WEALTHFRONT CORP
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SEC XBRL · annual| FY26 | FY25 | FY24 | |
|---|---|---|---|
| Revenue | $365.0M | $308.9M | $216.7M |
| Operating income | — | — | — |
| Net income | −$42.1M | $194.4M | $77.0M |
| Total assets | $1.42B | $435.2M | — |
| Total liabilities | $801.0M | $192.7M | — |
| Equity | $614.7M | $15.3M | −$180.9M |
| EPS (diluted) | $-0.76 | $1.31 | $0.54 |
| Shares out. | 149.6M | 40.1M | 143.9M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2026- Operating margin
- —
- Net margin
- −11.5%
- Return on equity
- −6.8%
- Return on assets
- −3.0%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 56.6%
- Debt / equity
- 1.30×
- Book value / share
- $4.11
- Revenue growth (YoY)
- 18.2%
- Net income growth (YoY)
- −121.6%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2026- Accruals / assets
- −13.7%clean
- Beneish M-Score
- -3.88normal
- Piotroski F-Score
- 2/8weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 warning● 3 good- Reported a net loss
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Dag Ventures Management Iv, LlcPassive (13G)Feb 17, 2026
- Ribbit Capital Gp Ii, Ltd.Passive (13G)Feb 17, 2026
- Tiger Global Management LlcPassive (13G)Feb 17, 2026
- Index Ventures Vi (Jersey) LpPassive (13G)Feb 13, 2026
- Rachleff Andrew SPassive (13G)Feb 6, 2026
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Fortunato DavidOfficer — CEO and President | Mar 20, 2026 | Option exercise | 40,816 | $2.45 |
| Wilson L MichelleDirector | Mar 15, 2026 | Option exercise | 2,126 | $0.00 |
| Schmidt Michael ReedDirector | Mar 15, 2026 | Option exercise | 2,125 | $0.00 |
| Kilar JasonDirector | Mar 15, 2026 | Option exercise | 17,007 | $0.00 |
| Goldman Kenneth ADirector | Mar 15, 2026 | Option exercise | 17,007 | $0.00 |
| Bisharat JalehDirector | Mar 15, 2026 | Option exercise | 17,007 | $0.00 |
| Rachleff Andrew SDirector | Mar 15, 2026 | Option exercise | 29,762 | $0.00 |
| Wetterwald JulienOfficer — Chief Technology Officer | Mar 15, 2026 | Option exercise | 20,525 | $0.00 |
| Lin LaurenOfficer — CLO, CCO and Secretary | Mar 15, 2026 | Option exercise | 1,216 | $0.00 |
| Iyer KalOfficer — VP, Engineering | Mar 15, 2026 | Option exercise | 9,688 | $0.00 |
| Imberman AlanOfficer — CFO and Treasurer | Mar 15, 2026 | Option exercise | 22,812 | $0.00 |
| Fortunato DavidOfficer — CEO and President | Mar 15, 2026 | Option exercise | 9,698 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 5.0M | 5.8 | -12.1% |
| Apr 30, 2026 | 5.7M | 6.6 | +5.2% |
| Apr 15, 2026 | 5.4M | 5.0 | -9.2% |
| Mar 31, 2026 | 6.0M | 2.3 | +102.6% |
| Mar 13, 2026 | 2.9M | 2.3 | +4.2% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operations · Regulation FD disclosure · Other material eventMar 11, 2026
- Entered a material agreementFeb 18, 2026
- Regulation FD disclosureJan 28, 2026
- Results of operations · Regulation FD disclosureJan 12, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.