Wealthfront reported total assets of $1782.77M and total liabilities of $1162.91M for the quarter ended Jul 2026. This balance sheet covers 8 quarters of results from Oct 2024 through Jul 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Oct2024 | Jan2025 | Apr2025 | Jul2025 | Oct2025 | Jan2026 | Apr2026 | Jul2026 |
|---|---|---|---|---|---|---|---|---|
| Assets | ||||||||
| Current Assets | ||||||||
| Cash & EquivalentsCash & Equiv. | 132.86M | 142.86M | 182.87M | 222.75M | 266.19M | 440.81M | 428.21M | 453.31M |
| Cash & Current Investments | 132.86M | 142.86M | 182.87M | 222.75M | 266.19M | 440.81M | 428.21M | 453.31M |
| Receivables - NetNet Receivables | 29.13M | 32.07M | 33.13M | 29.75M | 30.92M | |||
| Receivables | 29.13M | 32.07M | 33.13M | 29.75M | 30.92M | |||
| Current Assets | 346.45M | 742.78M | 1,275.78M | 1,485.60M | 1,651.88M | |||
| Non-Current Assets | ||||||||
| Property, Plant & Equipment (Net)PP&E (Net) | 14.72M | 9.28M | 7.75M | 7.31M | 6.34M | |||
| Long-Term Deferred Tax | 60.19M | 45.70M | 119.75M | 115.87M | 113.92M | |||
| Other Non-Current Assets | 2.61M | 3.34M | 3.75M | 3.65M | 3.56M | |||
| Non-Current Assets | 88.76M | 67.86M | 139.94M | 134.66M | 130.89M | |||
| Assets | 435.21M | 810.64M | 1,415.73M | 1,620.26M | 1,782.77M | |||
| Liabilities | ||||||||
| Current Liabilities | ||||||||
| Accounts Payables | 6.47M | 9.59M | 7.30M | 7.26M | 6.53M | |||
| Notes Payables | 0.18M | 5.12M | ||||||
| Payables | 6.47M | 9.59M | 7.48M | 7.26M | 11.64M | |||
| Accumulated Expenses | 7.52M | 12.38M | 8.65M | 12.90M | 10.48M | |||
| Total Current Liabilities | 173.22M | 440.84M | 792.75M | 998.88M | 1,156.99M | |||
| Non-Current Liabilities | ||||||||
| Preferred Stock Liabilities | 227.20M | 227.20M | 227.20M | 227.20M | ||||
| Operating Leases | 9.80M | 7.33M | 6.29M | 5.23M | 4.15M | |||
| Other Non-Current Liabilities | 9.65M | 9.91M | 1.99M | 1.96M | 1.77M | |||
| Total Non-Current Liabilities | 410.22M | 675.37M | 799.05M | 1,004.11M | 1,161.14M | |||
| Total Liabilities | 419.87M | 685.28M | 801.04M | 1,006.07M | 1,162.91M | |||
| Shareholder's Equity | ||||||||
| Total Debt | 0.18M | 5.12M | ||||||
| Common Equity | -30.93M | 15.34M | 43.32M | 84.36M | 125.36M | 614.69M | 614.19M | 619.86M |
| Liabilities and Shareholders Equity | 435.21M | 810.64M | 1,415.73M | 1,620.26M | 1,782.77M | |||
| Treasury Shares | 1.42M | 1.45M | 1.48M | 4.61M | 8.01M | |||
| Retained Earnings | -99.94M | -8.35M | -142.00M | -129.17M | -111.42M |
Pull Wealthfront's standardized financial statements into your own models, spreadsheets and apps with the Business Quant Financial Statements API. The request below follows the statement, frequency and period selected above. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/statements?ticker=WLTH&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/statements"
params = {"ticker": "WLTH", "statement": "BS", "frequency": "Quarter", "period": "all", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/statements?ticker=WLTH&statement=BS&frequency=Quarter&period=all&api_key=YOUR_API_KEY");
const data = await res.json();