This audit checks 15 assertions from the bullish write-up against 105 sourced rows gathered on September 28, 2026: 30 company financial and operating facts (the latest-quarter figures are single-sourced at the underlying disclosure level — many hosts reproduce the same Wealthfront earnings release), 35 dated market-quote and analyst-estimate rows, and 40 claim assessments. Verdict: 5 claims supported, 3 mixed, 4 incorrect, 3 forecasts presented as fact — not a basis for a full-sized purchase.
Colour carries the verdict, not the topic: green means the current disclosures support the claim, amber means the evidence is mixed, red means the claim is arithmetically or factually wrong, and blue-violet means it is a forecast or unproven assumption, not a demonstrated fact.
Company-reported figures for the quarters ended April 30 and July 31, 2026. Assets in USD billions, everything else in USD millions except clients.
Cash management was 67.2% of Q2 revenue, not the post's ~75%, and its fee rate fell about 6 basis points year over year to roughly 55 bps — per-dollar economics are not unchanged. ir.wealthfront.com
Buybacks of $60.099M over six months did not shrink the share count: shares outstanding rose from 150.305M on January 31 to 150.749M on July 31, while diluted weighted-average shares were 174.052M. stocktitan.net
Recent consensus was Hold with a $12.14 average 12-month target versus a $10.18 price, and analysts expect $0.41 EPS this fiscal year — the $19 target at 22x needs roughly $0.86. marketbeat.com
Insiders including the CFO ($773,054) sold roughly $1.35M of stock in mid-September under pre-arranged 10b5-1 plans — a sentiment overhang, not a proof of anything. americanbankingnews.com
| Claim in the post | Verdict | What the data shows | Source |
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Method: audit of a bullish WLTH write-up against 105 sourced rows collected September 28, 2026 — 30 company financial/operating facts (Q1 and Q2 FY2027 releases; latest-quarter figures single-sourced at the disclosure level), 35 market-quote and analyst-estimate rows (dates and values differ by host; secondary sources), and 40 claim assessments with one URL each. Values in USD millions unless noted; platform assets in USD billions; fees in basis points. Run-rate EBITDA annualizes one quarter (4 x $38.065M) and is not a forecast; adjusted EBITDA excludes $16.4M of quarterly stock compensation. The 40 assessment rows were condensed into 15 scorecard claims; duplicate syndicated rows were cut for space. General research, not personalized fiduciary advice.