WLTH · Wealthfront Corporation
Wealthfront Corp (WLTH)
What's happening
- WLTH is up 2.33% today, trading at $9.21. — Live quote
- Volume today (3,311) is well below its 3-month average of 1,374,550. (Finnhub fundamentals)
- Reports earnings on 2026-09-09 (after market close), 6 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.07 actual vs. $0.12 estimated (-42.1%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (13 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 7.1% on the provider's reported measure. Finnhub fundamentals ↗
Potential concerns
- Net profit margin is -14.9%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-08-26; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on WLTH
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Apr '26 | Oct '25 | Apr '25 | Oct '24 |
|---|---|---|---|---|
| Revenue | $90.5M | $93.2M | $84.5M | $80.3M |
| Net income | $12.8M | $30.9M | $25.9M | $30.0M |
| EPS (diluted) | $0.07 | $0.21 | $0.18 | $0.22 |
| EPS (basic) | $0.08 | $0.72 | $0.64 | $0.77 |
| Net margin | $14 | $33 | $31 | $37 |
Balance sheet
| Line item | Apr '26 | Jan '26 | Oct '25 | Jul '25 | Apr '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $1.62B | $1.42B | $810.6M | — | — | $435.2M | — | — |
| Total liabilities | $1.01B | $801.0M | $458.1M | — | — | $192.7M | — | — |
| Stockholders' equity | $614.2M | $614.7M | $125.4M | $84.4M | $43.3M | $15.3M | -$30.9M | -$42.5M |
| Total current assets | $1.49B | $1.28B | $742.8M | — | — | $346.4M | — | — |
| Total current liabilities | $998.9M | $792.8M | $440.8M | — | — | $173.2M | — | — |
| Cash & equivalents | $428.2M | $440.8M | $266.2M | — | $182.9M | $142.9M | $132.9M | — |
| Accounts receivable | $29.8M | $33.1M | $32.1M | — | — | $29.1M | — | — |
| Other current assets | $51.1M | $49.2M | $31.4M | — | — | $18.8M | — | — |
| Property, plant & equipment | $7.3M | $7.8M | $9.3M | — | — | $14.7M | — | — |
| Other non-current assets | $3.6M | $3.7M | $3.3M | — | — | $2.6M | — | — |
| Accounts payable | $7.3M | $7.3M | $9.6M | — | — | $6.5M | — | — |
| Accrued liabilities | $12.9M | $8.8M | $12.4M | — | — | $7.5M | — | — |
| Other non-current liabilities | $2.0M | $2.0M | $9.9M | — | — | $9.7M | — | — |
| Common stock & paid-in capital | $12.0K | $12.0K | $4.0K | — | — | $4.0K | — | — |
| Retained earnings | -$129.2M | -$142.0M | -$8.3M | — | — | -$99.9M | — | — |
Cash flow
| Line item | Apr '26 | Jan '26 | Oct '25 | Apr '25 | Jan '25 | Oct '24 | Jan '24 |
|---|---|---|---|---|---|---|---|
| Operating cash flow | $22.7M | $33.3M | $80.4M | $38.5M | $19.9M | $103.2M | $72.9M |
| Investing cash flow | -$985.0K | -$308.0K | -$619.0K | -$211.0K | -$946.0K | -$4.9M | -$5.2M |
| Financing cash flow | -$30.8M | $141.3M | $6.7M | $156.0K | -$8.2M | -$50.3M | -$39.5M |
| Depreciation & amortization | $1.4M | $1.8M | $3.7M | $1.8M | $1.8M | $4.5M | $6.0M |
| Share-based compensation | $17.1M | $248.3M | $9.7M | $1.9M | $2.1M | $7.2M | $11.8M |
| Change in accounts receivable | -$3.4M | $1.1M | $4.3M | -$1.3M | $1.6M | $7.3M | $9.3M |
| Share repurchases | $28.3M | $194.0K | $52.0K | $213.0K | $13.6M | $23.5M | $0 |
| Tax withholding on stock comp | $4.7M | $136.9M | — | $0 | $0 | — | $0 |
Income statement
| Line item | Jan '26 | Jan '25 | Jan '24 |
|---|---|---|---|
| Revenue | $365.0M | $308.9M | $216.7M |
| Net income | -$42.1M | $194.4M | $77.0M |
| EPS (diluted) | $-0.76 | $1.31 | $0.54 |
| EPS (basic) | $-0.74 | $4.99 | $2.06 |
| Net margin | -$12 | $63 | $36 |
Balance sheet
| Line item | Jan '26 | Jan '25 | Jan '24 | Jan '23 |
|---|---|---|---|---|
| Total assets | $1.42B | $435.2M | — | — |
| Total liabilities | $801.0M | $192.7M | — | — |
| Stockholders' equity | $614.7M | $15.3M | -$180.9M | -$272.6M |
| Total current assets | $1.28B | $346.4M | — | — |
| Total current liabilities | $792.8M | $173.2M | — | — |
| Cash & equivalents | $440.8M | $142.9M | $86.7M | — |
| Accounts receivable | $33.1M | $29.1M | — | — |
| Other current assets | $49.2M | $18.8M | — | — |
| Property, plant & equipment | $7.8M | $14.7M | — | — |
| Other non-current assets | $3.7M | $2.6M | — | — |
| Accounts payable | $7.3M | $6.5M | — | — |
| Accrued liabilities | $8.8M | $7.5M | — | — |
| Other non-current liabilities | $2.0M | $9.7M | — | — |
| Common stock & paid-in capital | $12.0K | $4.0K | — | — |
| Retained earnings | -$142.0M | -$99.9M | — | — |
Cash flow
| Line item | Jan '26 | Jan '25 | Jan '24 |
|---|---|---|---|
| Operating cash flow | $152.2M | $123.2M | $72.9M |
| Investing cash flow | -$1.1M | -$5.8M | -$5.2M |
| Financing cash flow | $148.2M | -$58.5M | -$39.5M |
| Depreciation & amortization | $7.4M | $6.2M | $6.0M |
| Share-based compensation | $259.8M | $9.4M | $11.8M |
| Change in accounts receivable | $4.0M | $8.9M | $9.3M |
| Share repurchases | $459.0K | $37.0M | $0 |
| Tax withholding on stock comp | $136.9M | $0 | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding WLTH as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 11:45 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-26 | 4 | 2026-08-22 | View on SEC.gov → |
| 2026-08-19 | 4 | 2026-08-17 | View on SEC.gov → |
| 2026-07-17 | 4 | 2026-07-15 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 8-K | 2026-06-23 | View on SEC.gov → |
| 2026-06-22 | 4 | 2026-06-17 | View on SEC.gov → |
Recent news
Headlines about WLTH (Wealthfront Corporation). Links open the publisher — we don’t host full articles.
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Wealthfront Advisers LLC Invests $176.24 Million in Tesla, Inc. $TSLA
MarketBeat · 2026-09-01 -
Intel Corporation $INTC Shares Purchased by Wealthfront Advisers LLC
MarketBeat · 2026-08-29 -
Wealthfront to Announce Fiscal Second Quarter 2027 Financial Results on September 9, 2026
Yahoo Finance · 2026-08-19 -
Oregon man won $5K a week for life from PCH — they went bankrupt and his income vanished. How to hold onto your wealth
Yahoo Finance · 2026-08-18 -
Wealthfront Home Lending Launches in California with Rates ~0.50% Below the National Average
Yahoo Finance · 2026-08-11 -
Why Wealthfront Looks Like A Steal At 10x Free Cash Flow
Seeking Alpha · 2026-07-23 -
Wealthfront Launches Investing Accounts for Kids Who Want to Build Wealth Early
Yahoo Finance · 2026-06-23 -
Wealthfront Launches Tax-Efficient Custodial Account with $100 Seed Funding, Expands Family Wealth Management Offering
Yahoo Finance · 2026-06-23
No headlines in this category right now — try “All”.