Wealthfront Corporation/$WLTH
1D1W1MYTD1Y5YMAX
Capital at risk
About Wealthfront Corporation
Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program.
- Ticker
- $WLTH
- Sector
- Finance
- Primary listing
- NASDAQ
- Employees
- 415
- Headquarters
- Redwood City, United States
- Website
- www.wealthfront.com
WLTH Metrics
BasicAdvanced
$1.6B
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-$0.65
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Price and volume
Market cap
$1.6B
52-week high
$14.88
52-week low
$7.20
Average daily volume
2.5M
Financial strength
Current ratio
1.428
Quick ratio
0.68
Long term debt to equity
0.007
Total debt to equity
0.022
Interest coverage (TTM)
-123.75%
Profitability
EBITDA (TTM)
-151.596
Gross margin (TTM)
89.11%
Net profit margin (TTM)
-19.42%
Operating margin (TTM)
-40.82%
Effective tax rate (TTM)
47.48%
Revenue per employee (TTM)
$900,000
Management effectiveness
Return on assets (TTM)
-7.80%
Return on equity (TTM)
-15.50%
Valuation
Price to revenue (TTM)
3.032
Price to book
2.46
Price to tangible book (TTM)
2.46
Price to free cash flow (TTM)
7.88
Free cash flow yield (TTM)
12.69%
Free cash flow per share (TTM)
1.282
Growth
Revenue change (TTM)
9.77%
Earnings per share change (TTM)
-174.41%
What the Analysts think about WLTH
Analyst ratings (Buy, Hold, Sell) for Wealthfront Corporation stock.
Analyst projections of the future price of Wealthfront Corporation stock.
Bulls say / Bears say
Total platform assets reached $99.0 billion at the end of fiscal Q2 2027, up 12% year over year, while funded clients increased 14% to approximately 1.5 million; platform assets subsequently exceeded $100 billion in August, demonstrating continued customer and asset scale. (Wealthfront Q2 FY2027 results)
Investment-advisory assets rose 30% year over year to $54.1 billion and investment-advisory revenue increased 31% to $28.8 million in fiscal Q2 2027. This faster-growing, recurring fee stream is helping diversify WLTH beyond rate-sensitive cash-management revenue. (Wealthfront Q2 FY2027 earnings call transcript)
Fiscal 2026 revenue increased 18% to $365.0 million, adjusted EBITDA rose 20% to $170.7 million, and operating cash flow reached $152.2 million; the board also authorized up to $100 million of share repurchases in March 2026. These figures support the case that the underlying operating model remains cash-generative despite IPO-related GAAP charges. (SEC 2026 Form 10-K)
Cash management revenue fell 10% year over year to $61.8 million in fiscal Q2 2027, while the annualized cash-management fee rate declined to 55 basis points; this leaves WLTH exposed to lower yields, pricing pressure, and mix migration toward lower-fee advisory assets. (Wealthfront Q2 FY2027 results)
Wealthfront reported a $42.1 million GAAP net loss for fiscal 2026 versus $194.4 million of net income the prior year. Although IPO-related stock compensation drove much of the deterioration, the result highlights dilution and weak GAAP earnings quality during the company’s public-company transition. (Reuters report via Sahm Capital)
Total platform assets grew only 2% sequentially to $99.0 billion in fiscal Q2 2027, and the company said growth was stronger in investment-advisory assets than in higher-fee cash-management assets. A slowdown in deposits or continued cash-to-investment migration could pressure near-term revenue growth and monetization. (Wealthfront Q2 FY2027 results)
Data summarised monthly by Lightyear AI. Last updated on 10 Sept 2026.
WLTH Financial Performance
Revenues and expenses
WLTH Earnings Performance
Company profitability
Upcoming events
No upcoming events
WLTH News
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Funds containing WLTH
AllEURUSDGBP
Fund name | Fund size | $WLTH weighting |
|---|---|---|
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.01% |
iShares MSCI World Small Cap$WSML | $9B | 0.01% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.01% |
iShares MSCI World Small Cap£WLDS | £6.7B | 0.01% |
SPDR MSCI All Country World IM€SPYI | €7.5B | 0.00% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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