Wealthfront's three largest insider shareholders as of September 12, 2026 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 | 43.3% | 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 | 646,619 | 0 | 646,619 | 0.8% | 17 Jun, 2026 |
| 8 | Alan Imberman | Cfo And Treasurer | 435,907 | 0 | 435,907 | 0.6% | 17 Jun, 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 | 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 | 7,865 | 0 | 7,865 | 0.0% | 17 Jun, 2026 |
| 14 | Michael Reed Schmidt | Director | 4,251 | 0 | 4,251 | 0.0% | 17 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 10 Sep, 2026 | Kenneth A Goldman | Director | Disposed S | 10,000 | $10.00 | $100.00K | 49,655 | Direct |
| 22 Aug, 2026 | Lauren Lin | Clo, Cco And Secretary | Acquired A | 207,000 | $0.00 | $0 | 207,000 | Direct |
| 17 Aug, 2026 | Julien Wetterwald | Chief Technology Officer | Disposed S | 15,263 | $9.16 | $139.80K | 696,525 | 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 |
| 23 Jun, 2026 | Jason Kilar | 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 | Lauren Lin | Clo, Cco And Secretary | Acquired M | 12,500 | $0.00 | $0 | 156,075 | Direct |
| 15 Jun, 2026 | L Michelle Wilson | Director | Acquired M | 2,126 | $0.00 | $0 | 8,503 | Direct |
| 15 Jun, 2026 | Kal Iyer | Vp, Engineering | Acquired M | 20,387 | $0.00 | $0 | 284,764 | 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 | 305,151 | 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 | 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 |