director | Disposed S | 638 | $10.55 | $6.73K | 9,353 | Direct |
| 15 Sep, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 20,388 | $0.00 | $0 | 266,547 | Direct |
| 15 Sep, 2026 | Julien Wetterwald | Chief Technology Officer | Acquired M | 21,112 | $0.00 | $0 | 738,024 | Direct |