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WLTH
Wealthfront Corporation
10.82
2 x 7.76
2 x 13.44
bid
ask
-
0.07
0.64%
2 @ 04:01 PM
10.82 +0.00 (0.00%)
| Ytd | -20.38% | |
| 1y | -22.44% |
10.80
day range
10.99
7.20
52 week range
13.95
| Open | 10.90 | Prev Close | 10.89 | Low | 10.80 | High | 10.99 | Mkt Cap | 1.69B |
| Vol | 1.98M | Avg Vol | 2.02M | EPS | -0.95 | P/E | N/A | Forward P/E | 14.72 |
| Beta | N/A | Short Ratio | 4.16 | Inst. Own | 61.81% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 09-09 | 50-d Avg | 9.78 | 200-d Avg | 9.85 | 1yr Est | 12.25 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2027-01-12 | 2026-10 | 0.08 | N/A | N/A | N/A |
| 2026-09-09 | 2026-07 | 0.08 | 0.1 | 0.02 | 26.33% |
| 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% |
| 2025-09-29 | 2025-07 | 0 | 0.14 | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2026-10-07 | Needham | Upgrade | Buy | Buy |
| 2026-09-25 | Needham | Upgrade | Buy | |
| 2026-09-10 | RBC Capital | Upgrade | Outperform | Outperform |
| 2026-08-04 | Wells Fargo | Upgrade | Overweight | Overweight |
| 2026-07-13 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2026-07-02 | Goldman Sachs | Upgrade | Neutral | Neutral |
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 |
| 2026-09-15 | FORTUNATO DAVID | Chief Executive Officer | 2.32M | Sale |
| 2026-09-15 | IMBERMAN ALAN | Chief Financial Officer | 473.51K | Sale |
| 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 |
| 2026-09-15 | IYER KALYAN | Officer | 259.23K | Sale |
| 2026-06-14 | KILAR JASON | Director | 646.62K | Conversion of Exercise of derivative security |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | Tiger Global Management, LLC | 15.16M | 164.00M | 9.70% |
| 2026-06-29 | Dag Ventures, LLC | 13.81M | 149.46M | 8.84% |
| 2026-06-29 | Index Venture Associates VI Ltd | 9.46M | 102.36M | 6.06% |
| 2026-06-29 | Blackrock Inc. | 8.36M | 90.49M | 5.35% |
| 2026-06-29 | Ribbit Management Company, LLC | 5.48M | 59.29M | 3.51% |
| 2026-06-29 | Wellington Management Group, LLP | 4.21M | 45.59M | 2.70% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2026-06-29 | JPMorgan Trust I-JPMorgan Small Cap Equity Fund | 1.66M | 17.97M | 1.06% |
| 2026-07-30 | Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 1.43M | 15.51M | 0.92% |
| 2026-06-29 | VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.16M | 12.52M | 0.74% |
| 2026-06-29 | T. Rowe Price Small-Cap Value Fund, Inc. | 1.02M | 10.99M | 0.65% |
| 2026-08-30 | iShares Trust-iShares Russell 2000 ETF | 978.68K | 10.59M | 0.63% |
| 2026-06-29 | TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 763.47K | 8.26M | 0.49% |