{"filings":[{"id":105001,"accession_number":"0001628280-26-016823","cik":1524566,"company_name":"WEALTHFRONT CORP","ticker":"WLTH","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Wealthfront reports record annual revenue $365M, Q4 net loss $134.8M due to IPO-related SBC; authorizes $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record annual revenue $365M, up 18% YoY; Q4 revenue $96.1M, up 16% YoY.","GAAP net loss $134.8M in Q4 ($1.31 diluted) vs profit $32.1M a year ago, due to $239M IPO-related stock-based comp.","Adjusted EBITDA Q4 $44.2M (+22% YoY), margin 46%; full year $170.7M (+20% YoY), margin 47%.","Total Platform Assets $94.1B (+17% YoY); funded clients 1.42M (+17%).","Board authorized $100M share repurchase; corporate cash >$440M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":364993000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1776090000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105000,"accession_number":"0001628280-26-008816","cik":1524566,"company_name":"WEALTHFRONT CORP","ticker":"WLTH","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Wealthfront buys CEO's 95.1% stake in subsidiary Wealthfront Holdings for $1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Acquired CEO David Fortunato's 95.1% LLC interest in Wealthfront Holdings LLC for $1.","Wealthfront Holdings LLC is sole member of Wealthfront Home Lending, now indirect wholly-owned subsidiary.","Internal reorganization; no change in operations, economics, or control of Wealthfront Home Lending.","Transaction completed after regulatory waiting period; prior stake already effectively controlled by company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1776090000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104999,"accession_number":"0001628280-26-003843","cik":1524566,"company_name":"WEALTHFRONT CORP","ticker":"WLTH","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Wealthfront raises Cash Account APY to 3.30%; platform assets hit $94.2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base APY on Cash Accounts increased by 5 bps to 3.30%, effective Jan 30, 2026.","Expected annualized cash management fee rate of 0.59% for Q1 FY2027.","Total platform assets ~$94.2B as of Jan 26, 2026, driven by Investment Advisory growth.","Increase reflects stabilizing effective federal funds rate and decision to pass benefit to clients."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1776090000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104998,"accession_number":"0001628280-26-001819","cik":1524566,"company_name":"WEALTHFRONT CORP","ticker":"WLTH","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Wealthfront reports record Q3 revenue $93.2M, net income $30.9M, Platform Assets $92.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue up 16% YoY to $93.2M; net income $30.9M (33% margin); diluted EPS $0.21.","Adjusted EBITDA $43.8M (+24% YoY), margin 47% vs 44% prior year.","Platform assets $92.8B (+21% YoY); Cash Mgmt $47.0B, Investment Advisory $45.8B.","Funded clients 1.38M (+20% YoY); net deposits $1.6B in quarter.","First home mortgage originated; launched Nasdaq-100 Direct product."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1776090000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}