Wealthfront Corp (WLTH) KPIs and segments
Close on Nov 13, 2026Market cap $1.67BP/E –Yield –
KPIs & segments
Operating metrics and segments that drive Wealthfront's business
Wealthfront's revenue by segment, product and region, plus the counts and sizes it tags in its 10-K and 10-Q filings (XBRL). Each figure links to the filing it came from. A fuller KPI sheet built from earnings releases and presentations is on the way. See the segment tables for a trailing-twelve-month view, or how companies compare on operating metrics.
The chart is empty. Tick the box next to any metric in the table below to plot it — tick several to compare them on one chart.
Wealthfront's fiscal year ends January 31 — Q2 FY27 = CQ2 2026 (calendar quarter).
| Add to chart | Metric | Q2 FY27 CQ2 2026 | Q1 FY27 CQ1 2026 | Q4 FY26 CQ4 2025 | Q3 FY26 CQ3 2025 | Q2 FY26 CQ2 2025 | Q1 FY26 CQ1 2025 | Q4 FY25 CQ4 2024 | Q3 FY25 CQ3 2024 |
|---|---|---|---|---|---|---|---|---|---|
Cash management($M) | 61.8 | 63.4 | 69.7 | 68.8 | 68.9 | 64.3 | 62.1 | 60.2 | |
Investment advisory($M) | 28.8 | 26.2 | 25.8 | 24.2 | 22.0 | 19.9 | 19.6 | 19.1 | |
Other revenue($M) | 1.31 | 0.86 | 0.58 | 0.23 | 0.21 | 0.37 | 0.99 | 1.01 | |
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Core rows come from the segment and revenue-disaggregation notes of 10-K and 10-Q filings (XBRL), linked to each filing. Fourth-quarter figures are the fiscal year less the first nine months (shown in italic).
Data updated 2026-09-14.
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