Sentiment-Signal
32,5
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
45.9
3 neu, 0 erhöht, -564632K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Stammdaten
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.
Unternehmen & Branche
| Name | WEALTHFRONT CORP |
|---|---|
| Ticker | WLTH |
| CIK | 0001524566 |
| Boerse | US |
| Sektor | Technology |
| Industrie | Software - Application |
| SIC | 6199 · Finance Services |
Wertpapier & Kennzahlen
| CUSIP | 947002101 |
|---|---|
| ISIN | US9470021018 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,66 Mrd. USD |
| Beta | -6,89 |
| Dividendenrendite | 0,00 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-01-31 | 10-K | 364,993,000 | -42,066,000 | -0.76 | 1,415,729,000 | 614,689,000 |
| 2025-10-31 | 10-Q | 93,220,000 | 30,901,000 | 0.21 | 810,641,000 | 125,359,000 |
| 2025-01-31 | 10-K | 308,859,000 | 194,447,000 | 1.31 | 435,206,000 | 15,338,000 |
| 2024-10-31 | 10-Q | 80,309,000 | 30,046,000 | 0.22 | -30,934,000 | |
| 2024-01-31 | 10-K | 216,714,000 | 76,966,000 | 0.54 | -180,855,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15,156,877 | 0 | 15,156,877 | 205,981,958 | Neu | +100,0% | |
| BlackRock, Inc. | 5,363,334 | 0 | 5,363,334 | 72,887,710 | Neu | +100,0% | |
| FMR LLC | 4,039,317 | 0 | 4,039,317 | 54,894,318 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 3,986,938 | 0 | 3,986,938 | 54,182,488 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 2,040,138 | 0 | 2,040,138 | 27,725,475 | Neu | +100,0% | |
| JANUS HENDERSON GROUP PLC | 1,015,000 | 0 | 1,015,000 | 13,794,225 | Neu | +100,0% | |
| Invesco Ltd. | 1,000,000 | 0 | 1,000,000 | 13,590,000 | Neu | +100,0% | |
| NORGES BANK | 1,000,000 | 0 | 1,000,000 | 13,590,000 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 875,000 | 0 | 875,000 | 11,891,250 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 808,971 | 0 | 808,971 | 10,993,916 | Neu | +100,0% | |
| UBS Group AG | 1,165,203 | 165,044 | 1,000,159 | 10,778,128 | Aufgestockt | +606,0% | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 625,000 | 0 | 625,000 | 8,493,750 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 598,915 | 0 | 598,915 | 8,139,255 | Neu | +100,0% | |
| CONGRESS ASSET MANAGEMENT CO | 853,747 | 0 | 853,747 | 7,897,160 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 538,847 | 0 | 538,847 | 7,322,931 | Neu | +100,0% | |
| ExodusPoint Capital Management, LP | 400,000 | 0 | 400,000 | 5,436,000 | Neu | +100,0% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 383,204 | 0 | 383,204 | 5,207,742 | Neu | +100,0% | |
| JENNISON ASSOCIATES LLC | 323,476 | 0 | 323,476 | 4,396,039 | Neu | +100,0% | |
| Shay Capital LLC | 316,965 | 0 | 316,965 | 4,307,554 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 270,910 | 0 | 270,910 | 3,681,668 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 264,879 | 0 | 264,879 | 3,599,706 | Neu | +100,0% | |
| Nuveen, LLC | 368,011 | 631,565 | -263,554 | 3,404,102 | Reduziert | -41,7% | |
| Schonfeld Strategic Advisors LLC | 250,136 | 0 | 250,136 | 3,399,347 | Neu | +100,0% | |
| VANGUARD GROUP INC | 215,000 | 0 | 215,000 | 2,921,850 | Neu | +100,0% | |
| PEAK6 LLC | 208,752 | 0 | 208,752 | 2,836,939 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 200,000 | 0 | 200,000 | 2,718,000 | Neu | +100,0% | |
| SOROS FUND MANAGEMENT LLC | 182,960 | 0 | 182,960 | 2,486,426 | Neu | +100,0% | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 170,000 | 0 | 170,000 | 2,310,300 | Neu | +100,0% | |
| Squarepoint Ops LLC | 152,560 | 0 | 152,560 | 2,073,290 | Neu | +100,0% | |
| Board of Trustees of The Leland Stanford Junior University | 208,471 | 0 | 208,471 | 1,928,357 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 128,713 | 0 | 128,713 | 1,749,209 | Neu | +100,0% | |
| LMR Partners LLP | 126,930 | 0 | 126,930 | 1,724,979 | Neu | +100,0% | |
| ELEMENT CAPITAL MANAGEMENT LLC | 94,034 | 0 | 94,034 | 1,277,922 | Neu | +100,0% | |
| Weiss Asset Management LP | 75,000 | 0 | 75,000 | 1,019,250 | Neu | +100,0% | |
| Diametric Capital, LP | 75,000 | 0 | 75,000 | 1,019,250 | Neu | +100,0% | |
| Zimmer Partners, LP | 70,000 | 0 | 70,000 | 951,300 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 50,000 | 0 | 50,000 | 679,500 | Neu | +100,0% | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 50,000 | 0 | 50,000 | 679,500 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 47,608 | 0 | 47,608 | 646,993 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 41,154 | 0 | 41,154 | 559,283 | Neu | +100,0% | |
| Walleye Capital LLC | 40,000 | 0 | 40,000 | 543,600 | Neu | +100,0% | |
| XTX Topco Ltd | 35,710 | 0 | 35,710 | 485,299 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 26,944 | 0 | 26,944 | 366,169 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 25,363 | 0 | 25,363 | 344,683 | Neu | +100,0% | |
| GABELLI FUNDS LLC | 19,400 | 0 | 19,400 | 263,646 | Neu | +100,0% | |
| Hudson Bay Capital Management LP | 18,050 | 0 | 18,050 | 245,300 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 17,500 | 0 | 17,500 | 237,825 | Neu | +100,0% | |
| Realta Investment Advisors | 14,300 | 0 | 14,300 | 194,337 | Neu | +100,0% | |
| Symmetry Investments LP | 14,000 | 0 | 14,000 | 190,260 | Neu | +100,0% | |
| BARCLAYS PLC | 10,036 | 0 | 10,036 | 136,389 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2025-12-15 | TIGER GLOBAL MANAGEMENT LLC | 10% Owner | Open Market Sale | -7,004,912 | 14.00 | -98,068,768.00 | -846,6% | |
| 2025-12-11 | Lin Lauren | Officer, CLO, CCO and Secretary | Open Market Sale | -30,229 | 14.00 | -423,206.00 | -3,7% | |
| 2025-12-11 | IYER KAL | Officer, VP, Engineering | Open Market Sale | -167,722 | 14.00 | -2,348,108.00 | -20,3% | |
| 2025-12-11 | Imberman Alan | Officer, CFO and Treasurer | Open Market Sale | -100,000 | 14.00 | -1,400,000.00 | -12,1% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -5,373 | 14.00 | -75,222.00 | -0,6% | |
| 2025-12-11 | GOLDMAN KENNETH A | Director | Open Market Sale | -38,071 | 14.00 | -532,994.00 | -4,6% | |
| 2025-12-11 | Wetterwald Julien | Officer, Chief Technology Officer | Open Market Sale | -120,000 | 14.00 | -1,680,000.00 | -14,5% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -95,416 | 14.00 | -1,335,824.00 | -11,5% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -92,5% | |
| 2025-12-11 | Bisharat Jaleh | Director | Open Market Sale | -10,000 | 14.00 | -140,000.00 | -1,2% | |
| 2025-12-11 | Fortunato David | Director, Officer, CEO and President | Open Market Sale | -765,154 | 14.00 | -10,712,156.00 | -92,5% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-04-14 | 1.498 | 10,46 | 15.669 |
| 2026-04-13 | 4.184 | 9,90 | 41.422 |
| 2026-04-09 | 3.738 | 10,03 | 37.492 |
| 2026-04-08 | 1.989 | 9,52 | 18.935 |
| 2026-04-07 | 1.948 | 9,58 | 18.662 |
| 2026-04-06 | 2.127 | 9,57 | 20.355 |
| 2026-04-02 | 23.336 | 9,44 | 220.292 |
| 2026-04-01 | 122.629 | 9,25 | 1.134.318 |
| 2026-03-31 | 28.551 | 9,04 | 258.101 |
| 2026-03-27 | 347 | 9,10 | 3.158 |
| 2026-03-26 | 25.689 | 8,86 | 227.605 |
| 2026-03-25 | 136.207 | 8,34 | 1.135.966 |
| 2026-03-24 | 64.971 | 7,95 | 516.519 |
| 2026-03-23 | 85.305 | 8,12 | 692.677 |
| 2026-03-13 | 35.522 | 7,88 | 279.913 |
| 2026-03-10 | 411 | 8,62 | 3.543 |
| 2026-03-09 | 110 | 8,49 | 934 |
| 2026-02-26 | 17.800 | 8,44 | 150.232 |
| 2026-02-24 | 27.400 | 7,85 | 215.090 |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| UBS Group AG | 1,165,203 | 10,778,128 | 44.55 |
| CONGRESS ASSET MANAGEMENT CO | 853,747 | 7,897,160 | 32.64 |
| Nuveen, LLC | 368,011 | 3,404,102 | 14.07 |
| Board of Trustees of The Leland Stanford Junior University | 208,471 | 1,928,357 | 7.97 |
| Police & Firemen's Retirement System of New Jersey | 7,640 | 70,670 | 0.29 |
| STRS OHIO | 6,100 | 56,425 | 0.23 |
| Legal & General Group Plc | 3,049 | 28,218 | 0.12 |
| Russell Investments Group, Ltd. | 2,646 | 24,475 | 0.10 |
| Sterling Capital Management LLC | 530 | 4,903 | 0.02 |
| GHP Investment Advisors, Inc. | 110 | 1,018 | 0.00 |
| Hughes Financial Services, LLC | 1 | 9 | 0.00 |
| VALLEY NATIONAL ADVISERS INC | 223 | 2 | 0.00 |