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WLTH

Wealthfront Corp
$8.99 -0.48 (-5.07%) At close · Jul 8
Market Cap
$1.34B
Shares
149,361,216

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.99 Open$9.25 Day$8.61–9.36 52W$7.20–14.75 Avg vol 30d2.2M Short int7.0M · 4.7% float · 2.5d Short vol76% Last earningsJun 4, 2026 DataDec 2025–Jul 2026 Filing10-Q · Jun 12
Equibles Rating blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 50-day avg −13%
below
RSI (14) 44
neutral
MACD trend Positive
52-week position 24%
mid-range
Volume (OBV) Bearish div.
distributing
Momentum
relative strength
Weak
1-month return +7%
trailing
6-month return −14%
trailing
YTD return −34%
this year
Relative strength −22%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50/200-day averages unavailable
Institutional flow Accumulating
1 of 100 funds reported for Jun 30 · net +71.5K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.71% of float · ▲ +32.7% MoM · 2.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
100 holders — 13F breadth
Squeeze score 50
elevated · 0–100
Fundamentals
Strong
Revenue growth +18%
Y/Y
EPS growth −158%
Y/Y
Buyback $100.0M
authorized
Balance sheet $440.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 66%
annualized · 1-yr
Max drawdown −48%
past year
ATR 6.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Aug 15, 2026 Est · unconfirmed · in 5 wks
FQ2-27 quarter ends
~Jul 31, 2026 Est
Latest filing: 10-Q
filed Jun 12, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 50-day avg
      −13% Bearish
      RSI (14)
      44 Neutral
      MACD trend
      Positive Bullish
      52-week position
      24% Neutral
      Volume (OBV)
      Bearish div. Bearish
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50/200-day averages unavailable
      Institutional flow Accumulating
      1 of 100 funds reported for Jun 30 · net +71.5K sh shares
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      4.71% of float · ▲ +32.7% MoM · 2.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      100 holders — 13F breadth
      Price context
      position in its 52-week range
      52-wk low $7 Now $9 · 24% 52-wk high $15
      vs 50-day avg -13%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted free cash flow conversion (%) non-GAAP 114% Q1 FY2027 —
      Total Net Deposits 0.6B Q1 FY2027 —
      adjusted EBITDA non-GAAP $37.5M fiscal first quarter 2027 call —
      adjusted operating expenses non-GAAP $58M fiscal first quarter 2027 call —
      annualized cash management fee rate 58 fiscal first quarter 2027 call —
      annualized investment advisory fee rate 21 fiscal first quarter 2027 call —
      asset-weighted cross-product adoption 63% as of May end call —
      average cash management balances 45.1B fiscal first quarter 2027 call —
      average investment advisory balances 50.2B fiscal first quarter 2027 call —
      cash management net withdrawals in April 577M April 2026 call —
      combined tax payments from Wealthfront cash accounts and linked external accounts 3B tax season March and April 2026 call —
      new account openings from cross-product adoption incentive 4,000 since early March launch call —
      Rule of 40 non-GAAP 49 fiscal first quarter 2027 call —
      run rate annualized cash management fee rate 54 as of May end call —
      run rate annualized cash management fee rate on EFFR neutral basis 56 as of May end call —
      tax payments directly paid from Wealthfront cash accounts 500M tax season 2026 call —
      Free cash flow non-GAAP $41.3M Fiscal Third Quarter 2026 —
      Free cash flow conversion ratio non-GAAP 94% Fiscal Third Quarter 2026 —

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Software - Application — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WLTH
      Wealthfront Corp
      this stock
      		$1.34B -33.8% — — 4.7%
      SAP
      Sap SE
      		 $185.59B -35.2% — — 0.9%
      SHOP
      Shopify Inc.
      		 $154.71B -25.9% +26.1% 116.9 1.6%
      UBER
      Uber Technologies, Inc
      		 $151.31B -9.0% +18.3% 18.4 2.7%
      CRM
      Salesforce, Inc.
      		 $136.43B -37.1% +25.9% 19.3 7.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      100
      % held
      64.9%
      Reported
      1 of 100
      Top holder
      TIGER GLOBAL MANAGEMENT L…
      Held Float
      View
      Held by Funds
      Fund positions
      113
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      7.0M
      Days to cover
      2.5d
      Change
      +1.7M sh
      View
      Short Volume
      Short vol %
      76%
      As of
      Jul 8, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      7
      Value
      $63
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      43.9%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $365.0M
      Net income (FY)
      $-42.1M
      EPS diluted
      $-0.76
      View
      Buybacks
      Authorized
      $100.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 24, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $155.4K
      Shares
      17.0K
      Filed
      Jul 6, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jun 10, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      WLTH +0.6% +6.9% -14.1% +0.6% -33.9%
      SPY -0.2% +0.8% +7.4% -0.2% +9.3%
      vs SPY +0.7% +6.1% -21.6% +0.7% -43.2%

      Capital returns

      Buyback program · as of Mar 9, 2026
      Authorized
      $100.00M
      Spent (derived)
      —
      Remaining
      —

      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.

      Key facts CIK 1524566 CUSIP 947002101 13F (30d) 1 filings 1 filers Visit website Investor relations

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