Wealthfront (WLTH) Invested Capital (2024 - 2026)

Wealthfront (WLTH) recorded quarterly Invested Capital of $614.7 million in Q1 2026, up 390.34% quarter-over-quarter from $125.4 million in Q4 2025, and up 3907.62% on a YoY basis from $15.3 million in Q1 2025.

Wealthfront (WLTH) Invested Capital (2024 - 2026) Analysis & Trends

Wealthfront's Invested Capital history runs 3 years deep, the most recent figure standing at $614.7 million for Q1 2026.

  • In Q1 2026, Invested Capital rose 3907.62% year-over-year to $614.7 million; the TTM figure through Jan 2026 stood at $614.7 million (up 3907.62% YoY), while the FY2026 annual figure was $614.7 million, up 3907.62% from the prior year.
  • Invested Capital was $614.7 million for Q1 2026 at Wealthfront, up from $125.4 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $614.7 million in Q1 2026 to a low of -$30.9 million in Q4 2024.
  • Historically, Invested Capital has averaged $181.1 million across 3 years, with a median of $70.3 million in 2025.
  • The sharpest annual moves came in 2025 and 2026: Invested Capital soared 505.25% in 2025, then jumped 3907.62% in 2026.
  • A 3-year view of Invested Capital shows it stood at -$30.9 million in 2024, then jumped by 505.25% to $125.4 million in 2025, then surged by 390.34% to $614.7 million in 2026.
  • The last three Invested Capital figures came in at $614.7 million (Q1 2026), $125.4 million (Q4 2025), and $15.3 million (Q1 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Sap Se 257.53 Bn 239.56 Bn 8.16 Bn 60.16 Bn
2 Full Truck Alliance 171.61 Bn 169.06 Bn - 5.83 Bn
3 Salesforce 152.15 Bn 140.31 Bn 8.56 Bn 73.52 Bn
4 Uber Technologies 144.45 Bn 143.41 Bn 11.88 Bn 24.75 Bn
5 Shopify 144.09 Bn 138.34 Bn 1.55 Bn 12.50 Bn
6 ServiceNow 110.55 Bn 105.37 Bn 2.83 Bn 11.73 Bn
7 Cadence Design Systems 106.32 Bn 104.91 Bn 1.26 Bn 6.99 Bn
8 Adobe 97.77 Bn 90.88 Bn 5.73 Bn 16.81 Bn
9 Automatic Data Processing 93.39 Bn 90.16 Bn 2.87 Bn 6.35 Bn
10 Wealthfront 508.98 Mn 68.17 Mn 72.81 Mn 614.69 Mn

Historic Data

Download Data
DateValue
Jan 31, 2026 614.69 Mn
Oct 31, 2025 125.36 Mn
Jan 31, 2025 15.34 Mn
Oct 31, 2024 -30.93 Mn