Wealthfront

美股牛市正在推动智能投顾行业的业绩增长。
1月12日，首家上市的智能投顾公司——Wealthfront公布截至10月31日的季度财报显示， 净利润达3090万美元，同比增长3%；营收创纪录达9320万美元，同比增长16%。这家总部位于加州帕洛阿尔托的财富管理公司平台总资产规模同比增长21%至928亿美元。 ...

2011年，“占领华尔街”运动兴起。这场抗议华尔街的贪婪和不平等的运动始于纽约，并迅速蔓延至整个欧洲。
正是在这种对传统金融机构深感不信任的背景下，首批智能投顾应运而生。它们将民众对传统金融体系的不满情绪转化为行动，它们抨击经纪人和顾问，声称他们收费过高，却很少为投资者创造价...

$财富构造器ETF(WLTH)$ 8-A12B Registration of securities [Section 12(b)] Accession Number: 0001628280-25-054752  Act: 34  Size: 19 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002082564-25-000009  Size: 15 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002082642-25-000009  Size: 22 KB 网页链接

$财富构造器ETF(WLTH)$ CERT Certification by an exchange approving securities for listing Accession Number: 0001354457-25-001254  Act: 34  Size: 113 KB 网页链接

美国IPO周报回顾：Wealthfront领跑IPO周，United Rentals的挑战者提交了申请文件
上周共有四家公司首次公开募股（IPO）和六家特殊目的收购公司（SPAC）上市。八家公司提交了IPO申请，四家公司提交了SPAC申请。
数字投资平台Wealthfront（WLTH）定价区间上限，融资4.85亿美元，市值达26亿美...

$Wealthfront(WLTH)$ S-8 Securities to be offered to employees in employee benefit plans Accession Number: 0001628280-25-056834  Act: 33  Size: 323 KB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001626464-25-000006  Size: 34 KB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001190190-25-000003  Size: 24 KB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0002082674-25-000003  Size: 24 KB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001218470-25-000011  Size: 21 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000902664-25-005306  Size: 22 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001239764-25-000005  Size: 7 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001231919-25-000630  Size: 53 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002082564-25-000005  Size: 75 KB 网页链接

$Wealthfront(WLTH)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002078580-25-000005  Size: 30 KB 网页链接

$Wealthfront(WLTH)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001628280-26-003332  Act: 34  Size: 22 MB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0002082564-25-000003  Size: 47 KB 网页链接

$财富构造器ETF(WLTH)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001239764-25-000003  Size: 14 KB 网页链接