Institutions cut 1.1% from their holdings in the quarter ending June 2026 (100 bought, 52 sold)
Held by Chase Coleman (Tiger Global)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$10.74-3.7% that day
Company value
$1.7B
Share price times all shares
Price vs sales
4.5x
No profit over the last year, so this compares value with sales instead
Cash vs value
27%
Cash as a share of company value
From WLTH's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 8 quarters, from SEC filings
Sales, Jul '26
$91.9M+0.8% vs a year earlier
Oct '24Tap a barJul '26
Last 12 months: $371.7M, up 9.8% from the 12 months before.
What the price assumes
Your guesses, our math
Move the sliders to your own view of WLTH. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$599M
Profit in 5 years$60M
Price these guesses point to$5.75-46% vs $10.74 todayAbout -12% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales would have to grow about 25% a year for 5 years just to match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
1/3Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-13.4%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-11.5%
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$152.2M
Revenue
$365.0M
+18.2% vs prior year
Free cash flow
$152.2M
41.7% of revenue
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. Not in this company's SEC data, so not scored: debt under half of equity, profitable every year, share count not growing. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jul 31, 2026
Reported Sep 9
Revenue
$91.9M
+0.8% YoY
EPS
$0.10
vs $0.24
Gross margin
88.3%
-1.2 pts
Free cash flow
$47.3M
Share count
+22.6%
vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trend
No trades to chart yet.
Filing buzz
Last 7 days vs normal
22/ 100
This week
1
Normal week
3.3
vs normal
0.3x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-1.1%
Institutions cut 1.1% from their holdings. 100 bought, 52 sold.
Shares held by institutions95.5M
Sep '24Jun '26
Safety check
From SEC filings
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
Total liabilities $1.2B
Shares outstandingLatest reported
156M
Why low risk
Losing money
Earnings reports
Last 4
Next reportAround Jan 11, 2027 (est.)Estimated from the same quarter last year
Results filedSep 9
Results filedJun 4
Results filedMar 11
Results filedJan 12
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days