secwatch.observer — SEC 8-K summary
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Issuer:     WEALTHFRONT CORP (WLTH)
CIK:        0001524566
Form:       8-K
Filed at:   2026-09-09T20:07:35+00:00
Accession:  0001628280-26-061131
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Wealthfront Q2 FY27: revenue flat at $91.9M, EPS down 59% to $0.10; assets top $100B
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- Total revenue $91.9M, up 1% YoY; GAAP diluted EPS $0.10 vs $0.24, down 59% on higher SBC from IPO dual-trigger awards.
- Total Platform Assets $99.0B, up 12% YoY; surpassed $100B as of end of August. Investment Advisory Assets up 30% to $54.1B.
- Adjusted EBITDA $38.1M, down 15% YoY; margin 41% vs 49%. Adjusted free cash flow $28.3M, down 27%.
- Repurchased 3.3M shares for ~$30M in quarter; cash above $450M, debt-free balance sheet.
- Launched Wealthfront Home Lending in TX and CA; Custodial Accounts with Tax-Gain Harvesting now available.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1524566/000162828026061131/0001628280-26-061131-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1524566/000162828026061131/wlth-20260909.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-061131

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