# Wealthfront Corp: overview WLTH · Nasdaq · CIK 1524566 · [Financials](/sectors/financials.md) · fiscal year ends Jan 31 Pages: [Overview](/companies/wlth.md) · [Financials](/companies/wlth/financials.md) · [Filings](/companies/wlth/filings.md) · [Insiders](/companies/wlth/insiders.md) Latest reported revenue: [$91.9m](/filings/0001628280-26-061848.md) for Q2 FY2027, three months to 2026-07-31, from the 10-Q filed Sep 14, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-061848). ## Last eight quarters | Line item | Unit | period not labelled (2024-10-31) | period not labelled (2025-01-31) | period not labelled (2025-04-30) | period not labelled (2025-07-31) | Q3 FY2026 (2025-10-31) | Q4 FY2026 (2026-01-31) | Q1 FY2027 (2026-04-30) | Q2 FY2027 (2026-07-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [80.3](/filings/0001628280-26-003332.md) | [82.7 d](/filings/0001628280-26-027232.md) | [84.5](/filings/0001628280-26-042874.md) | [91.1](/filings/0001628280-26-061848.md) | [93.2](/filings/0001628280-26-003332.md) | [96.1 d](/filings/0001628280-26-027232.md) | [90.5](/filings/0001628280-26-042874.md) | [91.9](/filings/0001628280-26-061848.md) | | Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | | Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | | Net margin | % | [37.4%](/filings/0001628280-26-003332.md) | [38.8% d](/filings/0001628280-26-027232.md) | [30.7%](/filings/0001628280-26-042874.md) | [38.1%](/filings/0001628280-26-061848.md) | [33.1%](/filings/0001628280-26-003332.md) | [(139.0%) d](/filings/0001628280-26-027232.md) | [14.2%](/filings/0001628280-26-042874.md) | [19.3%](/filings/0001628280-26-061848.md) | | Diluted EPS | $ per share | [0.22](/filings/0001628280-26-003332.md) | not reported | [0.18](/filings/0001628280-26-042874.md) | [0.24](/filings/0001628280-26-061848.md) | [0.21](/filings/0001628280-26-003332.md) | not reported | [0.07](/filings/0001628280-26-042874.md) | [0.10](/filings/0001628280-26-061848.md) | | Free cash flow | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure. ## Last five fiscal years | Line item | Unit | FY (2024-01-31) | FY (2025-01-31) | FY2026 (2026-01-31) | | --- | --- | ---: | ---: | ---: | | Revenue | $m | [217](/filings/0001628280-26-027232.md) | [309](/filings/0001628280-26-027232.md) | [365](/filings/0001628280-26-027232.md) | | Gross margin | % | not reported | not reported | not reported | | Operating margin | % | not reported | not reported | not reported | | Net margin | % | [35.5%](/filings/0001628280-26-027232.md) | [63.0%](/filings/0001628280-26-027232.md) | [(11.5%)](/filings/0001628280-26-027232.md) | | Diluted EPS | $ per share | [0.54](/filings/0001628280-26-027232.md) | [1.31](/filings/0001628280-26-027232.md) | [(0.76)](/filings/0001628280-26-027232.md) | | Free cash flow | $m | not reported | not reported | not reported | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/wlth/insiders.md) None in coverage. ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [TIGER GLOBAL MANAGEMENT LLC](/funds/1167483.md) | 2026-06-30 | $135.5m | 15,156,877 | | Unchanged | | [DAG VENTURES, LLC](/funds/1624576.md) | 2026-06-30 | $123.5m | 13,813,473 | | Reduced −1 | | [Index Venture Associates VI Ltd](/funds/1755035.md) | 2026-06-30 | $84.6m | 9,460,434 | | Unchanged | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $74.8m | 8,363,073 | | Added +254,533 | | [Ribbit Management Company, LLC](/funds/1836733.md) | 2026-06-30 | $49.0m | 5,479,267 | | Reduced −4,368,892 | | [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $37.7m | 4,213,246 | | Reduced −553,795 | | [FMR LLC](/funds/315066.md) | 2026-06-30 | $33.7m | 3,767,445 | | Added +648,525 | | [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $27.1m | 2,994,533 | | Reduced −166,919 | | [IEQ CAPITAL, LLC](/funds/1779789.md) | 2026-06-30 | $24.7m | 2,763,569 | | New +2,763,569 | | [North Reef Capital Management LP](/funds/1867831.md) | 2026-06-30 | $21.9m | 2,444,253 | | Reduced −441,004 | ## Recent filings [All 195 filings](/companies/wlth/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-10-21 | 21:10 ET | [8-K](/filings/0001628280-26-066744.md) | 8.01 Other events | 0001628280-26-066744 | | 2026-09-14 | 20:21 ET | [10-Q](/filings/0001628280-26-061848.md) | Quarterly report, period 2026-07-31 | 0001628280-26-061848 | | 2026-09-09 | 20:07 ET | [8-K](/filings/0001628280-26-061131.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-061131 | | 2026-06-24 | 20:46 ET | [8-K](/filings/0001628280-26-045236.md) | 5.07 Shareholder vote results | 0001628280-26-045236 | | 2026-06-12 | 20:26 ET | [10-Q](/filings/0001628280-26-042874.md) | Quarterly report, period 2026-04-30 | 0001628280-26-042874 | | 2026-06-04 | 20:17 ET | [8-K](/filings/0001628280-26-040793.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-040793 | | 2026-05-11 | 20:24 ET | [DEF 14A](/filings/0001628280-26-033531.md) | Proxy statement, period 2026-01-31 | 0001628280-26-033531 | | 2026-04-24 | 20:25 ET | [10-K](/filings/0001628280-26-027232.md) | Annual report, period 2026-01-31 | 0001628280-26-027232 | | 2026-03-11 | 20:13 ET | [8-K](/filings/0001628280-26-016823.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-016823 | | 2026-02-18 | 14:00 ET | [8-K](/filings/0001628280-26-008816.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001628280-26-008816 | ## Latest annual report [Form 10-K for the fiscal year ended Jan 31, 2026](/filings/0001628280-26-027232.md), filed Apr 24, 2026. ## Forecast league Not in this season’s league. [This season’s league](/leagues.md) ## About the filer - CIK: 1524566 - Tickers: WLTH - Exchange: Nasdaq - SIC code: 6199 Finance Services - State of incorporation: DE - Filer category:
Emerging growth company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:51 ET. No prices; not investment advice.