WLTH Wealthfront Corporation - Common Stock
NASDAQ · Financial Services · Auf SEC EDGAR ansehen ↗ Schließen Okt 2, 2026 10-K/10-Q Sep 14, 2026WLTH Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
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Über Wealthfront Corporation - Common Stock Unternehmensübersicht von Wikipedia
Wealthfront Corporation is an American financial services company based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. As of September 2026, Wealthfront reported approximately $100 billion assets under management for more than 1.5 million clients.
History
Wealthfront was founded by Benchmark co-founder Andy Rachleff with Dan Carroll in 2008 as kaChing, a mutual fund analysis company, before pivoting into wealth management. Rachleff served as the firm's founding CEO and president until January 2014. Between January 2014 and October 2016, Adam Nash served as Wealthfront's CEO. Rachleff continued to serve as executive chairman until stepping down in 2016 to serve as CEO again. He then returned to his position as executive chairman in 2021. David Fortunato served as the firm's chief technology officer from 2009 to 2019, after which he assumed the role of president and CEO.
Operations and growth
In December 2012, the firm started tax loss harvesting for accounts of more than $100,000.
Assets under management increased from $97 million at the beginning of 2013 to approximately $530 million by the end of the fiscal year. In 2013, Wealthfront introduced "direct indexing", a tax-loss harvesting platform that purchases the individual securities of an investment portfolio.
In January 2018, Wealthfront launched homeownership planning tool for Path.
On September 9, 2026, Wealthfront announced they had over $100 billion in total platform assets across 1.5 million customers. They attributed the milestone to their client-first business model, user friendly functionality, and focus on long term growth.
Services
Cash account
In February 2019, the firm introduced the Wealthfront Cash Account, which provides banking as a service (BaaS). A Cash Account deposits client funds in a network of partner banks including Citibank, HSBC, and UMB. In 2020, the account was expanded to allow for direct deposit, bill pay, and ATM access through Green Dot Bank. In June 2026, Wealthfront announced UMB Bank would be providing these features for all users by October 2026.
Weathfront offers individual, joint, and trust cash accounts. These accounts operate as a cash management account, offering high yield interest rates with transaction handling similar to that of a checking account. Wealthfront offers ATM reimbursements, direct deposit, bill pay, and an optional debit card as part of their cash account offering.
On September 18, 2026, Wealthfront announced they were raising interest rates on their cash accounts to 3.55% APY, with various promotional boosts, in response to the Federal Reserve voting unanimously to raise rates 25 basis points on September 16.
Partnerships and acquisitions
In 2016, Wealthfront launched a partnership with the state of Nevada to launch a 529 tax-advantaged college savings plan. In the previous year, Nevada passed approval on a new tax credit for employers who provide fund matching to employees participating in 529 savings programs.
In January 2022, UBS agreed to acquire Wealthfront for $1.4 billion. The acquisition was mutually terminated in September 2022 with both companies not providing a reason. UBS announced that it would instead invest in a $69.7 million note convertible into Wealthfront shares, valuing the latter at its acquisition price.
In July 2024, Wealthfront acquired a mortgage company as part of its entry into home lending.
In December 2025, Wealthfront completed an initial public offering on the Nasdaq Global Select Market under the ticker symbol "WLTH". The company raised approximately $485 million, pricing shares at $14 per share, resulting in a fully diluted market capitalization of approximately $2.6 billion.
Finances
The company has received funding from Benchmark Capital, DAG Ventures, Index Ventures, Social Capital and individuals, including Marc Andreessen and Jeff Jordan. In April 2014, Wealthfront raised $35 million in a funding round led by Index Ventures, Ribbit Capital and Benchmark Capital. The funding round brought the firm's total funding to $65.5 million.
Awards and recognition
Wealthfront has been included in financial publications for its services. In 2015, Forbes included Wealthfront on its inaugural Fintech 50 list. In January 2020, Wealthfront was listed in Business Insider's Top 10 Best Robo Advisors in 2020.
In 2024 and 2025, Wealthfront was named to the Real Simple Smart Money Awards lists, and was again named to the annual Forbes Fintech 50 list.
The Wall Street Journal has also recognized Wealthfront as the Best Robo Advisor for Multiple Goals.
Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | WLTH | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | -9.8 | · | · | · | |
| P/S (TTM) | 4.1 | · | 72.6 | Unterbewertet | |
| K/B (MRQ) | 2.4 | · | 0.9 | Überbewertet | |
| Price / Cash Flow (Kurs / Cashflow) | 9.9 | · | 5.6 | Überbewertet | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 2.4 | · | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | WLTH | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| EBITDA Margin (EBITDA-Marge) | 2.0% | · | · | · | |
| Vorgewinnmarge (TTM) | -37.0% | · | · | · | |
| Nettogewinnmarge (TTM) | -19.4% | · | · | · | |
| ROA | -4.5% | · | 3.5% | Schwach | |
| ROE | -12.0% | · | 8.4% | Schwach |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
| Kennzahl | 5-Jahres-Trend | WLTH | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Fremdkapital / Eigenkapital (MRQ) | 0.0 | · | · | · | |
| Liquiditätsgrad (MRQ) | 1.4 | · | · | · | |
| Quick Ratio | 0.6 | · | · | · |
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | WLTH | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 18.2% | · | · | · | |
| EPS YoY (EPS VjV) | 142.6% | · | · | · | |
| Net Income YoY (Nettogewinn YoY) | 152.6% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | WLTH | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 0.4 | · | · | · | |
| Receivables Turnover (Forderungsumschlag) | 11.7 | · | · | · | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$879.5K | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. Juni 2027 | Sep 9, 2026 | $0.10 | $0.09 | 8.6% |
| 31. März 2027 | Jun 4, 2026 | $0.07 | $0.12 | -42.1% |
| 30. September 2026 | $0.10 | $0.09 | 8.6% | |
| 30. Juni 2026 | $0.07 | $0.12 | -42.1% | |
| 31. März 2026 | $-1.30 | $-0.95 | -36.8% | |
| 31. Dezember 2025 | $0.21 | $0.16 | 28.7% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Revenue | $365M | $309M | |
| Cost of Revenue | $38M | $31M | |
| R&D Expense | $212M | $65M | |
| SG&A Expense | $149M | $29M | |
| Interest Income | $9M | · | |
| Other Non-op | $11M | $21M | |
| Pretax Income | $-101M | $139M | |
| Income Tax | $-59M | $-55M | |
| Net Income | $-42M | $194M | |
| EPS (Basic) | $-0.74 | $4.99 | |
| EPS (Diluted) | $-0.76 | $1.31 | |
| Shares (Basic) | 56,647,662 | 38,990,556 | |
| Shares (Diluted) | 56,890,456 | 138,660,318 | |
| EBITDA | $7M | · |
Bilanz
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Cash & Equivalents | $441M | $143M | |
| Receivables | $33M | $29M | |
| Other Current Assets | $49M | $19M | |
| Current Assets | $1.28B | $346M | |
| PP&E (Net) | $8M | $15M | |
| PP&E (Gross) | $46M | $45M | |
| Accum. Depreciation | $38M | $31M | |
| Other Non-current Assets | $4M | $3M | |
| Total Assets | $1.42B | $435M | |
| Accounts Payable | $7M | $6M | |
| Accrued Liabilities | $9M | $8M | |
| Short-term Debt | $181.0K | · | |
| Current Liabilities | $793M | $173M | |
| Capital Leases | $6M | $10M | |
| Other Non-current Liabilities | $2M | $10M | |
| Total Liabilities | $801M | $193M | |
| Common Stock | $12.0K | $4.0K | |
| Paid-in Capital | $770M | $128M | |
| Retained Earnings | $-142M | $-100M | |
| Treasury Stock | $13M | $13M | |
| Stockholders' Equity | $615M | $15M | |
| Liabilities + Equity | $1.42B | $435M | |
| Shares Outstanding | 150,305,463 | 40,110,106 |
Cashflow
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| D&A | $7M | $6M | |
| Stock-based Comp | $260M | $9M | |
| Other Non-cash | $-73M | · | |
| Operating Cash Flow | $152M | $123M | |
| Investing Cash Flow | $-1M | $-6M | |
| Stock Issued | $282M | $0 | |
| Stock Repurchased | $459.0K | $37M | |
| Net Stock Activity | $282M | · | |
| Financing Cash Flow | $148M | $-59M | |
| Taxes Paid | $2M | · |
Rentabilität
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Net Margin | -11.5% | · | |
| Pretax Margin | -27.7% | · | |
| EBITDA Margin | 2.0% | · | |
| ROA | -4.5% | · | |
| ROE | -12.0% | · |
Liquidität & Solvenz
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Current Ratio | 1.6 | · | |
| Quick Ratio | 0.6 | · |
Effizienz
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Asset Turnover | 0.4 | · | |
| Receivables Turnover | 11.7 | · |
Pro Aktie
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Book Value / Share | $4.09 | · | |
| Revenue / Share | $6.42 | · | |
| Cash Flow / Share | $2.68 | · | |
| Cash / Share | $2.93 | · | |
| EPS (TTM) | $-0.76 | · |
Wachstumsraten
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Revenue YoY | 18.2% | 42.5% | |
| EPS YoY | · | 142.6% | |
| Net Income YoY | · | 152.6% |
Bewertung (TTM)
| Kennzahl | Trend | 2026 | 2025 |
|---|---|---|---|
| Revenue TTM | $365M | · | |
| Net Income TTM | $-42M | · | |
| Market Cap | $1.30B | · | |
| P/E | -11.4 | · | |
| P/S | 3.6 | · | |
| P/B | 2.1 | · | |
| P / Tangible Book | 2.1 | · | |
| P / Cash Flow | 8.6 | · | |
| Earnings Yield | -8.8% | · |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $92M | $90M | $96M | $93M | $91M | $85M | $83M | $80M | |
| Cost of Revenue | $11M | $10M | $10M | $10M | $10M | $9M | $9M | $8M | |
| R&D Expense | $34M | $34M | $150M | $21M | $21M | $20M | $18M | $17M | |
| SG&A Expense | $16M | $17M | $115M | $15M | $9M | $10M | $8M | $7M | |
| Other Non-op | $4M | $3M | $5M | $4M | $690.0K | $2M | $812.0K | $1M | |
| Pretax Income | $20M | $17M | $-210M | $35M | $40M | $34M | $31M | $30M | |
| Income Tax | $3M | $5M | $-76M | $4M | $5M | $8M | $-636.0K | $-519.0K | |
| Net Income | $18M | $13M | $-134M | $31M | $35M | $26M | $32M | $30M | |
| EPS (Basic) | $0.12 | $0.08 | $-2.96 | $0.72 | $0.86 | $0.64 | $0.82 | $0.77 | |
| EPS (Diluted) | $0.10 | $0.07 | $-1.40 | $0.21 | $0.24 | $0.18 | $0.23 | $0.22 | |
| Shares (Basic) | 150,094,381 | 151,724,284 | · | 42,872,653 | 40,497,003 | 40,271,969 | · | 38,856,370 | |
| Shares (Diluted) | 174,051,608 | 175,500,854 | · | 142,510,293 | 141,996,997 | 142,487,835 | · | 138,336,934 | |
| EBITDA | · | $1M | · | · | · | · | · | · |
Bilanz
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $453M | $428M | $441M | $266M | · | · | $143M | · | |
| Receivables | $31M | $30M | $33M | $32M | · | · | $29M | · | |
| Other Current Assets | $36M | $51M | $49M | $31M | · | · | $19M | · | |
| Current Assets | $1.65B | $1.49B | $1.28B | $743M | · | · | $346M | · | |
| PP&E (Net) | $6M | $7M | $8M | $9M | · | · | $15M | · | |
| PP&E (Gross) | $47M | $47M | $46M | $46M | · | · | $45M | · | |
| Accum. Depreciation | $41M | $40M | $38M | $36M | · | · | $31M | · | |
| Other Non-current Assets | $4M | $4M | $4M | $3M | · | · | $3M | · | |
| Total Assets | $1.78B | $1.62B | $1.42B | $811M | · | · | $435M | · | |
| Accounts Payable | $7M | $7M | $7M | $10M | · | · | $6M | · | |
| Accrued Liabilities | $10M | $13M | $9M | $12M | · | · | $8M | · | |
| Short-term Debt | $5M | · | · | · | · | · | · | · | |
| Current Liabilities | $1.16B | $999M | $793M | $441M | · | · | $173M | · | |
| Capital Leases | $4M | $5M | $6M | $7M | · | · | $10M | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $10M | · | · | $10M | · | |
| Total Liabilities | $1.16B | $1.01B | $801M | $458M | · | · | $193M | · | |
| Total Debt | $5M | · | · | · | · | · | · | · | |
| Common Stock | $12.0K | $12.0K | $12.0K | $4.0K | · | · | $4.0K | · | |
| Paid-in Capital | $804M | $785M | $770M | $147M | · | · | $128M | · | |
| Retained Earnings | $-111M | $-129M | $-142M | $-8M | · | · | $-100M | · | |
| Treasury Stock | $73M | $41M | $13M | $13M | · | · | $13M | · | |
| Stockholders' Equity | $620M | $614M | $615M | $125M | · | · | $15M | · | |
| Liabilities + Equity | $1.78B | $1.62B | $1.42B | $811M | · | · | $435M | · | |
| Shares Outstanding | 150,748,902 | 149,475,525 | 150,305,463 | 43,419,298 | · | · | 40,110,106 | · |
Cashflow
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $2M | $2M | $2M | $2M | $2M | · | |
| Stock-based Comp | $16M | $17M | $248M | $8M | $2M | $2M | $2M | · | |
| Other Non-cash | · | $-9M | · | · | · | · | · | · | |
| Operating Cash Flow | $47M | $23M | $33M | $41M | $39M | $38M | $20M | · | |
| Investing Cash Flow | $-268.0K | $-985.0K | $-308.0K | $-198.0K | $-421.0K | $-211.0K | $-946.0K | · | |
| Stock Repurchased | $32M | $28M | $194.0K | $27.0K | $25.0K | $213.0K | $14M | · | |
| Net Stock Activity | · | $-28M | · | · | · | · | · | · | |
| Financing Cash Flow | $-24M | $-31M | $141M | $2M | $5M | $156.0K | $-8M | · | |
| Taxes Paid | $716.0K | $-420.0K | $-171.0K | $-167.0K | $2M | $481.0K | · | · |
Rentabilität
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 19.3% | 14.2% | · | 33.1% | · | · | · | · | |
| Pretax Margin | 22.2% | 19.3% | · | 37.3% | · | · | · | · | |
| EBITDA Margin | · | 1.6% | · | · | · | · | · | · | |
| ROA | 2.0% | 1.6% | · | 7.6% | · | · | · | · | |
| ROE | 5.7% | 4.2% | · | 49.3% | · | · | · | · |
Liquidität & Solvenz
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.5 | · | 1.7 | · | · | · | · | |
| Quick Ratio | 0.4 | 0.5 | · | 0.7 | · | · | · | · | |
| Debt / Equity | 0.0 | · | · | · | · | · | · | · |
Effizienz
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.2 | · | · | · | · | |
| Receivables Turnover | 5.9 | 6.1 | · | 5.8 | · | · | · | · |
Pro Aktie
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $4.11 | $4.11 | · | $2.89 | · | · | · | · | |
| Revenue / Share | $0.53 | $0.52 | · | $0.65 | · | · | · | · | |
| Cash Flow / Share | · | $0.13 | · | · | · | · | · | · | |
| Cash / Share | $3.01 | $2.86 | · | $6.13 | · | · | · | · | |
| EPS (TTM) | $-1.02 | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $372M | · | · | · | · | · | · | · | |
| Net Income TTM | $-72M | · | · | · | · | · | · | · | |
| Market Cap | $1.43B | $1.57B | · | · | · | · | · | · | |
| Enterprise Value | $982M | · | · | · | · | · | · | · | |
| P/E | -9.3 | · | · | · | · | · | · | · | |
| P/S | 3.8 | · | · | · | · | · | · | · | |
| P/B | 2.3 | 2.6 | · | · | · | · | · | · | |
| P / Tangible Book | 2.3 | 2.6 | · | · | · | · | · | · | |
| P / Cash Flow | · | 69.4 | · | · | · | · | · | · | |
| EV / Revenue | 2.6 | · | · | · | · | · | · | · | |
| Earnings Yield | -10.8% | · | · | · | · | · | · | · |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2026-01-31 | 2025-01-31 | 2024-01-31 |
|---|---|---|---|
| Umsatz | $365M | $309M | $217M |
| Nettoergebnis | $-42M | $194M | $77M |
| Verwässerte EPS | $-0.76 | $1.31 | $0.54 |
| Kennzahl | 2026-01-31 | 2025-01-31 | 2024-01-31 |
|---|---|---|---|
| Liquiditätsgrad | 1.6 | · | · |
| Quick Ratio | 0.6 | · | · |
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
Institutionelle Eigentümer (13F) 146 Einreicher · $825.8M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 60 (+2 vs. Vorquartal) | 22 (-12 vs. Vorquartal) | 40 (+10 vs. Vorquartal) | 33 (+24 vs. Vorquartal) | -980K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $135.502.480 | 15.156.877 | 16,41% | Aktien |
| DAG VENTURES, LLC | $123.492.449 | 13.813.473 | 14,95% | Aktien |
| Index Venture Associates VI Ltd | $84.576.280 | 9.460.434 | 10,24% | Aktien |
| BlackRock, Inc. | $74.765.872 | 8.363.073 | 9,05% | Aktien |
| Ribbit Management Company, LLC | $48.984.647 | 5.479.267 | 5,93% | Aktien |
| WELLINGTON MANAGEMENT GROUP LLP | $37.666.419 | 4.213.246 | 4,56% | Aktien |
| FMR LLC | $33.680.959 | 3.767.445 | 4,08% | Aktien |
| JPMORGAN CHASE & CO | $27.100.524 | 2.994.533 | 3,28% | Aktien |
| IEQ CAPITAL, LLC | $24.706.307 | 2.763.569 | 2,99% | Aktien |
| North Reef Capital Management LP | $21.851.622 | 2.444.253 | 2,65% | Aktien |
| CITADEL ADVISORS LLC | $20.887.586 | 2.336.419 | 2,53% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.333.949 | 1.603.350 | 1,74% | Aktien |
| STATE STREET CORP | $12.010.237 | 1.343.427 | 1,45% | Aktien |
| UBS Group AG | $9.215.969 | 1.030.869 | 1,12% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $9.191.309 | 1.027.877 | 1,11% | Aktien |
| Pillsbury Lake Capital LLC | $9.163.768 | 1.025.030 | 1,11% | Aktien |
| CONGRESS ASSET MANAGEMENT CO | $8.271.333 | 925.205 | 1,00% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $7.254.578 | 811.474 | 0,88% | Aktien |
| NORGES BANK | $7.149.622 | 799.734 | 0,87% | Aktien |
| PB INVESTMENT PARTNERS, L.P. | $6.521.310 | 729.453 | 0,79% | Aktien |
| Quinn Opportunity Partners LLC | $5.968.585 | 667.627 | 0,72% | Aktien |
| Whetstone Capital Advisors, LLC | $5.401.190 | 604.160 | 0,65% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $5.145.285 | 556.247 | 0,62% | Aktien |
| MARSHALL WACE, LLP | $5.036.080 | 563.320 | 0,61% | Aktien |
| Creative Planning | $4.867.133 | 544.422 | 0,59% | Aktien |
| BANK OF AMERICA CORP /DE/ | $4.394.815 | 491.590 | 0,53% | Aktien |
| Woodline Partners LP | $3.798.606 | 424.900 | 0,46% | Aktien |
| Nuveen, LLC | $3.565.638 | 398.841 | 0,43% | Aktien |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.234.876 | 361.843 | 0,39% | Aktien |
| AWH Capital, L.P. | $3.218.400 | 360.000 | 0,39% | Aktien |
| Weiss Asset Management LP | $3.112.157 | 348.116 | 0,38% | Aktien |
| VANGUARD GROUP INC | $2.921.850 | 215.000 | 0,35% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.847.167 | 318.475 | 0,34% | Aktien |
| Cerity Partners LLC | $2.836.008 | 317.227 | 0,34% | Aktien |
| MORGAN STANLEY | $2.796.906 | 312.853 | 0,34% | Aktien |
| NORTHERN TRUST CORP | $2.754.987 | 308.164 | 0,33% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.701.105 | 302.137 | 0,33% | Aktien |
| a16z Perennial Management, L.P. | $2.312.099 | 258.624 | 0,28% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $2.278.055 | 254.816 | 0,28% | Aktien |
| GOLDMAN SACHS GROUP INC | $2.235.957 | 250.107 | 0,27% | Aktien |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.190.675 | 245.042 | 0,27% | Aktien |
| PEAK6 LLC | $2.011.500 | 225.000 | 0,24% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $1.896.505 | 212.137 | 0,23% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $1.805.889 | 202.001 | 0,22% | Aktien |
| Trexquant Investment LP | $1.487.223 | 166.356 | 0,18% | Aktien |
| Stoic Point Capital Management LLC | $1.451.802 | 162.394 | 0,18% | Aktien |
| Ghisallo Capital Management LLC | $1.341.000 | 150.000 | 0,16% | Aktien |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.211.781 | 135.546 | 0,15% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.041.510 | 116.500 | 0,13% | Kaufoption |
| Capricorn Fund Managers Ltd | $1.008.432 | 112.800 | 0,12% | Aktien |
Unternehmensinsider 12 Insider · 5 Führungskräfte · 8 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| David Fortunato | CEO and President | 17. September 2026 S | 281.807 | 0 | 7 | $-25.069.761 |
| Alan Imberman | CFO and Treasurer | 17. September 2026 S | 396.970 | 0 | 4 | $-2.455.031 |
| Lauren Lin | CLO, CCO and Secretary | 17. September 2026 S | 171.816 | 0 | 5 | $-734.135 |
| Julien Wetterwald | Chief Technology Officer | 17. September 2026 S | 696.525 | 0 | 7 | $-2.927.771 |
| Kal Iyer | VP, Engineering | 17. September 2026 S | 232.494 | 0 | 6 | $-3.734.212 |
| Michael Reed Schmidt | Direktor | 15. September 2026 M | 6.377 | 0 | 0 | $0 |
| Jason Kilar | Direktor | 15. September 2026 M | 670.163 | 0 | 0 | $0 |
| Michelle L Wilson | Direktor | 15. September 2026 M | 9.353 | 0 | 2 | $-12.550 |
| Kenneth A Goldman | Direktor | 10. September 2026 S | 49.655 | 0 | 3 | $-708.216 |
| Jaleh Bisharat | Direktor | 7. Juli 2026 S | 0 | 0 | 3 | $-300.631 |
| Andrew S Rachleff | Direktor | 23. Juni 2026 A | 29.762 | 0 | 0 | $0 |
| Michelangelo Volpi | Direktor | 15. Dezember 2025 C | 161.363 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 17 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 0,84% | 12.443 NS | 31. Juli 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 19.040 SH | 11. September 2026 | Täglich |
| IWO · iShares Trust | 0,02% | 268.743 SH | 11. September 2026 | Täglich |
| IWM · iShares Trust | 0,01% | 975.435 SH | 11. September 2026 | Täglich |
| RSSL · Global X Funds | 0,01% | 17.414 NS | 31. Juli 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 210.964 SH | 19. August 2026 | Täglich |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 8.453 SH | 19. August 2026 | Täglich |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 28.613 SH | 19. August 2026 | Täglich |
| WSML · iShares Trust | 0,01% | 3.515 SH | 11. September 2026 | Täglich |
| TILT · FlexShares Trust | 0,01% | 11.692 NS | 31. Juli 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,00% | 10.839 NS | 31. Juli 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 410.294 SH | 19. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.156.750 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3.093 SH | 19. August 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,00% | 67.352 SH | 19. August 2026 | Täglich |
| IWN · iShares Trust | · | 103.998 SH | 11. September 2026 | Täglich |
| ISCB · iShares Trust | · | 2.181 SH | 11. September 2026 | Täglich |
WLTH Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
12-Monats-Kursziel
7 Analysten · 2026-10-02Mittelwert-Ziel $12.11 +20,7%
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | · |
| TSLX | $2.06B | 12.0 | · | · | 10.6% | · |
| TRIN | $1.19B | 7.5 | -46.2% | 2767.4% | 14.1% | · |
| CSWC | $1.34B | 11.6 | · | · | 11.5% | · |
| MSDL | $1.42B | 11.8 | · | · | 6.9% | · |
| PSEC | $1.18B | 38.5 | · | · | 5.2% | · |
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| BBDC | $961M | 8.2 | · | · | 8.7% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
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