WLTH
Wealthfront Corporation
NasdaqGSUSDEQUITY
Technology
DELAYED
Buy
+51/100
Last price
10.58
▼ 0.04 (0.38%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
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Open
10.58
Prev close
10.62
Day high
10.90
Day low
10.50
Volume
1.72M
Market cap
$1.65B
P/E (TTM)
—
52W range
7.20 – 14.75
Day trading desk
Gap from prior close
-0.38%
Prior close 10.62
VWAP
—
—
Relative volume
0.00×
Quiet session
Session range
—
10.58 – 10.58
Position in range
—
—
ATR (14D)
0.50
4.68% of price
Prior day high
10.69
PDH
Prior day low
10.00
PDL
Bid / ask spread
—
Quote not published
Session volume
—
Avg 1.99M
VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.
Trailing performance
Returnvs SPY
1W
+4.46%
+2.5%
1M
+10.13%
+9.0%
3M
+17.35%
+12.8%
6M
+10.82%
-7.4%
YTD
-22.37%
-36.6%
1Y
—
-16.4%
3Y
—
-82.3%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
10 more panels on WLTH open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
+1.25M
Net buying
Buy transactions
16
1.67M shares
Sell transactions
15
425.99K shares
Net transactions
+31
Buys less sells
Sell : buy shares
0.3 : 1
Mixed
Insider-held shares
21.54M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 16, 26 | IYER KALYAN Officer |
SELL | 43.99K | $466.43K | Direct |
| Sep 16, 26 | LIN LAUREN Officer |
SELL | 21.11K | $223.85K | Direct |
| Sep 16, 26 | FORTUNATO DAVID Chief Executive Officer |
SELL | 122.20K | $1.30M | Direct |
| Sep 16, 26 | IMBERMAN ALAN Chief Financial Officer |
SELL | 26.60K | $281.99K | Direct |
| Sep 16, 26 | WETTERWALD JULIEN Chief Technology Officer |
SELL | 34.36K | $364.32K | Direct |
| Sep 15, 26 | IYER KALYAN Officer |
— | 77.45K | — | Direct |
| Sep 15, 26 | LIN LAUREN Officer |
— | 39.41K | — | Direct |
| Sep 15, 26 | FORTUNATO DAVID Chief Executive Officer |
— | 215.18K | — | Direct |
| Sep 15, 26 | IMBERMAN ALAN Chief Financial Officer |
— | 64.20K | — | Direct |
| Sep 15, 26 | WETTERWALD JULIEN Chief Technology Officer |
— | 60.50K | — | Direct |
| Sep 15, 26 | SCHMIDT MICHAEL REED Director |
— | 2.13K | — | Direct |
| Sep 15, 26 | WILSON LYNN MICHELLE Director |
— | 2.13K | — | Direct |
| Sep 15, 26 | WILSON LYNN MICHELLE Director |
SELL | 638 | $6.73K | Direct |
| Sep 11, 26 | FORTUNATO DAVID Chief Executive Officer |
CONVERSION | 705.25K | $1.22M | Indirect |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
DAG VENTURES MANAGEMENT IV L L C |
Beneficial Owner of more than 10% of a Class of Security | — | Conversion of Exercise of derivative security |
FORTUNATO DAVID |
Chief Executive Officer | 2.32M | Sale |
IMBERMAN ALAN |
Chief Financial Officer | 473.51K | Sale |
INDEX VENTURES GROWTH II JERSEY, L.P . |
Beneficial Owner of more than 10% of a Class of Security | — | Conversion of Exercise of derivative security |
IYER KALYAN |
Officer | 259.23K | Sale |
KILAR JASON |
Director | 646.62K | Conversion of Exercise of derivative security |
RACHLEFF ANDREW S |
Director and Beneficial Owner of more than 10% of a Class of Security | 17.26M | Conversion of Exercise of derivative security |
TIGER GLOBAL MANAGEMENT, L.L.C. |
Beneficial Owner of more than 10% of a Class of Security | — | Conversion of Exercise of derivative security |
VOLPI MICHELANGELO A |
Director | — | Conversion of Exercise of derivative security |
WETTERWALD JULIEN |
Chief Technology Officer | 722.66K | Sale |
Fundamentals
Market cap$1.65B
Enterprise value$1.21B
Revenue (TTM)$371.71M
Gross profit$331.23M
EBITDA$-151.60M
Net income$-72.17M
EPS (TTM)$-0.95
Free cash flow$185.11M
Total cash$453.31M
Total debt$13.60M
Book value / share$4.11
Shares outstanding156.18M
Float95.02M
Short % of float8.86%
Dividend yield0.00%
Beta (5Y)—
Valuation & profitability ratios
Trailing P/E—
Forward P/E14.26
PEG ratio—
Price / sales—
Price / book2.57
EV / revenue3.25
EV / EBITDA-7.97
Gross margin89.11%
Operating margin18.27%
Profit margin-19.42%
Return on equity-15.50%
Return on assets-7.84%
Debt / equity2.20
Current ratio1.43
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2026 | 2025 | 2024 | YoY |
|---|---|---|---|---|
| Total revenue | $364.99M | $308.86M | $216.71M | +18.2% |
| Operating revenue | $363.60M | $303.99M | $210.90M | +19.6% |
| Cost of revenue | $38.01M | $30.96M | $22.90M | +22.7% |
| Gross profit | $326.99M | $277.89M | $193.82M | +17.7% |
| Research & development | $212.44M | $64.52M | $57.56M | +229.3% |
| Selling, general & admin | $200.88M | $81.29M | $44.92M | +147.1% |
| Total operating expense | $438.16M | $156.42M | $112.24M | +180.1% |
| Operating income | -$111.17M | $121.47M | $81.58M | -191.5% |
| Net interest income | -$891.00K | -$2.81M | -$2.00M | +68.3% |
| Pre-tax income | -$101.25M | $139.23M | $78.59M | -172.7% |
| Tax provision | -$59.18M | -$55.22M | $1.62M | -7.2% |
| Net income | -$42.07M | $194.45M | $76.97M | -121.6% |
| Net income to common | -$42.07M | $194.45M | $76.97M | -121.6% |
| Basic EPS | -0.74 | 1.48 | 0.59 | -150.0% |
| Diluted EPS | -0.76 | 1.07 | 0.46 | -170.9% |
| EBIT | -$100.36M | $142.04M | $80.59M | -170.7% |
| EBITDA | -$92.96M | $148.28M | $86.63M | -162.7% |
| Basic shares | 56.65M | 131.28M | 131.28M | -56.8% |
| Diluted shares | 56.89M | 169.48M | 169.48M | -66.4% |
| Line item | 2026 | 2025 | 2024 | YoY |
|---|---|---|---|---|
| Cash & equivalents | $440.81M | $142.86M | $86.72M | +208.6% |
| Cash & short-term investments | $440.81M | $142.86M | $86.72M | +208.6% |
| Accounts receivable | $227.41M | $118.52M | $69.47M | +91.9% |
| Total current assets | $1.28B | $346.45M | $200.56M | +268.2% |
| Property, plant & equipment | -$20.54M | -$11.75M | -$2.98M | -74.8% |
| Goodwill & intangibles | $36.99M | $37.70M | $30.75M | -1.9% |
| Total assets | $1.42B | $435.21M | $231.15M | +225.3% |
| Total current liabilities | $792.75M | $173.22M | $139.86M | +357.6% |
| Current debt | — | — | $46.95M | — |
| Long-term debt | — | — | $23.92M | — |
| Total debt | $10.39M | $13.35M | $87.62M | -22.2% |
| Total liabilities | $801.04M | $419.87M | $412.01M | +90.8% |
| Retained earnings | -$142.00M | -$99.94M | -$294.38M | -42.1% |
| Shareholder equity | $614.69M | $15.34M | -$180.85M | +3,907.6% |
| Working capital | $483.03M | $173.23M | $60.70M | +178.8% |
| Net tangible assets | $577.70M | -$22.36M | -$211.61M | +2,683.2% |
| Shares issued | 151.78M | 146.27M | 146.27M | +3.8% |
| Line item | 2026 | 2025 | 2024 | YoY |
|---|---|---|---|---|
| Net income | -$42.07M | $194.45M | $76.97M | -121.6% |
| Depreciation & amortisation | $7.40M | $6.24M | $6.04M | +18.6% |
| Stock-based compensation | $259.82M | $9.36M | $11.85M | +2,674.7% |
| Change in working capital | -$15.95M | -$9.99M | -$19.13M | -59.6% |
| Operating cash flow | $152.19M | $123.15M | $72.92M | +23.6% |
| Capital expenditure | -$1.14M | -$5.84M | -$5.16M | +80.5% |
| Investing cash flow | -$1.14M | -$5.84M | -$5.16M | +80.5% |
| Share buybacks | -$459.00K | -$37.04M | $0 | +98.8% |
| Financing cash flow | $148.19M | -$58.55M | -$39.50M | +353.1% |
| Free cash flow | $151.05M | $117.31M | $67.75M | +28.8% |
| End cash position | $453.79M | $154.55M | $95.79M | +193.6% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $91.87M | $90.48M | $96.14M | $93.22M | $91.12M | +1.5% |
| Operating revenue | $90.56M | $89.63M | $95.55M | $92.99M | $90.91M | +1.0% |
| Cost of revenue | $10.76M | $9.96M | $9.57M | $10.18M | $9.59M | +8.0% |
| Gross profit | $81.11M | $80.52M | $86.56M | $83.04M | $81.54M | +0.7% |
| Research & development | $34.01M | $33.72M | $150.06M | $20.92M | $21.23M | +0.9% |
| Selling, general & admin | $26.40M | $28.14M | $135.22M | $27.64M | $17.97M | -6.2% |
| Total operating expense | $64.32M | $65.97M | $301.08M | $51.61M | $42.26M | -2.5% |
| Operating income | $16.79M | $14.55M | -$214.52M | $31.44M | $39.28M | +15.4% |
| Net interest income | -$255.00K | -$252.00K | -$508.00K | -$217.00K | -$99.00K | -1.2% |
| Pre-tax income | $20.39M | $17.43M | -$209.97M | $34.74M | $39.87M | +17.0% |
| Tax provision | $2.64M | $4.60M | -$76.32M | $3.84M | $5.13M | -42.5% |
| Net income | $17.75M | $12.83M | -$133.66M | $30.90M | $34.74M | +38.3% |
| Net income to common | $17.75M | $12.83M | -$133.66M | $30.90M | $34.74M | +38.3% |
| Basic EPS | 0.12 | 0.08 | -1.30 | 0.21 | 0.24 | +50.0% |
| Diluted EPS | 0.10 | 0.07 | -1.31 | 0.21 | 0.24 | +42.9% |
| EBIT | $20.65M | $17.68M | -$209.47M | $34.96M | $39.97M | +16.8% |
| EBITDA | $21.89M | $19.12M | -$207.64M | $36.82M | $41.83M | +14.5% |
| Basic shares | 150.09M | 151.72M | 102.60M | 146.27M | 146.27M | -1.1% |
| Diluted shares | 174.05M | 175.50M | 102.83M | 146.27M | 146.27M | -0.8% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $453.31M | $428.21M | $440.81M | $266.19M | $222.75M | +5.9% |
| Cash & short-term investments | $453.31M | $428.21M | $440.81M | $266.19M | $222.75M | +5.9% |
| Accounts receivable | $302.56M | $273.67M | $227.41M | $191.07M | $157.78M | +10.6% |
| Total current assets | $1.65B | $1.49B | $1.28B | $742.78M | $573.37M | +11.2% |
| Property, plant & equipment | -$23.57M | $9.37M | -$20.54M | -$18.17M | -$15.83M | -351.7% |
| Goodwill & intangibles | $36.99M | $5.77M | $36.99M | $36.99M | $36.99M | +540.7% |
| Total assets | $1.78B | $1.62B | $1.42B | $810.64M | $647.61M | +10.0% |
| Total current liabilities | $1.16B | $998.88M | $792.75M | $440.84M | $316.72M | +15.8% |
| Total debt | $8.49M | $9.39M | $10.39M | $11.36M | $12.15M | -9.6% |
| Total liabilities | $1.16B | $1.01B | $801.04M | $685.28M | $563.25M | +15.6% |
| Retained earnings | -$111.42M | -$129.17M | -$142.00M | -$8.35M | -$39.25M | +13.7% |
| Shareholder equity | $619.86M | $614.19M | $614.69M | $125.36M | $84.36M | +0.9% |
| Working capital | $494.88M | $486.71M | $483.03M | $301.94M | $256.65M | +1.7% |
| Net tangible assets | $582.87M | $608.41M | $577.70M | $88.37M | $47.37M | -4.2% |
| Shares issued | 150.75M | 154.08M | 151.78M | 146.27M | 147.72M | -2.2% |
| Line item | 2026-07-31 | 2026-04-30 | 2026-01-31 | 2025-10-31 | 2025-07-31 | YoY |
|---|---|---|---|---|---|---|
| Net income | $17.75M | $12.83M | -$133.66M | $30.90M | $34.74M | +38.3% |
| Depreciation & amortisation | $1.24M | $1.43M | $1.83M | $1.86M | $1.86M | -13.7% |
| Stock-based compensation | $16.43M | $17.05M | $248.29M | $8.09M | $1.57M | -3.6% |
| Change in working capital | $9.44M | -$13.79M | -$8.26M | -$3.85M | -$11.48M | +168.5% |
| Operating cash flow | $47.31M | $22.68M | $33.31M | $41.48M | $38.92M | +108.6% |
| Capital expenditure | -$268.00K | -$985.00K | -$308.00K | -$198.00K | -$421.00K | +72.8% |
| Investing cash flow | -$268.00K | -$985.00K | -$308.00K | -$198.00K | -$421.00K | +72.8% |
| Share buybacks | -$31.84M | -$28.26M | -$194.00K | -$27.00K | -$25.00K | -12.7% |
| Financing cash flow | -$23.57M | -$30.84M | $141.29M | $2.01M | $4.73M | +23.6% |
| Free cash flow | $47.04M | $21.70M | $33.00M | $41.28M | $38.50M | +116.8% |
| End cash position | $468.12M | $444.65M | $453.79M | $279.50M | $236.21M | +5.3% |
Options analytics
Put / call volume
0.57
Call-heavy session
Put / call open interest
0.15
Positioning, not flow
Max pain
10.00
-5.2% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
-12.5%
Calls bid over puts
Call volume
42
Contracts, this expiry
Put volume
24
Contracts, this expiry
Heaviest call OI
12.50
507 contracts
Heaviest put OI
10.00
49 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | 0.16 | 0.18 | +15.4% |
| Apr 2026 | 0.16 | 0.15 | -4.1% |
| Jan 2026 | 0.23 | 0.26 | +14.4% |
| Oct 2025 | 0.20 | 0.26 | +30.3% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.16 | 4 | $94.32M | +1.2% |
| Next quarter | 0.17 | 4 | $98.10M | +2.0% |
| Current year | 0.65 | 4 | $374.92M | +2.7% |
| Next year | 0.74 | 4 | $439.53M | +17.2% |
Analyst targets & ownership
Mean target$12.11
High target$17.00
Low target$10.00
Implied upside14.43%
Analyst count7
ConsensusBUY
Strong buy / Buy3 / 1
Hold3
Sell / Strong sell0 / 0
Held by insiders13.79%
Held by institutions61.81%
Institutions holding194
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
10.23
+3.46% from price
SMA 20
10.24
+2.99% from price
SMA 50
9.72
+8.52% from price
SMA 100
9.77
+8.26% from price
SMA 200
9.87
+6.84% from price
EMA 12
10.26
+3.15% from price
EMA 26
10.06
+5.22% from price
EMA 50
9.87
+7.22% from price
RSI (14)
58.7
Neutral
MACD (12,26,9)
0.20
Hist 0.02
ATR (14)
0.50
4.69% of price
Realised vol 30D
57.0%
Annualised
Bollinger upper
10.93
20, 2σ
Bollinger lower
9.56
20, 2σ
50 / 200 cross
Death
9.72 vs 9.87
Trend bias
Above 200
+6.84%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.50
More volatile than market
Correlation to SPY
0.32
Loosely linked
Realised vol 30D
57.0%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-48.4%
Peak to trough
Max drawdown 5Y
-48.4%
Peak to trough
ATR 14
0.50
4.69% of price
Beta (reported)
—
5Y monthly, from filing
Short interest
Shares short
9.45M
Prior 6.27M
Change vs prior
+50.7%
Shorts adding
% of float
8.86%
Normal
% of shares out
6.05%
Against total outstanding
Days to cover
4.2
Liquid
Float
95.02M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 7, 26 | Needham | MAINTAINED | Buy | Buy |
| Sep 25, 26 | Needham | INITIATED | — | Buy |
| Sep 10, 26 | RBC Capital | MAINTAINED | Outperform | Outperform |
| Aug 4, 26 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Jul 13, 26 | Keefe, Bruyette & Woods | MAINTAINED | Market Perform | Market Perform |
| Jul 2, 26 | Goldman Sachs | MAINTAINED | Neutral | Neutral |
| Jul 1, 26 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Jun 5, 26 | Keefe, Bruyette & Woods | MAINTAINED | Market Perform | Market Perform |
| Jun 5, 26 | RBC Capital | MAINTAINED | Outperform | Outperform |
| Jun 5, 26 | JP Morgan | MAINTAINED | Overweight | Overweight |
| May 4, 26 | Wells Fargo | MAINTAINED | Overweight | Overweight |
| Mar 16, 26 | Citizens | MAINTAINED | Market Outperform | Market Outperform |
Dividends & splits
Forward rate—
Forward yield0.00%
5-year avg yield—
Payout ratio0.00%
Ex-dividend date—
Next pay date—
Last split—
Split date—
SEC filings
Periodic Financial Reports
10-Q · 2026-09-14
Corporate Changes & Voting Matters
8-K · 2026-09-09
Corporate Changes & Voting Matters
8-K · 2026-06-24
Periodic Financial Reports
10-Q · 2026-06-12
Corporate Changes & Voting Matters
8-K · 2026-06-04
Proxy Statements
DEFA14A · 2026-05-11
Offering Registrations
S-8 · 2026-04-24
Corporate Changes & Voting Matters
8-K · 2026-03-11
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MT Newswires · 12d ago
3 Asset Manager Stocks Built For Higher Rates and Choppy Markets
Simply Wall St. · 16d ago
Wealthfront Insider Sold Shares Worth $270,198, According to a Recent SEC Filing
MT Newswires · 19d ago
Wealthfront Insider Sold Shares Worth $264,104, According to a Recent SEC Filing
MT Newswires · 19d ago
Wealthfront (WLTH) Tops $100 Billion in Platform Assets. Can Revenue and Margins Catch Up?
Insider Monkey · 21d ago
Week’s Best: Schwab Hikes Minimums on Popular Tax Strategy
Barrons.com · 26d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.