Wealthfront Corporation splits its revenue into 3 lines in its filings. The largest line in Q2 of fiscal 2027, the quarter ended Jul 31, 2026 was Asset Management1 at $61.8 million, 67% of the total.
USD in millions. The percent under a figure is the change from the same quarter a year earlier.
| Line |
TTM
Jul 31, 2026
|
Q2 FY2027
Jul 31, 2026
|
Q1 FY2027
Apr 30, 2026
|
Q4 FY2026
Jan 31, 2026
|
Q3 FY2026
Oct 31, 2025
|
|---|---|---|---|---|---|
| Revenue |
—
|
92
|
90
|
96
|
93
|
| Asset Management1 |
—
|
62
share 67.2%
|
63
share 70.0%
|
70
share 72.6%
|
69
share 73.8%
|
| Investment Advice |
—
|
29
share 31.4%
|
26
share 29.0%
|
26
share 26.8%
|
24
share 25.9%
|
| Financial Service Other |
—
|
1
share 1.4%
|
1
share 0.9%
|
1
share 0.6%
|
0
share 0.2%
|
How these figures are calculated
Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.
Company profile
- Industry
- Finance Services (SIC 6199)
- Listed as
- WLTH (Nasdaq)
- Fiscal year ends
- January 31
- Incorporated in
- DE
- Headquarters
- Palo Alto, CA
- SEC filer status
- , Emerging growth company
- SEC CIK
- 1524566
- Former names
- WEALTHFRONT INC (until Aug 10, 2018)
Other Finance Services companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.