XNAS • Financial Services

Wealthfront Corporation (WLTH)

Finance Services · 261 HAMILTON AVE, PALO ALTO, CA, 94301

XNASstockActive listing
10.38
-0.25 (-2.35%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close10.63
Open10.60
Day range10.27 – 10.96
52-week range7.20 – 14.75
Volume2,265,629
Market cap1.88B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

213 sessions
$15$13$11$9$7Dec 12May 18Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Wealthfront Corporation (WLTH): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Wealthfront Corporation (WLTH) is 10.38, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program. Stored fundamentals include 34 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 101. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 213 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +0.82%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +0.00% and operating margin is -4.26%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 101. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (10.41, 9.92, and 9.76). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The stored snapshot combines positive revenue growth with positive free cash flow. If future reports sustain both, it would support—but not guarantee—the case for durable business momentum.

Bear case

The stored P/E of 101 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H10.38+0.02%neutral76
7D10.39+0.08%neutral76
30D10.40+0.22%neutral76
90D10.42+0.43%neutral76

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202711.0010.9911.024.3%73long-term-positive
203012.4412.1612.734.21%72long-term-positive
203515.1613.8816.544.11%70long-term-positive
204018.4215.5721.744.06%68long-term-positive
205027.1519.5037.644.02%63long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue91.87MTotal sales reported for the period; compare growth across several periods.
Revenue growth+0.82%How quickly sales are expanding or contracting versus the comparison period.
Gross profit0Interpret alongside the company’s history, sector peers, reporting period and data source.
Operating income-3.91MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income17.75MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)0.10Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth-58.33%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+0.00%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin-4.26%Share of revenue left after operating expenses, before interest and taxes.
Net margin+19.32%Share of revenue that remains as profit after expenses and taxes.
EBITDA-5.36MInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT-3.91MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents453.31MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets1.78BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities1.16BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity619.86MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets1.65BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities1.16BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow47.31MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure268KInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow47.04MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+51.20%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+2.86%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+1.00%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Price / sales20.5Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / book3.04Interpret alongside the company’s history, sector peers, reporting period and data source.
EV / revenue15.56Interpret alongside the company’s history, sector peers, reporting period and data source.
Price / FCF37.37Interpret alongside the company’s history, sector peers, reporting period and data source.
Earnings yield+0.92%Interpret alongside the company’s history, sector peers, reporting period and data source.
Shares outstanding174,051,608Interpret alongside the company’s history, sector peers, reporting period and data source.
Book value / share3.56Interpret alongside the company’s history, sector peers, reporting period and data source.
FCF / share0.27Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap1.88BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio101Share price relative to earnings per share; interpret alongside growth and peers.
52-week high14.75Highest stored price over the rolling year; not a fair-value estimate.
52-week low7.20Lowest stored price over the rolling year; not a support guarantee.
Average volume2,265,629Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)50.55Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2010.41Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 509.92Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 1009.68Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 2009.76Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2010.44Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5010.11Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20010.01Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.2Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal0.22Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.03Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper11.13Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle10.41Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower9.69Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic42.01Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal64.79539610016731Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-57.99Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI26.68Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI61.14Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+0.10%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-24.63MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-2.26Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+50.73%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.58Average true range estimates recent price movement size, not direction.
ADX14.9Measures trend strength, not whether the trend is bullish or bearish.
Support level9.67Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level11.36Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendbullishInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jul 31, 2026balance sheetFY-2027-Q2quarterly———————453.31M1.78B1.16B0619.86M———3spread
Jul 31, 2026cash flowFY-2027-Q2quarterly————————————47.31M268K47.04M3spread
Jul 31, 2026cash flowFY-2027-Q2annual————————————-5.23M1.25M-6.48M3spread
Jul 31, 2026income statementFY-2027-Q2quarterly91.87M—0-3.91M17.75M0.120.10————————3spread
Jul 31, 2026income statementFY-2027-Q2annual182.36M-20.73M0-8.03M30.59M0.200.18————————3spread
Apr 30, 2026balance sheetFY-2027-Q1quarterly———————428.21M1.62B1.01B0614.19M———3spread
Apr 30, 2026cash flowFY-2027-Q1quarterly————————————22.68M985K21.7M3spread
Apr 30, 2026income statementFY-2027-Q1quarterly90.48M—0-4.12M12.83M0.080.07————————3spread
Jan 31, 2026balance sheetFY-2026-Q4quarterly———————440.81M1.42B801.04M0614.69M———3spread
Jan 31, 2026cash flowFY-2026-Q4quarterly————————————33.31M308K33M3spread
Jan 31, 2026cash flowFY-2026-Q4annual————————————152.19M1.14M151.05M3spread
Jan 31, 2026income statementFY-2026-Q4annual364.99M—0-24.84M-42.07M-0.74-0.76————————3spread
Jan 31, 2026income statementFY-2026-Q4quarterly96.14M—0-15.8M-133.66M-2.36-2.35————————3spread
Oct 31, 2025balance sheetFY-2026-Q3quarterly———————266.19M810.64M458.08M0352.56M———3spread
Oct 31, 2025cash flowFY-2026-Q3quarterly————————————118.88M830K118.05M3spread
Oct 31, 2025income statementFY-2026-Q3quarterly268.86M—0-9.03M91.59M2.220.64————————3spread
Jul 31, 2025cash flowFY-2026-Q2annual————————————37.75M632K37.11M3spread
Jul 31, 2025income statementFY-2026-Q2annual175.64M—0-5.99M60.69M1.500.43————————3spread
Jul 31, 2025income statementFY-2026-Q2quarterly91.12M—0-3.06M34.74M0.860.24————————3spread
Apr 30, 2025cash flowFY-2026-Q1quarterly————————————38.48M211K38.27M3spread
Apr 30, 2025income statementFY-2026-Q1quarterly84.51M—0-2.93M25.95M0.640.18————————3spread
Jan 31, 2025balance sheetFY-2025-Q4quarterly———————142.86M435.21M192.67M0242.54M———3spread
Jan 31, 2025cash flowFY-2025-Q4annual————————————124.05M5.84M118.21M3spread
Jan 31, 2025income statementFY-2025-Q4annual308.86M—0-10.62M194.45M4.991.31————————3spread
Oct 31, 2024cash flowFY-2025-Q3quarterly————————————103.24M4.9M98.34M3spread
Oct 31, 2024income statementFY-2025-Q3quarterly80.31M—0-2.71M30.05M0.770.22————————3spread
Jan 31, 2024cash flowFY-2024-Q4annual————————————85.11M5.16M79.95M3spread
Jan 31, 2024income statementFY-2024-Q4annual216.71M—0-9.77M76.97M2.060.54————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jul 31, 2026+0.82%+0.00%-4.26%+19.32%+2.86%—

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Sep 14, 2026Q20.10—91.87M—
Jun 12, 2026Q10.07—90.48M—
Apr 24, 2026FY-0.76—364.99M—
Jan 23, 2026Q30.21—93.22M—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio101
Price / sales20.5
Price / book3.04
Enterprise value1.43B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+41.41%
Beta1.51
ATR0.49
Maximum drawdown-49.26%
Sharpe ratio-0.24
Sortino ratio-0.23
Debt / equity0
Current ratio1.43
Interest coverage-15.84
1-day return-0.64%
5-day return+1.74%
1-month return+10.13%
3-month return+15.43%
6-month return+10.24%
YTD return-22.37%
All-time return-25.65%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026Caption Management, LLC170676650,000447K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026AMERICAN CENTURY COMPANIES INC74805440,602362.98K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MYDA Advisors LLC158968920,000178.8K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Stoic Point Capital Management LLC2043279162,3941.45M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JONES FINANCIAL COMPANIES LLLP81591737,198326.97K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC152973519,782176.85K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026a16z Perennial Management, L.P.2009275258,6242.31M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD ASSET MANAGEMENT, Ltd168020829,418263K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Entropy Technologies, LP197615133,872302.82K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026FMR LLC3150662,559,62922.88M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026LANDSCAPE CAPITAL MANAGEMENT, L.L.C.153618612,857114.94K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Creative Planning1540235544,4224.87M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026ICONIQ Capital, LLC156970912,469111.47K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Quarry LP19652071551.39K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026LOS ANGELES CAPITAL MANAGEMENT LLC11772063,44030.75K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026UBS Group AG16105201,024,9029.16M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026XTX Topco Ltd182830160,442540.35K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Tower Research Capital LLC (TRC)15334211,53113.69K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BARCLAYS PLC3120694,87343.57K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Swiss National Bank158220282,800740.23K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026T. Rowe Price Investment Management, Inc.18976123,474,002Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026STRS OHIO8204787,40066.16K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Quantbot Technologies LP151299162,425558.08K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026National Philanthropic Trust178534212,469111.47K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026NORGES BANK1374170799,7347.15M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Whetstone Capital Advisors, LLC1607278604,1605.4M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026North Reef Capital Management LP18678312,444,25321.85M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026KLP KAPITALFORVALTNING AS17174439,30083.14K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Allworth Financial LP15551701,1169.98K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026BlackRock, Inc.2012383514,7004.6M———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026NEW YORK STATE COMMON RETIREMENT FUND81026511,00098.34K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026Arax Advisory Partners15867671,17710.52K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026IEQ CAPITAL, LLC17797892,721,78024.33M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026AlpInvest Partners B.V.151291024,251216.8K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026EverSource Wealth Advisors, LLC1710537108966———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026AWH Capital, L.P.1682475360,0003.22M———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026Capricorn Fund Managers Ltd1901361112,8001.01M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BOOTHBAY FUND MANAGEMENT, LLC1549230135,5461.21M———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC146321746,050411.69K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026DEUTSCHE BANK AG\94804635,749319.6K———SEC_13F_DATASET
Jun 30, 2026Jul 20, 2026IFP Advisors, Inc16418662622.34K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026WELLS FARGO & COMPANY/MN7297132,704292.37K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026BP PLC3138076,92868.24K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Caitong International Asset Management Co., Ltd19633553332.98K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HRT FINANCIAL LP1475597119,774Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MORGAN STANLEY89542137331———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Quadrature Capital Ltd165142418,101161.82K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Trexquant Investment LP1633445166,3561.49M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026IMC-Chicago, LLC145286135,500317.37K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Invesco Ltd.91420814,869132.93K———SEC_13F_DATASET
PeriodShares outstandingInstitutional ownershipInsider ownership
Jun 30, 2026174,051,608+49.45%+1.97%
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Sep 17, 2026Sep 18, 2026IYER KALVP, EngineeringSaleS26,73810.11270.2K232,494Open filingSEC_FORM_3_4_5
Sep 17, 2026Sep 18, 2026Imberman AlanCFO and TreasurerSaleS76,54010.10773.31K396,970Open filingSEC_FORM_3_4_5
Sep 17, 2026Sep 18, 2026Fortunato DavidCEO and PresidentSaleS50,00010.14507.19K1,938,525Open filingSEC_FORM_3_4_5
Sep 17, 2026Sep 18, 2026Wetterwald JulienChief Technology OfficerSaleS26,13810.10264.1K696,525Open filingSEC_FORM_3_4_5
Sep 17, 2026Sep 18, 2026Lin LaurenCLO, CCO and SecretarySaleS4,57410.1046.21K171,816Open filingSEC_FORM_3_4_5
Sep 16, 2026Sep 17, 2026Lin LaurenCLO, CCO and SecretarySaleS4,99510.1950.9K176,390Open filingSEC_FORM_3_4_5
Sep 16, 2026Sep 17, 2026Imberman AlanCFO and TreasurerSaleS6,29210.1964.12K473,510Open filingSEC_FORM_3_4_5
Sep 16, 2026Sep 17, 2026IYER KALVP, EngineeringSaleS10,40810.19106.07K259,232Open filingSEC_FORM_3_4_5
Sep 16, 2026Sep 17, 2026Wetterwald JulienChief Technology OfficerSaleS8,13010.1982.85K722,663Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Lin LaurenCLO, CCO and SecretarySaleS16,11710.73172.94K181,385Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026IYER KALVP, EngineeringOption ExerciseM20,3880.000246,159Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026IYER KALVP, EngineeringOption ExerciseM21,1130.000287,660Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026IYER KALVP, EngineeringOption ExerciseM15,5630.000303,223Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026IYER KALVP, EngineeringSaleS33,58310.73360.36K269,640Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Imberman AlanCFO and TreasurerOption ExerciseM22,8120.000458,719Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Imberman AlanCFO and TreasurerOption ExerciseM23,6250.000482,344Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Imberman AlanCFO and TreasurerOption ExerciseM17,7620.000500,106Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Imberman AlanCFO and TreasurerSaleS20,30410.73217.87K479,802Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Wetterwald JulienChief Technology OfficerOption ExerciseM20,3870.000716,912Open filingSEC_FORM_3_4_5
Sep 15, 2026Sep 17, 2026Wetterwald JulienChief Technology OfficerOption ExerciseM21,1120.000738,024Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Sep 18, 2026—4—Sep 17, 20260001497487-26-000012View filing
Sep 18, 2026—4—Sep 17, 20260002082642-26-000010View filing
Sep 18, 2026—4—Sep 17, 20260002078580-26-000017View filing
Sep 18, 2026—4—Sep 17, 20260002082674-26-000013View filing
Sep 18, 2026—4—Sep 17, 20260002082564-26-000016View filing
Sep 17, 2026—4—Sep 15, 20260002082564-26-000014View filing
Sep 17, 2026—4—Sep 15, 20260001184757-26-000008View filing
Sep 17, 2026—4—Sep 15, 20260002091533-26-000008View filing
Sep 17, 2026—144——0001950047-26-009652View filing
Sep 17, 2026—144——0001950047-26-009649View filing
Sep 17, 2026—144——0001950047-26-009633View filing
Sep 17, 2026—4—Sep 15, 20260001239764-26-000008View filing
Sep 17, 2026—144——0001950047-26-009648View filing
Sep 17, 2026—144——0001950047-26-009645View filing
Sep 17, 2026—144——0001950047-26-009620View filing
Sep 17, 2026—4—Sep 15, 20260002082642-26-000008View filing
Sep 17, 2026—4—Sep 15, 20260002078580-26-000015View filing
Sep 17, 2026—4—Sep 15, 20260002082674-26-000011View filing
Sep 17, 2026—4—Sep 15, 20260001497487-26-000010View filing
Sep 15, 2026—144——0002082642-26-000006View filing
Sep 15, 2026—144——0001950047-26-009524View filing
Sep 15, 2026—4—Sep 11, 20260001168404-26-000048View filing
Sep 15, 2026—144——0002078580-26-000013View filing
Sep 15, 2026—144——0001497487-26-000008View filing
Sep 15, 2026—144——0002082674-26-000009View filing
Sep 15, 2026—144——0002082564-26-000012View filing
Sep 14, 2026—10-Q10-QJul 31, 20260001628280-26-061848View filing
Sep 11, 2026—4—Sep 10, 20260001218470-26-000018View filing
Sep 10, 2026—144——0001950047-26-009289View filing
Sep 9, 2026—8-K8-KSep 9, 20260001628280-26-061131View filing
Quarterly and monthly research
PeriodResearch summary
Jul 31, 2026Derived quarterly snapshot; AI narrative pending
Jul 31, 2026Latest reported fundamentals for fiscal period FY-2027-Q2. Revenue: $91874000. Revenue growth: 0.82%. EPS: $0.100. EPS growth: -58.33%. Gross margin: 0.00%. Operating margin: -4.26%. Net margin: 19.32%. Free cash flow: $47041000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jul 31, 2026Jul 31, 202620272instantcommon_stock12,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272instantdue_from_related_parties302,562,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272instantshort_term_borrowings5,116,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272instanttreasury_stock-73,151,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualgeneral_and_administrative-32,606,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualresearch_and_development-67,724,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualselling_and_marketing-21,935,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualfair_value_adjustments157,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualimpairment_charges0—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualinterest_paid6,102,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyrepurchases_of_stock-31,838,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualnet_change_in_short_term_borrowings4,935,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualoriginations_of_loans_held_for_sale-55,529,000—USDYes3Spread
Jul 31, 2026Jul 31, 202620272instantaccounts_payable6,526,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantaccounts_receivable_net30,923,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantaccrued_expenses10,479,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantadditional_paid_in_capital804,417,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualcapital_expenditures-1,253,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantcash_and_equivalents453,308,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualcash_beginning_of_period453,790,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualcash_end_of_period468,118,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_accounts_payable-773,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_accrued_liabilities1,831,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_other_assets-56,728,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_other_liabilities-1,842,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272quarterlychange_in_payables_to_brokers_and_customers29,146,000ratioUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_payables_to_related_parties-19,211,000ratioUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualchange_in_receivables2,204,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualcost_of_revenue-20,728,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantcurrent_assets1,651,878,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantcurrent_liabilities1,156,993,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualdeferred_income_taxes5,828,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272instantdeferred_tax_assets113,921,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualdepreciation_and_amortization2,671,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualeps_basic0.2USD/shareUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualeps_diluted0.18USD/shareUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualincome_before_taxes37,825,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualincome_tax_expense-7,240,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualincome_taxes_paid296,000USDUSDYes3Spread
Jul 31, 2026Jul 31, 202620272semiannualinterest_expense-507,000USDUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jul 31, 2026Jul 31, 202620272quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jul 31, 2026Jul 31, 202620272quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Jul 31, 2026Jul 31, 202620272quarterlyefficiencyasset_turnover0.05+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyliquiditycash_ratio0.39+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlycash_flowcf_margin_pct51.49+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlycash_flowcf_to_net_income2.67+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyliquiditycurrent_ratio1.43+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyleveragedebt_to_assets0.65+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlysectordebt_to_ebitda-434.41+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyleveragedebt_to_equity1.88+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlysectorebitda_margin_pct-2.91+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyleverageequity_multiplier2.88+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlycash_flowfree_cash_flow47,041,000+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyleverageinterest_coverage-15.35+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyprofitabilitynet_margin_pct19.32+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlycash_flowoperating_cf_ratio0.04+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyprofitabilityoperating_margin_pct-4.26+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyliquidityquick_ratio1.43+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyefficiencyreceivables_turnover2.97+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyprofitabilityroa_pct1+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyprofitabilityroe_pct2.86+0.00%—Yes3Spread
Jul 31, 2026Jul 31, 202620272quarterlyliquidityworking_capital494,885,000+0.00%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Apr 30, 2026Apr 30, 202620271quarterlyefficiencyinventory_turnover0+0.00%inventoryNo3Spread
Apr 30, 2026Apr 30, 202620271quarterlyefficiencyasset_turnover0.06+5.80%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyliquiditycash_ratio0.43+60.30%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlycash_flowcf_margin_pct25.07+79.82%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlycash_flowcf_to_net_income1.77+67.48%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyliquiditycurrent_ratio1.49+44.19%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyleveragedebt_to_assets0.62+58.26%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlysectordebt_to_ebitda-375.12+2.08%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyleveragedebt_to_equity1.64+69.30%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlysectorebitda_margin_pct-2.96+13.66%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyleverageequity_multiplier2.64+67.05%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlycash_flowfree_cash_flow21,698,000+52.79%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyleverageinterest_coverage-16.33+13.10%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyprofitabilitynet_margin_pct14.18+83.91%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlycash_flowoperating_cf_ratio0.02+32.33%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyprofitabilityoperating_margin_pct-4.55+19.18%—Yes3Spread
Apr 30, 2026Apr 30, 202620271quarterlyliquidityquick_ratio1.49+66.67%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1524566stocks.cik
tickerWLTHstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is WLTH stock's current price?

The latest stored quote for WLTH is 10.38. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the WLTH stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the WLTH stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the WLTH stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on WLTH?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the WLTH stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is WLTH stock overvalued or undervalued?

The latest stored trailing P/E is 101. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is WLTH's P/E ratio?

The latest stored trailing P/E ratio is 101. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is WLTH's 52-week high and low?

The stored 52-week range is 7.20 to 14.75. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does WLTH pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is WLTH's next earnings report?

The latest SEC filing/observation date in this database is Sep 14, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has WLTH stock performed recently?

The price chart uses 213 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is WLTH stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “bullish”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in WLTH?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find WLTH's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed WLTH price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer