WLTH
Wealthfront Corporation NASDAQ Listed Dec 15, 2025$8.79
+8.92%
vs $8.07
Mkt Cap $500.5M
52w Low $7.20
22.7% of range
52w High $14.19
50d MA $10.55
200d MA $10.13
P/E (TTM)
—
EV/EBITDA
—
P/B
0.8x
Debt/Equity
0.0x
ROE
-6.8%
P/FCF
3.3x
RSI (14)
36.60
ATR (14)
$0.54
Beta
-6.89
50d MA
$10.55
200d MA
$10.13
Avg Volume
2.1M
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.
900 Middlefield Road · Redwood City, CA 94063 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026 | AMC | 0.09 | 0.07 | -22.2% | 11.50 | -13.7% | -14.3% | -14.6% | +6.9% | -0.4% | -1.5% | — |
| Mar 11, 2026 | AMC | -1.24 | -1.31 | -5.6% | 8.40 | -4.4% | -6.2% | -0.3% | +0.9% | -0.9% | +3.6% | — |
| Jan 12, 2026 | AMC | 0.10 | 0.21 | +104.9% | 12.59 | -19.4% | -16.8% | -2.0% | -1.1% | -6.4% | -7.4% | — |
| Jul 31, 2025 | AMC | — | 0.24 | — | — | — | — | — | — | — | — | — |
| Apr 30, 2025 | AMC | — | 0.21 | — | — | — | — | — | — | — | — | — |
| Jan 31, 2025 | AMC | — | 0.23 | — | — | — | — | — | — | — | — | — |
| Oct 31, 2024 | AMC | — | 0.23 | — | — | — | — | — | — | — | — | — |
| Jul 31, 2024 | AMC | — | 0.23 | — | — | — | — | — | — | — | — | — |
| Apr 30, 2024 | AMC | — | 0.47 | — | — | — | — | — | — | — | — | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 16 | Citizens | Maintains | Market Outperform → Market Outperform | — | $7.86 | $7.88 | +0.3% | +0.9% | -0.9% | +3.6% | -4.1% | +4.0% |
| Mar 12 | Goldman Sachs | Maintains | Neutral → Neutral | — | $8.40 | $8.03 | -4.4% | -6.2% | -0.3% | +0.9% | -0.9% | +3.6% |
| Mar 12 | JP Morgan | Maintains | Overweight → Overweight | — | $8.40 | $8.03 | -4.4% | -6.2% | -0.3% | +0.9% | -0.9% | +3.6% |
| Mar 12 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $8.40 | $8.03 | -4.4% | -6.2% | -0.3% | +0.9% | -0.9% | +3.6% |
| Mar 12 | Wells Fargo | Maintains | Overweight → Overweight | — | $8.40 | $8.03 | -4.4% | -6.2% | -0.3% | +0.9% | -0.9% | +3.6% |
| Mar 9 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $8.49 | $8.48 | -0.1% | +1.5% | +3.4% | -5.7% | -6.2% | -0.3% |
| Mar 9 | RBC Capital | Maintains | Outperform → Outperform | — | $8.49 | $8.48 | -0.1% | +1.5% | +3.4% | -5.7% | -6.2% | -0.3% |
| Mar 5 | Wells Fargo | Maintains | Overweight → Overweight | — | $8.78 | $8.74 | -0.5% | +0.1% | -3.4% | +1.5% | +3.4% | -5.7% |
| Jan 13 | Wells Fargo | Maintains | Overweight → Overweight | — | $12.59 | $10.15 | -19.4% | -16.8% | -2.0% | -1.1% | -6.4% | -7.4% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 17, 2026 | IYER KAL | VP, Engineering | Sell | 28,498 | $8.46 | $241K | 225,771 | -0.12% | — |
| Jun 17, 2026 | Wetterwald Julien | Chief Technology Officer | Sell | 39,810 | $8.46 | $337K | 727,052 | -0.12% | — |
| Jun 17, 2026 | Lin Lauren | CLO, CCO and Secretary | Sell | 4,840 | $8.45 | $41K | 158,092 | -0.12% | — |
| Jun 15, 2026 | WILSON L MICHELLE | — | Sell | 638 | $9.12 | $6K | 7,865 | +0.12% | +0.00% |
| Jun 15, 2026 | IYER KAL | VP, Engineering | Sell | 45,772 | $8.92 | $408K | 254,269 | +0.12% | +0.00% |
8-K
Wealthfront Corporation -- 8-K Filing
I cannot provide a meaningful one-sentence summary from this filing, as the content appears to be technical XBRL metadata rather than substantive business information or events affecting Wealthfront investors.
Jun 24
8-K · 2.02
!! High
Wealthfront Corporation -- 8-K 2.02: Earnings Results
Jun 4
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
WLTH's $100 million buyback signals management confidence in undervaluation and will reduce share count, potentially boosting earnings per share and supporting stock price.
Mar 11
8-K · 1.01
! Medium
Wealthfront Corporation -- 8-K 1.01: Equity Issuance
Wealthfront Corporation (WLTH) entered into an Equity Purchase Agreement, indicating the company is raising capital through equity issuance, which may dilute existing shareholders but provides funds for operations or growth initiatives.
Feb 18
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Tiger Global Management | 15,156,877 | $140M | New | Mar 2026 |
| 2 | Index Venture Associates Vi Ltd | 9,460,434 | $129M | New | Dec 2025 |
| 3 | Dag Ventures, Llc | 13,813,474 | $128M | — | Mar 2026 |
| 4 | Fmr Llc | 3,118,920 | $29M | Reduced | Mar 2026 |
| 5 | Jpmorgan Chase & Co | 3,161,452 | $29M | Added | Mar 2026 |
| 6 | Citadel Advisors Llc | 1,921,790 | $18M | Added | Mar 2026 |
| 7 | Vanguard Capital Management Llc | 1,650,461 | $15M | New | Mar 2026 |
| 8 | Jane Street Group, Llc | 808,971 | $11M | New | Dec 2025 |
| 9 | Ubs Group Ag | 1,165,203 | $11M | Added | Mar 2026 |
| 10 | Congress Asset Management Co | 853,747 | $8M | New | Mar 2026 |
| 11 | Bank Of America Corp /de/ | 743,163 | $7M | New | Mar 2026 |
| 12 | Peak6 Llc | 485,494 | $4M | Added | Mar 2026 |
| 13 | Jennison Associates Llc | 323,476 | $4M | New | Dec 2025 |
| 14 | Pb Investment Partners, L.p. | 445,701 | $4M | New | Mar 2026 |
| 15 | Two Sigma Investments, Lp | 427,721 | $4M | Added | Mar 2026 |
| 16 | Woodline Partners Lp | 424,900 | $4M | — | Mar 2026 |
| 17 | Nuveen, Llc | 368,011 | $3M | Reduced | Mar 2026 |
| 18 | Marshall Wace, Llp | 314,762 | $3M | Added | Mar 2026 |
| 19 | Northern Trust Corp | 256,616 | $2M | New | Mar 2026 |
| 20 | Seven Grand Managers, Llc | 150,000 | $2M | New | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$500.5M
Enterprise Value
-$465.6M
P/E (TTM)
—
Forward P/E
15.46x
PEG Ratio
0.08x
P/B
0.81x
P/S
1.35x
P/FCF
3.31x
EV/EBITDA
—
Shares Out
56.9M
Financials (TTM)
Revenue
$371.0M
Net Income
-$55.2M
EBITDA
-$110.1M
Free Cash Flow
$151.1M
Op Cash Flow
$152.2M
EPS Basic
$-0.74
EPS Diluted
$-0.31
EPS Forward
$0.57
Gross Margin
27.2%
Op Margin
-34.8%
Net Margin
-14.9%
Balance Sheet
Total Assets
$1.42B
Total Liab.
$801.0M
Total Equity
$614.7M
Cash
$966.1M
LT Debt
$0
Book Value/Sh
$10.84
Debt/Equity
0.02x
Current Ratio
299.10
Quick Ratio
299.10
Returns & Growth
ROE
-6.8%
ROA
-3.0%
ROIC
-3.3%
Rev Growth YoY
+18.2%
EPS Growth YoY
-155.6%
Price Returns
2W
+8.7%
1M
+16.0%
3M
+47.2%
6M
-13.9%
12M
-13.9%
Technicals
52W High
$14.19
52W Low
$7.20
50d MA
$10.55
200d MA
$10.13
RSI (14)
36.60
ATR (14)
$0.54
Beta
-6.89
Avg Volume
2.1M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
12
Ex-Div Date
Jun 12, 2023
Analyst Price Targets
Consensus
$13.83
High
$15.50
Low
$12.00
Median
$14.00
Data updated apr 27, 2026 9:34am
· Source: financialmodelingprep.com