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For the quarter ending 2025-10-31, WLTH has $810,641K in assets. $458,084K in debts. $266,191K in cash and cash equivalents.

Balance Sheets Overview

Current Ratio
168.49%
Cash Ratio
60.38%
Debt to Asset Ratio
56.51%
Assets Breakdown
    • Cash and cash equivalents
    • Client-held fractional shares
    • Due from clients
    • Others
Liabilities Breakdown
    • Redeemable convertible preferred...
    • Fractional shares repurchase obl...
    • Payable to clearing broker
    • Others

Unit: Thousand (K) dollars (except for numbers of shares and EPS)
Balance Sheets
2025-10-31
Cash and cash equivalents
266,191
Cash segregated and on deposit for regulatory purposes
10,701
Due from clients
191,070
Accounts receivable
32,071
Client-held fractional shares
211,299
Other current assets
31,447
Total current assets
742,779
Deferred tax assets, net
45,700
Operating lease right-of-use asset
9,545
Property, software, and equipment, net
9,276
Other noncurrent assets
3,341
Total assets
810,641
Accounts payable
9,593
Accrued liabilities
12,377
Due to clients
12,413
Payable to clearing broker
191,126
Current portion of operating lease liabilities
4,035
Fractional shares repurchase obligation
211,299
Total current liabilities
440,843
Operating lease liabilities, net of current portion
7,329
Other noncurrent liabilities
9,912
Total liabilities
458,084
Redeemable convertible preferred stock, 0.0001 par value per share 85,490,483 shares authorized as of october 31, 2025 and january 31, 2025 69,852,421 and 69,914,359 shares issued and outstanding as of october 31, 2025 and january 31, 2025, respectively aggregate liquidation preference of 229,393 and 229,543 as of october 31, 2025 and january 31, 2025, respectively
227,198
Common stock, 0.000001 par value class a - xx million shares authorized xx million and xx million issued and outstanding as of december 31, 2025 and 2024, respectively class b - xx million shares authorized xx million and xx million issued and outstanding as of december 31, 2025 and 2024, respectively
4
Treasury stock, at cost 1,452,269 and 1,422,493 shares held as of october 31, 2025 and january 31, 2025, respectively
12,858
Additional paid-in capital
146,559
Accumulated deficit
-8,346
Total stockholders equity
125,359
Total liabilities, redeemable convertible preferred stock, and stockholders equity
810,641
Unit: Thousand (K) dollars

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

Other current assets$31,447K Client-held fractionalshares$211,299K Accounts receivable$32,071K Due from clients$191,070K Cash segregated andon deposit for...$10,701K Cash and cashequivalents$266,191K Other noncurrentassets$3,341K Property, software, andequipment, net$9,276K Operating leaseright-of-use asset$9,545K Deferred tax assets, net$45,700K Total current assets$742,779K Total assets$810,641K Total liabilities,redeemable convertible...$810,641K Total stockholdersequity$125,359K Redeemable convertiblepreferred stock, 0.0001...$227,198K Total liabilities$458,084K Accumulated deficit-$8,346K Treasury stock, at cost1,452,269 and 1,422,493...$12,858K Additional paid-in capital$146,559K Other noncurrentliabilities$9,912K Operating leaseliabilities, net of current...$7,329K Total currentliabilities$440,843K Common stock, 0.000001par value class a - xx...$4K Fractional sharesrepurchase obligation$211,299K Current portion ofoperating lease...$4,035K Payable to clearingbroker$191,126K Due to clients$12,413K Accrued liabilities$12,377K Accounts payable$9,593K

WEALTHFRONT CORP (WLTH)

WEALTHFRONT CORP (WLTH)