Wealthfront (WLTH) Tax Rate (2024 - 2026)

Wealthfront's Tax Rate history runs 3 years deep, the most recent figure standing at 26.37% for Q2 2026.

• On a quarterly basis, Tax Rate rose 243.0% year-over-year to 26.37% in Q2 2026; TTM through Apr 2026 was 48.28%, a N/A change from a year earlier, with the FY2026 full-year figure at 58.45%, up 9811.0% from the prior year.
• Tax Rate fell to 26.37% in Q2 2026 per WLTH's latest filing, from 36.35% in the prior quarter.
• Across five years, Tax Rate topped out at 36.35% in Q1 2026 and bottomed at 2.02% in Q1 2025.
• The 3-year median for Tax Rate is 17.5% (2025), against an average of 15.66%.
• Biggest YoY gain for Tax Rate was 3837 bps in 2026; the steepest drop was 243 bps in 2026.
• Year by year, Tax Rate stood at 1.76% in 2024, then jumped by 729 bps to 11.06% in 2025, then surged by 138 bps to 26.37% in 2026.
• Per Business Quant, the three latest WLTH Tax Rate figures stand at 26.37% (Q2 2026), 36.35% (Q1 2026), and 11.06% (Q4 2025).