Wealthfront stock
WLTHNASDAQWealthfront Corporation, TechnologyISIN US9470021018
44Score 44 out of 100, Weak
Price and trend
83 / 100
Price history
−28% since 2025The chart shows daily closing prices since 12 Dec 2025, adjusted for stock splits and excluding dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 4.6% above it.
Since October 2026 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 39).
The price is 28% below its 52-week high. Largest decline since 12 Dec 2025: 49% (December 2025 to February 2026).
Chart figures for advanced users
- SMA 50$10.45
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$9.75
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)39
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$7.20
- The lowest closing price of the last twelve months.
- Resistance$14.19
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Wealthfront Corporation belongs to the Software (Application) industry (United States) and, with a market value of $1.59B, is number 121 of 189 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $364.99M (up 18.2% year on year) and a loss of $42.07M.
- For fiscal 2026, analysts expect on average revenue of $373.94M (up 2.5%) and adjusted earnings per share of $0.36.
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- MEQIRI Score 44 out of 100 (Weak): rank 713 of 857 in Technology, median 61.
- Our model puts fair value at $6.47, with the price 69% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- More cash than debtCash $1.28B, financial debt $825.37M.
Weaknesses
- Above fair valuePrice 69% above the fair value of $6.47.Valuation 29
- Loss-makingLoss of $72.17M over the last 12 months.Fundamentals 50
- Volatile share priceVolatility 60% a year over the last 12 months.Stability 40
Its standout strength is technical analysis, while capital allocation and profitability hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 43 to 44.
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansValuation
Valuation signal
Significantly overvaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $4.62 and expensive above $10.78 (uncertainty high, based on the price swings of the past year).
Calculated with a cost of equity of 11.4%. At 12.4% the fair value would be $5.65, at 10.4% it would be $7.53.
Valuation metrics
From the cash-flow model alone; without earnings there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 31 Jul 2026, revenue rose 8.7% on the twelve months before. Revenue has grown strongly since 2023, at around 30% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 23%, operating −30%, net −12%. Last 12 months: net −19%.
Debt & balance sheet
latest quarterDebt is elevated. Keep an eye on the interest burden and refinancing.
Earnings
- Next earnings
- 15 Dec 2026in 33 days
- Last reported
- 9 Sep 2026EPS reported $0.10 (expected $0.08)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $0.36+0.4%
- Revenue
- $373.94M0.0%
- Earnings per share
- $0.47−0.2%
- Revenue
- $435.32M−0.2%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 8 insiders sold, $5.55M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Wetterwald JulienSale
17 Sept 2026, Chief Technology Officer
- Shares
- 26,138
- Price
- $10.10
- Value
- $264,104
- Lin LaurenSale
17 Sept 2026, CLO, CCO and Secretary
- Shares
- 4,574
- Price
- $10.10
- Value
- $46,214
- Iyer KalSale
17 Sept 2026, VP, Engineering
- Shares
- 26,738
- Price
- $10.11
- Value
- $270,198
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- Imberman AlanSale
17 Sept 2026, CFO and Treasurer
- Shares
- 76,540
- Price
- $10.10
- Value
- $773,314
- Fortunato DavidSale
17 Sept 2026, CEO and President
- Shares
- 100,000
- Price
- $10.14
- Value
- $1.01M
- Wetterwald JulienSale
16 Sept 2026, Chief Technology Officer
- Shares
- 8,130
- Price
- $10.19
- Value
- $82,853
- Lin LaurenSale
16 Sept 2026, CLO, CCO and Secretary
- Shares
- 4,995
- Price
- $10.19
- Value
- $50,904
- Iyer KalSale
16 Sept 2026, VP, Engineering
- Shares
- 10,408
- Price
- $10.19
- Value
- $106,068
- Imberman AlanSale
16 Sept 2026, CFO and Treasurer
- Shares
- 6,292
- Price
- $10.19
- Value
- $64,122
- Fortunato DavidSale
16 Sept 2026, CEO and President
- Shares
- 28,914
- Price
- $10.19
- Value
- $294,663
- Wetterwald JulienSale
15 Sept 2026, Chief Technology Officer
- Shares
- 26,231
- Price
- $10.73
- Value
- $281,469
- Lin LaurenSale
15 Sept 2026, CLO, CCO and Secretary
- Shares
- 16,117
- Price
- $10.73
- Value
- $172,942
- Iyer KalSale
15 Sept 2026, VP, Engineering
- Shares
- 33,583
- Price
- $10.73
- Value
- $360,359
- Imberman AlanSale
15 Sept 2026, CFO and Treasurer
- Shares
- 20,304
- Price
- $10.73
- Value
- $217,870
- Fortunato DavidSale
15 Sept 2026, CEO and President
- Shares
- 93,289
- Price
- $10.73
- Value
- $1M
- Wilson L MichelleSale
15 Sept 2026, Board
- Shares
- 638
- Price
- $10.55
- Value
- $6,731
- Goldman Kenneth ASale
10 Sept 2026, Board
- Shares
- 10,000
- Price
- $10.00
- Value
- $100,000
- Wetterwald JulienSale
17 Aug 2026, Chief Technology Officer
- Shares
- 15,263
- Price
- $9.16
- Value
- $139,798
- Wetterwald JulienSale
15 Jul 2026, Chief Technology Officer
- Shares
- 15,264
- Price
- $9.36
- Value
- $142,801
- Bisharat JalehSale
7 Jul 2026, Board
- Shares
- 8,503
- Price
- $9.50
- Value
- $80,819
- Bisharat JalehSale
6 Jul 2026, Board
- Shares
- 8,504
- Price
- $9.39
- Value
- $79,825
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Wealthfront
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
857 rated companies in Technology
- This company
- 44
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Software (Application)
The next larger and next smaller companies by market value
- AdeiaADEA $1.89B53
- PDF SolutionsPDFS $1.77B45
- SoundHound AISOUN $1.76B32
- Bitdeer Technologies GroupBTDR $1.73B29
- Donnelley Financial SolutionsDFIN $1.67B75
- Pony AIPONY $1.67B35
- BlackLineBL $1.59B51
- ATOSS SoftwareAOF.DE $1.56B81
ETFs that hold Wealthfront
Held by 7 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.03% | 0.30% | €2.17B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.03% | 0.30% | €4.22B |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.01% | 0.35% | €8.19B |
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| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.00% | 0.25% | €175.89M |
| State Street SPDR MSCI All Country World Investable Market UCITS ETF (Acc)SPYI | 0.00% | 0.17% | €8.6B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.00% | 0.30% | €944.34M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Jan 2026
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Weak, published since 7 Nov 2026 (in the score history since 17 Oct 2026)
- Valuation signal Overvalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.