Wealthfront Corporation (WLTH) Stock Price & Analysis
Wealthfront Corporation (WLTH) closed at USD 11.2 on Thursday, October 22, 2026, up 3.04% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 10.87; the Oct 22, 2026 session ranged USD 10.91–11.24 on volume of 2,624,076 shares. Market capitalization is $1.75B, with a 52-week range of USD 7.2–14.75 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WLTH.md
Key facts (WLTH)
- Last four reported quarters (through Jul 31, 2026): revenue $372M, net income -$72.2M (-19.4% margin) (SEC filings).
- 1 of 80 tracked superinvestors hold WLTH (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: Buy (mean 1.88 on a 1–5 scale) (8 analysts), mean target USD 12.25 (range 10.25–17).
- Total return with dividends: 1Y -19.7% vs S&P 500 +14.9%; 5Y -13.5% vs S&P 500 +80.3%.
- Next earnings: 2026-09-09, EPS estimate USD 0.15, revenue estimate $94.1M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (WLTH)
| USD | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|
| Revenue | $217M | $309M | $365M | $372M |
| Gross profit | $194M | $278M | $327M | — |
| Net income | $77.0M | $194M | -$42.1M | -$72.2M |
| EPS (diluted) | $0.54 | $1.31 | -$0.76 | — |
| Gross margin | 89.4% | 90.0% | 89.6% | — |
| Net margin | 35.5% | 63.0% | -11.5% | -19.4% |
| Revenue growth | — | +42.5% | +18.2% | — |
| Cash + short-term investments | $86.7M | $143M | $441M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (WLTH)
P/S 4.7x · P/B 2.8x · Earnings yield -4.13% · Buyback yield (TTM) 3.45%
Superinvestors (SEC 13F-HR, Q2 2026) (WLTH)
1 of 80 tracked investors hold WLTH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Chase Coleman | Tiger Global Management | 0.57% | $136M | Unchanged |
Analysts (WLTH)
Consensus Buy (mean 1.88 on a 1–5 scale), 8 analysts; mean target USD 12.25 (low 10.25, high 17).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | Needham | Reiterated | Buy | $13 |
| 2026-09-25 | Needham | Initiated | Buy | $13 |
| 2026-09-10 | RBC Capital | Target lowered | Outperform | $13 → $11 |
| 2026-08-04 | Wells Fargo | Target lowered | Overweight | $12 → $11.5 |
| 2026-07-13 | Keefe, Bruyette & Woods | Target lowered | Market Perform | $11 → $10.5 |
| 2026-07-02 | Goldman Sachs | Target lowered | Neutral | $12 → $10.5 |
| 2026-07-01 | Wells Fargo | Target lowered | Overweight | $13 → $12 |
Total return (dividends reinvested) (WLTH)
| 1Y (from 2025-12-15) | 5Y (from 2025-12-15) | |
|---|---|---|
| Total return | -19.7% | -13.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | — | — |
| Volatility (annualized) | 61.4% | 54.7% |
| Max drawdown | -48.4% (Dec 2025→Feb 2026) | -41.5% (Dec 2025→Feb 2026) |
WLTH revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Cash management | $61.8M | 67.2% | -10.3% |
| Investment advisory | $28.8M | 31.4% | +30.7% |
| Other revenue | $1.3M | 1.4% | +524.8% |
| Total revenue | $91.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
WLTH suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Wealthfront Advisers | “Clients are notified, via our website (including our Wealthfront Cash Account product page and Help Center), disclaimers included in certain advertising materials, legal disclosures provided on client account pages, and Wealthfront Advisers LLC's Form ADV Part 2A Client Brochure, that Wealthfront does not provide direct banking services and such services are provided through third-party banking partners.” |
Quoted from the company's 10-K filed Apr 24, 2026.
Companies that name WLTH in their SEC reports
| Relationship to WLTH | Company | Filing | Sentence |
|---|---|---|---|
| partner | Kodiak AI, Inc. (KDK) | 10-K Mar 11, 2026 | “Mr. Goldman currently serves on the boards of directors of Fortinet Inc., RingCentral, Inc., a provider of cloud-based communication and collaboration products and services, C3.ai, Inc., an enterprise artificial intelligence software company, and Wealthfront Corporation, a fintech company.” |
WLTH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.15 | $0.17 | -11.6% | $94.1M | 4 |
| Next quarter (ends Jan 2027) | $0.17 | $0.18 | -5.6% | $97.4M | 4 |
| Current fiscal year (ends Jan 2027) | $0.65 | $0.67 | -4.1% | $374.0M | 4 |
| Next fiscal year (ends Jan 2028) | $0.73 | $0.79 | -6.4% | $436.1M | 4 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 11.2 |
|---|---|
| Change | ▲ 3.04% (up) |
| Previous Close | USD 10.87 |
| Open | USD 10.95 |
| Day Range | USD 10.91 – 11.24 |
| 52-Week Range | USD 7.2 – 14.75 |
| Volume | 2,624,076 shares |
| Market Cap | $1.75B |
| Exchange | NMS |
Technical Analysis (WLTH)
Nexqual's technical model rates WLTH "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 60.16 (neutral) |
| vs SMA50 | Above (USD 10) |
| MACD | 0.23 (positive) |
Analyst Ratings (WLTH)
Wall Street analysts rate WLTH "Buy" based on 8 analysts, with a mean price target of USD 12.25 (range USD 10.25–17), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 8 |
| Mean Target | USD 12.25 |
| High Target | USD 17 |
| Low Target | USD 10.25 |
| Buy / Hold / Sell | 5 / 3 / 0 |
Earnings (WLTH)
| Next Earnings Date | 2026-09-09 |
|---|---|
| EPS Estimate | USD 0.15 |
| Revenue Estimate | $94.11M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.18 vs est 0.16 ▲ beat |
| 2026-04-30 | USD 0.15 vs est 0.16 ▼ miss |
| 2026-01-31 | USD 0.26 vs est 0.23 ▲ beat |
| 2025-10-31 | USD 0.26 vs est 0.2 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (WLTH)
| Total Revenue | $371.71M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +0.80% |
| Gross Margin | +89.11% |
| Operating Margin | +18.27% |
| Profit Margin | -19.42% |
| ROE | -15.50% |
| Debt / Equity | 0.02 |
| Current Ratio | 1.43 |
| Total Cash | $453.31M |
| Total Debt | $13.60M |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (WLTH)
Nexqual rates Wealthfront Corporation's overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Mixed — Revenue +0.8% YoY (latest Q), slow |
|---|---|
| Profitability | Critical — Net margin -12% (last 12 months); banks have no gross margin |
| Balance Sheet | N/A — Not comparable for banks: deposits and customer funds sit on the balance sheet, so cash vs debt does not measure safety (SEC industry: Finance Services) |
| Cash Flow | N/A — Not meaningful for banks and lenders: lending and trading move operating cash flow by billions each year (SEC industry: Finance Services) |
| Efficiency | Critical — ROE -15%, ROA -7.8% |
Ownership (WLTH)
| Insider Ownership | +13.79% |
|---|---|
| Institutional Ownership | +61.82% |
| Shares Outstanding | 156.18M |
| Float | 95.02M |
| Short % of Float | +12.19% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (WLTH)
Wealthfront Corporation is led by David Fortunato, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Director | David Fortunato |
|---|---|
| Co-Founder & Independent Chairman | Andrew Samuel Rachleff |
| CFO & Treasurer | Alan D. Imberman |
| Chief Technology Officer | Julien Wetterwald |
| Vice President of Investor Relations | Matthew Charles Moon |
Major Backers & Investors (WLTH)
Notable institutional backers of Wealthfront Corporation include Tiger Global, Dag Ventures, LLC, Index Venture Associates VI Ltd, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Tiger Global | 9.7% |
| Dag Ventures, LLC | 8.84% |
| Index Venture Associates VI Ltd | 6.06% |
| Ribbit Management Company, LLC | 3.51% |
| Wellington Management | 2.7% |
| FMR, LLC | 2.41% |
| T. Rowe Price | 2.22% |
| JPMorgan | 1.92% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 5.35% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
From Wealthfront Corporation's Latest SEC 10-K Filing (filed 2026-04-24)
Key Strengths & Strategy (as disclosed to the SEC)
- We built our products on a proprietary technology infrastructure.
- Automation-First Development: We only offer financial services that we can fully automate through our proprietary technology infrastructure.
- Cash management revenue in fiscal 2026 did not contain any revenue generated from our proprietary money market fund as a result of a fee waiver for all assets under management by the fund that expires in March 2026, at which point the fund will generate management fees from the 25 bps expense ratio charged against the fund's assets under management.
- Our proprietary omnibus brokerage platform is the foundation for our investing and cash management solutions.
Partnerships
- By sweeping clients' funds from Wealthfront Brokerage LLC through an intermediary bank to multiple program banks, we enable our clients to access up to $8 million in FDIC insurance for individual accounts and $16 million for joint accounts.
- For example, in stronger macroeconomic environments with low interest rates, our investment advisory and home lending products become more popular.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business is subject to extensive, complex, and changing laws and regulations, and related regulatory proceedings and investigations. Changes in these laws and regulations, or our failure to comply with these laws and regulations, could harm our business.
- New laws or regulations, or new interpretations of existing laws or regulations, could have a materially adverse impact on our ability to operate as currently intended, and cause us to incur significant expense in order to ensure compliance.
- We are subject to anti-money laundering, anti-bribery, anti-corruption, and similar laws and non-compliance with such laws can subject us to criminal penalties or significant fines and harm our business and reputation.
- We are subject to AML laws, countering the financing of terrorism ("CFT") laws, and similar laws, and non-compliance with such laws can subject us to criminal penalties or significant fines and harm our business and reputation.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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