Wealthfront (WLTH) Operating Margin (2024 - 2026)
Wealthfront's Operating Margin came in at 6.56% for fiscal Q2 2027 (quarter ended Jul 31, 2026), down 26.03 percentage points from 32.59% a year earlier but up 1.49 percentage points from the prior quarter.
Wealthfront (WLTH) Operating Margin (2024 - 2026) Analysis & Trends
Over the trailing twelve months to Jul 31, 2026, Wealthfront reported Operating Margin of -51.71%, down 80.48 percentage points year-over-year; for FY2026 (ended Jan 31, 2026), it came in at -40.87%, down 70.18 percentage points from FY2025.
- Going back by fiscal year, Operating Margin was 29.30% in FY2025 (+2.23 pp) and 27.08% in FY2024.
- The five-year range for quarterly Operating Margin is -233.10% (fiscal Q4 2026) to 32.59% (fiscal Q2 2026).
- Year-over-year, Operating Margin has declined for four consecutive quarters, with an average year-over-year change of -78.32 percentage points over the last four quarters.
- Business Quant data shows WLTH's Operating Margin at 5.07% (Q1 2027), -233.10% (Q4 2026) and 22.80% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Operating Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.01 Bn | 112.36 Bn | - | 34.74% |
| 2 | Spdr Gold Trust | 133.03 Bn | -424.98 Bn | - | - |
| 3 | Blackstone | 86.20 Bn | 81.13 Bn | - | - |
| 4 | Kkr | 83.71 Bn | 50.19 Bn | - | - |
| 5 | Brookfield | 81.54 Bn | -83.85 Bn | 4.47 Bn | -53.96% |
| 6 | Brookfield Asset Management | 71.09 Bn | 67.34 Bn | - | - |
| 7 | Apollo Global Management | 68.54 Bn | 6.22 Bn | 10.56 Bn | 16.30% |
| 8 | Wheaton Precious Metals | 61.57 Bn | 57.00 Bn | 687.86 Mn | 71.79% |
| 9 | Franco Nevada | 47.40 Bn | 44.76 Bn | 451.00 Mn | 76.73% |
| 10 | Wealthfront | 1.51 Bn | -81.02 Mn | 81.11 Mn | 6.56% |
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 6.56% |
| Apr 30, 2026 | 5.07% |
| Jan 31, 2026 | -233.10% |
| Oct 31, 2025 | 22.80% |
| Jul 31, 2025 | 32.59% |
| Apr 30, 2025 | 28.36% |
| Jan 31, 2025 | 27.04% |
| Oct 31, 2024 | 26.63% |
Wealthfront Operating 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=operating-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "operating-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=operating-margin&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();