WLTH

WEALTHFRONT CORP
—

Company Information

Company Name
WEALTHFRONT CORP
CIK
CIK0001524566
Category
Non-accelerated filer<br>Emerging growth company
Ticker: Exchange
WLTH: Nasdaq
Fiscal Year End
January 31
Owner Organization
02 Finance
SIC
6199
SIC Description
Finance Services
Ticker
WLTH

SEC filing data through

Insider Sentiment

Last purchase
—
Last sale
2026-09-17
Shares purchased (TTM)
0
Shares sold (TTM)
9,413,197
Buy ratio (TTM)0.0%

Institutional Sentiment

As of
2026-06-30
Institutional shares owned
91,444,518
Shares outstanding
150,094,381
Ownership
60.92%

Earnings Market Reaction

Filing date
2026-09-14
Price on filing date
—
1-month reaction
…
3-month reaction
…
Drift continued1/2 (50%)
Faded / reversed1/2 (50%)

Balance Sheet

Values in millions ($)
Line item2026-07-312026-04-302026-01-312025-10-31Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Assets Current
Cash And Cash Equivalents At Carrying Value453428441266
Accounts Receivable Net Current31303332
Other Assets Current36514931
Assets Current1,6521,4861,276743
Deferred Income Tax Assets Net11411612046
Operating Lease Right Of Use Asset78910
Property Plant And Equipment Net6789
Other Assets Noncurrent4443
Assets1,7831,6201,416811
Liabilities Current
Accounts Payable Current77710
Accrued Liabilities Current1013912
Operating Lease Liability Current4444
Liabilities Current1,157999793441
Operating Lease Liability Noncurrent4567
Other Liabilities Noncurrent22210
Liabilities1,1631,006801458
Stockholders Equity
Temporary Equity Carrying Amount Attributable To Parent-2270227
Common Stock Value0000
Treasury Stock Value-73-41-13-13
Additional Paid In Capital804785770147
Retained Earnings Accumulated Deficit-111-129-142-8
Stockholders Equity620614615125
Liabilities And Stockholders Equity1,7831,6201,416811
Temporary Equity Par Or Stated Value Per Share--0.000.00
Temporary Equity Shares Authorized--085
Common Stock Par Or Stated Value Per Share0.000.000.000.00
Common Stock Shares Authorized215215215215
Common Stock Shares Issued15915415245
Shares Outstanding15114915043
Temporary Equity Shares Issued-0070
Treasury Stock Common Shares8511
Temporary Equity Shares Outstanding-0070
Temporary Equity Liquidation Preference--0229

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WEALTHFRONT CORP (WLTH) — SEC Financial Statements & Analysis

WEALTHFRONT CORP (WLTH) is a finance services company, incorporated in DE. WEALTHFRONT CORP trades on Nasdaq as: WLTH. WEALTHFRONT CORP (WLTH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-07-31, filed with the SEC on 2026-09-14. Based on that filing, WEALTHFRONT CORP carries a market cap of $1.42B, a P/E ratio of -124.07x, a P/B ratio of 2.30x, a P/S ratio of 2.60x, an enterprise value of $956.28M, and an EV/EBITDA multiple of -17.91x. On profitability, it posts a gross margin of 89.27%, an operating margin of -11.59%, a net margin of -2.10%, a Return on Equity (ROE) of -1.85%, a Return on Assets (ROA) of -0.64%, and a Return on Invested Capital (ROIC) of -6.90%. Per share, it reports EPS of $-0.08, diluted EPS of $-0.07, free cash flow per share of $1.33, and a dividend per share of $0.00. On the balance sheet, it maintains a current ratio of 1.43x, a quick ratio of 1.43x, working capital of $494.88M, a debt-to-equity ratio of 1.88x, a debt ratio of 0.65, an interest coverage ratio of -44.37x, free cash flow of $199.50M (TTM), and net debt of $-468.12M. Figures sourced from SEC EDGAR.

Market Cap
$1.42B
P/E TTM
-124.07x
EPS TTM
$-0.08
P/B TTM
2.30x
ROE TTM
-1.85%
ROA TTM
-0.64%
Debt To Equity
1.88x
Free Cash Flow TTM
$199.50M

Data as of 2026-07-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is WEALTHFRONT CORP in?

WEALTHFRONT CORP (WLTH) operates in the Finance Services industry.

What exchange does WLTH trade on?

WEALTHFRONT CORP (WLTH) trades on the Nasdaq.

Where is WEALTHFRONT CORP incorporated?

WEALTHFRONT CORP is incorporated in DE.

When was WEALTHFRONT CORP (WLTH)'s most recent SEC filing?

WEALTHFRONT CORP (WLTH)'s most recent SEC filing is a Form 10-Q for the period ended 2026-07-31, filed with the SEC on 2026-09-14.

What is WLTH's market cap?

WEALTHFRONT CORP (WLTH) has a market capitalization of $1.42B as of 2026-07-31.

What is WLTH's EPS (earnings per share)?

WEALTHFRONT CORP (WLTH)'s trailing twelve month EPS is $-0.08 as of 2026-07-31.

What is WLTH's ROE (return on equity)?

WEALTHFRONT CORP (WLTH)'s trailing twelve month Return on Equity (ROE) is -1.85% as of 2026-07-31.

What is WLTH's ROA (return on assets)?

WEALTHFRONT CORP (WLTH)'s trailing twelve month Return on Assets (ROA) is -0.64% as of 2026-07-31.

What is WLTH's ROIC (return on invested capital)?

WEALTHFRONT CORP (WLTH)'s trailing twelve month Return on Invested Capital (ROIC) is -6.90% as of 2026-07-31.

What is WLTH's EV/EBITDA?

WEALTHFRONT CORP (WLTH)'s trailing twelve month EV/EBITDA is -17.91x as of 2026-07-31.

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