ClosedPublished 18 Feb 2026

Wealthfront /
Wealthfront Holdings LLC

Wealthfront Corporation takes full ownership of Wealthfront Holdings LLC for $1

Buy side: Wealthfront
Buy sideWealthfront
Target: Wealthfront Holdings LLC
TargetWealthfront Holdings LLC
Wealthfront Corporation · 18 Feb 2026Source
Buy side: Wealthfront
Buy sideWealthfront
Target: Wealthfront Holdings LLC
TargetWealthfront Holdings LLC
01 / BuyerWealthfront
02 / TargetWealthfront Holdings LLC
Source for the buyer and target: Wealthfront Corporation

For the buyer and target.

“Pursuant to the Purchase Agreement, the Company acquired the entirety of Mr. Fortunato’s limited liability company interest in Wealthfront Holdings LLC, the sole member of Wealthfront Home Lending, representing 95.1% of the aggregate limited liability company interests of Wealthfront Holdings LLC (the “Ownership Interest”), for nominal consideration in the amount of one dollar ($1).”

Published 18 Feb 2026

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01

What happened

Wealthfront Corporation bought David Fortunato's 95.1% stake in Wealthfront Holdings LLC under an Equity Purchase Agreement dated Feb. 16, 2026. Mr. Fortunato is the company's Chief Executive Officer and President. The price was nominal consideration of one dollar ($1), and Wealthfront Corporation also assumed his liabilities tied to the interests. [01]

The purchase leaves Wealthfront Corporation as the sole owner of Wealthfront Holdings LLC, which is the sole member of Wealthfront Home Lending, LLC. The step is part of an internal corporate reorganization, and Wealthfront Home Lending is now an indirect wholly-owned subsidiary. [01]

02

The source

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01
Source · Wealthfront Corporation

Wealthfront Corporation takes full ownership of Wealthfront Holdings LLC for $1

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03

Timeline

Every date the source states, in order, each with the words it comes from. Anything marked ahead is a target the source gives, not something that has happened.

  1. Announced

    “Wealthfront Corporation takes full ownership of Wealthfront Holdings LLC for $1 Wealthfront Corporation bought David Fortunato's 95.1% stake in Wealthfront Holdings LLC under an Equity Purchase Agreement dated Feb. 16…”

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  2. Published by Wealthfront Corporation

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