Financials · Finance Services · Nasdaq · CIK 1524566 · FYE Jan 31 · no price history on file
Mkt cap $1.4B
Price series unavailable — No prices available for WLTH in [1900-01-01, 2026-07-30]. This symbol may require bring-your-own-key (BYOK) data.
| Short interest5.0% of sh out |
| Days to cover5.3d |
| 13F net flow (QoQ)+6.16% |
| Top-10 13F concentration75.9% |
| Next report (est.)2026-08-14 |
Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.
| Sales (TTM)$365.0M |
| Earnings (TTM)-$42.1M |
| ROE−13.4% |
| Net margin−11.5% |
Screener basis: ratios from the latest reported fiscal year; Sales/Earnings are trailing twelve months in the reporting currency (USD). The P/E is a trailing FULL-YEAR P/E, not TTM. Missing lines are absent from the filings, never imputed.
No return windows available for WLTH.
No risk analytics available for WLTH.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | 15.2M | $140M | 10.15% | +0.0% |
| DAG VENTURES, LLC | 13.8M | $128M | 9.25% | +0.0% |
| Ribbit Management Company, LLC | 9.8M | $91M | 6.59% | +0.0% |
| Index Venture Associates VI Ltd | 9.5M | $88M | 6.33% | +0.0% |
| BlackRock, Inc. | 8.1M | $75M | 5.43% | +51.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 4.8M | $44M | 3.19% | +19.6% |
| FMR LLC | 3.1M | $29M | 2.09% | −22.8% |
| JPMORGAN CHASE & CO | 3.2M | $29M | 2.12% | +55.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
| Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|---|---|---|---|---|
| 2026-04-30 | 2026-06-04 | $0.07 | −61.1% | $90.5M | +7.1% |
| 2025-10-31 | 2026-01-12 | $0.21 | −4.5% | $93.2M | +16.1% |
| 2025-04-30 | — | $0.18 | — | $84.5M | — |
| 2024-10-31 | — | $0.22 | — | $80.3M | — |
EPS and revenue as reported in this filer's own XBRL — our extraction of the filings, not a vendor consensus feed, and never a beat/miss claim (we carry no estimates). YoY compares the same fiscal quarter a year earlier. Next report 2026-08-14 is ESTIMATED from filing cadence (median gap 71d) — not company-confirmed.
