Wealthfront (WLTH) Tax Rate (2025 - 2026)
Wealthfront's Tax Rate came in at 12.96% for fiscal Q2 2027 (quarter ended Jul 31, 2026), up 0.10 percentage points from 12.87% a year earlier but down 13.40 percentage points from the prior quarter.
Wealthfront (WLTH) Tax Rate (2025 - 2026) Analysis & Trends
Over the trailing twelve months to Jul 31, 2026, Wealthfront reported Tax Rate of 47.48%, up 38.48 percentage points year-over-year; for FY2026 (ended Jan 31, 2026), it was 58.45%, up 98.11 percentage points from FY2025.
- Going back by fiscal year, Tax Rate was -39.66% in FY2025 (-41.73 pp) and 2.07% in FY2024.
- The five-year range for quarterly Tax Rate is -2.02% (fiscal Q4 2025) to 36.35% (fiscal Q4 2026).
- Year-over-year, Tax Rate has increased for four consecutive quarters, with an average year-over-year change of +13.43 percentage points over the last four quarters.
- Business Quant data shows WLTH's Tax Rate at 26.37% (Q1 2027), 36.35% (Q4 2026) and 11.06% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | Wealthfront | 1.51 Bn | -76.50 Mn | 81.11 Mn | 12.96% |
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 12.96% |
| Apr 30, 2026 | 26.37% |
| Oct 31, 2025 | 11.06% |
| Jul 31, 2025 | 12.87% |
| Apr 30, 2025 | 23.93% |
Wealthfront Tax Rate 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=tax-rate&ticker=WLTH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();