Northern Lights Fund Trust WLTH
WLTH
$10.38 +0.28 (+2.77%)
At close: Sep 30, 2026 · 4:00 PM EDT

Wealthfront (WLTH) EBT Margin (2024 - 2026)

Updated

Wealthfront's EBT Margin was 22.20% in fiscal Q2 2027 (quarter ended Jul 31, 2026), down 21.56 percentage points from 43.76% a year earlier but up 2.94 percentage points from the prior quarter.

Analysis

Wealthfront (WLTH) EBT Margin (2024 - 2026) Analysis & Trends

On a trailing twelve-month basis, Wealthfront's EBT Margin was -36.97% through Jul 31, 2026, down 76.82 percentage points year-over-year; for FY2026 (ended Jan 31, 2026), it was -27.74%, down 72.82 percentage points from FY2025.

  • In earlier fiscal years, EBT Margin was 45.08% in FY2025 (+8.81 pp) and 36.26% in FY2024.
  • Quarterly EBT Margin has moved between -218.41% (fiscal Q4 2026) and 43.76% (fiscal Q2 2026) over five years.
  • Compared with a year earlier, EBT Margin has declined for three straight quarters, with an average year-over-year change of -74.65 percentage points over the last four quarters.
  • Per Business Quant data, WLTH's EBT Margin in the three fiscal quarters before Q2 2027 was 19.26% (Q1 2027), -218.41% (Q4 2026) and 37.27% (Q3 2026).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 BlackRock 165.57 Bn 111.92 Bn - 38.38%
2 Spdr Gold Trust 134.78 Bn -423.22 Bn - -
3 Blackstone 85.82 Bn 80.74 Bn - 55.68%
4 Kkr 83.68 Bn 50.16 Bn - 24.00%
5 Brookfield 82.01 Bn -83.38 Bn 4.47 Bn -52.44%
6 Brookfield Asset Management 71.83 Bn 68.08 Bn - 76.10%
7 Apollo Global Management 68.53 Bn 6.22 Bn 10.56 Bn 22.28%
8 Wheaton Precious Metals 61.44 Bn 56.87 Bn 687.86 Mn 72.76%
9 Franco Nevada 47.81 Bn 45.18 Bn 451.00 Mn 77.95%
10 Wealthfront 1.52 Bn -65.95 Mn 81.11 Mn 22.20%
Historic Data

Historic Data

Download Data
DateValue
Jul 31, 2026 22.20%
Apr 30, 2026 19.26%
Jan 31, 2026 -218.41%
Oct 31, 2025 37.27%
Jul 31, 2025 43.76%
Apr 30, 2025 40.36%
Jan 31, 2025 38.05%
Oct 31, 2024 36.77%
API Access

Wealthfront EBT Margin API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=ebt-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY