Try

WEALTHFRONT CORP

WLTHUnited States

5 filed reports · 270 financial concepts · 0 earnings calls · 0 media appearances

Filed reports

5 reports · Oct 2025 to Jul 2026

Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 8 operating metrics, 13 commentary passages.

Report typeReportsFactsPeriods
Quarterly · 10-QSEC EDGAR3761Oct 2025 to Jul 2026
Annual · 10-KSEC EDGAR1768Jan 2026
Current · 8-KSEC EDGAR18Jul 2026

Documents

PeriodTypePeriod endPublishedFactsSource
FY2027 Q210-QJul 31, 2026Sep 14, 2026339Open
FY2027 Q28-KJul 31, 2026Sep 9, 20268Open
FY2027 Q110-QApr 30, 2026Jun 12, 2026218Open
FY202610-KJan 31, 2026Apr 24, 2026768Open
FY2026 Q310-QOct 31, 2025Jan 23, 2026204Open

Financial data

270 concepts · 1,537 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

Financial264 concepts · 1,496 facts · Jan 2024 to Jul 2026

  • Fractional shares repurchase obligation14 · Jan 2025 to Jul 2026
  • Cash and cash equivalents at carrying value12 · Jan 2024 to Jul 2026
  • Cash cash equivalents restricted cash and restricted cash equivalents12 · Jan 2024 to Jul 2026
  • Cash segregated under other regulations12 · Jan 2024 to Jul 2026
  • Restricted cash noncurrent12 · Jan 2024 to Jul 2026
  • Stockholders equity (US GAAP)12 · Jan 2024 to Jul 2026
  • Temporary equity carrying amount attributable to parent12 · Jan 2024 to Jul 2026
  • Temporary equity shares outstanding12 · Jan 2024 to Jul 2026
  • Allocated share based compensation expense11 · Jan 2024 to Jul 2026
  • Capitalized computer software amortization111 · Jan 2024 to Jul 2026
  • Cost of revenue (US GAAP)11 · Jan 2024 to Jul 2026
  • Depreciation11 · Jan 2024 to Jul 2026
  • Dilutive effect of equity-classified common stock warrants (in shares)11 · Jan 2024 to Jul 2026
  • Dilutive effect of liability-classified common stock warrant (in shares)11 · Jan 2024 to Jul 2026
  • Dilutive effect of liability-classified Series G Warrant (in shares)11 · Jan 2024 to Jul 2026
  • General and administrative expense (US GAAP)11 · Jan 2024 to Jul 2026
  • Income tax expense benefit11 · Jan 2024 to Jul 2026
  • Incremental common shares attributable to conversion of preferred stock11 · Jan 2024 to Jul 2026
  • Interest expense nonoperating11 · Jan 2024 to Jul 2026
  • Labor and related expense11 · Jan 2024 to Jul 2026
  • Lease cost11 · Jan 2024 to Jul 2026
  • Marketing expense11 · Jan 2024 to Jul 2026
  • Net income loss11 · Jan 2024 to Jul 2026
  • Net income loss available to common stockholders basic11 · Jan 2024 to Jul 2026

Product1 concepts · 33 facts · Jan 2024 to Jul 2026

  • Revenue33 · Jan 2024 to Jul 2026

KPI5 concepts · 8 facts · Jul 2026

  • Assets Under Administration YoY Change3 · Jul 2026
  • Assets Under Administration2 · Jul 2026
  • Customer Count1 · Jul 2026
  • Customer Count YoY Change1 · Jul 2026
  • Net Flows1 · Jul 2026

Segments

33 facts

Figures broken down by business line, region, product or another axis the company reports on.

Product or service3 members · 33 facts

  • Asset Management111 · Jan 2024 to Jul 2026
  • Financial Service Other11 · Jan 2024 to Jul 2026
  • Investment Advice11 · Jan 2024 to Jul 2026

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

  • Earnings-release commentary13 claims from 1 reports · Jul 2026

Earnings calls

Transcripts with management claims and analyst questions, one per fiscal period.

No earnings-call transcripts for this company.

Executive media

Podcasts, interviews and conference appearances by the company's executives, with their claims.

No media appearances for this company.

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

WEALTHFRONT CORP (WLTH) data · FactIQ