Wealthfront (WLTH) stock

Cash managementFintech and payments

Market cap $1.6B

$10.44

+1.66%

Cash management, market cap $1.6BFintech and payments

After-hours $10.44 0.00%

As of 5:08 PM ET after-hours, delayed 15+ min · Live for Pro members

Quality Score

Below Average

In its industry

#7of 10

Consumer Finance

Checks firing

5of 14

Choppy

From 52-week high

-29.8%

Above the 200-day

WLTH's Quality Score rose 2 points on Mon, Nov 2, to 5.

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Key facts on WLTH

Key facts on WLTH
Holding it back	Profit turned to a loss $77M → a $42.1M loss in 2 years
Latest filing	10-Q, Sep 14 Filed its quarterly report (10-Q) for the quarter to Jul 31, 2026

1 more reason behind WLTH's 5, free with an account →1 more reason behind WLTH's 5, for Pro members.

What's next

Sat Dec 12: One year since its IPOListed Dec 12, 2025 at $14.

WLTH catalysts

Coming up

After its last 4 reports it closed -5.6% on average, higher 1 of 4 times.

1 past catalyst since 2026, with sizes and sources, for Pro members.Get in free →

Why WLTH scores 5

Below Averagefor quality, not price, 5 of 14 chart checks firingWhat the Quality Score means

+5Chart checks 5 of 14 firing right now, one point each
+2Long-term trend above a rising 200-⁠day average

Profit subtractsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Insider trades subtracts

No effect today: Run-up, Size, Growth, Dilution, Volatility, Cash flow, Persistence, and News.

What every line is worth, and the reason behind it, on WLTH and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 5:08 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-⁠scored stocks returned 2.2x the average stock over the next month. How we tested it

Alert me when WLTH's Quality Score turns up

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Here is what Pro members see.

The same page for Pro members, on AMD
Its Quality Score and rank, the line that drives it, and the live price.
The full chart
A year of candles to start, out to the whole history, with insider trades marked and the Quality Score under the price.
Every line of the score
Price action, the company, and signals, each with its points, on WLTH and every other stock.
CEOs buying their own stock
Every CEO buy, biggest names first. Sort, filter, save the list, and set optional alerts.
Congress trades
A member's trades, newest first, each with its amount. Sort and filter the whole list.
14 chart checks, read for you
The ones firing on the stock, each in plain words, its rule a tap away.
Earnings, week by week
Who reports each day, and how each stock took its last four reports.
FDA dates, counted down
Each date in the company's words, its cash against the date, and an optional alert before it.
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Every stock a box, colored by its Quality Score.
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Each theme's stocks ranked by Quality Score, live. Here, AI chips.
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The ten highest Quality Scores at each close, kept day by day, week by week.
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WLTH has 5 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on WLTH, and all 14 on every stock.Get in free →

WLTH RSI today: 49.1, above its 50-day and 200-day averages

Not scored

Not in the Quality Score: over 20 years of tests, 2006 to 2026, they added no edge.

RSI 1449.1
Above 30, below 50.
MACD (12, 26, 9)Below signal
Crossed below its signal line 4 sessions ago.
50-day average$10.20
The price is 2.4% above it.
200-day average$9.68
The price is 7.9% above it.
50/200 crossGolden cross
The 50-day crossed above the 200-day on Oct 12.
ADX 1414.7
Under 25, with +DI below -DI.
Support$10.22
Swing low from Apr 30, 2.1% below the price.
Resistance$11.08
Swing high from Sep 11, 6.1% above the price.
52-week high$14.88
From Dec 12, 2025, 42.5% above the price.
52-week low$7.20
From Feb 12, 31.0% below the price.
Chart patternWedge
Lines over the Sep 11 and Oct 16 highs and under the Sep 30 and Oct 13 lows.
Bollinger Bands (20, 2)Inside
The bands run from $10.09 to $11.26.
Volume0.6x
Against its 20-day average, for the time of day.

The deep dive on WLTH

What it does and how it makes money4 findings"Our patents issued in the United States begin expiring in April 2042, excluding any patent term adjustment." (10-K for fiscal 2026)SEC filing · Apr 24, 2026
Where it stands2 findingsFor Pro members2 findings on where WLTH stands: its cash, debt, and share count, for Pro members
Who holds and trades it2 findingsFor Pro members2 findings on who holds and trades WLTH, for Pro members

7 more findings on WLTH, each with its source, for Pro membersGet in free →

How WLTH ranks in Consumer Finance

WLTH is #7 of 10 by Quality Score among Consumer Finance & Fintech.

How WLTH ranks in Consumer Finance
1	OPRTOportun Financial	8/14	16
2	SYFSynchrony Financial	9/14	14
3	DAVEDave	2/14	10
	AXPAmerican Express		Open for its score
	CHYMChime Financial		Open for its score
	UPSTUpstart		Open for its score
7	WLTHWealthfront	5/14	5

When does WLTH report earnings, and what happens after?

Expected to report Tue Dec 15, after the close (in 43 days). Expected.

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What WLTH reported on Sep 9, 2026

The quarter

The figures are not read from the release yet.

“Quarterly total revenue of $91.9 million increased 1% year-over-year primarily due to a 12% year-over-year increase in Total Platform Assets to $99.0 billion.”

The filing on EDGAR

Where the sales came from

WLTH's results filing gives no sales by line in a table we read.

The outlook

No outlook figures read from this release.

In the company's words

“GAAP expenses of $75.1 million increased from $51.8 million in the prior year quarter, with the increase due primarily to higher stock-based compensation (SBC) expense and higher product development expense.”

From its results filing (SEC filing · Sep 9)

1 more sentence, for Pro members.

The numbers

Market value: $1.6B; today
Sales: $372M; up 9.8% on the year

3 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on WLTH: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.Get in free →

-6.2%-14.3%+15.0%

Mar 11Jun 4Sep 9

Reported	When	Gap	Reaction	5 sessions
Sep 9, 2026After close	After close	+0.4%	+15.0%	+7.5%
Jun 4, 2026After close	After close	-13.7%	-14.3%	-23.3%
Mar 11, 2026After close	After close	-4.4%	-6.2%	-3.1%

WLTH closed higher after 1 of its last 4 reports.

All 4 reports, and WLTH's Quality Score going into each

WLTH sales and profit by year

Sales and profit by year

Sales grew every year from 2024 to 2026, to $365M. It lost money in 2026 after a profit in 2025.

Insiders trading WLTH

WLTH insider trades

5 insiders sold $2.6M across 10 filings in the last 6 months. No open-⁠market buys on record. The newest:

SellDavid Fortunato$1MCEO and Presidentat $10.73 on Sep 15, filed Sep 17

SellDavid FortunatoCEO and President$1Mat $10.73 on Sep 15, filed Sep 17

All 10 insider filings on WLTH from the last six months, for Pro members.Get in free →

All WLTH insider trades

WLTH's officers and directors

Officers and directors with a Form 4 in the last 12 months.

David FortunatoCEO and President · 5 trades
Alan ImbermanCFO and Treasurer · 4 trades
Julien WetterwaldChief Technology Officer · 7 trades
Kal IyerVP, Engineering · 6 trades
Lauren LinCLO, CCO and Secretary · 5 trades
Jaleh BisharatDirector · 3 trades
Kenneth A. GoldmanDirector · 3 trades
L. Michelle WilsonDirector · 2 trades

3 more officers and directors file at WLTH. Each page above names the rest.

See insider trades by person

Which ETFs hold WLTH?

In ETFs: WLTH is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About Wealthfront

Wealthfront Corp is a product-driven technology company that built a financial solutions platform for digital natives. The platform is designed to address the needs of the wealth builders within these generations. Its business model is designed to optimize for clients' success. The focus on delivering fully automated services results in being one of the lowest cost producers in each category in which participate. The group generates revenue from cash management and investment advisory products. Cash management revenue is earned from fees received for the delivery of cash management services, including the cash sweep program.

391 employeesPalo Alto, CAwealthfront.com

What Wealthfront says it competes with

“We operate in a highly competitive market that is constantly evolving to meet the changing financial needs of new generations.”

From its annual report, SEC filing · Apr 24, 2026

2 more sentences and what it says it does, for Pro membersGet in free →

WLTH's score card

Wealthfront (WLTH): Quality Score 5, Below Average, #7 of 10 in Consumer Finance, with its price, on Breakaway — The picture a link to this page shows when it is shared.

Pro members see every line of every stock's score.

What would turn WLTH's score around: 6 things
2 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawaySep 17David Fortunato sold WLTH$1M at $10.73, filed Sep 17

Alerts are optional.

See WLTH's 14 chart checks

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Straight Answers

As of Nov 2, 2026: WLTH's Quality Score is 5 (Below Average), #7 of 10 in Consumer Finance & Fintech. Insiders sold $2.6M in the last 6 months (Form 4).

Is WLTH a good stock to buy? What its Quality Score says

WLTH scores 5 today, which Breakaway calls Below Average. It is #7 of 10 in Consumer Finance & Fintech by Quality Score, with 5 of 14 chart checks firing. Shares: 3.7 times the count a year ago (to Jul 31). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is WLTH's Quality Score?

WLTH scores 5 today, which Breakaway calls Below Average (0 to 5). That is #7 of 10 in Consumer Finance & Fintech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind WLTH's 5.

Are insiders buying WLTH?

5 insiders sold $2.6M across 10 filings in the last 6 months. No open-⁠market buys on record. The newest is David Fortunato, CEO and President, who sold $1M on Sep 15. Every filing, with the scored weight, for Pro members.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.