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WLTH.CM — — Investment Banking & Brokerage Services

Wealthtrust Securities PLC

$13,50
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Next earnings
2026-08-28
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About

Wealthtrust Securities PLC provides investment banking and brokerage services, facilitating capital markets transactions and offering financial advisory services to clients.

Business. Wealthtrust Securities PLC (WLTH.CM) is a financial services firm operating in the investment banking and brokerage services industry. The company generates revenue primarily through fee-based activities associated with its brokerage and investment banking operations. Specific details regarding operating segments, headquarters location, and primary listing exchanges are not provided in the available data. Consequently, the company is described at the industry level without geographic or segment-specific breakdowns.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Banking & Brokerage Services
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
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valuation pending
Analysts
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not yet wired
Ownership→
T. Rowe Price Investment Management, Inc.
largest disclosed fund holder
Profitability
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not yet wired
Quality
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not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning WLTH.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to WLTH.CM. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Wealthtrust Securities PLC (WLTH.CM) is a financial services firm operating in the investment banking and brokerage services industry. The company generates revenue primarily through fee-based activities associated with its brokerage and investment banking operations. Specific details regarding operating segments, headquarters location, and primary listing exchanges are not provided in the available data. Consequently, the company is described at the industry level without geographic or segment-specific breakdowns.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Banking & Brokerage Services
    AI synthesis
    GENERATED
    — missing data
    Key takeaways
    • Wealthtrust Securities has no dilution from stock options or convertible instruments, as basic and diluted shares outstanding are equal.
    • Liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in source documents.
    • Profitability and return metrics are not available, preventing a comparison to industry benchmarks.
    • Segment and geographic exposure data are not disclosed, limiting the ability to assess revenue diversification.
    • Growth trajectory and forward-looking guidance are unavailable, making it difficult to evaluate the company's future performance.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $13,50
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    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 315 394 sh32 exercises · 8 grants11 insiders
    • RACHLEFF ANDREW SDirector, 10% owner · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • KILAR JASONDirector · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • GOLDMAN KENNETH ADirector · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • Bisharat JalehDirector · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • WILSON L MICHELLEDirector · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • Schmidt Michael ReedDirector · Restricted Stock Units → Common StockAcquired 19 446grant · 2026-06-23
    • Lin LaurenCLO, CCO and Secretary · Restricted Stock Units → Common StockDisposed 4 687exercise · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Restricted Stock Units → Common StockDisposed 9 375exercise · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Restricted Stock Units → Common StockDisposed 12 500exercise · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Restricted Stock Units → Common StockDisposed 19 000exercise · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Restricted Stock Units → Common StockDisposed 21 113exercise · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Restricted Stock Units → Common StockDisposed 20 388exercise · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Restricted Stock Units → Common StockDisposed 20 525exercise · 2026-06-15
    • KILAR JASONDirector · Restricted Stock Units → Common StockDisposed 23 544exercise · 2026-06-15
    • Schmidt Michael ReedDirector · Restricted Stock Units → Common StockDisposed 2 126exercise · 2026-06-15
    • WILSON L MICHELLEDirector · Restricted Stock Units → Common StockDisposed 2 126exercise · 2026-06-15
    • Fortunato DavidDirector, CEO and President · Restricted Stock Units → Common StockDisposed 76 462exercise · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Restricted Stock Units → Common StockDisposed 12 847exercise · 2026-06-15
    • IYER KALVP, Engineering · Restricted Stock Units → Common StockDisposed 20 387exercise · 2026-06-15
    • IYER KALVP, Engineering · Restricted Stock Units → Common StockDisposed 21 112exercise · 2026-06-15
    • IYER KALVP, Engineering · Restricted Stock Units → Common StockDisposed 15 562exercise · 2026-06-15
    • Imberman AlanCFO and Treasurer · Restricted Stock Units → Common StockDisposed 22 813exercise · 2026-06-15
    • Imberman AlanCFO and Treasurer · Restricted Stock Units → Common StockDisposed 23 625exercise · 2026-06-15
    • Imberman AlanCFO and Treasurer · Restricted Stock Units → Common StockDisposed 17 763exercise · 2026-06-15
    • Fortunato DavidDirector, CEO and President · Restricted Stock Units → Common StockDisposed 79 181exercise · 2026-06-15

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Wealthtrust Securities PLC Market data — financials · 2026-05-30

    Ownership & reference

    Top holders

    • T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,02 %$0M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,01 %$44M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$12M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$11M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$29M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$6M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$9M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$5M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$1M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$3M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 8 sellsnet -$1,3M11 insiders · last 365d
    • Wetterwald JulienChief Technology Officer · Common StockSold 15 264 @ $9,36$143K · 2026-07-15
    • Bisharat JalehDirector · Common StockSold 8 503 @ $9,50$81K · 2026-07-07
    • Bisharat JalehDirector · Common StockSold 8 504 @ $9,39$80K · 2026-07-06
    • IYER KALVP, Engineering · Common StockSold 28 498 @ $8,46$241K · 2026-06-17
    • Wetterwald JulienChief Technology Officer · Common StockSold 39 810 @ $8,46$337K · 2026-06-17
    • Lin LaurenCLO, CCO and Secretary · Common StockSold 4 840 @ $8,45$41K · 2026-06-17
    • Lin LaurenCLO, CCO and Secretary · Common StockOther 4 687 · 2026-06-15
    • WILSON L MICHELLEDirector · Common StockOther 2 126 · 2026-06-15
    • WILSON L MICHELLEDirector · Common StockSold 638 @ $9,12$6K · 2026-06-15
    • Schmidt Michael ReedDirector · Common StockOther 2 126 · 2026-06-15
    • KILAR JASONDirector · Common StockOther 23 544 · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Common StockOther 20 525 · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Common StockOther 20 388 · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Common StockOther 21 113 · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Common StockOther 19 000 · 2026-06-15
    • Wetterwald JulienChief Technology Officer · Common StockOther 43 716 @ $8,80$385K · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Common StockOther 12 500 · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Common StockOther 9 375 · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Common StockOther 12 847 · 2026-06-15
    • Lin LaurenCLO, CCO and Secretary · Common StockOther 20 052 @ $8,80$176K · 2026-06-15
    • IYER KALVP, Engineering · Common StockOther 20 387 · 2026-06-15
    • IYER KALVP, Engineering · Common StockOther 21 112 · 2026-06-15
    • IYER KALVP, Engineering · Common StockOther 15 562 · 2026-06-15
    • IYER KALVP, Engineering · Common StockOther 41 784 @ $8,80$368K · 2026-06-15
    • IYER KALVP, Engineering · Common StockSold 45 772 @ $8,92$408K · 2026-06-15

    Short positioning

    7.4Mshares short+11.6% vs prior
    5.29days to cover
    57.0%short of daily vol
    26.2Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    WLTH.CMCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    • Cost of revenue (YoY) (2026-01-31 vs 2025-01-31): 22.7%Derived (calculated)
    • EPS (basic) (YoY) (2026-01-31 vs 2025-01-31): -114.8%Derived (calculated)
    • EPS (diluted) (YoY) (2026-01-31 vs 2025-01-31): -158.0%Derived (calculated)
    • Net income (YoY) (2026-01-31 vs 2025-01-31): -121.6%Derived (calculated)
    • Operating cash flow (YoY) (2026-01-31 vs 2025-01-31): 23.6%Derived (calculated)
    • R&D expense (YoY) (2026-01-31 vs 2025-01-31): 229.3%Derived (calculated)
    • Revenue (YoY) (2026-01-31 vs 2025-01-31): 18.2%Derived (calculated)
    • Shareholders' equity (YoY) (2026-01-31 vs 2025-01-31): 3,907.6%Derived (calculated)
    • Total liabilities (YoY) (2026-01-31 vs 2025-01-31): 315.8%Derived (calculated)
    • Total assets (YoY) (2026-01-31 vs 2025-01-31): 225.3%Derived (calculated)
    • Net margin (FY 2026-01-31): -11.5%Derived (calculated)
    • Return on equity (FY 2026-01-31): -6.8%Derived (calculated)
    • Return on assets (FY 2026-01-31): -3.0%Derived (calculated)
    • Current ratio (FY 2026-01-31): 1.61xDerived (calculated)
    • Debt-to-equity (FY 2026-01-31): 1.30xDerived (calculated)
    • Cash & equivalents (YoY) (2026-01-31 vs 2025-01-31): 208.6%Derived (calculated)
    • Current liabilities (annual): USD 792.75MSEC XBRL filing
    • Shares outstanding (annual): 150.31MSEC XBRL filing
    • Operating cash flow (annual): USD 152.19MSEC XBRL filing
    • Shareholders' equity (annual): USD 614.69MSEC XBRL filing
    • Total assets (annual): USD 1.42BSEC XBRL filing
    • Net income (annual): USD -42.07MSEC XBRL filing
    • R&D expense (annual): USD 212.44MSEC XBRL filing
    • Revenue (annual): USD 364.99MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-08-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-07-15INSIDERWetterwald Julien sold 15.3k sh — Chief Technology Officer ~$143k
    2026-07-07INSIDERBisharat Jaleh sold 8.5k sh — Director ~$81k
    2026-07-06INSIDERBisharat Jaleh sold 8.5k sh — Director ~$80k
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: insider_flow_signal (90d)
    2026-06-23 00:00 UTCINSIDER56 insider transactions — 2026-06 · net sell $3.2M 26 derivative
    2026-06-23INSIDERGOLDMAN KENNETH A acquired 19.4k sh Restricted Stock Units — Director
    2026-06-23INSIDERSchmidt Michael Reed acquired 19.4k sh Restricted Stock Units — Director
    2026-06-23INSIDERRACHLEFF ANDREW S acquired 19.4k sh Restricted Stock Units — Director, 10% owner
    2026-06-23INSIDERKILAR JASON acquired 19.4k sh Restricted Stock Units — Director
    2026-06-23INSIDERBisharat Jaleh acquired 19.4k sh Restricted Stock Units — Director
    2026-06-23INSIDERWILSON L MICHELLE acquired 19.4k sh Restricted Stock Units — Director
    2026-06-17INSIDERIYER KAL sold 28.5k sh — VP, Engineering ~$241k
    2026-06-17INSIDERWetterwald Julien sold 39.8k sh — Chief Technology Officer ~$337k
    2026-06-17INSIDERLin Lauren sold 4.8k sh — CLO, CCO and Secretary ~$41k
    2026-06-15INSIDERLin Lauren transacted 4.7k sh — CLO, CCO and Secretary
    2026-06-15INSIDERWILSON L MICHELLE transacted 2.1k sh — Director
    2026-06-15INSIDERWILSON L MICHELLE sold 638 sh — Director ~$6k
    2026-06-15INSIDERSchmidt Michael Reed transacted 2.1k sh — Director
    2026-06-15INSIDERKILAR JASON transacted 23.5k sh — Director
    2026-06-15INSIDERWetterwald Julien transacted 20.5k sh — Chief Technology Officer
    2026-06-15INSIDERWetterwald Julien transacted 20.4k sh — Chief Technology Officer
    2026-06-15INSIDERWetterwald Julien transacted 21.1k sh — Chief Technology Officer
    2026-06-15INSIDERWetterwald Julien transacted 19.0k sh — Chief Technology Officer
    2026-06-15INSIDERWetterwald Julien transacted 43.7k sh — Chief Technology Officer ~$385k
    2026-06-15INSIDERLin Lauren transacted 12.5k sh — CLO, CCO and Secretary
    2026-06-15INSIDERLin Lauren transacted 9.4k sh — CLO, CCO and Secretary
    2026-06-15INSIDERLin Lauren transacted 12.8k sh — CLO, CCO and Secretary
    2026-06-15INSIDERLin Lauren transacted 20.1k sh — CLO, CCO and Secretary ~$176k
    2026-06-15INSIDERIYER KAL transacted 20.4k sh — VP, Engineering
    2026-06-15INSIDERIYER KAL transacted 21.1k sh — VP, Engineering
    2026-06-15INSIDERIYER KAL transacted 15.6k sh — VP, Engineering
    2026-06-15INSIDERIYER KAL transacted 41.8k sh — VP, Engineering ~$368k
    2026-06-15INSIDERIYER KAL sold 45.8k sh — VP, Engineering ~$408k
    2026-06-15INSIDERWetterwald Julien disposed of 19.0k sh Restricted Stock Units — Chief Technology Officer
    2026-06-15INSIDERLin Lauren disposed of 12.5k sh Restricted Stock Units — CLO, CCO and Secretary
    2026-06-15INSIDERWILSON L MICHELLE disposed of 2.1k sh Restricted Stock Units — Director
    2026-06-15INSIDERSchmidt Michael Reed disposed of 2.1k sh Restricted Stock Units — Director
    2026-06-15INSIDERKILAR JASON disposed of 23.5k sh Restricted Stock Units — Director
    2026-06-15INSIDERLin Lauren disposed of 4.7k sh Restricted Stock Units — CLO, CCO and Secretary
    Showing the 40 most recent of 57 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage