Wealthfront Corporation (WLTH) Stock

Wealthfront Corporation (WLTH) is a Financials stock trading at $9.18 (as of 2026-08-20), with a market capitalization of $1.37B and a trailing P/E of 13.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Wealthfront Corporation provides investment management services for individuals, including high net worth clients, as well as charitable organizations and corporations. It manages investments across public equity and fixed income funds, including mutual funds and exchange traded funds.

Understand Wealthfront Corporation: how it makes money

Wealthfront provides investment management for individuals and other organizations, investing in public equity and fixed income funds, plus mutual funds and exchange traded funds, and it also offers cash management. It makes money primarily through Investment Advisory Revenue and Cash Management Revenue tied to client assets.

The companys profit engine is asset-driven, with revenue coming from both Investment Advisory and Cash Management, and momentum supported by cross-product adoption between those two asset categories.

Revenue by segment (latest quarter)
Cash Mgmt$0.1B
Advisory$0.0B

Business quality (Solid): The business model is clearly asset-based, with revenue split between cash management and investment advisory and operating margin of 37.3% for the 2025-10-31 period, but the information provided here does not include deeper fee rate or expense detail to assess durability.

Bull case

  • Diversified revenue sources across Cash Management and Investment Advisory: In the latest period shown (2025-10-31), the company reported Cash Management Revenue of 0.06B and Investment Advisory Revenue of 0.03B, which ties earnings to both cash-related and investment-related asset bases.
  • Cross-product adoption supports a larger combined asset base: The provided KPI 'Asset-Weighted Cross-Product Adoption' is 63.0%, indicating meaningful overlap between cash management and investment advisory usage.

Bear case

  • Asset and revenue sensitivity to market conditions and client behavior: Because the firm invests in public equity and fixed income funds, mutual funds, and exchange traded funds, market performance can influence clients' investment outcomes and potentially the level of assets that generate Investment Advisory Revenue.
  • Cash balance dependence: Cash Management Revenue is linked to Cash Management Assets (44.9 USD_B in the provided KPIs), so any decline in those balances can pressure cash-related revenue.
Valuation — source: SEC EDGAR (first-party)
Price$9.18
Market Cap$1.37B
P/E Ratio13.8
EV / EBITDA7.8
Price / Book2.24
Price / Sales3.94
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$364.99M
Net Margin-11.5%
Revenue Growth (YoY)7.1%
EPS Growth (YoY)-87.5%
Financial Health — source: SEC EDGAR
Altman Z-Score1.32 (distress)
Valuation vs Sector & Industry
Stock P/E13.8
Sector P/E (Financials)15.1
Industry P/E (Banking)12.9
vs Sector-9.0%
vs Industry6.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderTIGER GLOBAL MANAGEMENT LLC ($140.20M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryBanking
CEODavid Fortunato
Employees359
CountryUS
IPO Date2025-12-15

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WLTH earnings history · WLTH institutional & insider holders · WLTH KPIs & operating metrics · WLTH financials · WLTH investor presentations & press releases · WLTH SEC filings · WLTH peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.