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WLTH

Wealthfront Corporation Common Stock

Finance · ·

$9.63

$0.02 (-0.2%)

Market Cap

$1.44B

Day Range

$9.51 - $9.76

52-Week Range

$7.20 - $14.75

Beta

Next Earnings

🏢 Similar Stocks in the Same Sector

-30.8% (1Y)

Some data (financial/growth/valuation) is currently unavailable — the daily API quota was likely exhausted. The score is computed from 6 of 7 available categories. Try again later for the full analysis.
Investor Score
55/ 100C
🟡 Moderate

This score and all analysis on this page are for informational and educational purposes only and do not constitute investment advice. Read the full disclaimer

📈72BTechnical
💰43DFundamental
🚀43DGrowth
💎55CValuation
📰50C-News
🏦Quality
⚠️56CRisk

Weighted: Technical 25% · Fundamental 20% · Growth 15% · Valuation 15% · News 10% · Quality 10% · Risk 5%

🔍 Cross-Check

Overall Score

🟡 Mixed

Technical Trend

🟢 Bullish

Insiders

🔴 Bearish

✅ Why is the score relatively high?

  • 🟢 Current ratio: 1.61
  • 🟢 Price is above the 50-day average
  • 🟢 MACD histogram is positive — rising momentum
  • 🟢 RSI 54.9 — healthy positive momentum
  • 🟢 Gross margin: 89.6% — strong

⚠️ What's concerning?

  • 🔴 Net margin: -11.5% (negative)
  • 🔴 Return on equity (ROE): -6.8% (negative)
  • 🔴 Earnings per share (EPS) growth: -158.0%
  • 🔴 Net income growth: -121.6%
  • 🔴 -18.0% over the last 3 months relative to the index

🚦 Quality & Risk Checks

🟡 Daily volatility (ATR)🟢 Liquidity risk

📰 News Trend

Based on real financial news (Finnhub)
🟡 Mixed

Everyone's writing about Wealthfront Corporation Common Stock. News trend score: 50. Reason: The mix of positive and negative articles is balanced — 1 vs. 1 out of the last 2 articles.

News trend analysis is based on article sentiment only, and is not investment advice or financial counsel. Read the full disclaimer

📈 Technical Analysis

Based on the last 160 trading days, calculated from real price data. Click an indicator for details and a chart.

🟢 Most indicators support an uptrend (7 bullish · 1 bearish · 2 neutral)

Conclusions

  • 🟢Price vs. SMA 50Price is above the 50-day average
  • 🟢MACDMACD histogram is positive — rising momentum
  • 🟢RSIRSI 54.9 — healthy positive momentum
  • 🟡Stochastic%K 78.8 — neutral range
  • 🟡ADX (trend strength)ADX 17.2 — weak trend/choppy
  • 🔴Relative strength vs. S&P 500-18.0% over the last 3 months relative to the index
  • 🟢Bollinger BandsPrice is in the upper third of the Bollinger Bands (84%B) — strong momentum (risk of a pullback)
  • 🟢ROC (rate of change)ROC 12 days: 2.9%
  • 🟢Parabolic SARPrice is above the SAR point — uptrend
  • 🟢CMF (money flow)CMF 20 days: 0.27

Wyckoff Method Analysis

A market-structure read based purely on real price and volume data — not full classic Wyckoff schematic identification (Phase A-E), but a quantitative analysis of what can reliably be computed: trading ranges, "effort vs. result", volume within the range, and Spring/Upthrust detection.

Markdown

The stock is in a clear downtrend with no defined trading range in the period examined.

High confidence

Evidence Behind This Read

  • 🔴Falling price trendA -19.7% change over the last 50 days, with no defined trading range.

The Wyckoff Method, developed by Richard Wyckoff in the early 20th century, reads the balance of supply and demand through price and volume, based on the premise that large investors ("smart money") quietly accumulate shares before rallies and quietly distribute them before declines. The read here is based solely on real price and volume data — full, precise identification of classic Wyckoff patterns (such as Phases A-E) requires human chart-reading experience and judgment, so this is an approximate algorithmic read, not a substitute for professional analysis. This should not be considered investment advice.

🎯 Trade Planning (M.A.E.E Framework)

Based on a mechanical trading method: market structure → value zone → ATR-based exit point. Not investment advice — a calculation tool only.

1️⃣ Market Structure

Not enough history to determine market structure (200-day average required).

2️⃣ Value Zone

🟢 Price in value zone

The price is close to the 50-day moving average — per the method, this is a reasonable area to look for an entry, rather than chasing the price far from it.

Not enough data (ATR / support / resistance) to calculate a suggested exit point.

💰 Financial Health

Profitability

Gross Margin

89.6%

Operating Margin

Net Margin

-11.5%

EBITDA Margin

Efficiency

ROE

-6.8%

ROA

-3.0%

ROIC

EPS

-$0.74

Balance Sheet

Cash

$440.81M

Total Debt

Current Ratio

1.61

Debt/Equity

Conclusions

  • 🟢Gross marginGross margin: 89.6% — strong
  • 🔴Net marginNet margin: -11.5% (negative)
  • 🔴Return on equity (ROE)Return on equity (ROE): -6.8% (negative)
  • 🔴Return on assets (ROA)Return on assets (ROA): -3.0% — weak
  • 🟢Current ratio (liquidity)Current ratio: 1.61

🚀 Growth

Revenue

Earnings per Share (EPS)

Net Income

Free Cash Flow (FCF)

אין נתונים היסטוריים זמינים.

Conclusions

  • 🟢Revenue growth (last year)Revenue growth (last year): 18.2%
  • 🔴Earnings per share (EPS) growthEarnings per share (EPS) growth: -158.0%
  • 🔴Net income growthNet income growth: -121.6%

💎 Fair Value (Valuation)

Not enough cash-flow data to calculate a DCF model for this stock.

Book Value per Share

$10.80

Tangible Book Value per Share (Tangible NAV)

$10.80

Conclusions

  • 🟢Tangible Net Asset Value (NAV)NAV per share: $10.80
  • 🟡P/EP/E: -12.7

🕴️ Insider Trading

Real transactions by officers and insiders, as reported to the SEC on Form 4 — 0 purchases and 8 sales out of the last 25 filings.

NameTransaction TypeDateSharesChangePrice
Wetterwald JulienOpen Market Sale15.7.2026711,788-15,264$9.36
Bisharat JalehOpen Market Sale7.7.20260-8,503$9.50
Bisharat JalehOpen Market Sale6.7.20268,503-8,504$9.39
WILSON L MICHELLEGrant/Award from Employer23.6.202619,446+19,446
RACHLEFF ANDREW SGrant/Award from Employer23.6.202619,446+19,446
GOLDMAN KENNETH AGrant/Award from Employer23.6.202619,446+19,446
KILAR JASONGrant/Award from Employer23.6.202619,446+19,446
Bisharat JalehGrant/Award from Employer23.6.202619,446+19,446
Schmidt Michael ReedGrant/Award from Employer23.6.202619,446+19,446
IYER KALOpen Market Sale17.6.2026225,771-28,498$8.46
Wetterwald JulienOpen Market Sale17.6.2026727,052-39,810$8.46
Lin LaurenOpen Market Sale17.6.2026158,092-4,840$8.45
WILSON L MICHELLEExercise of Derivative Securities15.6.20268,503+2,126
WILSON L MICHELLEOpen Market Sale15.6.20267,865-638$9.12
WILSON L MICHELLEExercise of Derivative Securities15.6.202625,511-2,126
KILAR JASONExercise of Derivative Securities15.6.2026646,619+23,544
KILAR JASONExercise of Derivative Securities15.6.202647,088-23,544
IYER KALExercise of Derivative Securities15.6.2026284,764+20,387
IYER KALExercise of Derivative Securities15.6.2026305,151+20,387
IYER KALExercise of Derivative Securities15.6.2026326,263+21,112
IYER KALExercise of Derivative Securities15.6.2026341,825+15,562
IYER KALTax Withholding in Shares15.6.2026300,041-41,784$8.80
IYER KALOpen Market Sale15.6.2026254,269-45,772$8.92
IYER KALExercise of Derivative Securities15.6.202661,163-20,387
IYER KALExercise of Derivative Securities15.6.2026142,713-20,387

📉 Short Interest

Official FINRA data — the number of shares open in short positions, plus daily short-sale activity.

Monthly Trend — Open Short Interest

+11.6%

7,435,448 shares short as of 2026-07-15 · vs. 6,663,306 on 2026-06-30

Official biweekly report (FINRA Rule 4560) — no real higher-frequency data exists for this metric.

Weekly Trend — Daily Short-Sale Activity

+26.1%

47.6% of trading volume this week was short selling, vs. 37.8% the prior week

Based on daily short-sale volume (Reg SHO) — a different metric from the open short interest above: this is daily trading volume, not an open position, so it updates weekly rather than biweekly.

📰 News & Sentiment

Sentiment based on basic keywords (not AI) — 1 positive, 0 neutral, 1 negative out of the last 2 articles.