Webull Corporation
Webull Corporation is classed by the SEC under Security Brokers, Dealers & Flotation Companies (industry code 6211), based in St. Petersburg, FL. Its latest filed balance sheet (2025-12-31) shows total assets of $3.9 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6211, Security Brokers, Dealers & Flotation Companies); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.6 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.4 out of ten, present 3.4 out of ten, future 5.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 6.7 out of ten. No warning events in its filings since 2024. 67th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.3 out of ten. +13.7% a year over 4 filed years; profitable in 3 of 4. 62nd percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 1.3 out of ten. Share count grew 43.4% a year. 0% of cash flow returned. Insiders: 7 sales, 0 purchases. 13th percentile among 26 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 3.0 out of ten. ROE 2%: 2¢ of profit per shareholder dollar. Leverage 74%: owes 74¢ per asset dollar. 30th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 2.9 out of ten. bottom 29% of 29 in its family; net margin 4.3%. 29th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 5.0 out of ten. CrossAssetData estimate 5.0/10, confidence 20 of 100 (family median). 50th percentile among 22 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Room to expand (future): 6.1 out of ten. top 39% of 29 in its family for room to expand. 61st percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.5 out of ten. bottom 45% of 29 in its family for growth drivers. 45th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 6.8 out of ten. top 32% of 25 in its family for expectations against reality. 68th percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 20-F filed 2026-04-09 for the period ended 2025-12-31 (on EDGAR). Newest filing: Form 6-K, 2026-10-09. Filings on record since 2024. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Interest and Other Related Income 27%, Equity Order Flow Rebates 16%, Handling Charge Income 15%, Platform and Trading Fees 10%, Margin Financing 7%, Stock Lending 5%. As tagged in its annual report (Form 20-F, filed 2026-04-09).
Who runs it
Wang, Anquan (Chief Executive Officer); Denier, Anthony Michael (President); Wang, Haichen (Chief Financial Officer); James, Benjamin Worthy (General Counsel); Bishop, Walter A. (director); Houlihan, William A (director). 6 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.
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Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.