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
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2026 | 10-K | $365.0M | $-42.1M | -27.7% |
| FY 2025 | 10-K | $308.9M | $194.4M | 45.1% |
| FY 2024 | 10-K | $216.7M | $77.0M | 36.3% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| TIGER GLOBAL MANAGEMENT | 15,156,877 | $135.5M | 2026-06-30 |
| DAG Ventures | 13,813,473 | $123.5M | 2026-06-30 |
| Index Venture Associates VI Ltd | 9,460,434 | $84.6M | 2026-06-30 |
| BlackRock | 8,363,073 | $74.8M | 2026-06-30 |
| Ribbit Management Company | 5,479,267 | $49.0M | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,213,246 | $37.7M | 2026-06-30 |
| FMR | 3,767,445 | $33.7M | 2026-06-30 |
| T. Rowe Price Investment Management | 3,474,002 | $31.1M | 2026-06-30 |
| JPMORGAN CHASE | 2,994,533 | $27.1M | 2026-06-30 |
| IEQ CAPITAL | 2,763,569 | $24.7M | 2026-06-30 |
13F Pro Quality Score
Rank #2,124 of 2,960 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk