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Wealthfront Corporation logo

Wealthfront Corporation

WLTH

NASDAQTechnologySoftware - Application

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Previous close

$9.22

+$0.06 · +0.66%

Aug 21, 4:00 PM ET

WLTH company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

45

Fair Value

Momentum

34

Weakening

Sentiment

57

Mixed

Risk resilience

38

High Risk

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Company profile

Company website

Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.

Industry
Software - Application
Sector
Technology
Headquarters
US
CEO
David Fortunato
Listed since
Dec 15, 2025
Employees
396

Market position

Day range

Current $9.22

52-week range

Current $9.22

Open
$9.24
Previous close
$9.16
Volume
1.44M
1.06× average
Average volume
1.35M
Average daily volume
Market cap
1.38B USD
Beta
1.18
Market reference 1
50-day average
$9.1298
+0.99% above average
200-day average
$9.9246
-7.10% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-12.05×
P/B (TTM)
2.28×
P/S (TTM)
3.71×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
27.16%
Operating margin
-34.84%
Net margin
-14.87%

Financial health

Debt / equity
0.02×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends102%54%6%-43%Gross margin, FY2023: 89.43%Gross margin, FY2024: 89.97%Gross margin, FY2025: 22.55%Operating margin, FY2023: 37.64%Operating margin, FY2024: 39.33%Operating margin, FY2025: -30.46%Net margin, FY2023: 35.52%Net margin, FY2024: 62.96%Net margin, FY2025: -11.53%FY2023FY2024FY2025
Gross margin FY2023 89.43%. Gross margin FY2024 89.97%. Gross margin FY2025 22.55%. Operating margin FY2023 37.64%. Operating margin FY2024 39.33%. Operating margin FY2025 -30.46%. Net margin FY2023 35.52%. Net margin FY2024 62.96%. Net margin FY2025 -11.53%.

Income trends

Revenue

364.99M USD+18.17%

Operating income

−111.17M USD−232.64M USD

Net income

−42.07M USD−236.51M USD
Income trends across reported periods412.61M USD222.14M USD31.68M USD−158.79M USDRevenue, FY2023: 216.71M USDRevenue, FY2024: 308.86M USDRevenue, FY2025: 364.99M USDOperating income, FY2023: 81.58M USDOperating income, FY2024: 121.47M USDOperating income, FY2025: −111.17M USDNet income, FY2023: 76.97M USDNet income, FY2024: 194.45M USDNet income, FY2025: −42.07M USDFY2023FY2024FY2025
Revenue FY2023 216.71M USD. Revenue FY2024 308.86M USD. Revenue FY2025 364.99M USD. Operating income FY2023 81.58M USD. Operating income FY2024 121.47M USD. Operating income FY2025 −111.17M USD. Net income FY2023 76.97M USD. Net income FY2024 194.45M USD. Net income FY2025 −42.07M USD.
Metric (USD)FY2025FY2024FY2023
Revenue364.99M USD308.86M USD216.71M USD
Cost of goods sold282.68M USD30.96M USD22.9M USD
Gross profit82.32M USD277.9M USD193.82M USD
Research and development—64.52M USD57.56M USD
Selling, general, and administrative—81.29M USD44.92M USD
Operating expenses193.49M USD156.42M USD112.24M USD
Interest income1.39M USD——
Interest expense891K USD2.81M USD2M USD
Depreciation and amortization7.4M USD6.24M USD6.04M USD
Operating income−111.17M USD121.47M USD81.58M USD
Net income−42.07M USD194.45M USD76.97M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
33%
1 beat, 2 misses, 0 met estimates
Average EPS surprise
+25.67%
3 comparable reports
Latest EPS result
0.07
Estimate 0.09 · Miss by 22.22%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.35-0.25-0.84-1.43Q4 '24No estimateQ1 '25No estimateQ2 '25No estimateQ3 '25No estimateQ1 '26BeatQ1 '26MissQ2 '26MissQ3 '26Estimate
Q4 2024, reported Oct 31, 2024: actual 0.225, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Jan 31, 2025: actual 0.225, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 30, 2025: actual 0.214, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 29, 2025: actual 0.135, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Jan 12, 2026: actual 0.21, estimate 0.103, surprise +104.88%, Beat. Q1 2026, reported Mar 11, 2026: actual -1.31, estimate -1.24, surprise -5.65%, Miss. Q2 2026, reported Jun 4, 2026: actual 0.07, estimate 0.09, surprise -22.22%, Miss. Q3 2026, reported Sep 9, 2026: actual —, estimate 0.09, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates99.98M92.54M85.09M77.65MQ4 '24No estimateQ1 '25No estimateQ2 '25No estimateQ3 '25No estimateQ1 '26BeatQ1 '26BeatQ2 '26MissQ3 '26Estimate
Q4 2024, reported Oct 31, 2024: actual 81.49M USD, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Jan 31, 2025: actual 81.49M USD, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Apr 30, 2025: actual 87.82M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 29, 2025: actual 91.1M USD, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Jan 12, 2026: actual 93.22M USD, estimate 93.18M USD, surprise +0.04%, Beat. Q1 2026, reported Mar 11, 2026: actual 96.14M USD, estimate 92.35M USD, surprise +4.10%, Beat. Q2 2026, reported Jun 4, 2026: actual 90.48M USD, estimate 91.77M USD, surprise -1.40%, Miss. Q3 2026, reported Sep 9, 2026: actual —, estimate 91.81M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$11.83

28.31% upside
Past 12 months12-month forecastHigh $13.00Average $11.83Low $10.50

Rating distribution

6 ratings
Strong buy00%
Buy467%
Hold233%
Sell00%
Strong sell00%

WLTH news

prnewswire.com

WLTH STOCK NEWS: Robbins LLP Reminds Investors that it is Investigating Potential Securities Claims Involving Wealthfront Corporation

/PRNewswire/ -- Shareholder rights law firm Robbins LLP is investigating Wealthfront Corporation (NASDAQ: WLTH) to determine whether certain Wealthfront

Read source
businesswire.com

Robbins LLP Informs Stockholders it is Investigating Potential Securities Claims Involving Wealthfront Corporation

SAN DIEGO--(BUSINESS WIRE)---- $WLTH #Finance--Shareholder rights law firm Robbins LLP is investigating Wealthfront Corporation (NASDAQ: WLTH) to determine whether certain Wealthfront officers and directors violated…

Read source
globenewswire.com

Wealthfront (WLTH) Investor Alert: Johnson Fistel Investigates Post-IPO Disclosures

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities claims involving Wealthfront Corporation (“Wealthfront” or the “Company”) (NASDAQ: WLTH) following post-IPO…

Read source
globenewswire.com

Wealthfront to Announce Fiscal Second Quarter 2027 Financial Results on September 9, 2026

PALO ALTO, Calif., Aug. 19, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH), a tech-driven financial platform helping digital natives turn their savings into wealth, today announced that it will release…

Read source
globenewswire.com

Wealthfront Home Lending Launches in California with Rates ~0.50% Below the National Average

PALO ALTO, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH), a tech-driven financial platform helping digital natives turn their savings into wealth, today announced the expansion of…

Read source
globenewswire.com

Wealthfront Shareholders are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses

SAN DIEGO, July 27, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating whether Wealthfront Corporation ("Wealthfront" or the "Company") (NASDAQ: WLTH) or certain of its officers and directors violated federal…

Read source

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ETFs holding WLTH

Funds reporting this stock among their holdings, ordered by reported position size.

Gabelli Financial Services Opportunities ETF logoGabelli Financial Services Opportunities ETFGABF
Market value
73.26M
Weight
1.46%
AUM
50.2M USD
Expense ratio
0.90%
Price / 1D
$46.29+0.77%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
10.98M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
8.96M
Weight
0.01%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
State Street SPDR S&P Capital Markets ETF logoState Street SPDR S&P Capital Markets ETFKCE
Market value
4.39M
Weight
0.93%
AUM
473.06M USD
Expense ratio
0.35%
Price / 1D
$169.63+2.14%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
3.9M
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
2.46M
Weight
0.02%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
1.95M
Weight
0.01%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
1.56M
Weight
0.01%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%

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