Wealthfront (WLTH) Financials: Revenue & Earnings
WLTH$10.50-0.13 -1.22%
$1.64B
Market Cap
-12.01
P/E
28.94
Forward P/E
50
Score
Wealthfront (WLTH) Financials: Revenue & Earnings
WLTH price $10.50 -0.13 -1.22%
- Ticker
- WLTH
- Price
- $10.50
- Change
- -0.13 -1.22%
- Market cap ?
- $1.64B
- P/E ?
- -12.01
- Forward P/E ?
- 28.94
- Dividend yield ?
- 0.00%
- Beta ?
- 1.17
- Sector
- Technology
- Industry
- Software - Application
- Stocklytics score
- 50
- Value
- 63
- Quality
- 35
- Growth
- 51
Stocklytics score rationale: value 63, quality 35, growth 51.
Financials
| 2023 | 2024 | 2025 |
|---|---|---|
| 216714000 | 308859000 | 364993000 |
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…
Fair value
WLTH fair value $11.72. Price $10.50. Price is 10% below fair value.
Above fair value, and more expensive than usual. A larger premium than on 93% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 143.01M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.73% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 156.18M. Net debt -440.79M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-12 | — | 0.08 | — | 94.17M |
| 2026-09-09 | 0.10 | 0.08 | 91.87M | 91.53M |
| 2026-06-04 | 0.07 | 0.09 | 90.48M | 91.77M |
| 2026-03-11 | -1.31 | -1.24 | 96.14M | 92.35M |
| 2026-01-12 | 0.21 | 0.10 | 93.22M | 93.18M |
| 2025-09-29 | 0.14 | — | 91.10M | — |
| 2025-04-30 | 0.21 | — | 87.82M | — |
| 2025-01-31 | 0.23 | — | 81.49M | — |
| 2024-10-31 | 0.23 | — | 81.49M | — |
| 2024-07-31 | 0.23 | — | 77.55M | — |
| 2024-04-30 | 0.47 | — | 72.94M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-17 | Wetterwald Julien | Sell | 26.14K | $10.10 | 264.10K |
| 2026-09-17 | Lin Lauren | Sell | 4.57K | $10.10 | 46.21K |
| 2026-09-17 | IYER KAL | Sell | 26.74K | $10.11 | 270.20K |
| 2026-09-17 | Imberman Alan | Sell | 76.54K | $10.10 | 773.31K |
| 2026-09-17 | Fortunato David | Sell | 50.00K | $10.14 | 507.19K |
| 2026-09-17 | Fortunato David | Sell | 50.00K | $10.14 | 507.19K |
| 2026-09-16 | Wetterwald Julien | Sell | 8.13K | $10.19 | 82.85K |
| 2026-09-16 | Lin Lauren | Sell | 5.00K | $10.19 | 50.90K |
| 2026-09-16 | IYER KAL | Sell | 10.41K | $10.19 | 106.07K |
| 2026-09-16 | Imberman Alan | Sell | 6.29K | $10.19 | 64.12K |
| 2026-09-16 | Fortunato David | Sell | 28.91K | $10.19 | 294.66K |
| 2026-09-15 | Wetterwald Julien | Buy | 19.00K | — | — |
| 2026-09-15 | Wetterwald Julien | Buy | 21.11K | — | — |
| 2026-09-15 | Wetterwald Julien | Sell | 26.23K | $10.73 | 281.47K |
| 2026-09-15 | Wetterwald Julien | Buy | 20.39K | — | — |
| 2026-09-15 | Wetterwald Julien | Sell | 19.00K | — | — |
| 2026-09-15 | Wetterwald Julien | Sell | 21.11K | — | — |
| 2026-09-15 | Wetterwald Julien | Sell | 20.39K | — | — |
| 2026-09-15 | Lin Lauren | Buy | 12.85K | — | — |
| 2026-09-15 | Lin Lauren | Buy | 4.69K | — | — |
| 2026-09-15 | Lin Lauren | Sell | 16.12K | $10.73 | 172.94K |
| 2026-09-15 | Lin Lauren | Buy | 9.38K | — | — |
| 2026-09-15 | Lin Lauren | Buy | 12.50K | — | — |
| 2026-09-15 | Lin Lauren | Sell | 12.85K | — | — |
| 2026-09-15 | Lin Lauren | Sell | 9.38K | — | — |
| 2026-09-15 | Lin Lauren | Sell | 4.69K | — | — |
| 2026-09-15 | Lin Lauren | Sell | 12.50K | — | — |
| 2026-09-15 | IYER KAL | Buy | 15.56K | — | — |
| 2026-09-15 | IYER KAL | Buy | 21.11K | — | — |
| 2026-09-15 | IYER KAL | Sell | 33.58K | $10.73 | 360.36K |
| 2026-09-15 | IYER KAL | Buy | 20.39K | — | — |
| 2026-09-15 | IYER KAL | Buy | 20.39K | — | — |
| 2026-09-15 | IYER KAL | Sell | 15.56K | — | — |
| 2026-09-15 | IYER KAL | Sell | 21.11K | — | — |
| 2026-09-15 | IYER KAL | Sell | 20.39K | — | — |
| 2026-09-15 | IYER KAL | Sell | 20.39K | — | — |
| 2026-09-15 | Imberman Alan | Buy | 17.76K | — | — |
| 2026-09-15 | Imberman Alan | Buy | 23.62K | — | — |
| 2026-09-15 | Imberman Alan | Sell | 20.30K | $10.73 | 217.87K |
| 2026-09-15 | Imberman Alan | Buy | 22.81K | — | — |
| 2026-09-15 | Imberman Alan | Sell | 17.76K | — | — |
| 2026-09-15 | Imberman Alan | Sell | 23.62K | — | — |
| 2026-09-15 | Imberman Alan | Sell | 22.81K | — | — |
| 2026-09-15 | Fortunato David | Buy | 59.53K | — | — |
| 2026-09-15 | Fortunato David | Buy | 79.18K | — | — |
| 2026-09-15 | Fortunato David | Sell | 93.29K | $10.73 | 1.00M |
| 2026-09-15 | Fortunato David | Buy | 76.46K | — | — |
| 2026-09-15 | Fortunato David | Sell | 59.53K | — | — |
| 2026-09-15 | Fortunato David | Sell | 79.18K | — | — |
| 2026-09-15 | Fortunato David | Sell | 76.46K | — | — |
| 2026-09-15 | WILSON L MICHELLE | Sell | 2.13K | — | — |
| 2026-09-15 | WILSON L MICHELLE | Buy | 2.13K | — | — |
| 2026-09-15 | WILSON L MICHELLE | Sell | 638 | $10.55 | 6.73K |
| 2026-09-15 | Schmidt Michael Reed | Sell | 2.13K | — | — |
| 2026-09-15 | Schmidt Michael Reed | Buy | 2.13K | — | — |
| 2026-09-15 | KILAR JASON | Buy | 23.54K | — | — |
| 2026-09-15 | KILAR JASON | Sell | 23.54K | — | — |
| 2026-09-11 | Fortunato David | Buy | 106.25K | $1.39 | 147.69K |
| 2026-09-11 | Fortunato David | Buy | 150.00K | $1.87 | 280.50K |
| 2026-09-11 | Fortunato David | Buy | 400.00K | $1.79 | 716.00K |
| 2026-09-11 | Fortunato David | Sell | 435.44K | $10.38 | 4.52M |
| 2026-09-11 | Fortunato David | Buy | 9.00K | $1.50 | 13.50K |
| 2026-09-11 | Fortunato David | Buy | 40.00K | $1.50 | 60.00K |
| 2026-09-11 | Fortunato David | Sell | 150.00K | $1.87 | 280.50K |
| 2026-09-11 | Fortunato David | Sell | 106.25K | $1.39 | 147.69K |
| 2026-09-11 | Fortunato David | Sell | 40.00K | $1.50 | 60.00K |
| 2026-09-11 | Fortunato David | Sell | 9.00K | $1.50 | 13.50K |
| 2026-09-11 | Fortunato David | Sell | 400.00K | $1.79 | 716.00K |
| 2026-09-10 | GOLDMAN KENNETH A | Sell | 10.00K | $10.00 | 100.00K |
| 2026-08-22 | Lin Lauren | Buy | 207.00K | — | — |
| 2026-08-17 | Wetterwald Julien | Sell | 15.26K | $9.16 | 139.80K |
| 2026-07-15 | Wetterwald Julien | Sell | 15.26K | $9.36 | 142.80K |
| 2026-07-07 | Bisharat Jaleh | Sell | 8.50K | $9.50 | 80.82K |
| 2026-07-06 | Bisharat Jaleh | Sell | 8.50K | $9.39 | 79.83K |
| 2026-06-23 | WILSON L MICHELLE | Buy | 19.45K | — | — |
| 2026-06-23 | Schmidt Michael Reed | Buy | 19.45K | — | — |
| 2026-06-23 | RACHLEFF ANDREW S | Buy | 19.45K | — | — |
| 2026-06-23 | KILAR JASON | Buy | 19.45K | — | — |
| 2026-06-23 | GOLDMAN KENNETH A | Buy | 19.45K | — | — |
| 2026-06-23 | Bisharat Jaleh | Buy | 19.45K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 147, holders +39 vs prior quarter. Ownership 63.15%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15.16M | 0 | 0.00% | 135.50M |
| DAG VENTURES, LLC | 13.81M | -1 | -0.00% | 123.49M |
| INDEX VENTURE ASSOCIATES VI LTD | 9.46M | 0 | 0.00% | 84.58M |
| BLACKROCK, INC. | 8.36M | 254.53K | +3.14% | 74.77M |
| RIBBIT MANAGEMENT COMPANY, LLC | 5.48M | -4.37M | -44.36% | 48.98M |
| WELLINGTON MANAGEMENT GROUP LLP | 4.21M | -553.79K | -11.62% | 37.67M |
| FMR LLC | 3.77M | 648.52K | +20.79% | 33.68M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.47M | 556.41K | +19.07% | 31.06M |
| JPMORGAN CHASE & CO | 2.99M | -166.92K | -5.28% | 27.10M |
| IEQ CAPITAL, LLC | 2.76M | 2.76M | New | 24.71M |
| NORTH REEF CAPITAL MANAGEMENT LP | 2.44M | -441.00K | -15.28% | 21.85M |
| CITADEL ADVISORS LLC | 2.34M | 2.32M | +11582.09% | 20.89M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.60M | -47.11K | -2.85% | 14.33M |
| STATE STREET CORP | 1.34M | 765.33K | +132.39% | 12.01M |
| UBS GROUP AG | 1.03M | -134.33K | -11.53% | 9.22M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.03M | 45.64K | +4.65% | 9.19M |
| PILLSBURY LAKE CAPITAL LLC | 1.03M | 366.22K | +55.59% | 9.16M |
| CONGRESS ASSET MANAGEMENT CO | 925.21K | 71.46K | +8.37% | 8.27M |
| MILLENNIUM MANAGEMENT LLC | 811.47K | 656.23K | +422.72% | 7.25M |
| NORGES BANK | 799.73K | 799.73K | New | 7.15M |
| PB INVESTMENT PARTNERS, L.P. | 729.45K | 283.75K | +63.66% | 6.52M |
| QUINN OPPORTUNITY PARTNERS LLC | 667.63K | -62.00K | -8.50% | 5.97M |
| WHETSTONE CAPITAL ADVISORS, LLC | 604.16K | 57.75K | +10.57% | 5.40M |
| ALLIANCEBERNSTEIN L.P. | 556.25K | -319.60K | -36.49% | 5.15M |
| MARSHALL WACE, LLP | 563.32K | 248.56K | +78.97% | 5.04M |
Earnings and financials
Wealthfront Corporation (WLTH) trades at $10.50, with a market cap of $1.64B and a trailing P/E of -12.01. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2023 | 2024 | 2025 |
|---|---|---|
| 216714000 | 308859000 | 364993000 |
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