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Wealthfront Corporation Common Stock

Wealthfront Corporation Common Stock

WLTH · NASDAQ · Technology / Software - Application

10.72USD+0.52 (+5.10%)

Price History

Full chart

Market Stats

Previous Close10.20
Open10.33
Day Range10.33 – 10.77
52-Week Range7.20 – 14.88
Volume1.55M
Market Cap1.58B
P/E (TTM)0.00
Forward P/E14.90
EPS-1.00
Dividend Yield0.00%
50-Day Avg9.59
200-Day Avg9.91

About

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 Details

  • SectorTechnology
  • IndustrySoftware - Application
  • CEOMr. David Fortunato
  • Employees415
  • Headquarters900 Middlefield Road, Redwood City, CA, United States, 94063, USA
  • Websitehttps://www.wealthfront.com

Leadership

  • Mr. Andrew Samuel RachleffCo-Founder & Independent Chairman · b. 1960
  • Mr. David FortunatoPresident, CEO & Director · b. 1986
  • Mr. Alan D. ImbermanCFO & Treasurer · b. 1983
  • Mr. Julien WetterwaldChief Technology Officer · b. 1987
  • Mr. Matthew Charles MoonVice President of Investor Relations
  • Ms. Lauren LinChief Legal Officer, Chief Compliance Officer & Secretary · b. 1981
  • Mr. Jamie KellyVice President of Marketing
  • Mr. Andrew CroccoVice President of People Operations
  • Ms. Jamie Elise CoffeyPresident & CEO of Wealthfront Brokerage
  • Mr. Kal IyerVice President of Engineering · b. 1970

Financials

Income Statement

Currency: USD2024-01-312025-01-312026-01-31
Total Revenue216.71M308.86M364.99M
Growth (%)-+42.52%+18.17%
Cost of Revenue22.90M30.96M282.68M
Gross Profit193.82M277.89M82.32M
Gross Margin89.43%89.97%22.55%
Operating Expense112.24M156.42M193.49M
Operating Income81.58M121.47M-111.17M
Operating Margin37.64%39.33%-30.46%
EBITDA86.63M148.28M-92.96M
EBITDA Margin39.97%48.01%-25.47%
Net Income76.97M194.45M-42.07M
Net Income Margin35.52%62.96%-11.53%
R&D57.56M64.52M212.44M
R&D as % of Total Revenue26.56%20.89%58.20%
Interest Expense2.00M2.81M891.00K
Interest Expense % of Total Revenue0.92%0.91%0.24%

Balance Sheet

Currency: USD2024-01-312025-01-312026-01-31
Total Assets231.15M435.21M1.42B
Total Liabilities184.81M192.67M801.04M
Total Equity46.34M242.54M614.69M
Cash93.18M151.94M451.18M
Total Debt87.62M13.35M10.39M
Net Debt-5.56M-138.59M-440.79M

Cash Flow

Currency: USD2024-01-312025-01-312026-01-31
Operating Cash Flow72.92M123.15M152.19M
Investing Cash Flow-5.16M-5.84M-1.14M
Financing Cash Flow-39.50M-58.55M148.19M
Capital Expenditure502.00K533.00K1.14M
Free Cash Flow72.42M122.62M151.05M
FCF to OCF99.31%99.57%99.25%

Earnings

Report DateJan 12, 2026Mar 11, 2026Jun 4, 2026Sep 9, 2026
EPS Estimate0.200.230.160.09
EPS Actual0.260.260.150.10
Surprise30.00%13.04%-6.25%11.11%
TimingAfter-hoursAfter-hoursAfter-hoursAfter-hours

Key Statistics & Ratios

Market Cap1.58B
Enterprise Value1.09B
Trailing P/E0.00
Forward P/E14.90
Price / Sales4.24
Price / Book2.48
EPS-1.00
Book Value4.08
Revenue (TTM)371.71M
Gross Profit (TTM)331.23M
EBITDA-151.60M
Profit Margin-19.42%
Operating Margin18.27%
Return on Equity-15.50%
Return on Assets-7.84%
Shares Outstanding156.18M
Shares Float95.02M
Dividend Yield0.00%
Dividend Rate0.00
Payout Ratio0.00%

Ownership Breakdown

Institutions
61.69%
Insiders
13.79%
Retail / Other
24.52%

Top Institutional Holders

  • Tiger Technology Management LLC
    15.16M10.05%
  • Dag Ventures Llc
    13.81M9.16%
  • Index Venture Associates VI Ltd
    9.46M6.28%
  • BlackRock Inc
    8.11M5.38%
  • Ribbit Management Company, LLC
    5.48M3.63%
  • Wellington Management Company LLP
    4.21M2.79%
  • JPMorgan Chase & Co
    3.16M2.10%
  • FMR Inc
    3.12M2.07%
  • T. Rowe Price Investment Management,Inc.
    2.92M1.94%
  • North Reef Capital Management LP
    2.89M1.91%
  • Citadel Advisors Llc
    2.34M1.55%
  • Vanguard Capital Management, LLC
    1.65M1.09%
  • UBS Group AG
    1.17M0.77%
  • Pillsbury Lake Capital LLC
    1.03M0.68%

Top Fund Holders

  • BGF World Financials A2
    2.37M1.58%
  • Fidelity Small Cap Growth
    1.43M0.95%
  • JPMorgan Small Cap Equity A
    1.42M0.94%
  • T. Rowe Price Small-Cap Value
    1.24M0.82%
  • Vanguard MStar Total Stk Mkt Idx Invest
    1.16M0.77%
  • T. Rowe Price US Smlr Coms Eq A
    1.09M0.72%