What Wealthfront's latest 10-Q says: 6 signals
Wealthfront filed its latest 10-Q with the SEC on Sep 14, 2026. It discusses automation investment, cash flow concern and CEO change.
Public (WLTH)Financial Services251 to 500 employeeswealthfront.comLinkedIn
- Filed
- Sep 14, 2026
- Filings
- 3
- Signals
- 19
10-Q · latest 10
What Wealthfront's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 6 signals
CEO David Fortunato and CFO Alan Imberman adopted 10b5-1 stock trading plans in June 2026.
CEO David Fortunato (adopted 6/17/2026) and CFO Alan Imberman (adopted 6/12/2026) established Rule 10b5-1 trading arrangements.
Wealthfront used $140.9M for RSU tax obligations, flags future 'significant cash outlays'.
The company recently used a large amount of cash for tax obligations on employee RSU settlements and anticipates future significant cash needs.
$140.9M
Cash used to satisfy tax withholding and remittance obligations for RSU settlement post-IPO.
CEO David Fortunato adopts 10b5-1 trading plan to sell up to 250,000 shares
The CEO adopted a pre-arranged stock trading plan on June 17, 2026, to sell up to 250,000 shares.
Wealthfront delays new accounting standards adoption, creating future compliance complexity.
As an 'emerging growth company', Wealthfront is using the JOBS Act exemption to delay adopting new accounting standards, making its financials non-comparable to peers.
Cloud Computing Services
By electing to use the extended transition period, Wealthfront is deferring required accounting modernization.
- SEC EDGAR
10-Q
Filed · 4 signals
Wealthfront initiated a $100M share repurchase program in March 2026, spending $27.1M by April 30.
The company authorized a $100M share buyback and has already spent over $27M in its first two months, signaling a strong cash position and confidence in its valuation.
$100M
Total authorized amount for share repurchase program
Wealthfront faces $141M cash outlay for RSU tax obligations, creating financial risk.
The company used approximately $140.9 million for RSU-related tax payments and anticipates future significant cash outlays, which it notes could adversely affect its financial condition.
$140.9M
Cash used to satisfy RSU tax withholding and remittance obligations.
Goldman Sachs & Co. LLCJ.P. Morgan Securities LLC
Wealthfront initiates $100M share buyback, spending $27.1M in the first quarter.
The company's board authorized a $100 million share repurchase program in March 2026 and has already executed over 27% of it.
$100M
Total authorized amount for share repurchase program.
Wealthfront used $140.9M in cash to cover tax obligations from RSU settlements.
The company incurred a substantial cash outlay of $140.9 million to satisfy tax withholding on employee RSU settlements following its IPO.
$140.9M
Cash used for tax withholding and remittance on RSU settlements
- SEC EDGAR
10-Q
Filed · 9 signals
Raised ~$282.1M in net proceeds from December 2025 IPO
The company completed its Initial Public Offering on December 15, 2025, generating significant new capital for operations and strategic initiatives.
$282.1M
Net proceeds from Initial Public Offering
Goldman Sachs & Co. LLCJ.P. Morgan Securities LLC
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Questions about Wealthfront 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .