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Wealthfront Corporation (WLTH)

Nasdaq: WLTH · Finance Services · Palo Alto, CA · filing with the SEC since 2011
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Grade7.6
◀ Past 8.2● Present 7.5▶ Future 6.7
2 est.
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The grade of Wealthfront Corporation

Nine metrics read from its own filings, by tense
Headline grade
7.6/10
◀ Past8.240% of the headline
● Present7.535% of the headline
▶ Future6.725% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

8.2/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.4/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 84th percentile among 130 sector filers · read for itself

From the record

Wealthfront Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.7/10

What has it actually done, year after year?

+29.8% a year over 3 filed years; profitable in 2 of 3.

weight 22% of this tense · 77th percentile among 104 sector filers · read for its customers

From the record

Wealthfront Corporation's 3 filed years say what it did: revenue went from $217 million in fiscal 2024 to $365 million in fiscal 2026, up 29.8% a year; it rose in 2 of 2 years; it never fell from a peak; net income was positive in 2 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span29.8%top 42% of its family
  • the share of years revenue rosetop 13% of its family
  • the share of filed years with a profittop 24% of its family
  • the deepest fall from a revenue peak0.0%top 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.4/10

How has it treated the people who own it?

Share count shrank 37.1% a year. 11% of cash flow returned. Insiders: 37 sales, 0 purchases.

weight 33% of this tense · 84th percentile among 53 sector filers · read for its shareholders

From the record

Over the 2 fiscal years to 2026-01-31, Wealthfront Corporation's diluted share count shrank about 37.1% a year, and dividends and buybacks returned about 11% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 37 sales (17 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 1% of its family
  • cash returned against operating cash flowtop 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.5/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
7.3/10

Is it financially healthy right now?

ROE -7%: lost 7¢ per shareholder dollar. Leverage 57%: owes 57¢ per asset dollar.

weight 45% of this tense · 73rd percentile among 117 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, Wealthfront Corporation lost about 7 cents for every dollar of shareholders' money, and gross profitability: its products earned about 23 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 57 cents per dollar of assets, and net share issuance: its share count shrank 59.0% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 45% of its family
  • return on equitytop 35% of its family
  • gross profit against assetstop 19% of its family
  • the share count against the year beforetop 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.5/10

How strong is its position in its industry?

top 35% of 114 in its family; net margin -11.5%.

weight 33% of this tense · 65th percentile among 114 sector filers · read for its customers

From the record

Wealthfront Corporation's standing among 114 graded names in its industry family: revenue of $365 million in fiscal 2026 ranks in the top 30% by size; a net margin of -11.5% ranks in the top 40%; revenue growth of 29.8% a year over the last 2 filed years ranks in the top 36% (its annual reports).

What it rests on

  • revenue against the family$365Mtop 30% of its family
  • net margin-11.5%top 40% of its family
  • three-year revenue growth29.8%top 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.7/10

What are the people in charge doing?

SI estimate 9.7/10, confidence 35 of 100 (one part).

weight 22% of this tense · 96th percentile among 92 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 4% of 92 in its family; the record of its people begins on 2025-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 11 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2025-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 11 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 92 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Wealthfront Corporation's leadership is put at 9.7 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 4% of 92 in its family; the record of its people begins on 2025-12-11 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 11 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.7/1025% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
8.6/10

How much room does it have to grow?

top 14% of 108 in its family for room to expand.

weight 33% of this tense · 86th percentile among 108 sector filers · read for itself

From the record

Wealthfront Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $454 million against no long-term debt tagged leaves 32.1% of its assets as net cash, top 13% of its family; cash from operations less capital spending is 41.7% of revenue (top 9%); a gross margin of 89.6% (top 10%); research spending of 58.2% of revenue (top 25%) (its annual report).

What it rests on

  • cash less debt against assets32.1%top 13% of its family
  • cash from operations less capital spending against revenue41.7%top 9% of its family
  • gross margin89.6%top 10% of its family
  • research spending against revenue58.2%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.7/10

What could actually drive growth from here?

top 33% of 100 in its family for growth drivers.

weight 33% of this tense · 67th percentile among 100 sector filers · read for its customers

From the record

Wealthfront Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew 29.8% a year over the last three filed years against 29.8% over all 3, speeding up (top 42% of its family); the newest year grew 18.2% (top 43%); research spending grew 92% a year (top 13%) (its annual reports). Wealthfront Corporation reported 3 product lines in fiscal 2026: Asset Management1 at $272 million (74%), Investment Advice at $92 million (25%), Financial Service Other at $1 million (0%); 2 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 42% of its family
  • the newest year's revenue growth18.2%top 43% of its family
  • three-year growth of research spending92.0%top 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
4.8/10

Did its newest year beat what its own record pointed to?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 78 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 78 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 78 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Wealthfront Corporation's expectations vs reality is put at 4.8 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 78 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WLTH · research, not advice