Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 fiscal second quarter 2027 revenue of $91.9 million, up 1% year over year, as Total Platform Assets rose 12% to $99.0 billion and surpassed $100 billion as of the end of August. Investment Advisory Assets grew 30% to $54.1 billion, while Cash Management Assets declined 4% to $44.9 billion. Net deposits were $1.1 billion, down from $3.7 billion a year earlier, with strong inflows into advisory products offset by modest cash outflows.
Profitability softened. GAAP net income fell 49% to $17.8 million and diluted EPS declined to $0.10 from $0.24, mainly due to a jump in stock‑based compensation to $16.4 million tied to IPO-related awards and higher product development spend. Adjusted EBITDA decreased 15% to $38.1 million, with margin at 41% versus 49%. Operating cash flow increased 22% to $47.3 million, and adjusted free cash flow was $28.3 million (74% conversion). Wealthfront ended the quarter with $453.3 million in corporate cash and cash equivalents, no debt, and repurchased 3.3 million shares for roughly $30 million.
Wealthfront Corporation held its 2026 Annual Meeting of Stockholders, where shareholders elected two Class I directors and ratified Ernst & Young LLP as the independent registered public accounting firm for the year ending January 31, 2027.
Stockholders representing 121,142,898 shares of common stock, about 81.03% of shares entitled to vote, were present or represented by proxy, establishing a quorum. David Fortunato and Andrew S. Rachleff each received over 110 million votes in favor, and the auditor ratification proposal passed with 120,824,845 votes for and minimal opposition.
Wealthfront Corporation reported fiscal first quarter 2027 revenue of $90.5 million, up 7% year-over-year, driven mainly by a 39% increase in Investment Advisory assets to $51.7 billion and total platform assets reaching a record $96.6 billion.
GAAP diluted net income was $12.8 million, down 51% from the prior-year quarter, as GAAP expenses rose to $75.9 million, largely from a jump in stock-based compensation to $17.1 million tied to IPO-related awards and higher product development spending. Diluted EPS declined to $0.07 from $0.18 and GAAP net income margin fell to 14% from 31%.
On a non-GAAP basis, Adjusted EBITDA was $37.5 million, down 1% year-over-year, with a 41% margin, while adjusted free cash flow was $42.7 million and conversion was 114%. Wealthfront ended the quarter with $96.6 billion in platform assets, 1.46 million funded clients, and $428 million in corporate cash and cash equivalents, and it repurchased over 3 million shares for about $27 million under its inaugural buyback program.
Wealthfront Corporation reported record results for fiscal 2026 and launched a major buyback. Annual revenue reached $365.0 million, up 18%, with fiscal Q4 revenue of $96.1 million, up 16%. Adjusted EBITDA rose to $170.7 million with a strong 47% margin and free cash flow of $151.1 million.
The company swung to a GAAP net loss of $42.1 million for the year and $133.7 million in Q4, driven by one-time IPO-related stock-based compensation expense of $239.0 million. Total platform assets reached a record $94.1 billion, with investment advisory assets of $48.7 billion and cash management assets of $45.4 billion. Cash and cash equivalents were $440.8 million as of January 31, 2026.
Wealthfront’s board approved a share repurchase program authorizing up to $100,000,000.00 of common stock, to be funded from existing cash and cash generated from operations. Q4 included total net deposits of $(0.4) billion, but funded clients grew 17% year-over-year to 1.42 million, and funded accounts grew 16% to 1.84 million.
Wealthfront Corporation completed an internal reorganization involving its home lending business. The company entered into an Equity Purchase Agreement with CEO and President David Fortunato, acquiring his limited liability company interest in Wealthfront Holdings LLC, which represented 95.1% of the aggregate LLC interests, for $1 of nominal consideration.
After this purchase, Wealthfront Corporation owns 100.0% of the limited liability company interests of Wealthfront Holdings LLC. Because Wealthfront Home Lending, LLC is a wholly owned subsidiary of Wealthfront Holdings LLC, it is now an indirect wholly owned subsidiary of Wealthfront Corporation. The company states it already directed significant activities and absorbed all benefits and losses of Wealthfront Home Lending, and that these operations and economics remain unchanged following the reorganization.
Wealthfront Corporation is increasing the base annual percentage yield on Wealthfront Cash Accounts by five basis points to 3.30% APY, effective January 30, 2026. The company attributes this change to a higher, stabilized effective federal funds rate and is passing the benefit to clients.
Wealthfront currently expects its annualized cash management fee rate to be approximately 0.59% for the first quarter of fiscal year 2027, assuming no change to the federal funds target range. As of January 26, 2026, total platform assets were about $94.2 billion, with growth since December 31, 2025 driven by Investment Advisory.
Wealthfront Corporation furnished an update on its recent financial reporting and investor communications. The company issued a press release announcing financial results for its fiscal quarter ended October 31, 2025, and scheduled a conference call for January 12, 2026 at 2:00 p.m. PT (5:00 p.m. ET) to discuss these results.
Wealthfront also made a supplemental information presentation available on its investor relations website and attached both the press release and the presentation as exhibits. The company explains that these materials are furnished rather than filed and are not incorporated by reference into other securities law reports. It highlights that material information may be shared through SEC reports, its investor relations site, press releases, public calls and webcasts, and its social media channels on X, Instagram, Facebook, and LinkedIn.