Wealthfront Corp (WLTH) — SEC Filings
Wealthfront Corp (WLTH) — 3 SEC filings. Latest: S-1/A (Dec 11, 2025). Sentiment: bullish. Includes 2 S-1/A, 1 S-1. Overall sentiment: bullish.
View Wealthfront Corp on SEC EDGAR
Overview
Wealthfront Corp (WLTH) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a S-1/A filed on Dec 11, 2025: Wealthfront Corporation, a fintech company targeting digital natives, is launching its initial public offering of 34,615,384 shares of common stock, with an estimated price range of $12.00 to $14.00 per share. The company itself is offering 21,468,038 shares, while selling stockholders are offering
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 bullish. The dominant filing sentiment for Wealthfront Corp is bullish.
Filing Type Overview
Wealthfront Corp (WLTH) has filed 2 S-1/A, 1 S-1 with the SEC between Sep 2025 to Dec 2025.
Recent SEC Filings (3)
| Date | Form | Description | Risk |
|---|---|---|---|
| Dec 11, 2025 | S-1/A | Wealthfront IPO Targets Digital Natives with $12-$14 Share Price | medium |
| Dec 2, 2025 | S-1/A | Wealthfront IPO Targets Digital Natives with $12-$14 Share Price | medium |
| Sep 29, 2025 | S-1 | Wealthfront IPO Targets Digital Natives Amid Soaring Revenue, Profit | medium |
Risk Profile
Risk Assessment: Of WLTH's 3 recent filings, 0 were flagged as high-risk, 3 as medium-risk, and 0 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Key Executives
- David Fortunato
- Lauren Lin
Industry Context
Wealthfront operates in the rapidly growing digital wealth management and fintech sector. The industry is characterized by increasing adoption of robo-advisors and digital financial planning tools, driven by demand from younger, tech-savvy investors. Key trends include personalization, integration of banking and investing services, and a focus on low-fee structures.
Top Tags
IPO (3) · Wealth Management (3) · Digital Natives (3) · Growth Stock (3) · Fintech (2) · Robo-Advisor (2) · S-1/A Filing (1) · Nasdaq Listing (1) · FinTech (1) · Robo-Advisory (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Estimated IPO price range per share | $12.00-$14.00 | The expected price for Wealthfront's common stock in its initial public offering. |
| Total shares offered in IPO | 34,615,384 | The aggregate number of common stock shares being offered by Wealthfront and selling stockholders. |
| Shares offered by Wealthfront | 21,468,038 | The number of shares Wealthfront Corporation is selling in the IPO, from which it will receive proceeds. |
| Shares offered by selling stockholders | 13,147,346 | The number of shares selling stockholders are offering, from which Wealthfront will not receive proceeds. |
| Platform assets | $88B | Total value of financial assets held by clients on Wealthfront's platform as of July 31, 2025, showing significant scale. |
| Year-over-year platform asset growth | 24% | Growth rate of platform assets as of July 31, 2025, indicating strong client asset accumulation. |
| Revenue (LTM ended July 31, 2025) | $339M | Total revenue for the last twelve months ended July 31, 2025, demonstrating substantial top-line performance. |
| Year-over-year revenue growth (LTM ended July 31, 2025) | 26% | Growth rate of revenue for the last twelve months ended July 31, 2025, highlighting business expansion. |
| Net income (LTM ended July 31, 2025) | $123M | Net profit for the last twelve months ended July 31, 2025, indicating strong profitability. |
| Annual net revenue retention | 120% | Rate of revenue retention from existing clients for each of the last 11 fiscal years, showcasing strong client loyalty and expansion. |
| Adjusted EBITDA (LTM ended July 31, 2025) | $154M | Achieved a 46% Adjusted EBITDA margin |
| Platform assets (as of July 31, 2025) | $88B | Represents 24% YoY platform asset growth |
| Funded clients | 1.3M | As of July 31, 2025, indicating significant customer base |
| Annual client retention rate | 95% | For each of the last 11 fiscal years, demonstrating strong customer loyalty |
| Estimated initial public offering price per share | $12.00-$14.00 | Price range for the common stock |
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Frequently Asked Questions
What are the latest SEC filings for Wealthfront Corp (WLTH)?
Wealthfront Corp has 3 recent SEC filings from Sep 2025 to Dec 2025, including 2 S-1/A, 1 S-1. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WLTH filings?
Across 3 filings, the sentiment breakdown is: 3 bullish. The dominant sentiment is bullish.
Where can I find Wealthfront Corp SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Wealthfront Corp (WLTH) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Wealthfront Corp?
Financial highlights for Wealthfront Corp are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for WLTH?
The investment thesis for WLTH includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Wealthfront Corp?
Key executives identified across Wealthfront Corp's filings include David Fortunato, Lauren Lin.
What are the main risk factors for Wealthfront Corp stock?
Of WLTH's 3 assessed filings, 0 were flagged high-risk, 3 medium-risk, and 0 low-risk.
What are recent predictions and forward guidance from Wealthfront Corp?
Forward guidance and predictions for Wealthfront Corp are extracted from SEC filings as they are enriched.