secwatch.observer — SEC 8-K summary
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Issuer:     WEALTHFRONT CORP (WLTH)
CIK:        0001524566
Form:       8-K
Filed at:   2026-03-11T23:59:59+00:00
Accession:  0001628280-26-016823
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Wealthfront reports record annual revenue $365M, Q4 net loss $134.8M due to IPO-related SBC; authorizes $100M buyback
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1524566/000162828026016823/0001628280-26-016823-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1524566/000162828026016823/wlth-20260309.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-016823

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer