Wealthfront (WLTH) Tax Rate (2024 - 2026)
Wealthfront (WLTH) posted Tax Rate of 26.37% for Q2 2026, down 27.45% on a QoQ basis from 36.35% in Q1 2026, and up 243.0% year-over-year from 7.69% in Q2 2025.
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Analysis
Wealthfront (WLTH) Tax Rate (2024 - 2026) Analysis & Trends
Wealthfront has reported Tax Rate for 3 years, with the latest figure at 26.37% in 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 was 26.37% for Q2 2026 at Wealthfront, down from 36.35% in the prior quarter.
- The five-year high for Tax Rate was 36.35% in Q1 2026, with the low at 2.02% in Q1 2025.
- Average Tax Rate over 3 years is 15.66%, with a median of 17.5% recorded in 2025.
- The largest YoY upside for Tax Rate was 3837 bps in 2026 against a maximum downside of 243 bps in 2026.
- Over 3 years, Tax Rate stood at 1.76% in 2024, then surged by 729 bps to 11.06% in 2025, then soared by 138 bps to 26.37% in 2026.
- The last three Tax Rate figures came in at 26.37% (Q2 2026), 36.35% (Q1 2026), and 11.06% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 13.30% |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 31.17% |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 25.58% |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 22.77% |
| 10 | Wealthfront | 1.43 Bn | 1.00 Bn | 79.26 Mn | 26.37% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Apr 30, 2026 | 26.37% |
| Jan 31, 2026 | 36.35% |
| Oct 31, 2025 | 11.06% |
| Apr 30, 2025 | 23.93% |
| Jan 31, 2025 | -2.02% |
| Oct 31, 2024 | -1.76% |