WLTH

Wealthfront Corporation Common Stock

WLTH.US wealthfront.com
Technology · Software - Application
9.53
-0.11 (-1.09%)
USD · NASDAQ
52-week range
7.20
14.88
Trading at 30% of the 52-week range
Market Cap
1.44B
P/E Ratio
0.00
Forward P/E
14.49
Book Value
4.11
Div. Yield
N/A
% Institutions
64.47%
% Insiders
14.42%

1 Year

-31.2%

3 Year

-31.2%

10 Year

-31.2%
Description

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.

Company Information

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Company Name
Wealthfront Corporation Common Stock
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US9470021018
Currency: USD
Full Time Employees: 396
Phone: 844 995 8437
Website: wealthfront.com
Fiscal Year End: January
IPO Date: Dec 12, 2025
Description:

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.

Address:

900 Middlefield Road, Redwood City, CA, United States, 94063

People

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Directors & Officers

Name Title Year Born
Mr. Andrew Samuel Rachleff Co-Founder & Independent Chairman 1960
Mr. David Fortunato President, CEO & Director 1986
Mr. Alan D. Imberman CFO & Treasurer 1983
Mr. Julien Wetterwald Chief Technology Officer 1987
Mr. Matthew Charles Moon Vice President of Investor Relations NA
Ms. Lauren Lin Chief Legal Officer, Chief Compliance Officer & Secretary 1981
Mr. Jamie Kelly Vice President of Marketing NA
Mr. Andrew Crocco Vice President of People Operations NA
Ms. Jamie Elise Coffey President & CEO of Wealthfront Brokerage NA
Mr. Kal Iyer Vice President of Engineering 1970

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 11, 2025 David Fortunato N/A Sale 765.15K $14.00 $10.71M
Dec 11, 2025 David Fortunato N/A Sale 95.42K $14.00 $1.34M
Dec 11, 2025 Kal Iyer N/A Sale 167.72K $14.00 $2.35M
Dec 11, 2025 Kenneth A Goldman N/A Sale 38.07K $14.00 $532.99K
Dec 11, 2025 Kenneth A Goldman N/A Sale 5.37K $14.00 $75.22K
Dec 11, 2025 Lauren Lin N/A Sale 30.23K $14.00 $423.21K

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Tiger Technology Management LLC 15.16M Jun 30, 2026 10.15% $0.57 0.00%
Dag Ventures Llc 13.81M Jun 30, 2026 9.25% $98.95 0.00%
Index Venture Associates VI Ltd 9.46M Jun 30, 2026 6.33% $4.04 0.00%
BlackRock Inc 8.11M Mar 31, 2026 5.43% $0.00 51.18%
Ribbit Management Company, LLC 5.48M Jun 30, 2026 3.67% $2.39 -44.36%
Wellington Management Company LLP 4.21M Jun 30, 2026 2.82% $0.01 -11.62%
JPMorgan Chase & Co 3.16M Mar 31, 2026 2.12% $0.00 54.96%
FMR Inc 3.12M Mar 31, 2026 2.09% $0.00 -22.79%
T. Rowe Price Investment Management,Inc. 2.92M Mar 31, 2026 1.95% $0.02 0.32%
North Reef Capital Management LP 2.89M Mar 31, 2026 1.93% $0.92 135.22%
Citadel Advisors Llc 1.92M Mar 31, 2026 1.29% $0.00 119.63%
Vanguard Capital Management, LLC 1.65M Mar 31, 2026 1.11% $0.00 0.00%
UBS Group AG 1.17M Mar 31, 2026 0.78% $0.00 606.00%
Pillsbury Lake Capital LLC 1.03M Jun 30, 2026 0.69% $2.50 55.59%
Geode Capital Management, LLC 982.24K Mar 31, 2026 0.66% $0.00 663.12%
Congress Asset Management Company, LLP 925.21K Jun 30, 2026 0.62% $0.05 8.37%
AllianceBernstein L.P. 875.85K Mar 31, 2026 0.59% $0.00 62.54%
Millennium Management LLC 811.47K Jun 30, 2026 0.54% $0.00 422.72%
NORGES BANK 799.73K Jun 30, 2026 0.54% $0.00 -20.03%
Bank of America Corp 743.16K Mar 31, 2026 0.50% $0.00 1,461.00%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BGF World Financials A2 2.37M 1.59% ▼ 39.96% May 31, 2026
2 JPM Small Cap Equity-MA 1.66M 1.11% ▼ 6.23% Jun 30, 2026
3 JPM US Small Cap Core-Composite 1.66M 1.11% ▼ 6.23% Jun 30, 2026
4 Fidelity Small Cap Growth 1.43M 0.96% ▲ 0.00% Jun 30, 2026
5 JPMorgan Small Cap Equity A 1.42M 0.95% ▼ 14.33% Jul 31, 2026
6 T. Rowe Price Small-Cap Value 1.24M 0.83% ▲ 5.39% Jul 31, 2026
7 Vanguard MStar Total Stk Mkt Idx Invest 1.16M 0.77% ▲ 0.00% Jul 31, 2026
8 T. Rowe Price US Smlr Coms Eq A 1.09M 0.73% ▲ 0.00% Jul 31, 2026
9 iShares Russell 2000 ETF 978.68K 0.66% ▼ 0.57% Aug 31, 2026
10 FIAM Small Cap Core CIT Cl B 930.10K 0.62% ▲ 33.65% Jun 30, 2026

Financial Highlights

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Market Cap: $1.44B
EBITDA: $-128.37M
Book Value: $4.11
Earnings/Share: $-0.38
Profit Margin: -14.88%
Operating Margin: 16.08%
ROA (TTM): -7.51%
ROE (TTM): -12.88%
Revenue (TTM): $370.96M
Revenue/Share (TTM): $4.39
Earnings Growth (YOY): -59.40%
Revenue Growth (YOY): 7.10%

Valuation Metrics

Enterprise Value: $1.01B
Trailing P/E: 0.00
Forward P/E: 14.49

Shares Statistics

Shares Outstanding: 149.36M
Shares Float: 88.47M
% Insiders: 14.42%
% Institutions: 64.47%
Short % Float: 6.28%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

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Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$364.99M
Cost of Goods Sold
adjust
$-282.68M
Gross Profit
subtotal
$82.32M
SG&A
adjust
$-200.88M
R&D
adjust
$-212.44M
Operating Income
subtotal
$-111.17M
Other / Non-Operating Items
adjust
$69.10M
Net Income
subtotal
$-42.07M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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