Wealthfront Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:J0B Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
11 Dec 25	Sell€6,430,833	David Fortunato	Individual		539,898	€11.91

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of J0B?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	161,363	0.108%
Hedge Funds	15,156,877	10.1%
Individual Insiders	21,573,543	14.4%
General Public	29,026,443	19.4%
VC/PE Firms	33,122,067	22.2%
Institutions	50,320,923	33.7%

Dilution of Shares: J0B only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 70.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.6%	Andrew Rachleff	17,260,416	€142.3m	0%	no data
10.2%	Tiger Global Management, LLC	15,156,877	€124.9m	0%	0.43%
9.25%	DAG Ventures, LLC	13,813,474	€113.8m	0%	98.86%
6.59%	Ribbit Management Company, LLC	9,848,159	€81.2m	0%	3.54%
6.33%	Index Ventures SA	9,460,434	€78.0m	0%	2.22%
5.43%	BlackRock, Inc.	8,108,540	€66.8m	51.2%	no data
3.19%	Wellington Management Group LLP	4,767,041	€39.3m	19.6%	0.01%
2.09%	FMR LLC	3,118,920	€25.7m	-22.8%	no data
2.04%	JP Morgan Asset Management	3,043,955	€25.1m	52.1%	no data
1.97%	T. Rowe Price Group, Inc.	2,942,313	€24.2m	28.4%	no data
1.93%	North Reef Capital Management LP	2,885,257	€23.8m	135%	0.77%
1.31%	David Fortunato	1,957,549	€16.1m	5.33%	no data
1.29%	Citadel Advisors LLC	1,921,790	€15.8m	120%	0.01%
1.11%	Vanguard Capital Management, LLC	1,650,461	€13.6m	0%	no data
0.94%	Southpoint Capital Advisors LP	1,400,000	€11.5m	0%	0.2%
0.78%	UBS Asset Management AG	1,165,203	€9.6m	606%	no data
0.67%	Norges Bank Investment Management	1,000,000	€8.2m	0%	no data
0.66%	Geode Capital Management, LLC	982,241	€8.1m	663%	no data
0.59%	AllianceBernstein L.P.	875,847	€7.2m	62.5%	no data
0.57%	Congress Asset Management Company, LLP	853,747	€7.0m	0%	0.04%
0.54%	Azora Capital LP	811,056	€6.7m	170%	0.35%
0.49%	Quinn Opportunity Partners LLC	729,627	€6.0m	0%	0.3%
0.49%	Julien Wetterwald	727,052	€6.0m	0%	no data
0.47%	The Goldman Sachs Group, Inc.	701,564	€5.8m	17.1%	no data
0.44%	Pillsbury Lake Capital, LLC	658,813	€5.4m	0%	1.92%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/01 10:51
End of Day Share Price	2026/07/01 00:00
Earnings	2026/04/30
Annual Earnings	2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Wealthfront Corporation is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Citizens JMP Securities, LLC
Devin Ryan	Citizens JMP Securities, LLC
James Yaro	Goldman Sachs