0.21% Percent of George Soros’ Stock Portfolio is in These 5 Small-Cap Stocks

3. Wealthfront Corp (NASDAQ:WLTH)

Soros Fund Management Equity Stake: $2.49 Million

Number of Hedge Fund Holders: 40

Wealthfront Corp (NASDAQ:WLTH) is one of the small cap stocks that make up 0.28% of George Soros stock portfolio. On March 26, Citizens reiterated its Market Outperform rating on Wealthfront Corp (NASDAQ:WLTH) with a price target of $17. This renewed bullish rating followed a fireside chat between Citizens analysts and Wealthfront executives, including CEO David Fortunato and CFO Alan Imberman.

Wealthfront operates a digital financial platform for users to invest, borrow, and manage their funds. It aims to be a platform where users can find solutions to all aspects of their financial life. The discussion covered a wide range of topics, including the company’s long-term trajectory, product roadmap, AI opportunities, and capital allocation plans.

After the meeting, Citizens analysts noted Wealthfront’s positioning to build a long-term relationship with its clients rather than brief engagements. The analysts also pointed out that Wealthfront still has a huge opportunity to capture a larger share of its clients’ wallets.

Wealthfront reported its fiscal Q4 2026 results on March 11. These results are for the period ended January 31. It delivered Q4 revenue of $96.1 million, which rose 16% YoY. It posted adjusted EBITDA of $44.2 million, which increased 22% YoY and came at a margin of 46%.

For fiscal 2026, Wealthfront’s annual revenue rose 18% to hit an annual record of $365.0 million. Net cash from operations for the full-year came to $152.2 million. Wealthfront closed the fiscal year with $453.8 million in cash and cash equivalents. The company’s board has approved a $100 million share repurchase program.

Wealthfront Corp (NASDAQ:WLTH) is an American digital financial services company. It offers a platform with tools that enable users to invest, manage their portfolio, borrow, and get investment advice. Wealthfront is best-known for its automated investment solutions. The company is based in California.