Quantbot Technologies LP Makes New $558,000 Investment in Wealthfront $WLTH

Posted by George Bondi on Aug 28th, 2026

Quantbot Technologies LP purchased a new stake in Wealthfront (NASDAQ:WLTH – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 62,425 shares of the company’s stock, valued at approximately $558,000.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Royal Bank of Canada acquired a new stake in Wealthfront in the 1st quarter valued at approximately $27,000. Sandia Investment Management LP acquired a new position in Wealthfront during the 4th quarter worth approximately $44,000. Strs Ohio acquired a new position in Wealthfront during the 1st quarter worth approximately $56,000. Barclays PLC bought a new position in shares of Wealthfront during the 4th quarter worth approximately $136,000. Finally, Symmetry Investments LP bought a new position in shares of Wealthfront during the 4th quarter worth approximately $190,000.

Wealthfront Stock Up 1.2%

Shares of NASDAQ WLTH opened at $9.41 on Friday. The business’s 50 day moving average price is $9.19 and its two-hundred day moving average price is $9.54. The company has a market cap of $1.41 billion and a PE ratio of -9.14. Wealthfront has a twelve month low of $7.20 and a twelve month high of $14.88.

Wealthfront (NASDAQ:WLTH – Get Free Report) last released its quarterly earnings data on Thursday, June 4th. The company reported $0.07 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.02). The firm had revenue of $90.48 million during the quarter. Wealthfront’s revenue for the quarter was up 7.1% compared to the same quarter last year. As a group, research analysts anticipate that Wealthfront will post 0.42 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. JPMorgan Chase & Co. cut their price objective on shares of Wealthfront from $13.00 to $12.00 and set an “overweight” rating on the stock in a research report on Friday, June 5th. Royal Bank Of Canada decreased their target price on shares of Wealthfront from $14.00 to $13.00 and set an “outperform” rating for the company in a research report on Friday, June 5th. Wall Street Zen upgraded shares of Wealthfront from a “sell” rating to a “hold” rating in a research note on Saturday, July 18th. Keefe, Bruyette & Woods cut their price target on shares of Wealthfront from $11.00 to $10.50 and set a “market perform” rating on the stock in a research report on Monday, July 13th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Wealthfront in a research note on Monday, July 6th. Four equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $12.42.

Check Out Our Latest Stock Report on Wealthfront

Insider Activity at Wealthfront

In other news, insider Lauren Lin sold 4,840 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $8.45, for a total transaction of $40,898.00. Following the completion of the sale, the insider owned 158,092 shares in the company, valued at approximately $1,335,877.40. This trade represents a 2.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Julien Wetterwald sold 39,810 shares of Wealthfront stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $8.46, for a total transaction of $336,792.60. Following the sale, the chief technology officer directly owned 727,052 shares of the company’s stock, valued at $6,150,859.92. The trade was a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 136,565 shares of company stock valued at $1,193,520. 27.36% of the stock is owned by company insiders.

Wealthfront Company Profile

(Free Report)

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.