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Does it mean that WealthFront mis-represents their AUM?

2 点作者 Dmit3000超过 9 年前
It looks WealthFront started to misrepresent AUM on their web site. Their website now shows $1,550 million AUM for Month 34 (~September 2015). https:&#x2F;&#x2F;www.wealthfront.com&#x2F;two-billion#100-million<p>Their SEC 13F Holdings Report for the year ending 9&#x2F;30&#x2F;15 shows $2,501 million AUM http:&#x2F;&#x2F;www.secinfo.com&#x2F;d12Pk6.m1945.htm

2 条评论

chollida1超过 9 年前
13F filings don&#x27;t show any short positions or any private positions.<p>I&quot;m guessing this is mostly what leads to this discrepancy. It&#x27;s also a reason why the industry really hates 13F filings. They don&#x27;t tell the whole story.<p>A fund could show they are long $1,000,000,000 of Microsoft but have in the money puts for the same delta value making them effectively flat Microsoft in the real world. But according to the 13F filing they are long.<p>Infact this is often one of the first mistakes people make when joining the industry. They see the 13F and figure that they now know what positions a hedge fund has, when in reality its more akin to saying you&#x27;ve see Facebook&#x27;s source code by selecting show code from your web browser.<p>Those two things are related but very far apart.
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nanis超过 9 年前
I am not sure. Their web page doesn&#x27;t work very well. The one chart I could spot doesn&#x27;t seem to show September &#x27;15, and it stops at $2 billion.<p>The bigger problem with WealthFront is the question of how many paying accounts they have (given that they don&#x27;t charge for accounts under $10K). Let&#x27;s say all of the $2.5 billion are paid accounts.<p>As far as I can understand, they would be collecting about $520,833&#x2F;month now that they have reached $2.5 billion AUM, assuming all the accounts are paying accounts.<p>There seems to be a sustainability problem in there somewhere.
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