Credit and interest ratespositive · 3 filings
“The increase was primarily due to increased unused commitment fees following the increase to our revolving credit facility in October 2025 from $50.0 million to $250.0 million.”10-Q · Jun 12, 2026 ↗
Wealthfront Corporation
WLTH
Market read
Wealthfront Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company-4.6% todayVolume comparison unavailable
Market group0 of 15 activeE-commerce Technology · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- WLTH's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if WLTH's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- WLTH's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods3
Price observations180
Usable filing statements87
Verified relationships1
Evidence supporting the case
- Latest annual revenue changed +18.2% year over year.
Evidence challenging the case
- Net margin changed -74.5 percentage points in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
10.396m+23.2%12m—24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2024-01-31$216.7M—$0.54—
2025-01-31$308.9M+42.5%$1.31-3.6%
2026-01-31$365.0M+18.2%$-0.76—
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposurenegative · 3 filings
“We expect to incur additional expenses as a result of operating as a public company, including expenses to comply with the rules and regulations applicable to companies listed on a national securities exchange, expenses related to compliance and reporting obl…”10-Q · Jun 12, 2026 ↗
Demand and volumemixed · 1 filings
“Best Execution As a registered broker-dealer, Wealthfront Brokerage LLC is also subject to “best execution” requirements under SEC guidelines and FINRA rules, which require Wealthfront Brokerage LLC to seek the best reasonably available terms for client order…”10-K · Apr 24, 2026 ↗
Tariffs and trade policymixed · 1 filings
“Economic Sanctions We are subject to U.S.”10-K · Apr 24, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
10.39-4.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for WLTH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for WLTH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind WLTH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GDOTGreen Dot CorporationpartnerJun 12, 2026 ▾
“In addition, we offer the above checking features to clients through arrangements with our banking partners, Green Dot Bank (“Green Dot”) and UMB Bank (“UMB”).”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
WLTH is currently a Follower in the organic co-movement group E-commerce Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for WLTH; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.