WLTH

Wealthfront Corp

May 18 • 09:38AM ET

11.42

+0.14 1.21 %

Technology • Software - Application • USA • Small • NASD

| Held by: VTI IWM VXF IWO SCHA VTWO IWN GABF FDFF ONEQ

Index	RUT	P/E	-	EPS (ttm)	-0.28	Insider Own	43.22%	Shs Outstand	150.31M	Perf Week	-0.90%
Market Cap	1.71B	Forward P/E	15.95	EPS next Y	0.72	Insider Trans	-11.42%	Shs Float	84.93M	Perf Month	3.22%
Enterprise Value	1.27B	PEG	-	EPS next Q	0.12	Inst Own	42.11%	Short Float	6.71%	Perf Quarter	34.47%
Income	-42.07M	P/S	4.68	EPS this Y	175.00%	Inst Trans	67.58%	Short Ratio	4.19	Perf Half Y	-
Sales	364.99M	P/B	2.79	EPS next Y	25.56%	ROA	-	Short Interest	5.70M	Perf YTD	-15.99%
Book/sh	4.09	P/C	3.78	EPS next 5Y	-	ROE	-	52W High	14.88 -23.28%	Perf Year	-
Cash/sh	3.02	P/FCF	-	EPS past 3/5Y	- -	ROIC	-6.77%	52W Low	7.20 58.56%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	29.78% -	Gross Margin	24.58%	Volatility	4.07% 4.27%	Perf 5Y	-
Dividend TTM	-	EV/Sales	3.47	EPS Y/Y TTM	-	Oper. Margin	-30.46%	ATR (14)	0.47	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.61	Sales Y/Y TTM	-	Profit Margin	-11.53%	RSI (14)	61.65	Recom	1.86
Dividend Gr. 3/5Y	- -	Current Ratio	1.61	EPS Q/Q	-544.16%	SMA20	3.04%	Beta	-	Target Price	12.58
Payout	-	Debt/Eq	0.02	Sales Q/Q	19.71%	SMA50	14.72%	Rel Volume	0.08	Prev Close	11.28
Employees	-	LT Debt/Eq	0.01	Earnings	Jun 04 AMC	SMA200	12.58%	Avg Volume	1.36M	Price	11.42
IPO	Dec 12, 2025	Option/Short	Yes / Yes	EPS/Sales Surpr.	-106.53% 4.10%	Trades		Volume	7,755	Change	1.21%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-12-26	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$9.50
Jan-06-26	Initiated	Wells Fargo	Overweight	$16.50
Jan-06-26	Initiated	RBC Capital Mkts	Outperform	$17
Jan-06-26	Initiated	KeyBanc Capital Markets	Sector Weight
Jan-06-26	Initiated	Keefe Bruyette	Outperform	$16.50
Jan-06-26	Initiated	JP Morgan	Overweight	$16
Jan-06-26	Initiated	Goldman	Neutral	$14.50
Jan-06-26	Initiated	Citizens JMP	Mkt Outperform	$20

May-14-26 04:05PM	Wealthfront to Announce Fiscal First Quarter 2027 Financial Results on June 4, 2026 (GlobeNewswire)
May-06-26 12:00PM	Exclusive: Wealthfront to launch mortgage services in Texas (Investing.com)
Apr-07-26 04:15PM	Wealthfront Reports March 2026 Monthly Metrics (GlobeNewswire) +5.36%
Mar-13-26 10:00AM	These are the 5 retirement essentials youll want to have as you age and how to save money on them (Moneywise)
07:00AM	Long-term care costs: Medicare won't pay, and the nursing home wants mom's Social Security. Can they take her money? (Moneywise)
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06:45AM	Kiyosaki warns biggest stock market crash in history arrives now and boomer savings will be wiped out. What to do (Moneywise)
Mar-12-26 04:30PM	Wealthfront Stock Drops After It Posted Mixed Earnings Results (Barrons.com) -6.19%
08:11AM	Dave Ramsey tells homeless, unemployed Ohio man with $14K debt theres no point declaring bankruptcy. Heres why (Moneywise)
07:10AM	White House update on tax refunds: Average check tops $3,700 as US taxpayers claim Trumps historic cuts. What to do (Moneywise)
07:00AM	Inflation is the skunk at the party: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare (Moneywise)
Mar-11-26 04:28PM	Wealthfront: Fiscal Q4 Earnings Snapshot (Associated Press Finance) -5.72%
04:11PM	Wealthfront Reports Fiscal Fourth Quarter and Full Year 2026 Results (GlobeNewswire)
11:01AM	My dad took out $150K to pay for my Ivy League school and never told me. He died 4 years ago am I on the hook? (Moneywise)
06:17AM	'Contrarianism is overrated': Stan Druckenmiller says invest in US stocks but hedge the dollar. Heres how (Moneywise)
Mar-10-26 07:11AM	Oregon man won $5K a week for life from PCH they went bankrupt and his income vanished. How to hold onto your wealth (Moneywise)
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Mar-09-26 05:33PM	IRS issues update to millions of Americans ahead of April 15 tax deadline are you really ready for your refund? (Moneywise)
04:01PM	The average credit card interest rate is almost 24%, trapping Americans in debt. How to negotiate for a better rate (Moneywise)
12:40PM	Big Short investor Michael Burry made a million-dollar bet on gold and won. Will the gold rush continue in 2026? (Moneywise)
12:01PM	Robert Kiyosaki predicted AI-driven massive unemployment, and 2026 might make him a prophet. Whats behind the layoffs (Moneywise)
Mar-08-26 08:15AM	We are super screwed: This couple spent a $171K inheritance in less than a year. How to make sure a windfall lasts (Moneywise)
07:35AM	BlackRock warns investing in the S&P 500 isnt enough for retirement. They recommend a strategy that prioritizes income (Moneywise)
06:50AM	How big of a nest egg do you need for $10K a month in retirement? Heres what it takes to retire at 55, 62 or 65 (Moneywise)
Mar-07-26 08:13AM	23-year-old inherited $450K, parked it and doesn't know what to do next. What Dave Ramsey says will get the 'most lift' (Moneywise)
07:05AM	Ray Dalio says America is facing a debt death spiral but you can protect your portfolio with these 3 assets (Moneywise)
Mar-06-26 10:48AM	Investors Dump Bank, Brokerage Stocks As Oil Spikes and Jobs Report Disappoints (Barrons.com)
Mar-04-26 05:17PM	Could Americans get $1,700 tariff checks soon? Trump foes push for immediate return. Do this if you get one (Moneywise)
12:37PM	Worse than 2008: Housing expert Melody Wright says the US housing market could correct soon. How to protect yourself (Moneywise)
07:47AM	The best thing to do with $50K revealed by Uncle G it gives him a multiplier with zilch chance of going to $0 (Moneywise)
Mar-03-26 01:30PM	Tony Robbins says its time to get your head out of the sand and stop making this big Social Security mistake (Moneywise)
11:59AM	American retirees are trading the 4% rule for the bucket strategy. Should you do the same to protect your retirement? (Moneywise)
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10:03AM	Cant they read in Washington?: Jim Rogers dumps US stocks due to ballooning national debt. Protect your nest egg now (Moneywise)
Mar-02-26 12:17PM	Warren Buffett reveals the big problem with Donald Trumps businesses. What to learn from the presidents mistake (Moneywise)
Feb-28-26 12:30PM	The Real Reason JPMorgan Chase Shut Down Its Robo-Advisor Services (Money Digest)
10:00AM	Robert Kiyosaki says the biggest crash in history is about to hit warns millions could lose everything (Moneywise)
Feb-27-26 08:00AM	Worried about leaving your kids with probate complications when you die? Avoid putting certain assets in a living trust (Moneywise)
Feb-26-26 08:03AM	Political scholar who fled US says Canadas cost-of-living is worse, now wants free or cheap housing. What the data says (Moneywise)
Feb-25-26 07:00AM	Once youve saved $2M for retirement, can you protect your wealth? Heres how to avoid these common money traps (Moneywise)
Feb-24-26 11:01AM	This baby boomer retirement fund statistic shocked Dave Ramseys daughter. How do your savings stack up? (Moneywise)
06:57AM	Youre living drama to drama, crisis to crisis: Dave Ramseys advice for a couple living paycheck to paycheck on $300K (Moneywise)
Feb-23-26 10:47AM	90-year-old man scammed out of $814K life savings Wells Fargo denies claim. Why you must always flag big withdrawals (Moneywise) -7.65%
Feb-22-26 09:00AM	Hedge fund billionaire Ray Dalio warned that the US is heading into very dark times. How to protect your portfolio (Moneywise)
06:11AM	Here are 4 surprising signs youre no longer middle class in America. Have you managed to climb your way up yet? (Moneywise)
Feb-21-26 08:00AM	Charlie Munger said saving $100K creates the fast track to wealth, but heres why just 20K can set you up for success (Moneywise)
06:13AM	Kevin OLeary slams Mamdani tax plan as beyond insane says NYC mayor will be Miami's top real estate agent. Act now (Moneywise)
Feb-20-26 09:00AM	$2B Powerball winner splurges 76M on mansions but experts call it a financial burden. Better ways to invest instead (Moneywise)
Feb-19-26 05:17PM	Trump sends tax refund update to Americans: 2026 checks will be substantially bigger than before. How to use it wisely (Moneywise)
04:05PM	Wealthfront to Announce Fiscal Fourth Quarter and Full Year 2026 Financial Results on March 11, 2026 (GlobeNewswire)
02:49PM	Billionaire Hedge Fund Tiger Global Is Betting Big on This 1 Stock (Barchart)
12:15PM	Kevin OLeary says this 1 rule can transform your $65K salary into millions heres how to harness his magic method (Moneywise)
Feb-18-26 12:45PM	I could pay my bills off the gold: Californians say the Gold Rush never ended and treasure is still turning up (Moneywise) +8.95%
Feb-17-26 06:30PM	Berkshire Hathaway high on Coke: Elon Musk was stunned by the investment empires Coca-Cola dividend windfall (Moneywise) +9.27%
03:02PM	Chase Coleman's Strategic Moves: Microsoft Corp Sees a -1.72% Portfolio Impact (GuruFocus.com)
12:29PM	This 73-year-old has nothing saved for retirement, but wants to buy a house. What Dave Ramsey says she should do next (Moneywise)
Feb-16-26 06:36AM	$WLTH Stock Announcement: Wealthfront Corporation Investors May Have Been Affected by Securities Violations and Are Urged to Contact BFA Law (Newsfile)
Feb-09-26 01:43PM	Why AI Chatbots Cant Be Trusted for Financial Advice: Theyre Sociopaths (The Wall Street Journal)
Feb-05-26 09:45AM	Wealthfront's Stock Is Down Nearly 40% from Its December IPO. Should Investors Jump In? (Barrons.com) -6.53%
Feb-03-26 06:33AM	Mamdani warns NYC faces fiscal crisis greater than Great Recession. His plan? Raise taxes on richest New Yorkers (Moneywise)
Feb-02-26 12:45PM	Bill Belichick made Tim Tebow turn down a $1m deal, then cut him from the Patriots. So why isnt Tebow bitter? (Moneywise)
Jan-26-26 02:49PM	Figma's IPO Is a Cautionary Tale. How AI Busted the Stock. (Barrons.com)
Jan-13-26 11:36AM	Wealthfront Stock Plunges After First Earnings Report Since IPO (Barrons.com) -16.84%
Jan-12-26 04:58PM	Wealthfront's Assets Rose to Record $92.8B. A Bull Market for Stocks Helped Earnings. (Barrons.com)
04:05PM	Wealthfront Reports Fiscal Third Quarter 2026 Results with Record Total Revenue of $93.2 Million and Net Income of $30.9 Million (GlobeNewswire)
02:00AM	Wealthfront Reports Earnings for the First Time. Why Cash Management Is in the Spotlight. (Barrons.com)
Jan-06-26 12:55PM	Wealthfront's IPO Was Lackluster. Goldman Sachs Is Still Skeptical. (Barrons.com)
Dec-31-25 04:13PM	10 People to Watch in Wealth Management in 2026 (Barrons.com)
Dec-22-25 04:05PM	Wealthfront to Announce Fiscal Third Quarter 2026 Financial Results on January 12, 2026 (GlobeNewswire)
Dec-12-25 02:47PM	Wealthfront's stock stumbled out of the gate, in a bit of bad timing for the IPO (MarketWatch)
02:06PM	Wealthfront Edges Higher in Muted Stock-Market Debut (The Wall Street Journal)
11:40AM	Wealthfront's stock indicated to start trading about 5% above its IPO price (MarketWatch)
Dec-11-25 09:00PM	Wealthfront Announces Pricing of Initial Public Offering (GlobeNewswire)
03:58PM	Wealthfront Set to Price Its IPO. What You Should Know About the Company. (Barrons.com)

Wealthfront Corp. engages in the provision of automated digital investment advisory solutions. Its products include saving, investing, borrowing, and lending. The company was founded by Andrew Samuel Rachleff and Daniel Joseph Carroll in January 2007 and is headquartered in Palo Alto, CA.

Co-Founder & Independent ChairmanMr. Andrew Samuel Rachleff

PresidentMr. David Fortunato

CFO & TreasurerMr. Alan D. Imberman

Chief Technology OfficerMr. Julien Wetterwald

Chief Legal OfficerMs. Lauren Lin

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fortunato David	CEO and President	Mar 20 '26	Option Exercise	2.45	40,816	99,999	1,796,467	Mar 24 04:25 PM
WILSON L MICHELLE	Director	Mar 15 '26	Option Exercise	0.00	2,126	0	6,377	Mar 17 05:16 PM
Schmidt Michael Reed	Director	Mar 15 '26	Option Exercise	0.00	2,125	0	2,125	Mar 17 05:15 PM
KILAR JASON	Director	Mar 15 '26	Option Exercise	0.00	40,550	0	623,075	Mar 17 05:14 PM
GOLDMAN KENNETH A	Director	Mar 15 '26	Option Exercise	0.00	17,007	0	59,655	Mar 17 05:13 PM
Bisharat Jaleh	Director	Mar 15 '26	Option Exercise	0.00	17,007	0	17,007	Mar 17 05:13 PM
RACHLEFF ANDREW S	Director	Mar 15 '26	Option Exercise	0.00	29,762	0	29,762	Mar 17 05:12 PM
Wetterwald Julien	Chief Technology Officer	Mar 15 '26	Option Exercise	0.00	81,024	0	756,260	Mar 17 05:11 PM
Lin Lauren	CLO, CCO and Secretary	Mar 15 '26	Option Exercise	0.00	40,626	0	155,897	Mar 17 05:10 PM
IYER KAL	VP, Engineering	Mar 15 '26	Option Exercise	0.00	71,577	0	290,182	Mar 17 05:09 PM
Imberman Alan	CFO and Treasurer	Mar 15 '26	Option Exercise	0.00	64,199	0	410,226	Mar 17 05:07 PM
Fortunato David	CEO and President	Mar 15 '26	Option Exercise	0.00	224,875	0	1,876,973	Mar 17 05:05 PM
Wetterwald Julien	Chief Technology Officer	Dec 23 '25	Option Exercise	2.12	169,401	358,797	675,236	Dec 29 04:23 PM
IYER KAL	VP, Engineering	Dec 23 '25	Option Exercise	1.79	55,865	99,998	218,605	Dec 29 04:19 PM
Imberman Alan	CFO and Treasurer	Dec 22 '25	Option Exercise	2.18	130,998	285,000	346,027	Dec 29 04:16 PM
Fortunato David	CEO and President	Dec 19 '25	Option Exercise	1.65	181,282	299,996	1,768,240	Dec 23 06:36 PM
WILSON L MICHELLE	Director	Dec 15 '25	Option Exercise	0.00	2,126	0	4,251	Dec 17 04:30 PM
Wetterwald Julien	Chief Technology Officer	Dec 15 '25	Option Exercise	0.00	62,026	0	537,334	Dec 17 04:28 PM
Lin Lauren	CLO, CCO and Secretary	Dec 15 '25	Option Exercise	0.00	40,623	0	135,902	Dec 17 04:27 PM
KILAR JASON	Director	Dec 15 '25	Option Exercise	0.00	23,544	0	582,525	Dec 17 04:26 PM
IYER KAL	VP, Engineering	Dec 15 '25	Option Exercise	0.00	71,573	0	199,087	Dec 17 04:24 PM
Imberman Alan	CFO and Treasurer	Dec 15 '25	Option Exercise	0.00	46,438	0	233,303	Dec 17 04:23 PM
Fortunato David	CEO and President	Dec 15 '25	Option Exercise	0.00	215,174	0	1,696,225	Dec 17 04:21 PM
TIGER GLOBAL MANAGEMENT LLC	10% Owner	Dec 15 '25	Sale	14.00	7,004,912	98,068,768	15,156,877	Dec 16 04:05 PM
WILSON L MICHELLE	Director	Dec 11 '25	Option Exercise	0.00	2,125	0	2,125	Dec 15 08:54 PM
KILAR JASON	Director	Oct 15 '25	Option Exercise	1.33	300,000	399,000	300,000	Dec 15 08:45 PM
KILAR JASON	Director	Dec 11 '25	Option Exercise	0.00	258,981	0	558,981	Dec 15 08:45 PM
GOLDMAN KENNETH A	Director	Dec 11 '25	Option Exercise	0.00	80,719	0	80,719	Dec 15 08:35 PM
GOLDMAN KENNETH A	Director	Dec 11 '25	Sale	14.00	38,071	532,994	42,648	Dec 15 08:35 PM
GOLDMAN KENNETH A	Director	Dec 11 '25	Sale	14.00	5,373	75,222	0	Dec 15 08:35 PM
Bisharat Jaleh	Director	Dec 11 '25	Option Exercise	2.91	10,000	29,100	10,000	Dec 15 08:31 PM
Bisharat Jaleh	Director	Dec 11 '25	Sale	14.00	10,000	140,000	0	Dec 15 08:31 PM
Wetterwald Julien	Chief Technology Officer	Dec 11 '25	Option Exercise	0.00	735,949	0	969,025	Dec 15 08:30 PM
Wetterwald Julien	Chief Technology Officer	Dec 11 '25	Sale	14.00	120,000	1,680,000	475,308	Dec 15 08:30 PM
Lin Lauren	CLO, CCO and Secretary	Dec 11 '25	Option Exercise	0.00	255,001	0	255,001	Dec 15 08:27 PM
Lin Lauren	CLO, CCO and Secretary	Dec 11 '25	Sale	14.00	30,229	423,206	95,279	Dec 15 08:27 PM
IYER KAL	VP, Engineering	Dec 11 '25	Option Exercise	0.00	599,835	0	599,835	Dec 15 08:24 PM
IYER KAL	VP, Engineering	Dec 11 '25	Sale	14.00	167,722	2,348,108	127,514	Dec 15 08:24 PM
Imberman Alan	CFO and Treasurer	Sep 05 '25	Option Exercise	2.45	40,000	98,000	79,411	Dec 15 08:21 PM
Imberman Alan	CFO and Treasurer	Dec 11 '25	Option Exercise	0.00	326,347	0	405,758	Dec 15 08:21 PM
Imberman Alan	CFO and Treasurer	Dec 11 '25	Sale	14.00	100,000	1,400,000	186,865	Dec 15 08:21 PM
Fortunato David	CEO and President	Dec 11 '25	Option Exercise	0.33	3,633,838	1,187,316	3,149,424	Dec 15 08:19 PM
Fortunato David	CEO and President	Dec 11 '25	Option Exercise	0.71	248,919	177,000	248,919	Dec 15 08:19 PM
Fortunato David	CEO and President	Dec 11 '25	Sale	14.00	765,154	10,712,156	1,481,051	Dec 15 08:19 PM
Fortunato David	CEO and President	Dec 11 '25	Sale	14.00	95,416	1,335,824	153,503	Dec 15 08:19 PM

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WLTH

Wealthfront Corp

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