Wealthfront (WLTH) Stock Analysis

What Wealthfront does

Wealthfront Corporation operates as a privately held asset management firm. While primarily serving individual investors, its client base also extends to high-net-worth individuals, charitable organizations, and corporate entities. The company builds portfolios by allocating capital to public equity and fixed income funds, alongside various mutual funds and exchange-traded funds (ETFs). All investment decisions are informed by its proprietary, in-house research. Headquartered in Redwood City, California, with an additional presence in Palo Alto, California, the firm was formerly known as Wealthfront Inc.

Key metrics

ETFs linked to WLTH

Broad-market and Technology sector ETFs an investor holding Wealthfront is often also exposed to. Open an ETF page to see its actual top holdings.

PortView Portfolio Insights

PortView analyzes how WLTH fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Similar companies

Frequently asked questions

What is the ticker symbol for Wealthfront?

Wealthfront trades under the ticker WLTH on NASDAQ.

Which exchange is WLTH listed on?

WLTH is listed on NASDAQ.

What sector does Wealthfront operate in?

Wealthfront is classified in the Technology sector (Software - Application industry).

How can PortView help analyze WLTH in a portfolio?

PortView shows WLTH's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.