Recent 8-K filings for WLTH
Highest-materiality recent filing
Wealthfront reports record annual revenue $365M, Q4 net loss $134.8M due to IPO-related SBC; authorizes $100M buyback
- 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.
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Wealthfront Q2 FY27: revenue flat at $91.9M, EPS down 59% to $0.10; assets top $100B
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.
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Wealthfront shareholders elect directors and ratify EY as auditor at 2026 annual meeting
David Fortunato elected with 111,080,627 votes for (94.4% of votes cast), 6,619,672 withheld.
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Wealthfront Q1 revenue $90.5M (+7% YoY), net income down 51% on IPO SBC
Revenue $90.5M (+7% YoY); Total Platform Assets $96.6B (+19% YoY) record.
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Record annual revenue $365M, up 18% YoY; Q4 revenue $96.1M, up 16% YoY.
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Wealthfront buys CEO's 95.1% stake in subsidiary Wealthfront Holdings for $1
Acquired CEO David Fortunato's 95.1% LLC interest in Wealthfront Holdings LLC for $1.
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Wealthfront raises Cash Account APY to 3.30%; platform assets hit $94.2B
Base APY on Cash Accounts increased by 5 bps to 3.30%, effective Jan 30, 2026.
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Wealthfront reports record Q3 revenue $93.2M, net income $30.9M, Platform Assets $92.8B
Revenue up 16% YoY to $93.2M; net income $30.9M (33% margin); diluted EPS $0.21.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.75 · Median 0.65 · Most common event earnings