SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Wealthfront Inc., an institutional investment manager, for the quarter ended March 31, 2017. The report was signed by Roy Adams, General Counsel, on May 15, 2017. The filing covers the manager's reportable equity holdings and does not include financial performance data for Wealthfront Corp itself.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financials of the manager. The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reportable Holdings: $5,500,064,000 (5,500,064 thousands)
- Total Number of Holdings Reported: 169
- Other Included Managers: 0
Material Changes
The filing text does not provide a comparative analysis of holdings versus the prior period. It only states the aggregate totals for the current reporting period.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of holdings and does not contain management commentary, future guidance, risk factors, or contingencies regarding the manager's business operations.
Investor Verification Checklist
- Verify the total portfolio value of approximately $5.5 billion against the manager's public disclosures or other regulatory filings.
- Confirm the specific list of 169 individual equity positions, which are detailed in the full schedule of the filing but not summarized in this text.
- Note that this filing reflects holdings as of March 31, 2017, and does not represent current market positions.