WLTH Wealthfront Corporation - Common Stock
NASDAQ · Financial Services · Lihat di SEC EDGAR ↗ tutup Okt 2, 2026 10-K/10-Q Sep 14, 2026WLTH Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
WLTH Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
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Tentang Wealthfront Corporation - Common Stock Tinjauan perusahaan dari 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.
Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
| Metrik | Tren 5 Tahun | WLTH | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| P/E (TTM) | -9.8 | · | · | · | |
| P/S (TTM) | 4.1 | · | 72.6 | Kurang nilai | |
| P/B (MRQ) | 2.4 | · | 0.9 | Terlalu mahal | |
| Price / Cash Flow (Harga / Arus Kas) | 9.9 | · | 5.6 | Terlalu mahal | |
| Price / Tangible Book (Harga / Nilai Buku Berwujud) | 2.4 | · | · | · |
Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
| Metrik | Tren 5 Tahun | WLTH | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| EBITDA Margin (Margin EBITDA) | 2.0% | · | · | · | |
| Margin Sebelum Pajak (TTM) | -37.0% | · | · | · | |
| Margin Laba Bersih (TTM) | -19.4% | · | · | · | |
| ROA | -4.5% | · | 3.5% | Lemah | |
| ROE | -12.0% | · | 8.4% | Lemah |
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
| Metrik | Tren 5 Tahun | WLTH | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Utang / Ekuitas (MRQ) | 0.0 | · | · | · | |
| Rasio Lancar (MRQ) | 1.4 | · | · | · | |
| Quick Ratio (Rasio Cepat) | 0.6 | · | · | · |
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
| Metrik | Tren 5 Tahun | WLTH | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Revenue YoY (Pendapatan YoY) | 18.2% | · | · | · | |
| EPS YoY | 142.6% | · | · | · | |
| Net Income YoY (Laba Bersih YoY) | 152.6% | · | · | · |
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
| Metrik | Tren 5 Tahun | WLTH | rata-rata 5T | Median Rekan | Kesimpulan |
|---|---|---|---|---|---|
| Asset Turnover (Perputaran Aset) | 0.4 | · | · | · | |
| Receivables Turnover (Perputaran Piutang) | 11.7 | · | · | · | |
| Revenue / Employee (Pendapatan Tahunan ÷ karyawan (jumlah karyawan, yfinance). Turunan — bukan konsep SEC-XBRL yang tersimpan.) | ≈$879.5K | · | · | · |
nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
| Periode | Laporan | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|---|
| 30 Juni 2027 | Sep 9, 2026 | $0.10 | $0.09 | 8.6% |
| 31 Maret 2027 | Jun 4, 2026 | $0.07 | $0.12 | -42.1% |
| 30 Sep. 2026 | $0.10 | $0.09 | 8.6% | |
| 30 Juni 2026 | $0.07 | $0.12 | -42.1% | |
| 31 Maret 2026 | $-1.30 | $-0.95 | -36.8% | |
| 31 Des. 2025 | $0.21 | $0.16 | 28.7% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi
| Metrik | Tren | 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 | · |
Neraca
| Metrik | Tren | 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 |
Arus Kas
| Metrik | Tren | 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 | · |
Profitabilitas
| Metrik | Tren | 2026 | 2025 |
|---|---|---|---|
| Net Margin | -11.5% | · | |
| Pretax Margin | -27.7% | · | |
| EBITDA Margin | 2.0% | · | |
| ROA | -4.5% | · | |
| ROE | -12.0% | · |
Likuiditas & Solvabilitas
| Metrik | Tren | 2026 | 2025 |
|---|---|---|---|
| Current Ratio | 1.6 | · | |
| Quick Ratio | 0.6 | · |
Efisiensi
| Metrik | Tren | 2026 | 2025 |
|---|---|---|---|
| Asset Turnover | 0.4 | · | |
| Receivables Turnover | 11.7 | · |
Per Saham
| Metrik | Tren | 2026 | 2025 |
|---|---|---|---|
| Book Value / Share | $4.09 | · | |
| Revenue / Share | $6.42 | · | |
| Cash Flow / Share | $2.68 | · | |
| Cash / Share | $2.93 | · | |
| EPS (TTM) | $-0.76 | · |
Tingkat Pertumbuhan
| Metrik | Tren | 2026 | 2025 |
|---|---|---|---|
| Revenue YoY | 18.2% | 42.5% | |
| EPS YoY | · | 142.6% | |
| Net Income YoY | · | 152.6% |
Valuasi (TTM)
| Metrik | Tren | 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% | · |
Laporan Laba Rugi
| Metrik | Tren | 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 | · | · | · | · | · | · |
Neraca
| Metrik | Tren | 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 | · |
Arus Kas
| Metrik | Tren | 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 | · | · |
Profitabilitas
| Metrik | Tren | 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% | · | · | · | · |
Likuiditas & Solvabilitas
| Metrik | Tren | 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 | · | · | · | · | · | · | · |
Efisiensi
| Metrik | Tren | 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 | · | · | · | · |
Per Saham
| Metrik | Tren | 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 | · | · | · | · | · | · | · |
Valuasi (TTM)
| Metrik | Tren | 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% | · | · | · | · | · | · | · |
Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
| Metrik | 2026-01-31 | 2025-01-31 | 2024-01-31 |
|---|---|---|---|
| Pendapatan | $365M | $309M | $217M |
| Laba Bersih | $-42M | $194M | $77M |
| EPS Dilusian | $-0.76 | $1.31 | $0.54 |
| Metrik | 2026-01-31 | 2025-01-31 | 2024-01-31 |
|---|---|---|---|
| Rasio Lancar | 1.6 | · | · |
| Rasio Cepat | 0.6 | · | · |
Data fundamental belum cukup untuk membuat laporan ini.
Pemilik institusional (13F) 146 pengaju · $825.8M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 60 (+2 vs Kuartal sebelumnya) | 22 (-12 vs Kuartal sebelumnya) | 40 (+10 vs Kuartal sebelumnya) | 33 (+24 vs Kuartal sebelumnya) | -980K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | $135.502.480 | 15.156.877 | 16,41% | Saham |
| DAG VENTURES, LLC | $123.492.449 | 13.813.473 | 14,95% | Saham |
| Index Venture Associates VI Ltd | $84.576.280 | 9.460.434 | 10,24% | Saham |
| BlackRock, Inc. | $74.765.872 | 8.363.073 | 9,05% | Saham |
| Ribbit Management Company, LLC | $48.984.647 | 5.479.267 | 5,93% | Saham |
| WELLINGTON MANAGEMENT GROUP LLP | $37.666.419 | 4.213.246 | 4,56% | Saham |
| FMR LLC | $33.680.959 | 3.767.445 | 4,08% | Saham |
| JPMORGAN CHASE & CO | $27.100.524 | 2.994.533 | 3,28% | Saham |
| IEQ CAPITAL, LLC | $24.706.307 | 2.763.569 | 2,99% | Saham |
| North Reef Capital Management LP | $21.851.622 | 2.444.253 | 2,65% | Saham |
| CITADEL ADVISORS LLC | $20.887.586 | 2.336.419 | 2,53% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.333.949 | 1.603.350 | 1,74% | Saham |
| STATE STREET CORP | $12.010.237 | 1.343.427 | 1,45% | Saham |
| UBS Group AG | $9.215.969 | 1.030.869 | 1,12% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $9.191.309 | 1.027.877 | 1,11% | Saham |
| Pillsbury Lake Capital LLC | $9.163.768 | 1.025.030 | 1,11% | Saham |
| CONGRESS ASSET MANAGEMENT CO | $8.271.333 | 925.205 | 1,00% | Saham |
| MILLENNIUM MANAGEMENT LLC | $7.254.578 | 811.474 | 0,88% | Saham |
| NORGES BANK | $7.149.622 | 799.734 | 0,87% | Saham |
| PB INVESTMENT PARTNERS, L.P. | $6.521.310 | 729.453 | 0,79% | Saham |
| Quinn Opportunity Partners LLC | $5.968.585 | 667.627 | 0,72% | Saham |
| Whetstone Capital Advisors, LLC | $5.401.190 | 604.160 | 0,65% | Saham |
| ALLIANCEBERNSTEIN L.P. | $5.145.285 | 556.247 | 0,62% | Saham |
| MARSHALL WACE, LLP | $5.036.080 | 563.320 | 0,61% | Saham |
| Creative Planning | $4.867.133 | 544.422 | 0,59% | Saham |
| BANK OF AMERICA CORP /DE/ | $4.394.815 | 491.590 | 0,53% | Saham |
| Woodline Partners LP | $3.798.606 | 424.900 | 0,46% | Saham |
| Nuveen, LLC | $3.565.638 | 398.841 | 0,43% | Saham |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.234.876 | 361.843 | 0,39% | Saham |
| AWH Capital, L.P. | $3.218.400 | 360.000 | 0,39% | Saham |
| Weiss Asset Management LP | $3.112.157 | 348.116 | 0,38% | Saham |
| VANGUARD GROUP INC | $2.921.850 | 215.000 | 0,35% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.847.167 | 318.475 | 0,34% | Saham |
| Cerity Partners LLC | $2.836.008 | 317.227 | 0,34% | Saham |
| MORGAN STANLEY | $2.796.906 | 312.853 | 0,34% | Saham |
| NORTHERN TRUST CORP | $2.754.987 | 308.164 | 0,33% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.701.105 | 302.137 | 0,33% | Saham |
| a16z Perennial Management, L.P. | $2.312.099 | 258.624 | 0,28% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $2.278.055 | 254.816 | 0,28% | Saham |
| GOLDMAN SACHS GROUP INC | $2.235.957 | 250.107 | 0,27% | Saham |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.190.675 | 245.042 | 0,27% | Saham |
| PEAK6 LLC | $2.011.500 | 225.000 | 0,24% | Saham |
| TWO SIGMA INVESTMENTS, LP | $1.896.505 | 212.137 | 0,23% | Saham |
| AQR CAPITAL MANAGEMENT LLC | $1.805.889 | 202.001 | 0,22% | Saham |
| Trexquant Investment LP | $1.487.223 | 166.356 | 0,18% | Saham |
| Stoic Point Capital Management LLC | $1.451.802 | 162.394 | 0,18% | Saham |
| Ghisallo Capital Management LLC | $1.341.000 | 150.000 | 0,16% | Saham |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.211.781 | 135.546 | 0,15% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.041.510 | 116.500 | 0,13% | Opsi beli |
| Capricorn Fund Managers Ltd | $1.008.432 | 112.800 | 0,12% | Saham |
Orang dalam perusahaan 12 orang dalam · 5 pejabat · 8 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| David Fortunato | CEO and President | 17 Sep. 2026 S | 281.807 | 0 | 7 | $-25.069.761 |
| Alan Imberman | CFO and Treasurer | 17 Sep. 2026 S | 396.970 | 0 | 4 | $-2.455.031 |
| Lauren Lin | CLO, CCO and Secretary | 17 Sep. 2026 S | 171.816 | 0 | 5 | $-734.135 |
| Julien Wetterwald | Chief Technology Officer | 17 Sep. 2026 S | 696.525 | 0 | 7 | $-2.927.771 |
| Kal Iyer | VP, Engineering | 17 Sep. 2026 S | 232.494 | 0 | 6 | $-3.734.212 |
| Michael Reed Schmidt | Direktur | 15 Sep. 2026 M | 6.377 | 0 | 0 | $0 |
| Jason Kilar | Direktur | 15 Sep. 2026 M | 670.163 | 0 | 0 | $0 |
| Michelle L Wilson | Direktur | 15 Sep. 2026 M | 9.353 | 0 | 2 | $-12.550 |
| Kenneth A Goldman | Direktur | 10 Sep. 2026 S | 49.655 | 0 | 3 | $-708.216 |
| Jaleh Bisharat | Direktur | 7 Juli 2026 S | 0 | 0 | 3 | $-300.631 |
| Andrew S Rachleff | Direktur | 23 Juni 2026 A | 29.762 | 0 | 0 | $0 |
| Michelangelo Volpi | Direktur | 15 Des. 2025 C | 161.363 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Kepemilikan ETF Dimiliki oleh 17 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 0,84% | 12.443 NS | 31 Juli 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 19.040 SH | 11 Sep. 2026 | Harian |
| IWO · iShares Trust | 0,02% | 268.743 SH | 11 Sep. 2026 | Harian |
| IWM · iShares Trust | 0,01% | 975.435 SH | 11 Sep. 2026 | Harian |
| RSSL · Global X Funds | 0,01% | 17.414 NS | 31 Juli 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 210.964 SH | 19 Agu 2026 | Harian |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 8.453 SH | 19 Agu 2026 | Harian |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 28.613 SH | 19 Agu 2026 | Harian |
| WSML · iShares Trust | 0,01% | 3.515 SH | 11 Sep. 2026 | Harian |
| 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 Agu 2026 | Harian |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.156.750 SH | 19 Agu 2026 | Harian |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3.093 SH | 19 Agu 2026 | Harian |
| VFH · VANGUARD WORLD FUND | 0,00% | 67.352 SH | 19 Agu 2026 | Harian |
| IWN · iShares Trust | · | 103.998 SH | 11 Sep. 2026 | Harian |
| ISCB · iShares Trust | · | 2.181 SH | 11 Sep. 2026 | Harian |
WLTH Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
Target Harga 12 Bulan
7 analis · 2026-10-02Target rata-rata $12.11 +20,7%
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| 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% | · |
Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini
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