Every 10-Q that Wealthfront Corporation (WLTH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow WLTH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WLTH filings page.
Wealthfront Corporation (WLTH) reported modest top-line growth but lower profitability for the quarter ended July 31, 2026. Total revenue was $91.9 million, roughly flat year over year, as a 31% increase in investment advisory revenue offset a 10% decline in cash management revenue driven by lower interest rates.
Net income for the quarter fell to $17.8 million from $34.7 million a year earlier, with net income margin down to 19%. The decline was largely due to sharply higher operating expenses, especially stock-based compensation, which rose to $16.4 million versus $1.6 million in the prior-year quarter following the IPO and dual-trigger RSU vesting. Even so, Adjusted EBITDA was $38.1 million with a 41% margin.
Key operating metrics remained strong. Platform assets reached $99.0 billion, up 12% year over year, and funded clients grew 14% to 1.5 million. Net deposits slowed sharply to $1.1 billion, down 71%, as lower interest rates reduced cash management inflows while investment advisory net deposits rose. Wealthfront held $468.1 million in cash and equivalents, had no borrowings on its $250 million revolver, and repurchased $60.1 million of stock in the first six months, with additional buybacks after quarter-end.
Wealthfront Corporation reported solid top-line growth but lower profits for the quarter ended April 30, 2026. Total revenue rose 7% to $90.5 million, driven by a 32% increase in investment advisory revenue as average advisory assets grew 34%. Cash management revenue was roughly flat, declining 1% as fee rates compressed in a lower-rate environment.
Platform assets reached $96.6 billion, up 19% year over year, and funded clients grew 15% to 1.5 million, reflecting continued client acquisition and asset growth. Net income fell to $12.8 million from $25.9 million as product development and general and administrative costs increased sharply, largely due to higher headcount and $17.1 million of stock-based compensation following the IPO. Adjusted EBITDA was stable at $37.5 million, a 41% margin, supported by strong underlying unit economics despite heavier investment in growth.
Wealthfront Corporation reported strong growth in the quarter ended October 31, 2025. Total revenue rose to $93.2 million from $80.3 million a year earlier, driven by higher cash management revenue and investment advisory fees. Net income was $30.9 million, up slightly from $30.0 million.
For the first nine months of fiscal 2026, revenue reached $268.9 million versus $226.2 million in the prior-year period, while net income declined to $91.6 million from $162.4 million, largely because last year benefited from a large tax benefit. Adjusted EBITDA for the quarter was $43.8 million with a 47% margin.
As of October 31, 2025, platform assets were $92.8 billion, up 21% year over year, and funded clients grew 20% to 1.4 million. Quarterly net deposits fell to $1.6 billion from $4.4 billion as clients shifted more cash into investment advisory products.