Wealthfront (NASDAQ:WLTH) Upgraded at Wall Street Zen

Posted by Brenda Bartman on Jul 21st, 2026

Wall Street Zen upgraded shares of Wealthfront (NASDAQ:WLTH – Free Report) from a sell rating to a hold rating in a report issued on Saturday morning.

A number of other equities analysts have also recently issued reports on the company. JPMorgan Chase & Co. cut their price objective on Wealthfront from $13.00 to $12.00 and set an “overweight” rating for the company in a report on Friday, June 5th. Weiss Ratings reissued a “sell (d)” rating on shares of Wealthfront in a report on Monday, July 6th. Wells Fargo & Company dropped their target price on Wealthfront from $13.00 to $12.00 and set an “overweight” rating for the company in a research report on Wednesday, July 1st. Keefe, Bruyette & Woods cut their target price on Wealthfront from $11.00 to $10.50 and set a “market perform” rating for the company in a research note on Monday, July 13th. Finally, The Goldman Sachs Group reduced their price target on shares of Wealthfront from $12.00 to $10.50 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Four investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $12.50.

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Wealthfront Stock Performance

Wealthfront stock opened at $9.38 on Friday. Wealthfront has a fifty-two week low of $7.20 and a fifty-two week high of $14.88. The stock has a market cap of $1.40 billion and a PE ratio of -9.11. The firm’s fifty day moving average is $9.95.

Wealthfront (NASDAQ:WLTH – Get Free Report) last announced its earnings results on Thursday, June 4th. The company reported $0.07 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.09 by ($0.02). The company had revenue of $90.48 million for the quarter. Wealthfront’s revenue was up 7.1% on a year-over-year basis. On average, equities research analysts forecast that Wealthfront will post 0.42 EPS for the current year.

Insider Buying and Selling

In other news, Director Jaleh Bisharat sold 8,503 shares of the business’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $9.50, for a total value of $80,778.50. Following the completion of the sale, the director owned 8,503 shares of the company’s stock, valued at approximately $80,778.50. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Kal Iyer sold 28,498 shares of the stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $8.46, for a total value of $241,093.08. Following the sale, the vice president owned 225,771 shares of the company’s stock, valued at $1,910,022.66. This represents a 11.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 136,565 shares of company stock worth $1,193,520. Insiders own 27.36% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Tiger Global Management LLC bought a new stake in Wealthfront in the 4th quarter worth $205,982,000. Dag Ventures LLC bought a new position in shares of Wealthfront during the fourth quarter valued at about $187,725,000. Index Venture Associates VI Ltd purchased a new stake in shares of Wealthfront during the fourth quarter worth about $128,567,000. Wellington Management Group LLP purchased a new stake in shares of Wealthfront during the fourth quarter worth about $54,182,000. Finally, North Reef Capital Management LP grew its stake in shares of Wealthfront by 135.2% in the first quarter. North Reef Capital Management LP now owns 2,885,257 shares of the company’s stock worth $26,689,000 after purchasing an additional 1,658,624 shares during the last quarter.

About Wealthfront

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Wealthfront (NASDAQ:WLTH) is a technology-driven wealth management firm that provides automated investment services to individual investors. Operating as a robo-advisor, the company uses algorithms and software to construct and manage diversified portfolios largely composed of low-cost exchange-traded funds (ETFs). Its platform is geared toward long-term, goal-based investing with an emphasis on passive strategies, automated rebalancing and straightforward user experience delivered through web and mobile applications.

The company’s product suite includes automated portfolio management, tax-loss harvesting and goal-planning tools that help clients set and track financial objectives.