{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/WLTH",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# WEALTHFRONT CORP (NASDAQ: WLTH) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nWEALTHFRONT CORP is listed on NASDAQ under the ticker WLTH, with ISIN US9470021018 and LEI 254900H4LJLUHGFJYM32. Its security type is Corporate, its segment is not on the record, its sector is 6199 Finance Services, and its jurisdiction is United States, Delaware. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 142 filings across 42 filing days in the window 2025-11-08 to 2026-11-08. The median gap between filing days is 5 days, against a NASDAQ median of 6.0 days and a sector median of 5.0 days. The latest filing is dated 2026-10-21, a corporate_news filing, 18 days before the record date of 2026-11-08, against a NASDAQ median latency of 5.0 days and a sector median latency of 4.0 days. The window holds 91 directors_dealings, 34 regulatory_filing, 8 results, 3 corporate_news, 3 prospectus and 3 agm_egm filings. The NASDAQ median filing count is 52 and the sector median is 61.5; the issuer's count of 142 is above both.\n\n## Auditor\n\nThe auditor of record is Ernst & Young LLP, located in San Francisco, California. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds two listing lines, dated 2025-12-02 and 2025-12-11. It holds no delisting and no name change. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count is 0.\n\n## Open research\n\nNo openly published research notes were found. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe sealed years that hold the issuer are 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001524566.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/254900H4LJLUHGFJYM32 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/WLTH (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/WLTH (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm",
    "state": "sourced",
    "value": "Ernst & Young LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm",
    "state": "sourced",
    "value": "42"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm",
    "state": "sourced",
    "value": "San Francisco, California"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/WLTH",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "issuers": 184,
     "median_cadence_gap_days": 5,
     "median_filings": 61.5,
     "median_latency_days": 4,
     "name": "6199 Finance Services"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 3,
    "directors_dealings": 91,
    "prospectus": 3,
    "regulatory_filing": 34,
    "results": 8
   },
   "cadence_median_gap_days": 5,
   "filing_days": 42,
   "filings": 142,
   "latency_days": 18,
   "latest": [
    {
     "category": "8-K",
     "date": "2026-10-21",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026066744/wlth-20261020.htm",
     "title": "8-K — 8-K (items 8.01)",
     "type": "corporate_news"
    },
    {
     "category": "4",
     "date": "2026-09-18",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000208267426000013/xslF345X06/form4-09182026_080915.xml",
     "title": "4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-18",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000208264226000010/xslF345X06/form4-09182026_080906.xml",
     "title": "4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-18",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000208256426000016/xslF345X06/form4-09182026_080940.xml",
     "title": "4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-18",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000207858026000017/xslF345X06/form4-09182026_080952.xml",
     "title": "4",
     "type": "directors_dealings"
    }
   ],
   "latest_filing_date": "2026-10-21",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/WLTH",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-13",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US9470021018"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001524566.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF name-exact (suffix-insensitive) (jurisdiction US-DE; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/254900H4LJLUHGFJYM32",
    "state": "filled",
    "value": "254900H4LJLUHGFJYM32"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001524566.json",
    "state": "sourced",
    "value": "WEALTHFRONT CORP"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001524566.json",
    "state": "sourced",
    "value": "6199 Finance Services"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001524566.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "WLTH"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [
    {
     "date": "2025-12-02",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828025054752/form8-a.htm",
     "title": "8-A12B — 8-A12B"
    },
    {
     "date": "2025-12-11",
     "source": "https://www.sec.gov/Archives/edgar/data/1524566/000135445725001254/WLTH_8A_Cert_1524566.pdf",
     "title": "CERT"
    }
   ],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:164136d4108a2a3612c549af406f4973283655d036974d8675dbe6194b2b75f8",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/WLTH",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:164136d4108a2a3612c549af406f4973283655d036974d8675dbe6194b2b75f8",
 "path": "/us/NASDAQ/WLTH",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "WEALTHFRONT CORP is listed on NASDAQ under the ticker WLTH, with ISIN US9470021018 and LEI 254900H4LJLUHGFJYM32. Its security type is Corporate, its segment is not on the record, its sector is 6199 Finance Services, and its jurisdiction is United States, Delaware. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 142 filings across 42 filing days in the window 2025-11-08 to 2026-11-08. The median gap between filing days is 5 days, against a NASDAQ median of 6.0 days and a sector median of 5.0 days. The latest filing is dated 2026-10-21, a corporate_news filing, 18 days before the record date of 2026-11-08, against a NASDAQ median latency of 5.0 days and a sector median latency of 4.0 days. The window holds 91 directors_dealings, 34 regulatory_filing, 8 results, 3 corporate_news, 3 prospectus and 3 agm_egm filings. The NASDAQ median filing count is 52 and the sector median is 61.5; the issuer's count of 142 is above both.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young LLP, located in San Francisco, California. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds two listing lines, dated 2025-12-02 and 2025-12-11. It holds no delisting and no name change. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found. The count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The sealed years that hold the issuer are 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001524566.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/254900H4LJLUHGFJYM32"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/WLTH"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1524566/000162828026027232/wlth-20260131.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/WLTH"
  }
 ],
 "title": "WEALTHFRONT CORP (WLTH) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}