WEALTHFRONT CORP(WLTH)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Not in ranked universe
Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
WLTH Stock Analysis & AI Quality Score
AI stock analysis and institutional research for WEALTHFRONT CORP (WLTH), a Financials sector company. WLTH is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2027), WEALTHFRONT CORP reports quarterly revenue of $90.5M, net income of $12.8M, free cash flow of $22.7M. Top institutional holders of WLTH by reported 13-F value include TIGER GLOBAL MANAGEMENT, DAG Ventures,, Ribbit Management Company,, 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.
Revenue
Q1 2027
$90.5M
Net Income
Q1 2027
$12.8M
Free Cash Flow
Q1 2027
$22.7M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+68.4% YoYNet Income
-154.7% YoYEPS (Diluted)
-240.7% YoYTotal Assets
Op. Cash Flow
+108.7% YoY| Metric | FY 2026 | FY 2024 | FY 2023 |
|---|---|---|---|
| Revenue | $365.0M +68.4% | $216.7M | — |
| Net Income | $-42.1M -154.7% | $77.0M | — |
| EPS (Diluted) | $-0.76 -240.7% | $0.54 | — |
| Total Assets | $1.42B | — | — |
| Operating Cash Flow | $152.2M +108.7% | $72.9M | — |
AI Insight: WLTH Financial Trends
Revenue declined 6% Q1-to-Q2 2026 while net income swung from -$134M loss to $13M profit, but operating cash flow weakened.
• Q1 2026 net loss of $134M reversed to $13M profit in Q2 2026, signaling operational turnaround.
• Revenue fell from $96M (Q1 2026) to $90M (Q2 2026), a 6% sequential decline.
• Operating cash flow contracted from $33M to $23M between Q1 and Q2 2026.
⚠ Sustainability of Q2 profitability unclear given concurrent revenue decline and cash flow compression.
⚠ Equity nearly quintupled from $125M (Q4 2025) to $615M (Q1 2026)—clarify source of capital injection.
AI Insight: WLTH Ratio Trends
Wealthfront swung from severe Q1 losses to profitability in Q2 2026, with operating margin reaching 19.3% and ROIC at 11.3%.
• Net profit margin rebounded from -139.0% in Q1 2026 to 14.2% in Q2 2026, signaling return to profitability.
• Operating margin stabilized at 19.3% in Q2 2026 after Q1 disruption, demonstrating cost discipline.
• ROIC of 11.3% in Q2 2026 reflects capital efficiency recovery from Q1's negative returns.
⚠ Q1 2026 saw -139% NPM, -87% ROE, -37.8% ROA—magnitude and cause of loss warrant clarification.
⚠ Limited trailing data; single quarter of normalized metrics insufficient to confirm sustainable turnaround.
Get alerted when WLTH's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for WEALTHFRONT CORP including:
Top Institutional Holders of WLTH
TIGER GLOBAL MANAGEMENT LLC
$140.2M15,156,877 shDAG Ventures, LLC
$127.8M13,813,474 shRibbit Management Company, LLC
$91.1M9,848,159 shIndex Venture Associates VI Ltd
$87.5M9,460,434 shBlackRock, Inc.
$75.0M8,108,540 shWELLINGTON MANAGEMENT GROUP LLP
$44.1M4,767,041 shFMR LLC
$28.9M3,118,920 shNorth Reef Capital Management LP
$26.7M2,885,257 shCITADEL ADVISORS LLC
$17.8M1,921,790 shVANGUARD CAPITAL MANAGEMENT LLC
$15.3M1,650,461 sh
| Fund | Value | Shares |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $140.2M | 15,156,877 |
| DAG Ventures, LLC | $127.8M | 13,813,474 |
| Ribbit Management Company, LLC | $91.1M | 9,848,159 |
| Index Venture Associates VI Ltd | $87.5M | 9,460,434 |
| BlackRock, Inc. | $75.0M | 8,108,540 |
| WELLINGTON MANAGEMENT GROUP LLP | $44.1M | 4,767,041 |
| FMR LLC | $28.9M | 3,118,920 |
| North Reef Capital Management LP | $26.7M | 2,885,257 |
| CITADEL ADVISORS LLC | $17.8M | 1,921,790 |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.3M | 1,650,461 |
More Financials Companies
View all Financials →Put WLTH on your watchlist
Track score changes the day WEALTHFRONT CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is WLTH a good stock to buy?
13F Pro's AI-powered analysis of WEALTHFRONT CORP (WLTH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WLTH are available on the WLTH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WLTH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WLTH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WEALTHFRONT CORP's investment landscape.