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WLTH Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
9.150
Open
8.890
VWAP
8.89
Vol
3.21M
Mkt Cap
1.34B
Low
8.550
Amount
28.54M
EV/EBITDA(TTM)
--
Total Shares
149.48M
EV
--
EV/OCF(TTM)
--
P/S(TTM)
--
Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.
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Events Timeline

(ET)
2026-06-04
16:20:00
Q1 Revenue at $90.48M, Below Consensus
select
2026-04-07 (ET)
2026-04-07
16:30:00
Wealthfront Reports March Platform Assets at $93.2B
select

News

Globenewswire
7.0
06-09Globenewswire
Block & Leviton Investigates Wealthfront for Potential Violations
  • Investor Loss Investigation: Block & Leviton is investigating Wealthfront Corp. for potential securities law violations, as concerns over slowing net deposits and cash management trends post-IPO have led to a decline in share price, indicating significant investor distress.
  • Poor Financial Performance: Wealthfront's Q1 2026 financial results missed expectations, with year-over-year EPS down, revenue below estimates, and weakened GAAP profitability, primarily due to startup expenses related to Wealthfront Home Lending, which could impact investor confidence.
  • Shareholder Rights Protection: Investors who purchased Wealthfront Corp. common stock and experienced losses are encouraged to contact Block & Leviton to explore legal avenues for recovery, highlighting the firm's commitment to safeguarding investor interests amid potential violations.
  • Whistleblower Reward Program: Block & Leviton invites whistleblowers with non-public information about Wealthfront Corp. to assist in the investigation, offering rewards of up to 30% of any successful recovery from the SEC, thereby enhancing investor engagement and protection mechanisms.
Newsfilter
7.0
06-09Newsfilter
Block & Leviton Investigates Wealthfront for Potential Violations
  • Investigation Background: Block & Leviton is investigating Wealthfront Corp. (NASDAQ:WLTH) for potential securities law violations, as post-IPO disclosures regarding slowing net deposits and cash management trends have raised investor concerns, leading to a decline in stock price.
  • Poor Financial Performance: Wealthfront's fiscal Q1 2026 results missed expectations, with year-over-year EPS down, revenue below estimates, weaker GAAP profitability, and gross margin pressure due to startup costs for Wealthfront Home Lending, exacerbating market worries about its future.
  • Investor Losses: Since its IPO, Wealthfront's stock has fallen over 15%, and investors who have incurred losses during this period can consult Block & Leviton to learn how to recover their losses, demonstrating a commitment to protecting investor rights.
  • Whistleblower Incentives: Block & Leviton encourages whistleblowers with non-public information about Wealthfront to assist in the investigation, with potential rewards of up to 30% of any successful recovery from the SEC, further incentivizing investor participation in safeguarding their interests.
seekingalpha
9.5
06-04seekingalpha
Wealthfront Q1 Earnings Highlights
  • Earnings Performance: Wealthfront reported a Q1 GAAP EPS of $0.07 with revenues of $90.5 million, indicating stability in the market despite a 1% year-over-year decline in adjusted EBITDA, which reflects the company's resilience.
  • Profitability Analysis: The adjusted EBITDA margin was 41%, down from 45% in the prior year, highlighting some pressure on cost control and profitability, necessitating attention to future improvement strategies.
  • Cash Flow Status: Net cash provided by operating activities was $22.7 million, while adjusted free cash flow reached $42.7 million, demonstrating effective cash flow management that supports ongoing operations and investments.
  • Cash Flow Conversion Rate: The adjusted free cash flow conversion ratio stood at 114%, indicating strong performance in converting operating cash flow into free cash flow, enhancing financial flexibility and future investment capacity.
seekingalpha
9.5
04-07seekingalpha
Wealthfront's Asset Management Overview
  • Total Assets Under Management: As of March 31, 2026, Wealthfront's total assets under management stood at $93.2 billion, reflecting a 2.1% decrease from February 28, 2026, yet a robust 14.5% increase year-over-year, indicating resilience amid market fluctuations.
  • Cash Management Assets: Cash management assets reached $45.5 billion, edging up 0.5% month-over-month and rising 2.6% year-over-year, suggesting a sustained demand for liquidity management among clients.
  • Investment Advisory Assets: Investment advisory assets totaled $47.7 billion, dipping 4.5% from February but climbing 28.8% year-over-year, showcasing the company's success in managing client investment portfolios effectively.
  • Client Growth Metrics: The total number of funded clients reached 1.44 million, increasing 1.0% month-over-month and 15.8% year-over-year, demonstrating Wealthfront's effective strategies in attracting new customers.
Newsfilter
9.5
04-07Newsfilter
Wealthfront Reports March 2026 Financial Metrics
  • Platform Asset Changes: As of the end of March 2026, Wealthfront's total platform assets stood at $93.2 billion, reflecting a 2% decrease from February 2026 but a 15% year-over-year increase, indicating resilience amid market fluctuations.
  • Cash Management Asset Growth: Cash management assets reached $45.5 billion at the end of March 2026, marking a 1% increase from the previous month and a 3% year-over-year rise, suggesting a sustained demand for liquidity management among clients.
  • Investment Advisory Asset Decline: Investment advisory assets totaled $47.7 billion at the end of March 2026, down 5% from February, yet up 29% year-over-year, showcasing the company's success in long-term investment strategies.
  • Client Growth Status: Wealthfront reported 1.44 million funded clients as of March 2026, a 1% increase from the previous month and a 16% year-over-year rise, demonstrating the company's ongoing success in attracting new customers.
moomoo
7.5
04-07moomoo
WEALTHFRONT CORP REPORTS PLATFORM ASSETS OF $93.2 BILLION AS OF MARCH 2026
  • Company Overview: Wealthfront Corporation is a financial technology company that offers investment management services through its platform.

  • Valuation: As of March 2026, Wealthfront's estimated market value is $93.2 billion.

Wall Street analysts forecast WLTH stock price to rise
6 Analyst Rating
Wall Street analysts forecast WLTH stock price to rise
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
12.83
Averages
16.47
High
20.00
Current: 0.000
sliders
Low
12.83
Averages
16.47
High
20.00
RBC Capital
Outperform
maintain
$14 -> $13
AI Analysis
2026-06-05
Reason
RBC Capital
Price Target
$14 -> $13
AI Analysis
2026-06-05
maintain
Outperform
Reason
RBC Capital lowered the firm's price target on Wealthfront to $13 from $14 and keeps an Outperform rating on the shares after its Q1 earnings miss. Given the macro backdrop, market volatility, and somewhat uncertain interest rate environment, Wealthfront has delivered a reasonable quarter relative to expectations, the analyst tells investors in a research note.
JPMorgan
Overweight
to
Overweight
downgrade
$13 -> $12
2026-06-05
Reason
JPMorgan
Price Target
$13 -> $12
2026-06-05
downgrade
Overweight
to
Overweight
Reason
JPMorgan lowered the firm's price target on Wealthfront to $12 from $13 and keeps an Overweight rating on the shares. The firm reduced near-term estimates post the Q1 report to reflect Wealthfront's platform investments.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for WLTH
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Valuation Metrics

The current forward P/E ratio for Wealthfront Corp (WLTH.O) is 13.16, compared to its 5-year average forward P/E of 11.35. For a more detailed relative valuation and DCF analysis to assess Wealthfront Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
11.35
Current PE
13.16
Overvalued PE
16.15
Undervalued PE
6.55

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-3.38
Current EV/EBITDA
11.00
Overvalued EV/EBITDA
1.17
Undervalued EV/EBITDA
-7.93

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.68
Current PS
2.88
Overvalued PS
3.76
Undervalued PS
1.61

Financials

AI Analysis
Annual
Quarterly

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Whales Holding WLTH

W
Whale Rock Capital Management LLC
Holding
WLTH
+35.22%
3M Return
G
Granahan Investment Management, LLC
Holding
WLTH
+18.90%
3M Return
T
Tiger Global Management LLC
Holding
WLTH
+7.25%
3M Return
N
North Reef Capital Management LP
Holding
WLTH
+3.71%
3M Return
D
Dragoneer Investment Group, LLC
Holding
WLTH
-1.03%
3M Return
I
Index Ventures SA
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-2.51%
3M Return

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Frequently Asked Questions

What is Wealthfront Corp (WLTH) stock price today?

The current price of WLTH is 8.96 USD — it has increased 1.59

What is Wealthfront Corp (WLTH)'s business?

Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.

What is the price predicton of WLTH Stock?

Wall Street analysts forecast WLTH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WLTH is16.47 USD with a low forecast of 12.83 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Wealthfront Corp (WLTH)'s revenue for the last quarter?

Wealthfront Corp revenue for the last quarter amounts to 90.48M USD, increased 7.06

What is Wealthfront Corp (WLTH)'s earnings per share (EPS) for the last quarter?

Wealthfront Corp. EPS for the last quarter amounts to 0.07 USD, decreased -61.11

How many employees does Wealthfront Corp (WLTH). have?

Wealthfront Corp (WLTH) has 391 emplpoyees as of June 14 2026.

What is Wealthfront Corp (WLTH) market cap?

Today WLTH has the market capitalization of 1.34B USD.