WEALTHFRONT CORP
WLTHNasdaq
$9.26
↓ -2.1%Jul 17 close · end-of-day
Price
1Y↓ -34.7%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$526.8M
Enterprise Value
$98.6M
P/E
—
P/S
1.4
P/B
0.9
EV/EBITDA
—
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$365.0M
Net Income (TTM)
-$42.1M
Free Cash Flow (TTM)
—
Gross Margin
—
Operating Margin
—
Net Margin
-11.5%
ROE
-6.9%
ROIC
—
Debt / Equity
—
Net Cash
$428.2M
Return 1Y
—
Company profile
We’re a different kind of FinTech. We are a technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. Our principal executive offices are located in Palo Alto, California.
- CEO
- David Fortunato
- Sector
- Finance, Insurance, And Real Estate
- Industry
- Banking
- Employees
- 359
- Headquarters
- California
- Website
- www.wealthfront.com
Management & directors
- Wetterwald JulienChief Technology Officer
- Iyer KalVP, Engineering
- Lin LaurenCLO, CCO and Secretary
- Fortunato DavidCEO and President
- Imberman AlanCFO and Treasurer
Roles derived from SEC Form 4 filings.
Earnings
WLTH Q1 2026 Earnings
Period ends 2026-04-30
MetricActualYoY
Revenue$90.5M↑ +7.1%
Diluted EPS$0.07↓ -61.1%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Revenue | $216.7M | $308.9M | $365.0M |
| Gross profit | — | — | — |
| Operating income | — | — | — |
| Net income | $77.0M | $194.4M | -$42.1M |
| Diluted EPS | $0.54 | $1.31 | -$0.76 |
| Operating cash flow | $72.9M | $123.2M | $152.2M |
| Free cash flow | — | — | — |
| Gross margin | — | — | — |
| Operating margin | — | — | — |
| Net margin | 35.5% | 63.0% | -11.5% |
| Line item | Q3 '24 | Q1 '25 | Q3 '25 | Q1 '26 |
|---|---|---|---|---|
| Revenue | $80.3M | $84.5M | $93.2M | $90.5M |
| Gross profit | — | — | — | — |
| Operating income | — | — | — | — |
| Net income | $30.0M | $25.9M | $30.9M | $12.8M |
| Diluted EPS | $0.22 | $0.18 | $0.21 | $0.07 |
| Operating cash flow | — | $38.5M | — | $22.7M |
| Free cash flow | — | — | — | — |
| Gross margin | — | — | — | — |
| Operating margin | — | — | — | — |
| Net margin | 37.4% | 30.7% | 33.1% | 14.2% |
Company news
Jun 23, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-15 | Wetterwald Julien· Chief Technology Officer | Sale | 15,264 | $9.36 | $142,800.83 | filing |
| 2026-07-07 | Bisharat Jaleh | Sale | 8,503 | $9.50 | $80,819.31 | filing |
| 2026-07-06 | Bisharat Jaleh | Sale | 8,504 | $9.39 | $79,825.35 | filing |
| 2026-06-17 | Wetterwald Julien· Chief Technology Officer | Sale | 39,810 | $8.46 | $336,601.51 | filing |
| 2026-06-17 | IYER KAL· VP, Engineering | Sale | 28,498 | $8.46 | $241,016.14 | filing |
| 2026-06-17 | Lin Lauren· CLO, CCO and Secretary | Sale | 4,840 | $8.45 | $40,908.16 | filing |
| 2026-06-15 | Fortunato David· CEO and President | Tax withholding | 116,088 | $8.80 | $1.0M | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Sale | 45,772 | $8.92 | $408,208.43 | filing |
| 2026-06-15 | Wetterwald Julien· Chief Technology Officer | Tax withholding | 43,716 | $8.80 | $384,700.80 | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Tax withholding | 41,784 | $8.80 | $367,699.20 | filing |
| 2026-06-15 | Imberman Alan· CFO and Treasurer | Tax withholding | 25,264 | $8.80 | $222,323.20 | filing |
| 2026-06-15 | Lin Lauren· CLO, CCO and Secretary | Tax withholding | 20,052 | $8.80 | $176,457.60 | filing |
| 2026-06-15 | WILSON L MICHELLE | Sale | 638 | $9.12 | $5,818.56 | filing |
| 2026-06-15 | Wetterwald Julien· Chief Technology Officer | Option exercise | 19,000 | $0.00 | $0.00 | filing |
| 2026-06-15 | Lin Lauren· CLO, CCO and Secretary | Option exercise | 12,500 | $0.00 | $0.00 | filing |
| 2026-06-15 | Lin Lauren· CLO, CCO and Secretary | Option exercise | 9,375 | $0.00 | $0.00 | filing |
| 2026-06-15 | Lin Lauren· CLO, CCO and Secretary | Option exercise | 4,687 | $0.00 | $0.00 | filing |
| 2026-06-15 | Lin Lauren· CLO, CCO and Secretary | Option exercise | 12,847 | $0.00 | $0.00 | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Option exercise | 20,387 | $0.00 | $0.00 | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Option exercise | 20,387 | $0.00 | $0.00 | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Option exercise | 21,112 | $0.00 | $0.00 | filing |
| 2026-06-15 | IYER KAL· VP, Engineering | Option exercise | 15,562 | $0.00 | $0.00 | filing |
| 2026-06-15 | Imberman Alan· CFO and Treasurer | Option exercise | 22,813 | $0.00 | $0.00 | filing |
| 2026-06-15 | Imberman Alan· CFO and Treasurer | Option exercise | 23,625 | $0.00 | $0.00 | filing |
| 2026-06-15 | Imberman Alan· CFO and Treasurer | Option exercise | 17,763 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.