WLTH 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

03
价格 $10.03
市值 (MRQ) $1.51B
P/E (TTM) -9.8
EPS (TTM) $-1.02
收入 (TTM) $372M
ROE -12.0%
负债/权益 (MRQ) 0.0
52周区间 $7–$15

WLTH 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

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区间
条形图

柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。

关于 Wealthfront Corporation - Common Stock 公司概况(来自维基百科)

05 · wikidata

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.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

行业板块Financial Services 行业Financial Services 员工415 国家US

10年表现 收入、净利润、利润率和每股收益趋势

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收入$365M
2024-01-31 → 2026-01-31
EPS$-0.76
2024-01-31 → 2026-01-31
净利率-19.4%
2026-01-31 → 2026-01-31
估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标 5年趋势 WLTH 5年均值 同行中位数 结论
P/E (TTM) -9.8 · · ·
P/S (TTM) 4.1 · 72.6 低估
市净率 (MRQ) 2.4 · 0.9 估值过高
Price / Cash Flow (市现率) 9.9 · 5.6 估值过高
Price / Tangible Book (市净率(有形资产)) 2.4 · · ·

同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。

价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

14
平均惊喜 -12.5%
期间报告EPS ActualEPS 预期惊喜
2027年6月30日 九月 9, 2026 $0.10 $0.09 8.6%
2027年3月31日 六月 4, 2026 $0.07 $0.12 -42.1%
2026年9月30日 $0.10 $0.09 8.6%
2026年6月30日 $0.07 $0.12 -42.1%
2026年3月31日 $-1.30 $-0.95 -36.8%
2025年12月31日 $0.21 $0.16 28.7%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

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损益表 14
指标 趋势 20262025
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) 56,647,66238,990,556
Shares (Diluted) 56,890,456138,660,318
EBITDA $7M·
资产负债表 23
指标 趋势 20262025
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 150,305,46340,110,106
现金流 10
指标 趋势 20262025
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·
盈利能力 5
指标 趋势 20262025
Net Margin -11.5%·
Pretax Margin -27.7%·
EBITDA Margin 2.0%·
ROA -4.5%·
ROE -12.0%·
流动性与偿付能力 2
指标 趋势 20262025
Current Ratio 1.6·
Quick Ratio 0.6·
效率 2
指标 趋势 20262025
Asset Turnover 0.4·
Receivables Turnover 11.7·
每股 5
指标 趋势 20262025
Book Value / Share $4.09·
Revenue / Share $6.42·
Cash Flow / Share $2.68·
Cash / Share $2.93·
EPS (TTM) $-0.76·
增长率 3
指标 趋势 20262025
Revenue YoY 18.2%42.5%
EPS YoY ·142.6%
Net Income YoY ·152.6%
估值 (TTM) 9
指标 趋势 20262025
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%·

最近期在左侧 · 空值显示为 ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

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指标 2026-01-312025-01-312024-01-31
收入 $365M $309M $217M
净收入 $-42M $194M $77M
稀释后每股收益 (EPS) $-0.76 $1.31 $0.54

机构持有人 (13F) 146 家申报者 · $825.8M 总计 · 截至 2026年6月30日

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在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

持有人 146
持有价值 $825.8M
新仓位 60
已退出持仓 22
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
60 (+2 与上一季度对比) 22 (-12 与上一季度对比) 40 (+10 与上一季度对比) 33 (+24 与上一季度对比) -980K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
TIGER GLOBAL MANAGEMENT LLC $135502480 15156877 16.41% 股份
DAG VENTURES, LLC $123492449 13813473 14.95% 股份
Index Venture Associates VI Ltd $84576280 9460434 10.24% 股份
BlackRock, Inc. $74765872 8363073 9.05% 股份
Ribbit Management Company, LLC $48984647 5479267 5.93% 股份
WELLINGTON MANAGEMENT GROUP LLP $37666419 4213246 4.56% 股份
FMR LLC $33680959 3767445 4.08% 股份
JPMORGAN CHASE & CO $27100524 2994533 3.28% 股份
IEQ CAPITAL, LLC $24706307 2763569 2.99% 股份
North Reef Capital Management LP $21851622 2444253 2.65% 股份
CITADEL ADVISORS LLC $20887586 2336419 2.53% 股份
VANGUARD CAPITAL MANAGEMENT LLC $14333949 1603350 1.74% 股份
STATE STREET CORP $12010237 1343427 1.45% 股份
UBS Group AG $9215969 1030869 1.12% 股份
GEODE CAPITAL MANAGEMENT, LLC $9191309 1027877 1.11% 股份
Pillsbury Lake Capital LLC $9163768 1025030 1.11% 股份
CONGRESS ASSET MANAGEMENT CO $8271333 925205 1.00% 股份
MILLENNIUM MANAGEMENT LLC $7254578 811474 0.88% 股份
NORGES BANK $7149622 799734 0.87% 股份
PB INVESTMENT PARTNERS, L.P. $6521310 729453 0.79% 股份
Quinn Opportunity Partners LLC $5968585 667627 0.72% 股份
Whetstone Capital Advisors, LLC $5401190 604160 0.65% 股份
ALLIANCEBERNSTEIN L.P. $5145285 556247 0.62% 股份
MARSHALL WACE, LLP $5036080 563320 0.61% 股份
Creative Planning $4867133 544422 0.59% 股份
BANK OF AMERICA CORP /DE/ $4394815 491590 0.53% 股份
Woodline Partners LP $3798606 424900 0.46% 股份
Nuveen, LLC $3565638 398841 0.43% 股份
PRELUDE CAPITAL MANAGEMENT, LLC $3234876 361843 0.39% 股份
AWH Capital, L.P. $3218400 360000 0.39% 股份
Weiss Asset Management LP $3112157 348116 0.38% 股份
VANGUARD GROUP INC $2921850 215000 0.35% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $2847167 318475 0.34% 股份
Cerity Partners LLC $2836008 317227 0.34% 股份
MORGAN STANLEY $2796906 312853 0.34% 股份
NORTHERN TRUST CORP $2754987 308164 0.33% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2701105 302137 0.33% 股份
a16z Perennial Management, L.P. $2312099 258624 0.28% 股份
VANGUARD FIDUCIARY TRUST CO $2278055 254816 0.28% 股份
GOLDMAN SACHS GROUP INC $2235957 250107 0.27% 股份
STATE OF WISCONSIN INVESTMENT BOARD $2190675 245042 0.27% 股份
PEAK6 LLC $2011500 225000 0.24% 股份
TWO SIGMA INVESTMENTS, LP $1896505 212137 0.23% 股份
AQR CAPITAL MANAGEMENT LLC $1805889 202001 0.22% 股份
Trexquant Investment LP $1487223 166356 0.18% 股份
Stoic Point Capital Management LLC $1451802 162394 0.18% 股份
Ghisallo Capital Management LLC $1341000 150000 0.16% 股份
BOOTHBAY FUND MANAGEMENT, LLC $1211781 135546 0.15% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1041510 116500 0.13% 买入期权
Capricorn Fund Managers Ltd $1008432 112800 0.12% 股份

显示全部 146 个机构持有人 →

公司内部人士 12 位内幕人士 · 5 位高管 · 8 位董事

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内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
David Fortunato CEO and President 2026年9月17日 S 281807 0 7 $-25069761
Alan Imberman CFO and Treasurer 2026年9月17日 S 396970 0 4 $-2455031
Lauren Lin CLO, CCO and Secretary 2026年9月17日 S 171816 0 5 $-734135
Julien Wetterwald Chief Technology Officer 2026年9月17日 S 696525 0 7 $-2927771
Kal Iyer VP, Engineering 2026年9月17日 S 232494 0 6 $-3734212
Michael Reed Schmidt 董事 2026年9月15日 M 6377 0 0 $0
Jason Kilar 董事 2026年9月15日 M 670163 0 0 $0
Michelle L Wilson 董事 2026年9月15日 M 9353 0 2 $-12550
Kenneth A Goldman 董事 2026年9月10日 S 49655 0 3 $-708216
Jaleh Bisharat 董事 2026年7月7日 S 0 0 3 $-300631
Andrew S Rachleff 董事 2026年6月23日 A 29762 0 0 $0
Michelangelo Volpi 董事 2025年12月15日 C 161363 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 17 只交易所交易基金持有

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权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
SMLL · Harbor ETF Trust 0.84% 12443 NS 2026年7月31日 N-PORT
ISCG · iShares Trust 0.02% 19040 SH 2026年9月11日 每日
IWO · iShares Trust 0.02% 268743 SH 2026年9月11日 每日
IWM · iShares Trust 0.01% 975435 SH 2026年9月11日 每日
RSSL · Global X Funds 0.01% 17414 NS 2026年7月31日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 210964 SH 2026年8月19日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 8453 SH 2026年8月19日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 28613 SH 2026年8月19日 每日
WSML · iShares Trust 0.01% 3515 SH 2026年9月11日 每日
TILT · FlexShares Trust 0.01% 11692 NS 2026年7月31日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.00% 10839 NS 2026年7月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 410294 SH 2026年8月19日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 1156750 SH 2026年8月19日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3093 SH 2026年8月19日 每日
VFH · VANGUARD WORLD FUND 0.00% 67352 SH 2026年8月19日 每日
IWN · iShares Trust · 103998 SH 2026年9月11日 每日
ISCB · iShares Trust · 2181 SH 2026年9月11日 每日

WLTH 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

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评级 · 13 位分析师 买入
中位数目标 $11.50 +14.7%
2 15.4% 强烈买入
7 53.8% 买入
4 30.8% 持有
0 0.0% 卖出
0 0.0% 强烈卖出

12个月价格目标

7 位分析师 · 2026-10-02

平均目标 $12.11 +20.7%

现在 当前价格 $10.03
最低$10.00 平均值$12.11 最高$17.00

同行比较(GICS 子行业) 关键指标与行业同行对比

22

财年依据,价格截至各公司上一个财年末收盘价。

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
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% ·

最新新闻 提及该公司的近期头条新闻

23

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26

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来源:SEC 10-Q 于 九月 14, 2026 申报