Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.6B
151M shares
52-week range
$7.20 – $14.88
48% from low
Sector
FINANCE SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
5.1
EV / FCF (TTM)
15.7
Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program.
www.wealthfront.comNo one on the platform currently holds WLTH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 175,370 | $1.6M |
| Execution date | Ratio |
|---|---|
| 2008-04-07 | 1-for-1000reverse |
No one on the platform has traded WLTH yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 18.2% | |||||
| Profit Margin % | -11.5% | |||||
| Free Cash Flow Margin % | 41.4% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.3% on the P/E track.
At today's price, your expected annual return is +13.5% on the P/E track.
At today's price, your expected annual return is +20.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $375M | +3.8% | $0.36 | $0.32–$0.41 | 30.2× | 4 |
| 2028 | $440M | +17.2% | $0.48 | $0.45–$0.49 | 22.8× | 4 |
| 2029 | $521M | +18.5% | $0.54 | $0.51–$0.56 | 20.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 4 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-09 | $0.08 | $0.10 | +26.3% |
| 2026-06-04 | $0.09 | $0.07 | -22.2% |
| 2026-03-11 | $-1.24 | $-1.31 | -5.6% |
| 2026-01-12 | $0.10 | $0.21 | +104.9% |
| $939067 |
| — |
| VINCIT.HEVincit Oyj | $1.15 | +4.09% | $19M | — |
| WBIFWBI BullBear Value 3000 ETF | $36.23 | +0.28% | $24M | — |
Source: Financial Modeling Prep · peers by sector/industry
My Day Trading Watch List Video for September 15th in About 3 Minutes (con't): $VNCE $FTFT $TTAN $RXT $WLTH .
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Wealthfront ( $WLTH ) crossed $100 billion in platform assets in August, but the quarter underneath shows a business mid-pivot. Investment advisory assets rose 30% to $54.1B while cash management fell 4% to $44.9B. Advisory is now the larger pool, and all $1.1B of quarterly net deposits went there. Rate cuts are eroding the high-yield cash business that built the company. EPS of $0.10 missed by 37.5%, though most of that drop came from post-IPO stock comp jumping to $16.4M from $1.6M. Adjusted EBITDA fell a milder 15%. The Stock Investing Account becomes the Wealthfront Brokerage Account in October. https://prismmarketview.com/wealthfront-crosses-100-billion-in-platform-assets-while-rate-cuts-erode-the-business-that-built-it/
View on StockTwits ↗New to the PRISM Fintech Index: @Wealthfront $WLTH Wealthfront has surpassed $100 billion in total platform assets, doubling that figure in less than three years. Funded clients reached 1.5 million in fiscal Q2, up 14% year over year, as the digital wealth platform continues expanding across investing, cash management and home lending. https://prismmarketview.com/companies/wealthfront-corporation/
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$WLTH sometimes the tape tells the story before everyone else 👀
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$WLTH Coming to fruition. I still like the stock and it has a high floor. I question if there is asymmetric upside here. Not exactly sure how to bring about reaccelerating growth. Higher interest rates could help with cash management. But it’s still at a price where it doesn’t need a lot of growth
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$WLTH (-2.4% pre) Wealthfront Corporation reported second-quarter results that fell short of Wall Street expectations on the bottom line https://ooc.bz/l/113793
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https://www.marketbeat.com/earnings/reports/2026-9-9-wealthfront-stock/ $WLTH Wealthfront Earnings Transcript
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.