WLTH
WEALTHFRONT CORP
$8.96
+1.59%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$407.1M
Inst. Activity11 buys / 7 sells
Insider Activity0B / 1S
Insider Net $-$10.7M
SEC Reports4
Recent Activity
Jun 4, 2026
SEC
Wealthfront reported F1Q27 revenue of $90.5M (+7% YoY), missing the $91.8M consensus, and GAAP diluted EPS of $0.07, wel
8-K — Impact 6/10
Jun 4, 2026
SEC
Wealthfront reported Q1 FY2027 GAAP diluted EPS of $0.07, a steep 929.8% miss vs the $0.16 consensus, though the Street-
PRESS-RELEASE — Impact 6/10
May 11, 2026
SEC
Wealthfront Corp filed DEFA14A definitive additional proxy soliciting materials on May 11, 2026. The filing is routine n
DEFA14A — Impact 2/10
Mar 20, 2026
Insider
Fortunato David acquired via exercise 40,816 shares
CEO and President @ $2.45 ($100.0K)
Mar 16, 2026
Insider
IYER KAL surrendered for taxes 25,805 shares
VP, Engineering @ $7.86 ($202.8K)
Mar 16, 2026
Insider
Lin Lauren surrendered for taxes 14,707 shares
CLO, CCO and Secretary @ $7.86 ($115.6K)
Inst.
BlackRock, Inc. — ADD
8,108,540 shares ($75.0M)
Inst.
BANK OF AMERICA CORP — DOUBLED
743,163 shares ($6.9M)
Price Targets
$13.00
+45.1% upside
Strong Buy
Current $8.96
Low $11.00
Median $12.50
High $17.00
6 analysts
$11.00
$17.00
Analyst Ratings
2Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Jun 5, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Jun 5, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 4, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Mar 16, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.17 ▼ -1.0% | $0.16 — $0.18 | 4 | |
| Next Q | $0.17 ▼ -6.3% | $0.16 — $0.19 | -33% YoY | 4 |
| Current FY | $0.68 ▼ -2.4% | $0.66 — $0.70 | -43% YoY | 4 |
| Next FY | $0.80 | $0.74 — $0.86 | 17% YoY | 4 |
Latest Reports
BEARISH
8-K
6/10
Wealthfront reported F1Q27 revenue of $90.5M (+7% YoY), missing the $91.8M consensus, and GAAP diluted EPS of $0.07, wel
Jun 4, 2026
BEARISH
PRESS-RELEASE
6/10
Wealthfront reported Q1 FY2027 GAAP diluted EPS of $0.07, a steep 929.8% miss vs the $0.16 consensus, though the Street-
Jun 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $140.2M | NEW |
| BlackRock, Inc. | $75.0M | ADD |
| WELLINGTON MANAGEMENT GROUP LLP | $44.1M | NEW |
| FMR LLC | $28.9M | NEW |
| CITADEL ADVISORS LLC | $17.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 20, 2026 | Fortunato David | M | $100.0K |
| Mar 16, 2026 | IYER KAL | F | $202.8K |
| Mar 16, 2026 | Lin Lauren | F | $115.6K |
| Mar 16, 2026 | Imberman Alan | F | $123.8K |
| Mar 16, 2026 | Fortunato David | F | $953.6K |
50 institutional holders with $407.1M total value (43,601,237 shares) as of 2026-Q1. Top holders: TIGER, BlackRock,, WELLINGTON. Net buying activity: 11 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | $140.2M | 34.4% | NEW |
| 2 | BlackRock, Inc. | 8,108,540 | $75.0M | 18.4% | ADD +51.2% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 4,767,041 | $44.1M | 10.8% | NEW |
| 4 | FMR LLC | 3,118,920 | $28.9M | 7.1% | NEW |
| 5 | CITADEL ADVISORS LLC | 1,921,790 | $17.8M | 4.4% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,650,461 | $15.3M | 3.8% | — |
| 7 | ALLIANCEBERNSTEIN L.P. | 875,847 | $11.9M | 2.9% | — |
| 8 | CONGRESS ASSET MANAGEMENT CO | 853,747 | $7.9M | 1.9% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 743,163 | $6.9M | 1.7% | DOUBLED +1461.0% |
| 10 | GOLDMAN SACHS GROUP INC | 701,564 | $6.5M | 1.6% | — |
| 11 | STATE STREET CORP | 578,094 | $5.3M | 1.3% | — |
| 12 | PEAK6 LLC | 485,494 | $4.5M | 1.1% | DOUBLED +132.6% |
| 13 | TWO SIGMA INVESTMENTS, LP | 427,721 | $4.0M | 1.0% | — |
| 14 | Woodline Partners LP | 424,900 | $3.9M | 1.0% | — |
| 15 | Nuveen, LLC | 368,011 | $3.4M | 0.8% | TRIM -41.7% |
| 16 | STATE OF WISCONSIN INVESTMENT BOARD | 322,561 | $3.0M | 0.7% | DOUBLED +545.1% |
| 17 | MARSHALL WACE, LLP | 314,762 | $2.9M | 0.7% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 297,601 | $2.8M | 0.7% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 248,806 | $2.3M | 0.6% | — |
| 20 | FEDERATED HERMES, INC. | 240,000 | $2.2M | 0.5% | DOUBLED +185.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 5,363,334 | 8,108,540 | +51.2% | $75.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 47,608 | 743,163 | +1461.0% | $6.9M | 2026-Q1 |
| PEAK6 LLC | DOUBLED | 208,752 | 485,494 | +132.6% | $4.5M | 2026-Q1 |
| Nuveen, LLC | TRIM | 631,565 | 368,011 | -41.7% | $3.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 50,000 | 322,561 | +545.1% | $3.0M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 84,167 | 240,000 | +185.1% | $2.2M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 7,284 | 233,759 | +3109.2% | $2.2M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 41,154 | 124,788 | +203.2% | $1.2M | 2026-Q1 |
| GABELLI FUNDS LLC | DOUBLED | 19,400 | 110,701 | +470.6% | $1.0M | 2026-Q1 |
| Wealthfront Advisers LLC | DOUBLED | 23,953 | 74,461 | +210.9% | $688.8K | 2026-Q1 |
| Hudson Bay Capital Management LP | ADD | 18,050 | 33,478 | +85.5% | $309.7K | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEAR_EXIT | 891,600 | 33,400 | -96.3% | $308.9K | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 1,000,000 | 21,210 | -97.9% | $196.2K | 2026-Q1 |
| Legal & General Group Plc | NEAR_EXIT | 20,000 | 3,049 | -84.8% | $28.2K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 500 | 1,000 | +100.0% | $9.3K | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | EXIT | 1,015,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | EXIT | 1,000,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Alyeska Investment Group, L.P. | EXIT | 900,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC | NEW | — | 15,156,877 | — | $206.0M | 2025-Q4 |
| BlackRock, Inc. | NEW | — | 5,363,334 | — | $72.9M | 2025-Q4 |
| FMR LLC | NEW | — | 4,039,317 | — | $54.9M | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 3,986,938 | — | $54.2M | 2025-Q4 |
| JANUS HENDERSON GROUP PLC | NEW | — | 1,015,000 | — | $13.8M | 2025-Q4 |
| Invesco Ltd. | NEW | — | 1,000,000 | — | $13.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,000,000 | — | $13.6M | 2025-Q4 |
11 unique insiders with 22 transactions. Net insider value: -$10.7M ($0.00 bought, $10.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 20, 2026 | Fortunato David | CEO and President | EXERCISE | 40,816 | $2.45 | $100.0K |
| Mar 16, 2026 | IYER KAL | VP, Engineering | TAX W/H | 25,805 | $7.86 | $202.8K |
| Mar 16, 2026 | Lin Lauren | CLO, CCO and Secretary | TAX W/H | 14,707 | $7.86 | $115.6K |
| Mar 16, 2026 | Imberman Alan | CFO and Treasurer | TAX W/H | 15,756 | $7.86 | $123.8K |
| Mar 16, 2026 | Fortunato David | CEO and President | TAX W/H | 121,322 | $7.86 | $953.6K |
| Mar 16, 2026 | Wetterwald Julien | Chief Technology Officer | TAX W/H | 29,208 | $7.86 | $229.6K |
| Mar 15, 2026 | RACHLEFF ANDREW S | Director | EXERCISE | 29,762 | — | — |
| Mar 15, 2026 | IYER KAL | VP, Engineering | EXERCISE | 9,688 | — | — |
| Mar 15, 2026 | WILSON L MICHELLE | Director | EXERCISE | 2,126 | — | — |
| Mar 15, 2026 | KILAR JASON | Director | EXERCISE | 17,007 | — | — |
| Mar 15, 2026 | GOLDMAN KENNETH A | Director | EXERCISE | 17,007 | — | — |
| Mar 15, 2026 | Schmidt Michael Reed | Director | EXERCISE | 2,125 | — | — |
| Mar 15, 2026 | Lin Lauren | CLO, CCO and Secretary | EXERCISE | 1,216 | — | — |
| Mar 15, 2026 | Imberman Alan | CFO and Treasurer | EXERCISE | 22,812 | — | — |
| Mar 15, 2026 | Bisharat Jaleh | Director | EXERCISE | 17,007 | — | — |
| Mar 15, 2026 | Fortunato David | CEO and President | EXERCISE | 9,698 | — | — |
| Mar 15, 2026 | Wetterwald Julien | Chief Technology Officer | EXERCISE | 20,525 | — | — |
| Dec 15, 2025 | Fortunato David | CEO and President | TAX W/H | 115,872 | $14.19 | $1.6M |
| Dec 11, 2025 | Fortunato David | CEO and President | TAX W/H | 1,620,382 | $14.00 | $22.7M |
| Dec 11, 2025 | Fortunato David | CEO and President | EXERCISE | 179,184 | $2.45 | $439.0K |
| Dec 11, 2025 | Fortunato David | CEO and President | SELL | 765,154 | $14.00 | $10.7M |
| Sep 26, 2025 | Schmidt Michael Reed | Director | AWARD | 34,014 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 2 neutral. Avg impact: 4.5/10.
BEARISH
8-K
6/10
Wealthfront reported F1Q27 revenue of $90.5M (+7% YoY), missing the $91.8M consensus, and GAAP dilut
Jun 4, 2026
BEARISH
PRESS-RELEASE
6/10
Wealthfront reported Q1 FY2027 GAAP diluted EPS of $0.07, a steep 929.8% miss vs the $0.16 consensus
Jun 4, 2026
NEUTRAL
DEFA14A
2/10
Wealthfront Corp filed DEFA14A definitive additional proxy soliciting materials on May 11, 2026. The
May 11, 2026
NEUTRAL
8-K
4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes I
Mar 11, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 13 analysts: 2 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$13.00 mean target
+45.1% upside
Strong Buy (2.29)
$11.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $8.96 |
| Target Low | $11.00 |
| Target Mean | $13.00 |
| Target Median | $12.50 |
| Target High | $17.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (2.29) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.17 | $0.16 | $0.18 | — | -1.0% | 1↑ 1↓ | $0.1B | — | 4 |
| Next Q 2026-10-31 |
$0.17 | $0.16 | $0.19 | -32.8% | -6.3% | 0↑ 1↓ | $0.1B | 3.3% | 4 |
| Current FY 2027-01-31 |
$0.68 | $0.66 | $0.70 | -42.6% | -2.4% | 1↑ 1↓ | $0.4B | 4.0% | 4 |
| Next FY 2028-01-31 |
$0.80 | $0.74 | $0.86 | 16.9% | +0.2% | 1↑ 2↓ | $0.5B | 20.5% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.165 | |
| 7d ago | $0.167 | -0.002 |
| 30d ago | $0.167 | -0.002 |
| 60d ago | $0.167 | -0.002 |
| 90d ago | $0.173 | -0.008 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 5 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Jun 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jun 5, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 4, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 16, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Mar 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 12, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Outperform | Market Perform |
| Mar 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Mar 9, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | JP Morgan | INITIATE | — | Overweight |
| Jan 6, 2026 | RBC Capital | INITIATE | — | Outperform |
| Jan 6, 2026 | Citizens | INITIATE | — | Market Outperform |
| Jan 6, 2026 | Wells Fargo | INITIATE | — | Overweight |
| Jan 6, 2026 | Keybanc | INITIATE | — | Sector Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 4 | 0 | 0 | 69% | |
| May 1, 2026 | 2 | 7 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 2 | 7 | 4 | 0 | 0 | 69% | |
| Mar 1, 2026 | 2 | 8 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 2 | 8 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
short_volume
Short Volume: WLTH — 61.7% short (0.5M / 0.9M)
Short: 549,005 | Exempt: 42,292 | TRF Vol: 890,084 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: WLTH — 58.6% short (0.9M / 1.6M)
Short: 916,028 | Exempt: 245,263 | TRF Vol: 1,563,117 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: WLTH — 63.7% short (0.8M / 1.2M)
Short: 766,484 | Exempt: 13,687 | TRF Vol: 1,202,747 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
earnings
Wealthfront Reports Fiscal First Quarter 2027 Results
<p align="center"><em>Revenue of $90.5 million up 7% year-over-year</em><br><em>Total Platform Assets up 19% year-over-year to a record $96.6 billion<
Jun 4, 2026
earnings_calendar
WLTH Q1 2027 Earnings Scheduled — 2026-06-04
May 28, 2026
other
Wealthfront Executives to Present at Upcoming Investor Conferences
<p align="left">PALO ALTO, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today announced that it will be presentin
May 14, 2026
earnings
Wealthfront to Announce Fiscal First Quarter 2027 Financial Results on June 4, 2026
<p>PALO ALTO, Calif., May 14, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH), a tech-driven financial platform helping digital nati
Apr 28, 2026
short_interest
FTD: WLTH — 52,305 shares ($0.6M) failed to deliver
Settlement: 20260428, Price: $10.95, FTD Value: $572,739.75, WEALTHFRONT CORP COM
Apr 17, 2026
short_volume
Short Volume: WLTH — 60.1% short (0.4M / 0.7M)
Short: 440,757 | Exempt: 0 | TRF Vol: 733,053 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: WLTH — 70.1% short (0.5M / 0.8M)
Short: 526,509 | Exempt: 790 | TRF Vol: 751,090 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: WLTH — 73.5% short (0.5M / 0.6M)
Short: 473,898 | Exempt: 0 | TRF Vol: 644,977 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
other
Wealthfront Reports March 2026 Monthly Metrics
<p>PALO ALTO, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for March 2026
Apr 1, 2026
short_interest
FTD: WLTH — 122,629 shares ($1.1M) failed to deliver
Settlement: 20260401, Price: $9.25, FTD Value: $1,134,318.25, WEALTHFRONT CORP COM
Mar 31, 2026
short_volume
Short Volume: WLTH — 79.6% short (0.4M / 0.5M)
Short: 414,096 | Exempt: 961 | TRF Vol: 520,227 | Short Ratio: 79.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: WLTH — 83.4% short (0.6M / 0.7M)
Short: 595,367 | Exempt: 0 | TRF Vol: 713,888 | Short Ratio: 83.4% | Off-exchange volume (dark pool + OTC)