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Wealthfront Corporation (WLTH)
USD9.37
+0.28 (+3.09%)
US NASDAQ Technology Software - Application
Address
900 Middlefield Road 94063
Redwood City, CA, US
Redwood City, CA, US
CEO
David Fortunato
Website
wealthfront.com
IPO
2025-12-15
CIK 1524566 ISIN US9470021018
Description
Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD9.37
+0.28 (+3.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.31
Float Shares
84.89M
Free Float %
56.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -14.35% | -19.72% | -13.52% | +16.02% | -30.58% | -27.52% | -30.58% | -30.58% | -30.58% | -30.58% | -30.58% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Buy
Price Targets & DCF
Current price
9.37
Low
12.00
+28.1%
Consensus
13.50
+44.1%
Median
13.00
+38.7%
High
15.50
+65.4%
DCF (Unlevered)
7.16
-23.6%
DCF (Levered)
23.77
+153.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
57% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
13.00
+38.7%
|
| Last Quarter | 2 |
13.50
+44.1%
|
| Last Year | 7 |
14.64
+56.2%
|
| All Time | 7 |
14.64
+56.2%
|
Quality scores
Altman Z-Score
1.78
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%+18.2% ★ Q2'26: +3.0% (vs Q2'25)
-
EPS growth Software - Application: +28.6%-119.6% Q2'26: -65.2% (vs Q2'25)
-
FCF margin FCF growth · Software - Application: +45.3%-14.2% Q2'26: +24.0% (vs Q2'25)
-
EBIT margin Software - Application: +9.4%-27.5% Q2'26: +19.5% (vs Q2'25)
-
ROIC Software - Application: +7.5%— Q2'26: -10.3% (vs Q2'25)
-
Share dilution Software - Application: +0.0%+10.0% Q2'26: +23.5% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-0.11× Q2'26: 0.12× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jan 2025 actual |
Jan 2026 4 Rev. Ana. 2 EPS Ana. |
Jan 2027 4 Rev. Ana. 3 EPS Ana. |
Jan 2028 5 Rev. Ana. 3 EPS Ana. |
Jan 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
308.86M
est: 338.63M (-8.8%)
|
361.26M
361.17M – 361.35M
+6.7% YoY
|
396.01M
380.37M – 411.97M
+9.6% YoY
|
490.49M
470.22M – 510.75M
+23.9% YoY
|
600.72M
595.30M – 606.14M
+22.5% YoY
|
| EBITDA |
127.71M
est: 63.56M (+100.9%)
|
67.81M
67.79M – 67.82M
+6.7% YoY
|
74.33M
71.39M – 77.32M
+9.6% YoY
|
92.06M
88.26M – 95.86M
+23.9% YoY
|
112.75M
111.73M – 113.77M
+22.5% YoY
|
| EBIT |
121.47M
est: 55.85M (+117.5%)
|
59.58M
59.56M – 59.59M
+6.7% YoY
|
65.31M
62.73M – 67.94M
+9.6% YoY
|
80.89M
77.55M – 84.23M
+23.9% YoY
|
99.07M
98.18M – 99.96M
+22.5% YoY
|
| Net Income |
194.45M
est: 498.21M (-61.0%)
|
-3.68M
-3.87M – -3.49M
-100.7% YoY
|
91.47M
89.49M – 93.46M
+2,586.2% YoY
|
114.69M
108.95M – 120.42M
+25.4% YoY
|
131.19M
124.39M – 137.99M
+14.4% YoY
|
| SGA |
81.29M
est: 53.10M (+53.1%)
|
56.65M
56.64M – 56.67M
+6.7% YoY
|
62.10M
59.65M – 64.60M
+9.6% YoY
|
76.92M
73.74M – 80.09M
+23.9% YoY
|
94.20M
93.35M – 95.05M
+22.5% YoY
|
| EPS |
1.33
est: 3.10 (-57.0%)
|
-0.02
-0.02 – -0.02
-100.7% YoY
|
0.57
0.56 – 0.58
+2,587.5% YoY
|
0.71
0.68 – 0.75
+25.4% YoY
|
0.82
0.77 – 0.86
+14.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-06-05 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-05-04 | Wells Fargo | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-06-04 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-06-03 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-06-02 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-06-01 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-28 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
116.98M
OE per share TTM
0.91
Owner's Yield
7.83%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
7.9%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
108
Total invested
896.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
108
+17 vs prev Q
New positions
50
Closed positions
40
Increased
78
Reduced
13
Put/Call ratio
1.05
Calls held
299.0K
Puts held
314.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | DAG VENTURES, LLC | 13.81M +13.8M (+100.0%) | 187.73B +187.7B (+100.0%) | 9.44% +9.444 pp | 99.31% +99.313 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 2 | TIGER GLOBAL MANAGEMENT LLC | 15.16M +15.2M (+100.0%) | 205.98M +206.0M (+100.0%) | 10.36% +10.362 pp | 0.69% +0.693 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 3 | RIBBIT MANAGEMENT COMPANY, LLC | 9.85M +9.8M (+100.0%) | 133.84M +133.8M (+100.0%) | 6.73% +6.733 pp | 6.63% +6.635 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 4 | INDEX VENTURE ASSOCIATES VI LTD | 9.46M +9.5M (+100.0%) | 128.57M +128.6M (+100.0%) | 6.47% +6.468 pp | 3.58% +3.579 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 5 | BLACKROCK, INC. | 5.36M +5.4M (+100.0%) | 72.89M +72.9M (+100.0%) | 3.67% +3.667 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 6 | FMR LLC | 4.04M +4.0M (+100.0%) | 54.89M +54.9M (+100.0%) | 2.76% +2.762 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 3.99M +4.0M (+100.0%) | 54.18M +54.2M (+100.0%) | 2.73% +2.726 pp | 0.01% +0.010 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 8 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.29M +2.3M (+100.0%) | 31.14M +31.1M (+100.0%) | 1.57% +1.566 pp | 0.02% +0.020 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 9 | JPMORGAN CHASE & CO | 2.04M +2.0M (+100.0%) | 27.73M +27.7M (+100.0%) | 1.39% +1.395 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 10 | WHALE ROCK CAPITAL MANAGEMENT LLC | 1.60M +1.6M (+100.0%) | 21.74M +21.7M (+100.0%) | 1.09% +1.094 pp | 0.28% +0.278 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 11 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.39M +1.4M (+100.0%) | 18.84M +18.8M (+100.0%) | 0.95% +0.948 pp | 0.81% +0.807 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 12 | NORTH REEF CAPITAL MANAGEMENT LP | 1.23M +1.2M (+100.0%) | 16.67M +16.7M (+100.0%) | 0.84% +0.839 pp | 0.67% +0.671 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 13 | JANUS HENDERSON GROUP PLC | 1.02M +1.0M (+100.0%) | 13.79M +13.8M (+100.0%) | 0.69% +0.694 pp | 0.01% +0.006 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 14 | INVESCO LTD. | 1.00M +1.0M (+100.0%) | 13.59M +13.6M (+100.0%) | 0.68% +0.684 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 15 | NORGES BANK | 1.00M +1.0M (+100.0%) | 13.59M +13.6M (+100.0%) | 0.68% +0.684 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 16 | ALYESKA INVESTMENT GROUP, L.P. | 900.0K +900.0K (+100.0%) | 12.23M +12.2M (+100.0%) | 0.62% +0.615 pp | 0.03% +0.035 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 17 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 891.6K +891.6K (+100.0%) | 12.12M +12.1M (+100.0%) | 0.61% +0.610 pp | 0.02% +0.018 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 18 | CITADEL ADVISORS LLC | 875.0K +875.0K (+100.0%) | 11.89M +11.9M (+100.0%) | 0.60% +0.598 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 19 | JANE STREET GROUP, LLC | 809.0K +809.0K (+100.0%) | 10.99M +11.0M (+100.0%) | 0.55% +0.553 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 20 | DRAGONEER INVESTMENT GROUP, LLC | 654.3K +654.3K (+100.0%) | 8.89M +8.9M (+100.0%) | 0.45% +0.447 pp | 0.19% +0.194 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 21 | NUVEEN, LLC | 631.6K +631.6K (+100.0%) | 8.58M +8.6M (+100.0%) | 0.43% +0.432 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 625.0K +625.0K (+100.0%) | 8.49M +8.5M (+100.0%) | 0.43% +0.427 pp | 0.01% +0.014 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 23 | GOLDMAN SACHS GROUP INC | 598.9K +598.9K (+100.0%) | 8.14M +8.1M (+100.0%) | 0.41% +0.410 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 24 | ALLIANCEBERNSTEIN L.P. | 538.8K +538.8K (+100.0%) | 7.32M +7.3M (+100.0%) | 0.37% +0.368 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 524.2K +524.2K (+100.0%) | 7.12M +7.1M (+100.0%) | 0.36% +0.358 pp | 0.01% +0.008 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 26 | BALYASNY ASSET MANAGEMENT L.P. | 516.5K +516.5K (+100.0%) | 7.02M +7.0M (+100.0%) | 0.35% +0.353 pp | 0.01% +0.009 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 27 | WOODLINE PARTNERS LP | 424.5K +424.5K (+100.0%) | 5.77M +5.8M (+100.0%) | 0.29% +0.290 pp | 0.02% +0.022 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 28 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 400.0K +400.0K (+100.0%) | 5.44M +5.4M (+100.0%) | 0.27% +0.274 pp | 0.04% +0.043 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 29 | KENNEDY CAPITAL MANAGEMENT LLC | 383.2K +383.2K (+100.0%) | 5.21M +5.2M (+100.0%) | 0.26% +0.262 pp | 0.11% +0.110 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 30 | — | 382.4K +382.4K (+100.0%) | 5.20M +5.2M (+100.0%) | 0.26% +0.261 pp | 4.61% +4.609 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 31 | BURKEHILL GLOBAL MANAGEMENT, LP | 350.0K +350.0K (+100.0%) | 4.76M +4.8M (+100.0%) | 0.24% +0.239 pp | 0.31% +0.313 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 32 | GHISALLO CAPITAL MANAGEMENT LLC | 350.0K +350.0K (+100.0%) | 4.76M +4.8M (+100.0%) | 0.24% +0.239 pp | 0.21% +0.212 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 33 | JENNISON ASSOCIATES LLC | 323.5K +323.5K (+100.0%) | 4.40M +4.4M (+100.0%) | 0.22% +0.221 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 34 | SHAY CAPITAL LLC | 317.0K +317.0K (+100.0%) | 4.31M +4.3M (+100.0%) | 0.22% +0.217 pp | 0.44% +0.445 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 35 | FJ CAPITAL MANAGEMENT LLC | 314.2K +314.2K (+100.0%) | 4.27M +4.3M (+100.0%) | 0.21% +0.215 pp | 0.47% +0.471 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 36 | AZORA CAPITAL LP | 300.5K +300.5K (+100.0%) | 4.08M +4.1M (+100.0%) | 0.21% +0.206 pp | 0.26% +0.257 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 37 | MONASHEE INVESTMENT MANAGEMENT LLC | 300.0K +300.0K (+100.0%) | 4.08M +4.1M (+100.0%) | 0.21% +0.205 pp | 2.30% +2.297 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 38 | MARSHALL WACE, LLP | 270.9K +270.9K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.19% +0.185 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 39 | MILLENNIUM MANAGEMENT LLC | 264.9K +264.9K (+100.0%) | 3.60M +3.6M (+100.0%) | 0.18% +0.181 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 40 | SCHONFELD STRATEGIC ADVISORS LLC | 250.1K +250.1K (+100.0%) | 3.40M +3.4M (+100.0%) | 0.17% +0.171 pp | 0.02% +0.015 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 41 | VANGUARD GROUP INC | 215.0K +215.0K (+100.0%) | 2.92M +2.9M (+100.0%) | 0.15% +0.147 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 42 | PEAK6 LLC | 208.8K +208.8K (+100.0%) | 2.84M +2.8M (+100.0%) | 0.14% +0.143 pp | 0.01% +0.005 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 43 | D. E. SHAW & CO., INC. | 200.0K +200.0K (+100.0%) | 2.72M +2.7M (+100.0%) | 0.14% +0.137 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 44 | SOROS FUND MANAGEMENT LLC | 183.0K +183.0K (+100.0%) | 2.49M +2.5M (+100.0%) | 0.13% +0.125 pp | 0.03% +0.029 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 45 | LONGAEVA PARTNERS L.P. | 175.0K +175.0K (+100.0%) | 2.38M +2.4M (+100.0%) | 0.12% +0.120 pp | 0.20% +0.200 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 46 | TEACHER RETIREMENT SYSTEM OF TEXAS | 170.0K +170.0K (+100.0%) | 2.31M +2.3M (+100.0%) | 0.12% +0.116 pp | 0.01% +0.008 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 47 | UBS GROUP AG | 165.0K +165.0K (+100.0%) | 2.24M +2.2M (+100.0%) | 0.11% +0.113 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 48 | SQUAREPOINT OPS LLC | 152.6K +152.6K (+100.0%) | 2.07M +2.1M (+100.0%) | 0.10% +0.104 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 49 | SEVEN GRAND MANAGERS, LLC | 150.0K +150.0K (+100.0%) | 2.04M +2.0M (+100.0%) | 0.10% +0.103 pp | 0.16% +0.155 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 50 | GEODE CAPITAL MANAGEMENT, LLC | 128.7K +128.7K (+100.0%) | 1.75M +1.7M (+100.0%) | 0.09% +0.088 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 51 | LMR PARTNERS LLP | 126.9K +126.9K (+100.0%) | 1.72M +1.7M (+100.0%) | 0.09% +0.087 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 52 | ELEMENT CAPITAL MANAGEMENT LLC | 94.0K +94.0K (+100.0%) | 1.28M +1.3M (+100.0%) | 0.06% +0.064 pp | 0.61% +0.611 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 53 | COVALIS CAPITAL LLP | 85.6K +85.6K (+100.0%) | 1.16M +1.2M (+100.0%) | 0.06% +0.059 pp | 0.08% +0.082 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 54 | FEDERATED HERMES, INC. | 84.2K +84.2K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.06% +0.058 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 55 | WEISS ASSET MANAGEMENT LP | 75.0K +75.0K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.05% +0.051 pp | 0.01% +0.014 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 56 | DIAMETRIC CAPITAL, LP | 75.0K +75.0K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.05% +0.051 pp | 0.27% +0.273 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 57 | HRT FINANCIAL LP | 71.5K +71.5K (+100.0%) | 971.0K +971.0K (+100.0%) | 0.05% +0.049 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 58 | ZIMMER PARTNERS, LP | 70.0K +70.0K (+100.0%) | 951.3K +951.3K (+100.0%) | 0.05% +0.048 pp | 0.03% +0.025 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 59 | HOLOCENE ADVISORS, LP | 66.1K +66.1K (+100.0%) | 897.7K +897.7K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 60 | READYSTATE ASSET MANAGEMENT LP | 60.0K +60.0K (+100.0%) | 815.4K +815.4K (+100.0%) | 0.04% +0.041 pp | 0.03% +0.033 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 61 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 50.0K +50.0K (+100.0%) | 679.5K +679.5K (+100.0%) | 0.03% +0.034 pp | 0.01% +0.011 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 62 | STATE OF WISCONSIN INVESTMENT BOARD | 50.0K +50.0K (+100.0%) | 679.5K +679.5K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 63 | BANK OF AMERICA CORP /DE/ | 47.6K +47.6K (+100.0%) | 647.0K +647.0K (+100.0%) | 0.03% +0.033 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 64 | SEI INVESTMENTS CO | 41.2K +41.2K (+100.0%) | 559.3K +559.3K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 65 | WALLEYE CAPITAL LLC | 40.0K +40.0K (+100.0%) | 543.6K +543.6K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 66 | TD ASSET MANAGEMENT INC | 36.8K +36.8K (+100.0%) | 500.3K +500.3K (+100.0%) | 0.03% +0.025 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 67 | FREESTONE GROVE PARTNERS LP | 36.0K +36.0K (+100.0%) | 489.2K +489.2K (+100.0%) | 0.02% +0.025 pp | 0.00% +0.004 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 68 | XTX TOPCO LTD | 35.7K +35.7K (+100.0%) | 485.3K +485.3K (+100.0%) | 0.02% +0.024 pp | 0.01% +0.013 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 69 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 33.4K +33.4K (+100.0%) | 453.0K +453.0K (+100.0%) | 0.02% +0.023 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 70 | QUBE RESEARCH & TECHNOLOGIES LTD | 26.9K +26.9K (+100.0%) | 366.2K +366.2K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 71 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 25.6K +25.6K (+100.0%) | 348.2K +348.2K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 72 | TUDOR INVESTMENT CORP ET AL | 25.4K +25.4K (+100.0%) | 344.7K +344.7K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 73 | WEALTHFRONT ADVISERS LLC | 24.0K +24.0K (+100.0%) | 325.5K +325.5K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 74 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 22.4K +22.4K (+100.0%) | 304.3K +304.3K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.003 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 75 | LEGAL & GENERAL GROUP PLC | 20.0K +20.0K (+100.0%) | 272.3K +272.3K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 76 | COHEN & STEERS, INC. | 20.0K +20.0K (+100.0%) | 272.0K +272.0K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 77 | GABELLI FUNDS LLC | 19.4K +19.4K (+100.0%) | 263.6K +263.6K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.002 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 78 | HUDSON BAY CAPITAL MANAGEMENT LP | 18.1K +18.1K (+100.0%) | 245.3K +245.3K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.001 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 79 | TWO SIGMA INVESTMENTS, LP | 17.5K +17.5K (+100.0%) | 237.8K +237.8K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 80 | COASTAL INVESTMENT ADVISORS, INC. | 14.3K +14.3K (+100.0%) | 194.3K +194.3K (+100.0%) | 0.01% +0.010 pp | 0.06% +0.064 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 81 | SYMMETRY INVESTMENTS LP | 14.0K +14.0K (+100.0%) | 190.3K +190.3K (+100.0%) | 0.01% +0.010 pp | 0.02% +0.017 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 82 | BARCLAYS PLC | 10.0K +10.0K (+100.0%) | 136.4K +136.4K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 83 | MORGAN STANLEY | 7.3K +7.3K (+100.0%) | 99.0K +99.0K (+100.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 84 | SANDIA INVESTMENT MANAGEMENT LP | 3.3K +3.3K (+100.0%) | 44.4K +44.4K (+100.0%) | 0.00% +0.002 pp | 0.11% +0.111 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 85 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 1.5K +1.5K (+100.0%) | 20.3K +20.3K (+100.0%) | 0.00% +0.001 pp | 0.01% +0.009 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 86 | ALLWORTH FINANCIAL LP | 500.00 +500.0 (+100.0%) | 6.8K +6.8K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 87 | TOWER RESEARCH CAPITAL LLC (TRC) | 306.00 +306.0 (+100.0%) | 4.2K +4.2K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 88 | ADVISOR GROUP HOLDINGS, INC. | 200.00 +200.0 (+100.0%) | 2.7K +2.7K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.59 +0.0% | 1 qtrs NEW |
| 89 | SBI SECURITIES CO., LTD. | 6.00 +6.0 (+100.0%) | 82.00 +82.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.50 +0.7% | 1 qtrs NEW |
| 90 | JONES FINANCIAL COMPANIES LLLP | 3.00 +3.0 (+100.0%) | 41.00 +41.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.33 +2.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 59 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Gabelli Financial Services Opportunities ETF GABF | 1.55% | 776.9K | 0.90% |
| 2 | Fidelity Disruptive Finance ETF FDFF | 1.36% | 559.8K | 0.50% |
| 3 | State Street SPDR S&P Capital Markets ETF KCE | 1.01% | 4.52M | 0.35% |
| 4 | Harbor Active Small Cap ETF (SMLL) SMLL | 0.86% | 117.8K | 0.80% |
| 5 | iShares Morningstar Small-Cap Growth ETF ISCG | 0.02% | 176.3K | 0.06% |
| 6 | Vanguard Russell 2000 Growth ETF VTWG | 0.02% | 268.7K | 0.06% |
| 7 | iShares Russell 2000 Growth ETF IWO | 0.02% | 2.37M | 0.24% |
| 8 | Vanguard Russell 2000 ETF VTWO | 0.01% | 2.15M | 0.06% |
| 9 | iShares Russell 2000 BuyWrite ETF IWMW | 0.01% | 6.5K | 0.39% |
| 10 | iShares Russell 2000 ETF IWM | 0.01% | 9.48M | 0.19% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
-279.5K
Shares Outstanding
149.50M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Fortunato | President, CEO & Director | 679.5K | male |
| Alan D. Imberman | CFO & Treasurer | 548.9K | male |
| Julien Wetterwald | Chief Technology Officer | 540.1K | male |
| Kal Iyer | Vice President of Engineering | 526.4K | male |
| Andrew Samuel Rachleff | Co-Founder & Independent Chairman | 21.7K | male |
| Lauren Lin | Chief Legal Officer, Chief Compliance Officer & Secretary | — | female |
| Meir Statman | Advisor | — | — |
| Andrew Crocco | Vice President of People Operations | — | male |
| Jamie Elise Coffey | President & CEO of Wealthfront Brokerage | — | female |
| Jamie Kelly | Vice President of Marketing | — | male |
| Larry Cohen | Advisor | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for WLTH
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
