Wealthfront (WLTH) Return on Equity [ROE] (2025 - 2026)
Wealthfront's Return on Equity [ROE] came in at -11.70% for fiscal Q2 2027 (quarter ended Jul 31, 2026), down 204.09 percentage points from 192.40% a year earlier and down 2.72 percentage points from the prior quarter.
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Analysis
Wealthfront (WLTH) Return on Equity [ROE] (2025 - 2026) Analysis & Trends
For FY2026 (ended Jan 31, 2026), Wealthfront's Return on Equity [ROE] was -13.35%.
- Business Quant data shows WLTH's Return on Equity [ROE] at -8.98% (Q1 2027), -11.37% (Q4 2026) and 117.95% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 33.23% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 34.49% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.59% |
| 10 | Wealthfront | 1.51 Bn | -76.50 Mn | 81.11 Mn | -11.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | -11.70% |
| Apr 30, 2026 | -8.98% |
| Jan 31, 2026 | -11.37% |
| Oct 31, 2025 | 117.95% |
| Jul 31, 2025 | 192.40% |
API Access
Wealthfront Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=WLTH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();