KAL IYER, the VP of $WLTH, sold 28,498 shares of the company on 06-17-2026 for an estimated $241,016. We received data on the trade from a recent SEC filing. This was a sale of approximately 11.2% of their shares of this class of stock. Following this trade, they now own 225,771 shares of this class of $WLTH stock.
$WLTH Insider Trading Activity
$WLTH insiders have traded $WLTH stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $WLTH stock by insiders over the last 6 months:
- KAL IYER (VP, Engineering) has made 0 purchases and 2 sales selling 74,270 shares for an estimated $649,224.
- L MICHELLE WILSON sold 638 shares for an estimated $5,818
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WLTH Hedge Fund Activity
We have seen 84 institutional investors add shares of $WLTH stock to their portfolio, and 43 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TIGER GLOBAL MANAGEMENT LLC added 15,156,877 shares (+inf%) to their portfolio in Q4 2025, for an estimated $205,981,958
- BLACKROCK, INC. added 2,745,206 shares (+51.2%) to their portfolio in Q1 2026, for an estimated $25,393,155
- JPMORGAN CHASE & CO added 2,040,138 shares (+inf%) to their portfolio in Q4 2025, for an estimated $27,725,475
- NORTH REEF CAPITAL MANAGEMENT LP added 1,658,624 shares (+135.2%) to their portfolio in Q1 2026, for an estimated $15,342,272
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,600,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $14,800,000
- SOUTHPOINT CAPITAL ADVISORS LP added 1,400,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $12,950,000
- GRANAHAN INVESTMENT MANAGEMENT, LLC added 1,386,092 shares (+inf%) to their portfolio in Q4 2025, for an estimated $18,836,990
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$WLTH Price Targets
Multiple analysts have issued price targets for $WLTH recently. We have seen 7 analysts offer price targets for $WLTH in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $11.0 on 06/05/2026
- Kenneth Worthington from JP Morgan set a target price of $12.0 on 06/05/2026
- Daniel R. Perlin from RBC Capital set a target price of $13.0 on 06/05/2026
- Robert Ryan from Wells Fargo set a target price of $13.0 on 05/04/2026
- Devin Ryan from Citizens set a target price of $17.0 on 03/16/2026
- James Yaro from Goldman Sachs set a target price of $10.5 on 03/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
