WLTH
WEALTHFRONT CORP
-0.10 (-0.98%)10.07USD801K成交股數1.6B市值–本益比(近四季)4.2股價營收比+0.8%營收年增(近四季)2026-09-09下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 543K · 3 |
| 其中 10b5-1 計畫賣出 | 5 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.6M |
| 近 180 天 淨額 | −1.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | F 繳稅扣股 | 435K | 10.38 | 4.5M | 332K | SEC |
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | M 選擇權執行 | 400K | 1.79 | 716K | 511K | SEC |
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | M 選擇權執行 | 9.0K | 1.50 | 13K | 111K | SEC |
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | M 選擇權執行 | 40.0K | 1.50 | 60K | 102K | SEC |
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | M 選擇權執行 | 150K | 1.87 | 281K | 661K | SEC |
| 2026-09-11 | 09-15 | Fortunato David | CEO and President | M 選擇權執行 | 106K | 1.39 | 148K | 767K | SEC |
| 2026-09-10 | 09-11 | GOLDMAN KENNETH A | Director | S 公開市場賣出(10b5-1) | 10.0K | 10.00 | 100K | 49.7K | SEC |
| 2026-08-17 | 08-19 | Wetterwald Julien | Chief Technology Officer | S 公開市場賣出(10b5-1) | 15.3K | 9.16 | 140K | 697K | SEC |
| 2026-07-15 | 07-17 | Wetterwald Julien | Chief Technology Officer | S 公開市場賣出(10b5-1) | 15.3K | 9.36 | 143K | 712K | SEC |
| 2026-07-07 | 07-08 | Bisharat Jaleh | Director | S 公開市場賣出(10b5-1) | 8.5K | 9.50 | 81K | 0 | SEC |
| 2026-07-06 | 07-08 | Bisharat Jaleh | Director | S 公開市場賣出(10b5-1) | 8.5K | 9.39 | 80K | 8.5K | SEC |
| 2026-06-17 | 06-22 | Wetterwald Julien | Chief Technology Officer | S 公開市場賣出(10b5-1) | 39.8K | 8.46 | 337K | 727K | SEC |
| 2026-06-17 | 06-22 | IYER KAL | VP, Engineering | S 公開市場賣出(10b5-1) | 28.5K | 8.46 | 241K | 226K | SEC |
| 2026-06-17 | 06-22 | Lin Lauren | CLO, CCO and Secretary | S 公開市場賣出(10b5-1) | 4.8K | 8.45 | 41K | 158K | SEC |
| 2026-06-15 | 06-17 | WILSON L MICHELLE | Director | M 選擇權執行 | 2.1K | – | – | 8.5K | SEC |
| 2026-06-15 | 06-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 20.5K | – | – | 750K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | S 公開市場賣出(10b5-1) | 45.8K | 8.92 | 408K | 254K | SEC |
| 2026-06-15 | 06-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 21.1K | – | – | 792K | SEC |
| 2026-06-15 | 06-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 20.4K | – | – | 770K | SEC |
| 2026-06-15 | 06-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 4.7K | – | – | 170K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | F 繳稅扣股 | 41.8K | 8.80 | 368K | 300K | SEC |
| 2026-06-15 | 06-17 | Fortunato David | CEO and President | M 選擇權執行 | 59.5K | – | – | 2.0M | SEC |
| 2026-06-15 | 06-17 | WILSON L MICHELLE | Director | S 公開市場賣出(10b5-1) | 638 | 9.12 | 6K | 7.9K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 20.4K | – | – | 305K | SEC |
| 2026-06-15 | 06-17 | Fortunato David | CEO and President | M 選擇權執行 | 79.2K | – | – | 2.0M | SEC |
| 2026-06-15 | 06-17 | Fortunato David | CEO and President | M 選擇權執行 | 76.5K | – | – | 1.9M | SEC |
| 2026-06-15 | 06-17 | Wetterwald Julien | Chief Technology Officer | F 繳稅扣股 | 43.7K | 8.80 | 385K | 767K | SEC |
| 2026-06-15 | 06-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 19.0K | – | – | 811K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 15.6K | – | – | 342K | SEC |
| 2026-06-15 | 06-17 | Lin Lauren | CLO, CCO and Secretary | F 繳稅扣股 | 20.1K | 8.80 | 176K | 163K | SEC |
| 2026-06-15 | 06-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 12.8K | – | – | 183K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 21.1K | – | – | 326K | SEC |
| 2026-06-15 | 06-17 | KILAR JASON | Director | M 選擇權執行 | 23.5K | – | – | 647K | SEC |
| 2026-06-15 | 06-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 17.8K | – | – | 461K | SEC |
| 2026-06-15 | 06-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 20.4K | – | – | 285K | SEC |
| 2026-06-15 | 06-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 22.8K | – | – | 420K | SEC |
| 2026-06-15 | 06-17 | Imberman Alan | CFO and Treasurer | F 繳稅扣股 | 25.3K | 8.80 | 222K | 436K | SEC |
| 2026-06-15 | 06-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 23.6K | – | – | 443K | SEC |
| 2026-06-15 | 06-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 9.4K | – | – | 165K | SEC |
| 2026-06-15 | 06-17 | Fortunato David | CEO and President | F 繳稅扣股 | 116K | 8.80 | 1.0M | 1.9M | SEC |
| 2026-06-15 | 06-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 12.5K | – | – | 156K | SEC |
| 2026-06-15 | 06-17 | Schmidt Michael Reed | Director | M 選擇權執行 | 2.1K | – | – | 4.3K | SEC |
| 2026-03-20 | 03-24 | Fortunato David | CEO and President | M 選擇權執行 | 40.8K | 2.45 | 100K | 1.8M | SEC |
| 2026-03-16 | 03-17 | Lin Lauren | CLO, CCO and Secretary | F 繳稅扣股 | 14.7K | 7.86 | 116K | 141K | SEC |
| 2026-03-16 | 03-17 | Wetterwald Julien | Chief Technology Officer | F 繳稅扣股 | 29.2K | 7.86 | 230K | 727K | SEC |
| 2026-03-16 | 03-17 | IYER KAL | VP, Engineering | F 繳稅扣股 | 25.8K | 7.86 | 203K | 264K | SEC |
| 2026-03-16 | 03-17 | Fortunato David | CEO and President | F 繳稅扣股 | 121K | 7.86 | 954K | 1.8M | SEC |
| 2026-03-16 | 03-17 | Imberman Alan | CFO and Treasurer | F 繳稅扣股 | 15.8K | 7.86 | 124K | 394K | SEC |
| 2026-03-15 | 03-17 | WILSON L MICHELLE | Director | M 選擇權執行 | 2.1K | – | – | 6.4K | SEC |
| 2026-03-15 | 03-17 | KILAR JASON | Director | M 選擇權執行 | 23.5K | – | – | 623K | SEC |
| 2026-03-15 | 03-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 19.0K | – | – | 756K | SEC |
| 2026-03-15 | 03-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 21.1K | – | – | 737K | SEC |
| 2026-03-15 | 03-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 20.4K | – | – | 716K | SEC |
| 2026-03-15 | 03-17 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 20.5K | – | – | 696K | SEC |
| 2026-03-15 | 03-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 21.1K | – | – | 290K | SEC |
| 2026-03-15 | 03-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 20.4K | – | – | 269K | SEC |
| 2026-03-15 | 03-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 20.4K | – | – | 249K | SEC |
| 2026-03-15 | 03-17 | IYER KAL | VP, Engineering | M 選擇權執行 | 9.7K | – | – | 228K | SEC |
| 2026-03-15 | 03-17 | KILAR JASON | Director | M 選擇權執行 | 17.0K | – | – | 600K | SEC |
| 2026-03-15 | 03-17 | Schmidt Michael Reed | Director | M 選擇權執行 | 2.1K | – | – | 2.1K | SEC |
| 2026-03-15 | 03-17 | GOLDMAN KENNETH A | Director | M 選擇權執行 | 17.0K | – | – | 59.7K | SEC |
| 2026-03-15 | 03-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 12.8K | – | – | 156K | SEC |
| 2026-03-15 | 03-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 4.7K | – | – | 143K | SEC |
| 2026-03-15 | 03-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 9.4K | – | – | 138K | SEC |
| 2026-03-15 | 03-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 12.5K | – | – | 129K | SEC |
| 2026-03-15 | 03-17 | Lin Lauren | CLO, CCO and Secretary | M 選擇權執行 | 1.2K | – | – | 116K | SEC |
| 2026-03-15 | 03-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 17.8K | – | – | 410K | SEC |
| 2026-03-15 | 03-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 23.6K | – | – | 392K | SEC |
| 2026-03-15 | 03-17 | Imberman Alan | CFO and Treasurer | M 選擇權執行 | 22.8K | – | – | 369K | SEC |
| 2026-03-15 | 03-17 | Bisharat Jaleh | Director | M 選擇權執行 | 17.0K | – | – | 17.0K | SEC |
| 2026-03-15 | 03-17 | Fortunato David | CEO and President | M 選擇權執行 | 59.5K | – | – | 1.9M | SEC |
| 2026-03-15 | 03-17 | Fortunato David | CEO and President | M 選擇權執行 | 79.2K | – | – | 1.8M | SEC |
| 2026-03-15 | 03-17 | Fortunato David | CEO and President | M 選擇權執行 | 76.5K | – | – | 1.7M | SEC |
| 2026-03-15 | 03-17 | Fortunato David | CEO and President | M 選擇權執行 | 9.7K | – | – | 1.7M | SEC |
| 2026-03-15 | 03-17 | RACHLEFF ANDREW S | Director,TenPercentOwner | M 選擇權執行 | 29.8K | – | – | 29.8K | SEC |
| 2025-12-23 | 12-29 | IYER KAL | VP, Engineering | M 選擇權執行 | 55.9K | 1.79 | 100K | 219K | SEC |
| 2025-12-23 | 12-29 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 24.0K | 2.45 | 59K | 530K | SEC |
| 2025-12-23 | 12-29 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 37.5K | 2.67 | 100K | 567K | SEC |
| 2025-12-23 | 12-29 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 55.9K | 1.79 | 100K | 623K | SEC |
| 2025-12-23 | 12-29 | Wetterwald Julien | Chief Technology Officer | M 選擇權執行 | 52.1K | 1.92 | 100K | 675K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| 老虎環球 TIGER GLOBAL MANAGEMENT LLC | 15.2M | 136M | 新進 | 新進 |
| DAG VENTURES, LLC | 13.8M | 123M | 新進 | 新進 |
| Index Venture Associates VI Ltd | 9.5M | 84.6M | 新進 | 新進 |
| BlackRock, Inc. | 8.4M | 74.8M | 新進 | 新進 |
| Ribbit Management Company, LLC | 5.5M | 49.0M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.2M | 37.7M | 新進 | 新進 |
| FMR LLC | 3.8M | 33.7M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 3.0M | 27.1M | 新進 | 新進 |
| IEQ CAPITAL, LLC | 2.8M | 24.7M | 新進 | 新進 |
| North Reef Capital Management LP | 2.4M | 21.9M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 2.3M | 20.9M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 14.3M | 新進 | 新進 |
| STATE STREET CORP | 1.3M | 12.0M | 新進 | 新進 |
| UBS Group AG | 1.0M | 9.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.0M | 9.2M | 新進 | 新進 |
| Pillsbury Lake Capital LLC | 1.0M | 9.2M | 新進 | 新進 |
| CONGRESS ASSET MANAGEMENT CO | 925K | 8.3M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 811K | 7.3M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 800K | 7.1M | 新進 | 新進 |
| PB INVESTMENT PARTNERS, L.P. | 729K | 6.5M | 新進 | 新進 |
| Quinn Opportunity Partners LLC | 668K | 6.0M | 新進 | 新進 |
| Whetstone Capital Advisors, LLC | 604K | 5.4M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 556K | 5.1M | 新進 | 新進 |
| MARSHALL WACE, LLP | 563K | 5.0M | 新進 | 新進 |
| Creative Planning | 544K | 4.9M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 140 +41 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 140 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 95.5M · 61.2% |
| 合計季末市值 | 819M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 6.8M |
|---|---|
| 與上期比 | +8.1% |
| 佔流通股數 | 4.34% |
| 日均成交量 | 1.1M |
| 回補天數 | 5.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 6.8M | +8.1% | 4.34% | 1.1M | 5.9 |
| 2026-08-14 | 6.3M | -15.9% | 4.02% | 888K | 7.1 |
| 2026-07-31 | 7.5M | +0.3% | 4.78% | 765K | 9.8 |
| 2026-07-15 | 7.4M | +11.6% | 4.76% | 1.4M | 5.3 |
| 2026-06-30 | 6.7M | -5.3% | 4.27% | 2.2M | 3.0 |
| 2026-06-15 | 7.0M | +32.7% | 4.51% | 2.8M | 2.5 |
| 2026-05-29 | 5.3M | +5.7% | 3.39% | 972K | 5.5 |
| 2026-05-15 | 5.0M | -12.1% | 3.21% | 868K | 5.8 |
| 2026-04-30 | 5.7M | +5.2% | 3.65% | 867K | 6.6 |
| 2026-04-15 | 5.4M | -9.2% | 3.47% | 1.1M | 5.0 |
| 2026-03-31 | 6.0M | +102.6% | 3.82% | 2.5M | 2.3 |
| 2026-03-13 | 2.9M | +4.2% | 1.89% | 1.3M | 2.3 |
| 2026-02-27 | 2.8M | -4.5% | 1.81% | 1.2M | 2.4 |
| 2026-02-13 | 3.0M | -10.2% | 1.89% | 1.3M | 2.3 |
| 2026-01-30 | 3.3M | +27.6% | 2.11% | 1.4M | 2.4 |
| 2026-01-15 | 2.6M | +33.2% | 1.65% | 2.2M | 1.2 |
| 2025-12-31 | 1.9M | +368.7% | 1.24% | 1.4M | 1.4 |
| 2025-12-15 | 413K | +100.0% | 0.26% | 1.6M | 1.0 |
| 2023-05-31 | 2.5K | -21.0% | 0.00% | 561 | 4.5 |
| 2023-05-15 | 3.2K | +203.3% | 0.00% | 3.4K | 1.0 |
| 2023-04-28 | 1.0K | +9.1% | 0.00% | 576 | 1.8 |
| 2023-04-14 | 961 | +75.7% | 0.00% | 930 | 1.0 |
| 2023-03-31 | 547 | -57.0% | 0.00% | 464 | 1.2 |
| 2023-03-15 | 1.3K | -53.8% | 0.00% | 3.1K | 1.0 |
| 2023-02-28 | 2.7K | +26.9% | 0.00% | 1.9K | 1.5 |
| 2023-02-15 | 2.2K | -93.7% | 0.00% | 1.1K | 1.9 |