Latest revenue
$93.2M
as of 2025-10-31
Latest net income
$30.9M
as of 2025-10-31
Net margin
33.1%
as of 2025-10-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Finance Services (125 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think WLTH is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.47B
- Enterprise value
- $1.03B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 2.39×
- Dividend yield
- 0.0%
- 52-wk high
- $14.88
- 52-wk low
- $7.20
- Beta
- —
- Shares out
- 149.6M
5-year trend
What this company does
ITEM 1. BUSINESS Company Overview We are a product-driven technology company that built a financial solutions platform for “digital natives,” defined as those born after 1980 (i.e., Millennials, Gen Z, and later generations). Our platform is designed to address the needs of the wealth builders within these generations. We have differentiated, trusted relationships with our clients due to our unique and fundamentally aligned incentives. Simply put, we succeed because our clients succeed. Founded in 2008 and headquartered in Palo Alto, California, we were among the first digital-only financial solutions platforms, pioneering the use of automation to offer low-cost diversified portfolios. We…
AI summary unavailable — showing raw filing excerpt
Generated from WLTH's filing dated 2026-04-24
Key risks
Table of Contents ITEM 1A. RISK FACTORS Investing in our common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Form 10-K. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of or that we deem immaterial may also become important factors that adversely affect our business. If any of the following risks occur, our business, operating results, financial condition, and future prospects could be materially and adversely affected. In that event, the market price of our common stock could decline, and you…
AI summary unavailable — showing raw filing excerpt
Generated from WLTH's filing dated 2026-04-24
Profitability
Net margin
-11.5%
118.3%Return on equity
-6.8%
100.5%Return on assets
-3.0%
106.7%Leverage
Debt / equity
1.30×
95.2%Debt / assets
56.6%
41.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q4 2025 2025-10-31 | $93.2M | +16.1% | $30.9M | +2.8% | 33.1% |
Q4 2024 2024-10-31 | $80.3M | — | $30.0M | — | 37.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Finance Services · SIC 6199
Your notes
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Insider activity
Insider buying
$0
Insider selling
$127.4M
Net activity
−$127.4M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WLTH
Institutional value
$164.5M
Total shares held
17.9M
Distinct holders
38
-53 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.1M | $75.0M | +2.7M (+51.2%) | Added |
| 2 | JPMORGAN CHASE & CO | 3.2M | $28.6M | +1.1M (+55.0%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $15.3M | — | New |
| 4 | UBS Group AG | 1.2M | $10.8M | +1.0M (+606.0%) | Added |
| 5 | CONGRESS ASSET MANAGEMENT CO | 853.7K | $7.9M | — | New |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | 593.3K | $5.5M | +210.1K (+54.8%) | Added |
| 7 | PB INVESTMENT PARTNERS, L.P. | 445.7K | $4.1M | — | New |
| 8 | Nuveen, LLC | 368.0K | $3.4M | -263.6K (-41.7%) | Trimmed |
| 9 | VANGUARD FIDUCIARY TRUST CO | 248.8K | $2.3M | — | New |
| 10 | FEDERATED HERMES, INC. | 240.0K | $2.2M | +155.8K (+185.1%) | Added |
| 11 | Board of Trustees of The Leland Stanford Junior University | 208.5K | $1.9M | — | New |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 205.8K | $1.9M | — | New |
| 13 | SEI INVESTMENTS CO | 124.8K | $1.2M | +83.6K (+203.2%) | Added |
| 14 | Walleye Capital LLC | 80.0K | $740.0K | +40.0K (+100.0%) | Added |
| 15 | SEVEN GRAND MANAGERS, LLC | 75.0K | $693.8K | -75.0K (-50.0%) | Trimmed |
| 16 | Wealthfront Advisers LLC | 74.5K | $688.8K | +50.5K (+210.9%) | Added |
| 17 | Bank of New York Mellon Corp | 63.5K | $587.3K | — | New |
| 18 | Hudson Bay Capital Management LP | 33.5K | $309.7K | +15.4K (+85.5%) | Added |
| 19 | RHUMBLINE ADVISERS | 23.7K | $219.0K | — | New |
| 20 | WELLS FARGO & COMPANY/MN | 23.5K | $217.6K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
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