Wealthfront (WLTH) Net Margin (2024 - 2026)
Wealthfront's Net Margin was 19.32% in fiscal Q2 2027 (quarter ended Jul 31, 2026), down 18.80 percentage points from 38.13% a year earlier but up 5.14 percentage points from the prior quarter.
Wealthfront (WLTH) Net Margin (2024 - 2026) Analysis & Trends
On a trailing twelve-month basis, Wealthfront's Net Margin was -19.42% through Jul 31, 2026, down 55.69 percentage points year-over-year; for FY2026 (ended Jan 31, 2026), it was -11.53%, down 74.48 percentage points from FY2025.
- In earlier fiscal years, Net Margin was 62.96% in FY2025 (+27.44 pp) and 35.52% in FY2024.
- Quarterly Net Margin has moved between -139.03% (fiscal Q4 2026) and 38.81% (fiscal Q4 2025) over five years.
- Compared with a year earlier, Net Margin has declined for four straight quarters, with an average year-over-year change of -54.36 percentage points over the last four quarters.
- Per Business Quant data, WLTH's Net Margin in the three fiscal quarters before Q2 2027 was 14.18% (Q1 2027), -139.03% (Q4 2026) and 33.15% (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 27.02% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | 24.37% |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | 11.53% |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | 0.00% |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | 51.57% |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 11.98% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 58.46% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 60.94% |
| 10 | Wealthfront | 1.51 Bn | -81.02 Mn | 81.11 Mn | 19.32% |
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 19.32% |
| Apr 30, 2026 | 14.18% |
| Jan 31, 2026 | -139.03% |
| Oct 31, 2025 | 33.15% |
| Jul 31, 2025 | 38.13% |
| Apr 30, 2025 | 30.70% |
| Jan 31, 2025 | 38.81% |
| Oct 31, 2024 | 37.41% |
Wealthfront Net 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=net-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-margin", "ticker": "WLTH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=net-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();