WLTH · Wealthfront Corp
Price & Indicators
The closing range uses available history since Dec 15, 2025; less than a full year is stored.
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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 BuyIllustrative 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 |
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| Adjusted EBITDA non-GAAP | $37.51M | Three Months Ended April 30, 2026 | +0.0% |
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| Adjusted EBITDA margin non-GAAP | 41% | Three Months Ended April 30, 2026 | — |
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| Adjusted free cash flow non-GAAP | $42.71M | Three Months Ended April 30, 2026 | +0.0% |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 22.68M
-985K Less: Capital expenditures
+21.01M Add: Change in temporary client funding receivables
= Adjusted free cash flow 42.71M
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| Adjusted free cash flow conversion non-GAAP | 114% | Three Months Ended April 30, 2026 | +0.0% |
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| Adjusted operating expenses non-GAAP | $58M | Fiscal First Quarter 2027 | — |
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| Annualized cash management fee rate | 0.58% | Q1'27 | +0.0% |
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| Annualized investment advisory fee rate | 0.21% | Q1'27 | +0.0% |
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| Asset-weighted cross-product adoption | 62.5% | Fiscal First Quarter 2027 | — |
| Cash Management Assets | 44.9B | Fiscal First Quarter 2027 | — |
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| 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 | — |
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| Funded Clients | 1.46M | Fiscal First Quarter 2027 | — |
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| Investment Advisory Assets | 51.7B | Fiscal First Quarter 2027 | — |
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| 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 | — |
| Total Net Deposits | 0.6B | Fiscal First Quarter 2027 | — |
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| Total Platform Assets | 96.6B | Fiscal First Quarter 2027 | — |
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| Cash management | $45.36B | Twelve Months Ended January 31, 2026 | — |
| Free cash flow non-GAAP | $151.05M | Twelve Months Ended January 31, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 152.19M
-1.14M Capital expenditures
= Free cash flow 151.05M
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| Free cash flow conversion ratio non-GAAP | 88% | twelve months ended January 31, 2026 | — |
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| Funded accounts (# in thousands) | 1.84M | Twelve Months Ended January 31, 2026 | — |
| Funded clients (# in thousands) | 1.42M | Twelve Months Ended January 31, 2026 | — |
| Investment advisory | $48.75B | Twelve Months Ended January 31, 2026 | — |
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 |
|---|---|---|---|---|---|
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WLTH
this stock
Wealthfront Corp
|
$1.39B | -30.8% | +18.2% | — | 4.2% |
|
SAP
Sap SE
|
$254.76B | -8.9% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$197.14B | -4.1% | +30.1% | 102.8 | 1.2% |
|
CRM
Salesforce, Inc.
|
$169.23B | -4.9% | +25.9% | 18.8 | 3.2% |
|
UBER
Uber Technologies, Inc
|
$160.32B | -5.8% | +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 | +2.7% | -0.5% | +10.8% | -0.8% | -30.8% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +1.6% | -4.5% | -3.8% | -4.1% | -43.8% |
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.