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WLTH
Wealthfront Corporation
9.15
1 x 6.59
1 x 10.01
bid
ask
-
0.23
2.45%
04:00 PM
| Ytd | -32.67% | |
| 1y | -35.52% |
9.03
day range
9.40
7.20
52 week range
14.75
| Open | 9.34 | Prev Close | 9.38 | Low | 9.03 | High | 9.40 | Mkt Cap | 1.37B |
| Vol | 690.00K | Avg Vol | 1.54M | EPS | -0.79 | P/E | -11.55 | Forward P/E | 13.57 |
| Beta | N/A | Short Ratio | 2.57 | Inst. Own | 66.00% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 09-03 | 50-d Avg | 10.01 | 200-d Avg | 10.01 | 1yr Est | 12.42 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2026-09-03 | 2026-07 | 0.08 | N/A | N/A | N/A |
| 2026-06-04 | 2026-04 | 0.09 | 0.07 | -0.02 | -22.22% |
| 2026-03-11 | 2026-01 | -1.24 | -1.31 | -0.07 | -5.65% |
| 2026-01-12 | 2025-10 | 0.1 | 0.21 | 0.11 | 104.88% |
| 2025-07-31 | 2025-07 | 0 | 0.24 | N/A | N/A |
| 2025-04-30 | 2025-04 | 0 | 0.21 | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-07-02 | Goldman Sachs | Upgrade | Neutral | Neutral |
| 2026-07-01 | Wells Fargo | Upgrade | Overweight | Overweight |
| 2026-06-05 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2026-06-05 | RBC Capital | Upgrade | Outperform | Outperform |
| 2026-06-05 | JP Morgan | Upgrade | Overweight | Overweight |
| 2026-05-04 | Wells Fargo | Upgrade | Overweight | Overweight |
Profile
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.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2025-12-14 | DAG VENTURES MANAGEMENT IV L L C | Beneficial Owner of more than 10% of a Class of Security | 0.00 | Conversion of Exercise of derivative security |
| 2026-06-14 | FORTUNATO DAVID | Chief Executive Officer | 1.96M | Conversion of Exercise of derivative security |
| 2026-06-14 | IMBERMAN ALAN | Chief Financial Officer | 435.91K | Conversion of Exercise of derivative security |
| 2025-12-14 | INDEX VENTURES GROWTH II JERSEY, L.P . | Beneficial Owner of more than 10% of a Class of Security | 0.00 | Conversion of Exercise of derivative security |
| 2026-06-16 | IYER KALYAN | Officer | 225.77K | Sale |
| 2026-06-14 | KILAR JASON | Director | 646.62K | Conversion of Exercise of derivative security |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-03-30 | Tiger Technology Management LLC | 15.16M | 0.00 | 10.14% |
| 2026-03-30 | Dag Ventures Llc | 13.81M | 0.00 | 9.24% |
| 2026-03-30 | Ribbit Management Company, LLC | 9.85M | 0.00 | 6.59% |
| 2026-03-30 | Index Venture Associates VI Ltd | 9.46M | 0.00 | 6.33% |
| 2026-03-30 | BlackRock Inc | 8.11M | 0.00 | 5.42% |
| 2026-03-30 | Wellington Management Company LLP | 4.77M | 0.00 | 3.19% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-02-27 | BGF World Financials A2 | 2.85M | 0.00 | 1.91% |
| 2026-03-30 | JPM US Small Cap Core-Composite | 1.77M | 0.00 | 1.18% |
| 2026-03-30 | JPM Small Cap Equity-MA | 1.77M | 0.00 | 1.18% |
| 2026-04-29 | JPMorgan Small Cap Equity A | 1.77M | 0.00 | 1.18% |
| 2026-03-30 | Fidelity Small Cap Growth | 1.43M | 0.00 | 0.96% |
| 2026-04-29 | Vanguard Total Stock Mkt Idx Inv | 1.21M | 0.00 | 0.81% |