WLTH · Wealthfront Corp
Price & Indicators
The closing range uses available history since Dec 15, 2025; less than a full year is stored.
Up next
AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $37.51M | Three Months Ended April 30, 2026 | +0.0% |
|
|
|||
| Adjusted EBITDA margin non-GAAP | 41% | Three Months Ended April 30, 2026 | — |
|
|
|||
| Adjusted free cash flow non-GAAP | $42.71M | Three Months Ended April 30, 2026 | +0.0% |
|
|
|||
| Adjusted free cash flow conversion non-GAAP | 114% | Three Months Ended April 30, 2026 | +0.0% |
|
|
|||
| Adjusted operating expenses non-GAAP | $58M | Fiscal First Quarter 2027 | — |
|
|
|||
| Annualized cash management fee rate | 0.58% | Q1'27 | +0.0% |
|
|
|||
| Annualized investment advisory fee rate | 0.21% | Q1'27 | +0.0% |
|
|
|||
| Asset-weighted cross-product adoption | 62.5% | Fiscal First Quarter 2027 | — |
| Cash Management Assets | 44.9B | Fiscal First Quarter 2027 | — |
|
|
|||
| Cash management assets (off-balance sheet), end of the period | $44.88B | Three Months Ended April 30, 2026 | — |
| Cash management average assets | $45.12B | Three Months Ended April 30, 2026 | — |
| Cash management net deposits | -$477M | Three Months Ended April 30, 2026 | — |
| Funded Accounts | 1.9M | Fiscal First Quarter 2027 | — |
|
|
|||
| Funded Clients | 1.46M | Fiscal First Quarter 2027 | — |
|
|
|||
| Investment Advisory Assets | 51.7B | Fiscal First Quarter 2027 | — |
|
|
|||
| Investment advisory assets (off-balance sheet), end of the period | $51.72B | Three Months Ended April 30, 2026 | — |
| Investment advisory average assets | $50.23B | Three Months Ended April 30, 2026 | — |
| Investment advisory net deposits | $1.03B | Three Months Ended April 30, 2026 | — |
| Net deposits | $554M | Q1'27 | +0.0% |
|
|
|||
| Platform assets | $96.6B | Q1'27 | +0.0% |
|
|
|||
| Total Net Deposits | 0.6B | Fiscal First Quarter 2027 | — |
|
|
|||
| Total Platform Assets | 96.6B | Fiscal First Quarter 2027 | — |
|
|
|||
| Free cash flow non-GAAP | $151.05M | Twelve Months Ended January 31, 2026 | — |
|
|
|||
| Free cash flow conversion non-GAAP | 88% | Twelve Months Ended January 31, 2026 | — |
| Free cash flow conversion ratio non-GAAP | 93% | Nine Months Ended October 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WLTH
this stock
Wealthfront Corp
|
$1.37B | -32.6% | +18.2% | — | 5.0% |
|
SAP
Sap SE
|
$249.56B | -10.6% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$188.60B | -8.6% | +30.1% | 98.4 | 1.6% |
|
CRM
Salesforce, Inc.
|
$168.25B | -21.0% | +25.9% | 23.8 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$160.44B | -3.9% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WLTH | -3.1% | +2.0% | +10.4% | -3.5% | -32.6% |
| SPY | -2.0% | +3.3% | +11.2% | +2.1% | +11.8% |
| vs SPY | -1.1% | -1.3% | -0.8% | -5.6% | -44.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.