1.Sales and profit
See section β- Wealthfront Corp had $365M of revenue in fiscal 2026, up 18.2% on the year before.
- Wealthfront Corp lost $42.1M in fiscal 2026.
Wealthfront Corp
WLTH Nasdaq Finance Services Financials FY2024βFY2026
Wealthfront Corp had $365M of revenue in fiscal 2026, up 18.2% on the year before.
- Today
- 1.0%
- Previous close
- $10.74
- Market cap
- $1.9B
- P/E
- β
- Day range
-
$10.44 $10.86
- 52-week range
-
$7.20 $14.19
Last close Β· Oct 27, 2026
$10.63
+$2.31 (+27.69%) past year
KIRAβs summary AI analyst
Hi! I read Wealthfront Corpβs latest annual report (fiscal 2026). Here is what stands out:
2 strengths 2 to watch
2.Cash and shareholders
See section β- Wealthfront Corp returned $0.5M to shareholders in fiscal 2026. The diluted share count fell 59.0%.
- In the last 12 months, insiders sold $123M of shares on the open market and bought none.
3.Financial health
See section β- Wealthfront Corp has $441M more cash than debt.
- Wealthfront Corp passes 3 of 8 financial health tests (Piotroski F-score).
Wealthfront Corp in 30 seconds
Good So-so Weak
Good
Are sales growing?
+18.2%
Yes. Sales grew 18.2% last year.
Weak
Does it make a profit?
β11.5%
No. It lost money last year.
Weak
How healthy are the accounts?
3 / 8
Weak. It passes 3 of 8 health tests.
For information
How is the share priced?
β
No P/E: it made no profit over the last four quarters.
Rules of thumb on reported numbers. A starting point, not a recommendation.
Key numbers, fiscal 2026
Market cap
Last close times the latest diluted share count, so it is approximate.
$1.9B
Oct 27 close
P/E
Last close divided by diluted earnings per share over the last four quarters.
β
On β$1.01 EPS (TTM)
Charts by
Sales and profit
Is it selling more, and how much does it keep?
Revenue and margins
KIRA summarises the numbers
-
Wealthfront Corp had $365M of revenue in fiscal 2026, up 18.2% on the year before.
Revenue
FY24
Revenue $217M
FY25
Revenue $309M
FY26
Revenue $365M
Revenue
Q3 '25
Revenue $80.3M
Q4 '25
Revenue $82.7M
Q1 '26
Revenue $84.5M
Q2 '26
Revenue $91.1M
Q3 '26
Revenue $93.2M
Q4 '26
Revenue $96.1M
Q1 '27
Revenue $90.5M
Q2 '27
Revenue $91.9M
Margins, % of revenue
FY24
Gross 89.4%
Operating β
Net 35.5%
FCF β
FY25
Gross 90.0%
Operating β
Net 63.0%
FCF β
FY26
Gross 89.6%
Operating β
Net β11.5%
FCF β
Gross
Operating
Net
FCF
Margins, % of revenue
Q3 '25
Gross 90.1%
Operating β
Net 37.4%
FCF β
Q4 '25
Gross 89.7%
Operating β
Net 38.8%
FCF β
Q1 '26
Gross 89.7%
Operating β
Net 30.7%
FCF β
Q2 '26
Gross 89.5%
Operating β
Net 38.1%
FCF β
Q3 '26
Gross 89.1%
Operating β
Net 33.1%
FCF β
Q4 '26
Gross 90.0%
Operating β
Net β139.0%
FCF β
Q1 '27
Gross 89.0%
Operating β
Net 14.2%
FCF β
Q2 '27
Gross 88.3%
Operating β
Net 19.3%
FCF β
Gross
Operating
Net
FCF
In plain words: Revenue is all the money customers paid. The margins show how many cents of each dollar of sales are left over at each step: after making the product (gross), after running the business (operating) and after everything, tax included (net).
Net income and earnings per share
Loss periods are shown in red.
KIRA summarises the numbers
-
Wealthfront Corp lost $42.1M in fiscal 2026.
Net income
FY24
Net income $77.0M
FY25
Net income $194M
FY26
Net income β$42.1M
Net income
Q3 '25
Net income $30.0M
Q4 '25
Net income $32.1M
Q1 '26
Net income $25.9M
Q2 '26
Net income $34.7M
Q3 '26
Net income $30.9M
Q4 '26
Net income β$134M
Q1 '27
Net income $12.8M
Q2 '27
Net income $17.8M
Diluted EPS
FY24
Diluted EPS $0.54
FY25
Diluted EPS $1.31
FY26
Diluted EPS β$0.76
Diluted EPS
Q3 '25
Diluted EPS $0.22
Q4 '25
Diluted EPS β
Q1 '26
Diluted EPS $0.18
Q2 '26
Diluted EPS $0.24
Q3 '26
Diluted EPS $0.21
Q4 '26
Diluted EPS β$1.39
Q1 '27
Diluted EPS $0.07
Q2 '27
Diluted EPS $0.10
In plain words: Net income is the profit left after every cost and tax. Earnings per share (EPS) splits that profit across every share, so it shows what one share earned.
Cash and shareholders
How much cash comes in, and where does it go?
Cash flow
Cash from operations minus capital spending.
Free cash flow
FY24
Free cash flow β
FY25
Free cash flow β
FY26
Free cash flow β
Cash from operations vs capital spending
FY24
Cash from operations $72.9M
Capital spending β
FY25
Cash from operations $123M
Capital spending β
FY26
Cash from operations $152M
Capital spending β
Cash from operations
Capital spending
Cash from operations vs capital spending
Q3 '25
Cash from operations β
Capital spending β
Q4 '25
Cash from operations $19.9M
Capital spending β
Q1 '26
Cash from operations $38.5M
Capital spending β
Q2 '26
Cash from operations $38.9M
Capital spending β
Q3 '26
Cash from operations $41.5M
Capital spending β
Q4 '26
Cash from operations $33.3M
Capital spending β
Q1 '27
Cash from operations $22.7M
Capital spending β
Q2 '27
Cash from operations $47.3M
Capital spending β
Cash from operations
Capital spending
In plain words: Profit on paper is not the same as cash in the bank. Free cash flow is the cash left after paying to run and maintain the business: the money it can hand back to shareholders, save or invest.
Dividends, buybacks and share count
KIRA summarises the numbers
-
Wealthfront Corp returned $0.5M to shareholders in fiscal 2026.
The diluted share count fell 59.0%.
Dividends and buybacks
FY24
Dividends β
Buybacks $0.0M
FY25
Dividends β
Buybacks $37.0M
FY26
Dividends β
Buybacks $0.5M
Dividends
Buybacks
Dividends and buybacks
Q3 '25
Dividends β
Buybacks β
Q4 '25
Dividends β
Buybacks $13.6M
Q1 '26
Dividends β
Buybacks $0.2M
Q2 '26
Dividends β
Buybacks $0.0M
Q3 '26
Dividends β
Buybacks $0.0M
Q4 '26
Dividends β
Buybacks $0.2M
Q1 '27
Dividends β
Buybacks $28.3M
Q2 '27
Dividends β
Buybacks $31.8M
Dividends
Buybacks
Diluted shares outstanding (annual)
FY24
Diluted shares 0.14B
FY25
Diluted shares 0.14B
FY26
Diluted shares 0.06B
In plain words: Companies hand cash back in two ways: dividends (cash paid to shareholders) and buybacks (buying back their own shares, so each remaining share owns a bigger slice).
Insider trades
Open-market purchases and sales by officers, directors and 10% owners, from Form 4 filings. βPlanβ marks trades under a pre-arranged Rule 10b5-1 plan.
KIRA summarises the numbers
-
In the last 12 months, insiders sold $123M of shares on the open market and bought none.
Bought, 12 months
$0.0M
0 insiders
Sold, 12 months
$123M
9 insiders
Of sales under plans
3%
$3.4M
| Date | Insider | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Lauren LinCLO, CCO and Secretary | Sold plan | 4,574 | $10.10 | $0.0M | Form 4 |
| Sep 17, 2026 | Alan ImbermanCFO and Treasurer | Sold plan | 76,540 | $10.10 | $0.8M | Form 4 |
| Sep 17, 2026 | David FortunatoCEO and President, Director | Sold plan | 50,000 | $10.14 | $0.5M | Form 4 |
| Sep 17, 2026 | Kal IyerVP, Engineering | Sold plan | 26,738 | $10.11 | $0.3M | Form 4 |
| Sep 17, 2026 | Julien WetterwaldChief Technology Officer | Sold plan | 26,138 | $10.10 | $0.3M | Form 4 |
| Sep 16, 2026 | Alan ImbermanCFO and Treasurer | Sold | 6,292 | $10.19 | $0.1M | Form 4 |
| Sep 16, 2026 | Lauren LinCLO, CCO and Secretary | Sold | 4,995 | $10.19 | $0.1M | Form 4 |
| Sep 16, 2026 | David FortunatoCEO and President, Director | Sold | 28,914 | $10.19 | $0.3M | Form 4 |
| Sep 16, 2026 | Kal IyerVP, Engineering | Sold | 10,408 | $10.19 | $0.1M | Form 4 |
| Sep 16, 2026 | Julien WetterwaldChief Technology Officer | Sold | 8,130 | $10.19 | $0.1M | Form 4 |
| Sep 15, 2026 | Alan ImbermanCFO and Treasurer | Sold | 20,304 | $10.73 | $0.2M | Form 4 |
| Sep 15, 2026 | Lauren LinCLO, CCO and Secretary | Sold | 16,117 | $10.73 | $0.2M | Form 4 |
| Sep 15, 2026 | L Michelle WilsonDirector | Sold plan | 638 | $10.55 | $0.0M | Form 4 |
| Sep 15, 2026 | Kal IyerVP, Engineering | Sold | 33,583 | $10.73 | $0.4M | Form 4 |
| Sep 15, 2026 | Julien WetterwaldChief Technology Officer | Sold | 26,231 | $10.73 | $0.3M | Form 4 |
| Sep 15, 2026 | David FortunatoCEO and President, Director | Sold | 93,289 | $10.73 | $1.0M | Form 4 |
| Sep 10, 2026 | Kenneth A GoldmanDirector | Sold plan | 10,000 | $10.00 | $0.1M | Form 4 |
| Aug 17, 2026 | Julien WetterwaldChief Technology Officer | Sold plan | 15,263 | $9.16 | $0.1M | Form 4 |
| Jul 15, 2026 | Julien WetterwaldChief Technology Officer | Sold plan | 15,264 | $9.36 | $0.1M | Form 4 |
| Jul 7, 2026 | Jaleh BisharatDirector | Sold plan | 8,503 | $9.50 | $0.1M | Form 4 |
| Jul 6, 2026 | Jaleh BisharatDirector | Sold plan | 8,504 | $9.39 | $0.1M | Form 4 |
| Jun 17, 2026 | Julien WetterwaldChief Technology Officer | Sold plan | 39,810 | $8.46 | $0.3M | Form 4 |
| Jun 17, 2026 | Kal IyerVP, Engineering | Sold plan | 28,498 | $8.46 | $0.2M | Form 4 |
| Jun 17, 2026 | Lauren LinCLO, CCO and Secretary | Sold plan | 4,840 | $8.45 | $0.0M | Form 4 |
| Jun 15, 2026 | Kal IyerVP, Engineering | Sold plan | 45,772 | $8.92 | $0.4M | Form 4 |
| Jun 15, 2026 | L Michelle WilsonDirector | Sold plan | 638 | $9.12 | $0.0M | Form 4 |
| Dec 15, 2025 | Tiger Global PIP Management X, Ltd.10% owner | Sold | 7,004,912 | $14.00 | $98.1M | Form 4 |
| Dec 11, 2025 | Jaleh BisharatDirector | Sold | 10,000 | $14.00 | $0.1M | Form 4 |
| Dec 11, 2025 | Lauren LinCLO, CCO and Secretary | Sold | 30,229 | $14.00 | $0.4M | Form 4 |
| Dec 11, 2025 | Kenneth A GoldmanDirector | Sold | 43,444 | $14.00 | $0.6M | Form 4 |
| Dec 11, 2025 | Julien WetterwaldChief Technology Officer | Sold | 120,000 | $14.00 | $1.7M | Form 4 |
| Dec 11, 2025 | David FortunatoCEO and President, Director | Sold | 860,570 | $14.00 | $12.0M | Form 4 |
| Dec 11, 2025 | Alan ImbermanCFO and Treasurer | Sold | 100,000 | $14.00 | $1.4M | Form 4 |
| Dec 11, 2025 | Kal IyerVP, Engineering | Sold | 167,722 | $14.00 | $2.3M | Form 4 |
In plain words: Insiders are the people who run or own a big part of the company. Buying with their own money can signal confidence; selling often has personal reasons, like taxes or diversifying.
Financial health
Can it carry its debts, and how well does it use its money?
Balance sheet
Cash, debt and the ratios that show how comfortably Wealthfront Corp can carry it.
KIRA summarises the numbers
-
Wealthfront Corp has $441M more cash than debt.
Cash vs debt (incl. leases)
FY24
Cash $86.7M
Debt β
FY25
Cash $143M
Debt β
FY26
Cash $441M
Debt $0.2M
Cash
Debt
| Fiscal year end | FY24 | FY25 | FY26 |
|---|---|---|---|
| Cash and short-term investments | $86.7M | $143M | $441M |
| Debt incl. finance leases | β | β | $0.2M |
| Debt / equity | β | β | 0.0x |
| Current ratio | β | 2.0x | 1.6x |
| Quick ratio | β | 2.0x | 1.6x |
| Total assets | β | $435M | $1.4B |
| Total liabilities | β | $193M | $801M |
| Shareholders' equity | β$181M | $15.3M | $615M |
| Net debt (β = net cash) | β | β | β$441M |
In plain words: What the company owns and what it owes. More cash than debt is a cushion for bad times; a lot of debt leaves less room when business slows down.
Returns on capital
After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Return on capital, equity and assets (annual)
FY24
Return on capital β
Return on equity β
Return on assets β
FY25
Return on capital β
Return on equity β
Return on assets 44.7%
FY26
Return on capital β
Return on equity β13.4%
Return on assets β4.5%
Return on capital
Return on equity
Return on assets
In plain words: How much profit the business makes on the money put into it. A higher percentage means each dollar invested works harder.
Piotroski F-score
Nine pass/fail tests of profitability, funding and efficiency. 8β9 is strong, 0β2 weak.
KIRA summarises the numbers
-
Wealthfront Corp passes 3 of 8 financial health tests (Piotroski F-score).
| Test | FY24 | FY25 | FY26 |
|---|---|---|---|
| Net income is positive | β | β | β |
| Cash from operations is positive | β | β | β |
| Return on assets rose | β | β | β |
| Cash from operations exceeds net income | β | β | β |
| Debt fell relative to assets | β | β | β |
| Current ratio rose | β | β | β |
| Share count didn't rise | β | β | β |
| Gross margin rose | β | β | β |
| Revenue rose relative to assets | β | β | β |
| F-score | β / 3 | β / 5 | 3 / 8 |
| Accruals ratio | β | 16.4% | β21.0% |
| Altman Z'' | β | β | β |
In plain words: Nine yes/no tests of financial health, one point each. A green tick is a pass: 7 to 9 points is solid, 0 to 3 is weak.
All figures
Every number, year by year.
3 years of figures
Amounts in USD. Hover a ratioβs name for its definition.
| Fiscal year | FY24 | FY25 | FY26 |
|---|---|---|---|
| Income statement | |||
| Revenue | $217M | $309M | $365M |
| Gross profit | $194M | $278M | $327M |
| Research and development | $57.6M | $64.5M | $212M |
| Interest expense | $2.0M | $2.8M | $0.9M |
| Pretax income | $78.6M | $139M | β$101M |
| Income tax | $1.6M | β$55.2M | β$59.2M |
| Net income | $77.0M | $194M | β$42.1M |
| Net income to common | $77.0M | $194M | β$42.1M |
| Diluted EPS | $0.54 | $1.31 | β$0.76 |
| Diluted shares | 0.14B | 0.14B | 0.06B |
| Cash flow | |||
| Cash from operations | $72.9M | $123M | $152M |
| Depreciation and amortization | $6.0M | $6.2M | $7.4M |
| Stock-based compensation | $11.8M | $9.4M | $260M |
| Share buybacks | $0.0M | $37.0M | $0.5M |
| Dividends and buybacks | $0.0M | $37.0M | $0.5M |
| Balance sheet | |||
| Cash and short-term investments | $86.7M | $143M | $441M |
| Total debt | β | β | $0.2M |
| Current assets | β | $346M | $1.3B |
| Current liabilities | β | $173M | $793M |
| Property and equipment, net | β | $14.7M | $7.8M |
| Total assets | β | $435M | $1.4B |
| Total liabilities | β | $193M | $801M |
| Shareholders' equity | β$181M | $15.3M | $615M |
| Margins | |||
| Gross margin | 89.4% | 90.0% | 89.6% |
| Net margin | 35.5% | 63.0% | β11.5% |
| Returns | |||
| Return on equity | β | β | β13.4% |
| Return on assets | β | 44.7% | β4.5% |
| Return on tangible equity | β | 1,267.7% | β6.8% |
| Growth | |||
| Revenue growth | β | 42.5% | 18.2% |
| Net income growth | β | 152.6% | β121.6% |
| EPS growth | β | 142.6% | β158.0% |
| Share count change | β | β3.6% | β59.0% |
| Financial health | |||
| Debt / equity | β | β | 0.0x |
| Current ratio | β | 2.0x | 1.6x |
| Quick ratio | β | 2.0x | 1.6x |
| Capital allocation | |||
| Stock comp / revenue | 5.5% | 3.0% | 71.2% |
| Quality scores | |||
| Piotroski F-score | β | β | 3.0 |
| Accruals ratio | β | 16.4% | β21.0% |
In plain words: Every number we have, year by year. Download it as a spreadsheet if you want to dig deeper.
Source: SEC EDGAR XBRL filings (CIK 0001524566). Data updated October 24, 2026. Quarterly fourth quarters are the full year minus the first nine months. For information only β not investment advice. Check the original filings before relying on any figure.