Value Investor
Start free

Wealthfront

WLTH on Nasdaq. Wealthfront sells financial products to people born after 1980. Market value $1.7bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to July 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to January 2026.

We can't read total debt from the filing, so debt is left out.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

Nothing stands out yet.

What to watch out for

See Financial services stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Return on equity
five annual reports to January 2026
Not reported

We don't have this figure for this company.

Price to book
quarterly report to July 2026
2.7×

What you pay for each dollar of net assets: $2.66.

Earnings yield
past 12 months to July 2026
-4.4%

Profit per $100 you pay: $-4.38.

Quality score: not known. Price score: 8 of 100. Our list needs 70 on quality and 60 on price.

$10.55 a share, 47% above its 1-year low

Over the past year the price has ranged from $7.20 to $14.75.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

n/a
2026
Revenue
$365m
Operating margin
n/a
Debt to equity
n/a
Shares outstanding
0.16bn

Health checks

  • Free cash flow positiveDoesn't apply to banks and insurers
  • Accounting checksDoesn't apply to banks and insurers
  • DebtDoesn't apply to banks and insurers
  • Revenue growth, five yearsUnknown
  • Buying back its own sharesRoughly flat

Dates

Next results (estimated)
n/a
Last annual report (10-K)
24 April 2026
Next quarterly (estimated, 10-Q)
14 December 2026

Who owns it

None of the long-term investors we follow own it. 140 funds in all.

Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Andrew S Rachleff
    Passive investor
    at least 11.8%
    (filed with 3 related holders)
    Since 31 December 2025
  • at least 10.4%
    (filed with 4 related holders)
    Since 31 December 2025
  • DAG Ventures Management IV, LLC
    Passive investor
    at least 9.4%
    (filed with 5 related holders)
    Since 31 December 2025
  • Index Venture Associates VI Ltd
    Passive investor
    at least 6.5%
    (filed with 6 related holders)
    Since 31 December 2025
  • Meyer Malka
    Passive investor
    at least 4.2%−2.5 pts
    (filed with 4 related holders)
    Since 30 June 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 8 sold $24m, $4m of it under preset trading plans.

  • Lin Lauren
    CLO, CCO and Secretary
    Sold
    under a preset trading plan
    Date
    17 September 2026
    Shares
    4,574
    Price
    $10.10
    Value
    $46,214
  • Imberman Alan
    CFO and Treasurer
    Sold
    under a preset trading plan
    Date
    17 September 2026
    Shares
    76,540
    Price
    $10.10
    Value
    $773,314
  • Fortunato David
    CEO and President, Director
    Sold
    under a preset trading plan
    Date
    17 September 2026
    Shares
    100,000
    Price
    $10.14
    Value
    $1m
  • Wetterwald Julien
    Chief Technology Officer
    Sold
    under a preset trading plan
    Date
    17 September 2026
    Shares
    26,138
    Price
    $10.10
    Value
    $264,104
  • IYER KAL
    VP, Engineering
    Sold
    under a preset trading plan
    Date
    17 September 2026
    Shares
    26,738
    Price
    $10.11
    Value
    $270,198
  • Lin Lauren
    CLO, CCO and Secretary
    Sold
    Date
    16 September 2026
    Shares
    4,995
    Price
    $10.19
    Value
    $50,904
  • Imberman Alan
    CFO and Treasurer
    Sold
    Date
    16 September 2026
    Shares
    6,292
    Price
    $10.19
    Value
    $64,122
  • Fortunato David
    CEO and President, Director
    Sold
    Date
    16 September 2026
    Shares
    28,914
    Price
    $10.19
    Value
    $294,663
  • Wetterwald Julien
    Chief Technology Officer
    Sold
    Date
    16 September 2026
    Shares
    8,130
    Price
    $10.19
    Value
    $82,853
  • IYER KAL
    VP, Engineering
    Sold
    Date
    16 September 2026
    Shares
    10,408
    Price
    $10.19
    Value
    $106,068

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.