WEALTHFRONT CORP(WLTH)— Stock Profile, AI Score & Financials

Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

WEALTHFRONT CORP (WLTH) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores WLTH at 40.0/100 on a 32-signal composite quality model, placing it at rank #2,124 of 2,960 stocks — the bottom half of the AI-ranked universe. WLTH scores in the top quartile across profitability (87.3). Areas of concern include revenue growth (12.1) and institutional flow (25.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 3.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), WEALTHFRONT CORP reports quarterly revenue of $90.5M, net income of $12.8M. Top institutional holders of WLTH by reported 13-F value include TIGER GLOBAL MANAGEMENT, DAG Ventures, Index Venture Associates VI Ltd, based on the most recent SEC filings. WLTH trades on the Nasdaq exchange and files with the SEC under CIK 1524566. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WLTH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WEALTHFRONT CORP directly from SEC EDGAR.

AI Quality Score

40.0/100

AI Rank

#2,124

Revenue

$90.5M

Net Income

$12.8M

WLTH key financials by period

WEALTHFRONT CORP reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202610-K$365.0M$-42.1M-27.7%
FY 202510-K$308.9M$194.4M45.1%
FY 202410-K$216.7M$77.0M36.3%

Institutions holding WLTH

Institutional investors reporting a position in WEALTHFRONT CORP on SEC Form 13F.
InstitutionSharesValueReported
TIGER GLOBAL MANAGEMENT15,156,877$135.5M2026-06-30
DAG Ventures13,813,473$123.5M2026-06-30
Index Venture Associates VI Ltd9,460,434$84.6M2026-06-30
BlackRock8,363,073$74.8M2026-06-30
Ribbit Management Company5,479,267$49.0M2026-06-30
WELLINGTON MANAGEMENT GROUP LLP4,213,246$37.7M2026-06-30
FMR3,767,445$33.7M2026-06-30
T. Rowe Price Investment Management3,474,002$31.1M2026-06-30
JPMORGAN CHASE2,994,533$27.1M2026-06-30
IEQ CAPITAL2,763,569$24.7M2026-06-30
WLTH

WEALTHFRONT CORP

WLTH
NasdaqSmall CapFinancials

13F Pro Quality Score

40.0/100

Rank #2,124 of 2,960 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

12.1/100

Profitability

87.3/100

Balance Sheet

74.6/100

Earnings Quality

30.0/100

Free Cash Flow

30.0/100

Institutional Flow

25.1/100

Revenue Scale

32.0/100

Dilution Risk

3.9/100

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Key Metrics

Revenue

Q1 2026
EDGAR

$90.48M

Net Income

Q1 2026
EDGAR

$12.83M

EPS (Diluted)

Q1 2026
EDGAR

$0.07

ROIC

Q1 2026
EDGAR

11.3%

Top Institutional Holders

as of Q2 2026
$857.36M total

Financial Trends

Revenue & Net Income

Earnings Per Share

Loading ratio trend…