WLTH Wealthfront Corporation Common Stock

XNAS 10.61 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

WLTH $10.61 —
Key stats
$10.61
52-Week Range
$7.20 – $14.88
YTD
-19.78%
IV Rank (30D)
47.24
Straddle Price
$1.15
P/C Vol Ratio
0.16
Market Cap
$1.6B
Open
$10.29
Day Range
$10.29 – $10.69
Volume
713,052
Prev Close
$10.27
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.05%
Beta vs SPY1.47
Cost of Equity (CAPM)13.14% (VRP-adj)
WACC13.00%
Volatility Risk Premium+108.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)-11.6%
Book / Price37.6% — banking bias active (P/B is primary)
Debt / Equity0.00
Quality Score1/6 — cyclical/struggling (5y DCF)
Market-Implied Growth-0.8% (reverse-DCF on current price)
SMA 50$10.18 (Market Anchor value)
SMA 20 / Bollinger Mid$10.68
Bollinger Width / SMA20100.6% (drives anchor stability)
Net Debt$-0.5B
Market Cap$2B
Peers used for multiples: AFRM, APO, BLK, COF, HAPN, SCHW (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
72%
20-Day Fair Value
≈ by Dec 1, 2026
$10.52
α -0.6% rank 67%
conviction
46%
40-Day Fair Value
≈ by Dec 30, 2026
$10.48
α -1.0% rank 67%
conviction
30%
60-Day Fair Value
≈ by Jan 28, 2027
$10.34
α -2.3% rank 67%
conviction
72%
MethodImplied PriceWeightDetail
DCF $11.52 53%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 14.5× · 6 peers
Peer EV/EBITDA n/a 0% median 11.0× · 4 peers
Peer P/B $12.06 47% median 3.1× · 6 peers
Peer P/S n/a 0% median 5.8× · 6 peers
Market Anchor (SMA50) $10.18 0% stability 0% (BB-width)
Options Expected (B-L 30d) $9.97 0% 6 strikes · skew -0.57
As of 2026-11-02 · updated
About
Industry (SIC)
FINANCE SERVICES (6199) · industry map
Exchange
XNAS
Market Cap
$1.6B
Employees
391
List Date
2025-12-12
CIK
0001524566
Headquarters
Palo Alto, CA
Homepage
https://www.wealthfront.com

Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, i…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'25'26Avg
Jan---34.34%-34.34%
Feb---5.90%-5.90%
Mar--9.73%9.73%
Apr--11.55%11.55%
May--13.46%13.46%
Jun---26.66%-26.66%
Jul--1.17%1.17%
Aug---4.66%-4.66%
Sep--17.16%17.16%
Oct---0.96%-0.96%
Nov--0.00%*0.00%
Dec-4.23%---4.23%
Total-4.23%-29.57%-16.90%
* Only 2 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $10.68
SMA 50: $10.21
SMA 200: $9.68
Current: $10.59
EMA 12: $10.61
EMA 26: $10.52
MACD: 0.0855 | Signal: -0.0705
BULLISH
ADX (14): 14.29
RANGE
+DI: 16.78
−DI: 21.93

Momentum Oscillators

RSI (14): 51.08
NEUTRAL
Stoch %K: 36.00
Stoch %D: 36.29
Williams %R: -56.99

Volume & Volatility

BB Upper: $11.26
BB Lower: $10.11
NEUTRAL
OBV: -10,168,392
Vol SMA 20: 2,384,553
Vol ROC: -68.73%
ATR: $0.47
True Range: $0.42
HV 20: 50.3%
HV 30: 47.5%
HV 60: 51.2%

Data Summary

Data Points: 222
Last Updated:
Date Range: 2025-12-12T00:00:00 – 2026-10-30T00:00:00
AI Analysis

LLM Stock Analysis Report - WLTH

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Recent news headlines surrounding potential securities claims and investigations
  • High volatility, with beta greater than market average
  • Bearish momentum signals from MACD and RSI

Investment Thesis: WLTH is experiencing significant bearish pressure due to recent negative news headlines. The stock's high volatility and bearish momentum signals suggest a higher risk environment. While the options market expects a potential move, the news sentiment is predominantly negative.

Recent News Sentiment Impact: The recent news headlines have contributed significantly to the bearish sentiment, with all five articles having negative sentiments. This has led to increased selling pressure and volatility.

Technical Analysis

Trend Direction: BEARISH (Short-term), NEUTRAL (Medium-term)

Support/Resistance Levels:

  • Resistance: $9.67 (Upper Bollinger Band)
  • Support: $8.87 (Lower Bollinger Band)

Momentum Signals:

  • RSI interpretation: OVERSOLD <30
  • MACD signal: BEARISH crossover
  • Bollinger Bands position: SQUEEZE

News & Sentiment Analysis

Recent Headlines Summary: All five news articles have negative sentiments, with a focus on potential securities claims and investigations.

Sentiment Assessment: NEGATIVE (Aggregate sentiment)

Catalyst Identification: None immediate; regulatory changes or product launches could impact the stock in the medium-term.

Risk & Volatility Assessment

Beta Interpretation: HIGH RISK (beta >1.5)

Volatility Regime: CURRENTLY HIGH VOLATILITY

Options Market Signals:

  • IV rank: MEDIUM
  • Put/call ratios: BULLISH sentiment
  • Unusual activity: Increased put buying and call selling

Market Context & Positioning

Sector Performance: Underperforming the Financials sector (-10% vs -5%)

Institutional Activity: Volume patterns suggest institutional selling.

Correlation Analysis: Correlated with market (R-squared interpretation)

Key Levels & Action Items

Critical Price Levels:

  • Support: $8.87
  • Resistance: $9.67

Breakout/Breakdown Levels: None immediate; look for breakouts above or below the Bollinger Bands.

Time-Sensitive Catalysts: Regulatory changes, product launches, or potential earnings releases could impact the stock in the medium-term.

Risk Management:

  • Stop-loss levels: Below $8.50
  • Position sizing considerations: Use risk-reward ratio to determine optimal position size

Additional Comments:

  • High volatility and bearish momentum signals suggest a higher risk environment.
  • Recent news headlines have contributed significantly to the bearish sentiment, with all five articles having negative sentiments.
  • The options market expects a potential move, but the news sentiment is predominantly negative.

Confidence Level: 6/10 (based on data quality and signal clarity)

Generated
News
All WLTH news →
Showing 1–10 of 22
Page 1 of 3
Earnings History
3 of 3 under expected move
Avg Expected Move
14.91%
Avg Actual Move
3.23%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-03-11 Pre-Market 21.04% 5.72% 0.27x Within
2026-06-04 Pre-Market 12.54% 2.21% 0.18x Within
2026-09-09 Pre-Market 11.16% 1.77% 0.16x Within

Earnings calendar: this week’s reports with expected vs actual moves →

WLTH Options Activity & IV Rank

WLTH IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 60.1%
7-DTE IV: 65.7%
Expected Move: $1.15
7-DTE Move: $1.15
Days to Exp: 18 (2026-11-20)

Options Flow

Call Volume: 183
Put Volume: 30
P/C Volume: 0.164
BULLISH
Call OI: 5,402
Put OI: 5,513
P/C OI: 1.021
Total OI: 10,915

ATM Options Pricing

ATM Call: $0.88
ATM Put: $0.28
Call %: 8.3%
Put %: 2.6%

Chain Summary

Chain Volume: 354
Chain OI: 11,830
Last Updated: 11/2/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 60th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
60%
vs own history
GEX tilt
+0.35
OI-weighted, today
Vanna tilt
-0.35
δ-sensitivity to IV
Charm tilt
+0.34
δ-decay vs time
Vanna tilt -0.35: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.34: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 5k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM 55.9% / Wing —
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)5.4LowNov 2
IV Rank (30 DTE)47.2MediumNov 2
Straddle Price (30 DTE)$1.15Nov 2
Beta Analysis

Risk Metrics

Beta: 1.4108
Alpha: -33.18%
Correlation: 0.3011
R-Squared: 9.1%
Stock Volatility: 59.9%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 222
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own WLTH
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Tiger Global Hedge fund
Chase Coleman
$135.5M
0.57%
#27 of 460.0%13F
Citadel Hedge fund
Ken Griffin
$20.9M
0.01%
#1123 of 6285+21.6%13F
Millennium Management Hedge fund
Izzy Englander
$7.3M
0.00%
#1816 of 3716+422.7%13F
ICONIQ Capital Family office$111K
0.00%
#76 of 76new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

WLTH Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 174,051,608 (as of 2026-07-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

142 filers95,550,717 shares$857.40M value54.90% of float
# Filer Shares Value % of Total % of Float Period
1 TIGER GLOBAL MANAGEMENT LLC 15,156,877 $135.50M 15.80% 8.71% 2026-06-30
2 DAG Ventures, LLC 13,813,473 $123.49M 14.40% 7.94% 2026-06-30
3 Index Venture Associates VI Ltd 9,460,434 $84.58M 9.86% 5.44% 2026-06-30
4 BlackRock, Inc. Custodian 8,363,073 $74.77M 8.72% 4.80% 2026-06-30
5 Ribbit Management Company, LLC 5,479,267 $48.98M 5.71% 3.15% 2026-06-30
6 Wellington Management Group LLP Custodian 4,213,246 $37.67M 4.39% 2.42% 2026-06-30
7 FMR LLC Custodian 3,767,445 $33.68M 3.93% 2.16% 2026-06-30
8 T. Rowe Price Investment Management, Inc. 3,474,002 $31.06M 3.62% 2.00% 2026-06-30
9 JPMorgan Chase & Co Custodian 2,994,533 $27.10M 3.16% 1.72% 2026-06-30
10 IEQ CAPITAL, LLC 2,763,569 $24.71M 2.88% 1.59% 2026-06-30
11 North Reef Capital Management LP 2,444,253 $21.85M 2.55% 1.40% 2026-06-30
12 Citadel Advisors LLC Custodian 2,336,419 $20.89M 2.44% 1.34% 2026-06-30
13 Vanguard Capital Management LLC 1,603,350 $14.33M 1.67% 0.92% 2026-06-30
14 State Street Corp 1,343,427 $12.01M 1.40% 0.77% 2026-06-30
15 CONGRESS ASSET MANAGEMENT CO 1,129,703 $11.73M 1.37% 0.65% 2026-09-30
16 UBS Group AG Custodian 1,030,869 $9.22M 1.07% 0.59% 2026-06-30
17 Geode Capital Management, LLC Custodian 1,027,877 $9.19M 1.07% 0.59% 2026-06-30
18 Pillsbury Lake Capital LLC 1,025,030 $9.16M 1.07% 0.59% 2026-06-30
19 Millennium Management LLC Custodian 811,474 $7.25M 0.85% 0.47% 2026-06-30
20 Norges Bank 799,734 $7.15M 0.83% 0.46% 2026-06-30
21 PB INVESTMENT PARTNERS, L.P. 729,453 $6.52M 0.76% 0.42% 2026-06-30
22 Quinn Opportunity Partners LLC 667,627 $5.97M 0.70% 0.38% 2026-06-30
23 Whetstone Capital Advisors, LLC 604,160 $5.40M 0.63% 0.35% 2026-06-30
24 AllianceBernstein L.P. 556,247 $5.15M 0.60% 0.32% 2026-06-30
25 Marshall Wace, LLP Custodian 563,320 $5.04M 0.59% 0.32% 2026-06-30
3 filers$2.14M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $1.04M 48.77% 2026-06-30
2 Citadel Advisors LLC Custodian $647.26K 30.31% 2026-06-30
3 Caption Management, LLC $447.00K 20.93% 2026-06-30
4 filers$2.25M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $898.47K 39.99% 2026-06-30
2 Citadel Advisors LLC Custodian $673.18K 29.96% 2026-06-30
3 Caption Management, LLC $447.00K 19.90% 2026-06-30
4 Jane Street Group, LLC Custodian $227.97K 10.15% 2026-06-30

WLTH Insider Trading (Form 4)

Latest: 2026-09-18
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-18 Kal Iyer VP, Engineering Sell (S) −26,738 $10.11 -$270.2K EDGAR
2026-09-18 Julien Wetterwald Chief Technology Officer Sell (S) −26,138 $10.10 -$264.1K EDGAR
2026-09-18 Alan Imberman CFO and Treasurer Sell (S) −76,540 $10.10 -$773.3K EDGAR
2026-09-18 Lauren Lin CLO, CCO and Secretary Sell (S) −4,574 $10.10 -$46.2K EDGAR
2026-09-18 David Fortunato CEO and President Sell (S) −100,000 $10.14 -$1.01M EDGAR
2026-09-17 Jason Kilar Director Exer (M) +23,544 — EDGAR
2026-09-17 L Michelle Wilson Director Mixed +1,488 $10.55 -$6.7K EDGAR
2026-09-17 Michael Reed Schmidt Director Exer (M) +2,126 — EDGAR
2026-09-17 David Fortunato CEO and President Mixed +92,972 $10.60 -$1.30M EDGAR
2026-09-17 Alan Imberman CFO and Treasurer Mixed +37,603 $10.60 -$282.0K EDGAR
2026-09-17 Lauren Lin CLO, CCO and Secretary Mixed +18,298 $10.60 -$223.8K EDGAR
2026-09-17 Kal Iyer VP, Engineering Mixed +33,461 $10.60 -$466.4K EDGAR
2026-09-17 Julien Wetterwald Chief Technology Officer Mixed +26,138 $10.60 -$364.3K EDGAR
2026-09-15 David Fortunato CEO and President Mixed +269,811 $5.03 -$3.30M EDGAR
2026-09-11 Kenneth A Goldman Director Sell (S) −10,000 $10.00 -$100.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

WLTH Insider Holdings

15 insiders · @ $10.59
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Charles P Coleman III 10%+ Owner 18,332,547 $194.05M -$490.34M 1 2025-12-16
2 Andrew S Rachleff Director 16,453,966 $174.17M $0 3 2026-06-25
3 R. Thomas Goodrich 10%+ Owner 11,047,106 $116.93M $0 1 2025-12-17
4 Index Ventures VI Parallel Entrepreneur Fund (Jersey) LP 10%+ Owner 3,308,299 $35.02M $0 1 2025-12-15
5 David Fortunato CEO and President 2,220,332 $23.50M -$25.07M 12 2026-09-18
6 Julien Wetterwald Chief Technology Officer 696,525 $7.37M -$2.93M 10 2026-09-18
7 Jason Kilar Director 670,163 $7.09M $0 6 2026-09-17
8 Alan Imberman CFO and Treasurer 396,970 $4.20M -$2.46M 7 2026-09-18
9 Kal Iyer VP, Engineering 232,494 $2.46M -$3.73M 8 2026-09-18
10 Lauren Lin CLO, CCO and Secretary 171,816 $1.82M -$734.2K 8 2026-09-18
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

WLTH Board & Officers

As of SEC filings through Sep 18, 2026

Directors 8

Officers 5

10% owners 13

Changes in the last 10 years (38)
Dec 17, 2025R. Thomas Goodrich reported in an SEC filing no longer being a 10% owner
Dec 17, 2025John J. Cadeddu reported in an SEC filing no longer being a 10% owner
Dec 17, 2025DAG Ventures Management IV, LLC reported in an SEC filing no longer being a 10% owner
Dec 17, 2025DAG Ventures IV-QP, L.P. reported in an SEC filing no longer being a 10% owner
Dec 17, 2025DAG Ventures IV-A, LLC reported in an SEC filing no longer being a 10% owner
Dec 17, 2025DAG Ventures IV, L.P. reported in an SEC filing no longer being a 10% owner
Dec 11, 2025Tiger Global Private Investment Partners X, L.P. became a 10% owner
Dec 11, 2025Tiger Global PIP Performance X, L.P. became a 10% owner
Dec 11, 2025Tiger Global PIP Management X, Ltd. became a 10% owner
Dec 11, 2025Tiger Global Management LLC became a 10% owner
Dec 11, 2025R. Thomas Goodrich became a 10% owner
Dec 11, 2025Michelangelo Volpi became a director
Dec 11, 2025Michael Reed Schmidt became a director
Dec 11, 2025Lauren Lin became CLO, CCO and Secretary
Dec 11, 2025L Michelle Wilson became a director
Dec 11, 2025Kenneth A Goldman became a director
Dec 11, 2025Kal Iyer became VP, Engineering
Dec 11, 2025Julien Wetterwald became Chief Technology Officer
Dec 11, 2025John J. Cadeddu became a 10% owner
Dec 11, 2025Jason Kilar became a director
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

WLTH Proposed Insider Sales (Form 144)

Latest: 2026-09-17
Last 30d: 0 filings  ·  Last 90d: 13 filings · $5.7M notice value · 7 unique filers · 62% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: David Fortunato (3, $2.4M) · Alan Imberman (2, $1.1M) · Kal Iyer (2, $784K) · Julien Wetterwald (2, $666K) · KENNETH GOLDMAN (1, $378K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-17 DAVID FORTUNATO Director, Officer 50,000 $508.5K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-17 Kalyan Iyer Officer 26,738 $271.9K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-17 JULIEN WETTERWALD Officer 26,138 $265.8K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-17 ALAN IMBERMAN Officer 76,540 $778.4K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-17 LAUREN LIN Officer 4,574 $46.5K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-17 APEKSHA GARGA Director, Officer 50,000 $508.5K 2026-09-17 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-15 Lauren Lin Officer 23,064 $245.6K 2026-09-15 Morgan Stanley Smith Barney LLC — EDGAR
2026-09-15 Alan Imberman Officer 29,055 $309.4K 2026-09-15 Morgan Stanley Smith Barney LLC — EDGAR
2026-09-15 David Fortunato Officer, Director 133,505 $1.42M 2026-09-15 Morgan Stanley Smith Barney LLC — EDGAR
2026-09-15 Julien Wetterwald Officer 37,539 $399.8K 2026-09-15 Morgan Stanley Smith Barney LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
37 ETFs hold WLTH
25 shown · $107.27M total exposure · 0.02% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $37.5M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.03% $24.3M $75.5B 2026-10-30
3 VXF Vanguard Extended Market ETF Vanguard 0.01% $12.3M — 2026-09-30
4 KCE State Street® SPDR® S&P® Capital Markets ETF SPDR (State Street) 1.82% $8.1M $443.6M 2026-10-29
5 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.05% $6.7M $14.0B 2026-10-30
6 VTWO Vanguard Russell 2000 ETF Vanguard 0.03% $5.6M — 2026-09-30
7 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.02% $2.4M $14.1B 2026-10-30
8 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $2.1M — 2026-05-31
9 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $1.6M $95.5B 2026-10-30
10 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.04% $1.2M $3.2B 2026-10-29
11 VFH Vanguard Financials ETF Vanguard 0.01% $834,614 — 2026-09-30
12 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.05% $778,490 — 2026-09-30
13 GABF Gabelli Financial Services Opportunities ETF Nport 1.52% $755,457 — 2026-06-30
14 FDFF Fidelity Disruptive Finance ETF Fidelity 1.49% $661,056 $44.5M 2026-10-29
15 ONEQ Fidelity Nasdaq Composite Index ETF Fidelity 0.00% $492,846 $10.8B 2026-10-29
16 RSSL Global X Russell 2000 ETF Global X 0.03% $465,724 — 2026-10-30
17 SCHB Schwab U.S. Broad Market ETF Nport 0.00% $305,500 — 2026-05-31
18 BPAY iShares FinTech Active ETF iShares (BlackRock) 3.18% $275,924 $8.7M 2026-10-30
19 IWV iShares Russell 3000 ETF iShares (BlackRock) 0.00% $259,687 $20.2B 2026-10-30
20 VTWV Vanguard Russell 2000 Value ETF Vanguard 0.02% $238,605 — 2026-09-30
21 FNCL Fidelity MSCI Financials Index ETF Fidelity 0.01% $139,603 $2.3B 2026-10-29
22 ISCG iShares Morningstar Small-Cap Growth ETF iShares (BlackRock) 0.01% $137,803 $961.3M 2026-10-30
23 SMLL Harbor Active Small Cap ETF Nport 0.84% $118,084 — 2026-07-31
24 TILT FlexShares Morningstar US Market Factor Tilt Index Fund Nport 0.01% $110,957 — 2026-07-31
25 VTHR Vanguard Russell 3000 ETF Vanguard 0.00% $82,313 — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (2 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '272026-07-31$91.87M$17.75M$0.10$47.31M
Q4 '262026-01-31$96.14M$-133.66M$-1.40$33.30M
Q2 2027 • period ending 2026-07-31 • filed 2026-09-14
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
2.66
P/S
4.44
EV/EBITDA
-13.70
EV/Sales
5.43
ROE
-11.6%
ROA
-4.0%
Div Yield
0.00%
FCF Yield
8.50%
Debt/Equity
1.33
Current Ratio
1.43
Market Cap
$1.65B
as of 2026-10-29
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
12.28M
SI % of Float
15.04%
Days to Cover
4.54
Short Vol Ratio
55.2%
Free Float
81.60M
Float %
54.6%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-14