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SEC EDGAR: CIK 1524566WLTH stock profile & AI dashboard →

13F Pro Quality Score

40.0/100

Rank #2,123 of 2,961 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
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WLTH Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WEALTHFRONT CORP (WLTH), 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 #2,123 of 2,961 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. WEALTHFRONT CORP's 13F Pro composite quality score has ranged between 40 and 43 since 2026, currently 40.0 — a declining long-term trajectory across 14 quarterly and live scoring snapshots.

Fun facts about WEALTHFRONT CORP

Quirks, history, and lore behind WLTH — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A U.S. financial services company operating in the digital wealth management space, listed on the OTC markets in the Financials sector.
  • 2
    The Numbers
    Targets everyday investors with low minimum balances and fee structures well below what a traditional human advisor would charge — the whole pitch is more return, less friction.
  • 3
    The History
    Born out of the Silicon Valley fintech boom, it was among the early wave of companies arguing that a software algorithm could manage your portfolio better — and cheaper — than a person in a suit.
  • 4
    The Secret
    Its bread and butter is automated tax-loss harvesting — quietly selling losers to offset your gains so Uncle Sam gets a smaller slice of your pie.
  • 5
    The Lore
    The company famously turned down a UBS acquisition offer early on, betting it could go bigger as an independent, and later attracted interest from UBS again in a deal that ultimately fell through.
  • 6
    The Giveaway
    It's the robo-advisor that manages your whole financial life — investments, savings, financial planning — on autopilot, with a name that basically tells you exactly what it promises to grow.
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Revenue

Q1 2026

$90.5M

Net Income

Q1 2026

$12.8M

ROIC

Q1 2026

11.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+18.2% YoY
$365.0MFY 2026
FY23 FY24 $216.7MFY25 $308.9MFY26 $365.0M

Net Income

-121.6% YoY
$-42.1MFY 2026
FY23 FY24 $77.0MFY25 $194.4MFY26 $-42.1M

EPS (Diluted)

-158.0% YoY
$-0.76FY 2026
FY23 FY24 $0.54FY25 $1.31FY26 $-0.76

Total Assets

+225.3% YoY
$1.42BFY 2026
FY23 FY24 FY25 $435.2MFY26 $1.42B

Op. Cash Flow

+23.6% YoY
$152.2MFY 2026
FY23 FY24 $72.9MFY25 $123.2MFY26 $152.2M

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Available Research

13F Pro tracks comprehensive data for WEALTHFRONT CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of WLTH

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Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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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. WLTH is classified as a small company.

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.