Wealthfront Corp (WLTH)
Wealthfront Corp brought in $371.7M of revenue over the twelve months to July 31, 2026. It posted a net loss of $72.2M. At July 31, 2026 it held $453.3M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 14, 2026.
Key facts about Wealthfront Corp
- Net worth
- Wealthfront Corp has a market value (market cap) of $1.6B at the latest share price, and shareholders' equity of $619.9M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $365M (+18.2% year on year), with a net loss of $42.1M. Over the 12 months to July 31, 2026: revenue $371.7M, net loss $72.2M.
- Cash flow
- In fiscal 2026 operations brought in $152.2M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 14, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
- Next earnings report
- Wealthfront Corp's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Wealthfront Corp does
Wealthfront Corp is registered with the SEC under industry code SIC 6199 (Finance Services). Its shares trade on NASDAQ under the ticker WLTH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $365M | -$42.1M | -$0.76 | n/a |
| 2026 | $308.9M | $194.4M | $1.31 | n/a |
| 2024 | $216.7M | $77M | $0.54 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where WLTH ranks in Finance
Latest SEC filings
What Wealthfront Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 21, 2026Other event 8-K
- September 14, 2026Quarterly report 10-Q · period to July 31, 2026Revenue rose 0.8% to $91.9M versus the same quarter last year; diluted EPS $0.10 versus $0.24.
- September 9, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- June 24, 2026
- June 12, 2026Quarterly report 10-Q · period to April 30, 2026Revenue rose 7.1% to $90.5M versus the same quarter last year; diluted EPS $0.07 versus $0.18.
- June 4, 2026
- May 11, 2026
- May 11, 2026Additional proxy material DEFA14A
- May 11, 2026Proxy statement DEF 14A
Insider trades
What the people running Wealthfront Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $5.2M worth of shares in the last 90 days and bought none on the open market. 50% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 17, 2026 | Iyer KalVP, Engineering | Soldpre-planned (10b5-1) | 26,738 | $270.2K |
| September 17, 2026 | Wetterwald JulienChief Technology Officer | Soldpre-planned (10b5-1) | 26,138 | $264.1K |
| September 17, 2026 | Fortunato DavidCEO and President, Director | Soldpre-planned (10b5-1) | 50,000 | $507.2K |
| September 17, 2026 | Fortunato DavidCEO and President, Director | Soldpre-planned (10b5-1), indirect | 50,000 | $507.2K |
| September 17, 2026 | Imberman AlanCFO and Treasurer | Soldpre-planned (10b5-1) | 76,540 | $773.3K |
| September 17, 2026 | Lin LaurenCLO, CCO and Secretary | Soldpre-planned (10b5-1) | 4,574 | $46.2K |
| September 16, 2026 | Iyer KalVP, Engineering | Sold | 10,408 | $106.1K |
| September 16, 2026 | Wetterwald JulienChief Technology Officer | Sold | 8,130 | $82.9K |
Who owns WLTH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Andrew S Rachleff13G, passive with 3 related filers | 11.8% | February 6, 2026 |
| Tiger Global Management, LLC13G, passive with 4 related filers | 10.4% | February 17, 2026 |
| DAG Ventures Management IV, LLC13G, passive with 5 related filers | 9.4% | February 17, 2026 |
| Index Venture Associates VI Ltd13G, passive with 6 related filers | 6.5% | February 13, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 140 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Tiger Global Management LLC | 15,156,877 | 0 |
| Dag Ventures, LLC | 13,813,473 | -1 |
| Index Venture Associates VI Ltd | 9,460,434 | 0 |
| BlackRock, Inc. | 8,363,073 | +254,533 |
| Ribbit Management Company, LLC | 5,479,267 | -4,368,892 |
| Wellington Management Group Llp | 4,213,246 | -553,795 |
| Fmr LLC | 3,767,445 | +648,525 |
| Jpmorgan Chase & Co | 2,994,533 | -166,919 |
| Ieq Capital, LLC | 2,763,569 | new |
| North Reef Capital Management LP | 2,444,253 | -441,004 |
| Citadel Advisors LLC | 2,336,419 | +414,629 |
| Vanguard Capital Management LLC | 1,603,350 | -47,111 |
| State Street Corp | 1,343,427 | +765,333 |
| UBS Group AG | 1,030,869 | -134,334 |
| Geode Capital Management, LLC | 1,027,877 | +45,636 |
| Pillsbury Lake Capital LLC | 1,025,030 | +366,217 |
| Congress Asset Management Co | 925,205 | +71,458 |
| Millennium Management LLC | 811,474 | +656,233 |
| Norges Bank | 799,734 | new |
| PB Investment Partners, L.P. | 729,453 | +283,752 |
Insiders
14 insiders reported holding 59,724,398 shares in total, about $635.8M at the last price.
| Holder | Shares |
|---|---|
| Tiger Global Management LLC10% owner | 33,489,42433,489,424 held indirectly |
| Rachleff Andrew SDirector, 10% owner | 16,453,96616,424,204 held indirectly |
| Index Ventures Growth II (Jersey), L.P.10% owner | 3,518,702161,363 held indirectly |
| Fortunato DavidCEO and President, Director | 2,220,332281,807 held indirectly |
| DAG Ventures Management IV, LLC10% owner | 1,598,8991,598,899 held indirectly |
| Wetterwald JulienChief Technology Officer | 696,525 |
| Kilar JasonDirector | 670,163 |
| Imberman AlanCFO and Treasurer | 396,970 |
| Iyer KalVP, Engineering | 232,494 |
| Lin LaurenCLO, CCO and Secretary | 171,816 |
Questions about WLTH
What does Wealthfront Corp do?
Wealthfront Corp is a company in the Finance sector, listed on NASDAQ as WLTH. Its shares trade on NASDAQ under the ticker WLTH.
What is Wealthfront Corp's net worth?
Wealthfront Corp has a market value (market cap) of $1.6B at the latest share price, and shareholders' equity of $619.9M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Wealthfront Corp profitable?
No. Over the twelve months to July 31, 2026 it reported a net loss of $72.2M on revenue of $371.7M.
How much revenue does Wealthfront Corp make?
Over the twelve months to July 31, 2026 Wealthfront Corp reported revenue of $371.7M.
When did Wealthfront Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 14, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the other event from October 21, 2026.
When is Wealthfront Corp's next earnings report?
Wealthfront Corp's next report is expected around December 3, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Wealthfront Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.