Recent 8-K filings for WLTH

• June 24, 2026, 4:46 PM ET other material materiality 0.10 neutral item 5.07

  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.

• June 4, 2026, 4:17 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

• March 11, 2026, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 7.01item 8.01item 9.01

  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.

• February 18, 2026, 6:59 PM ET other material materiality 0.25 neutral item 1.01item 9.01 ◈ Material Agreements

  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.

• January 28, 2026, 6:59 PM ET other material materiality 0.55 positive item 7.01

  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.

• January 12, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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 0.60 · Most common event other_material

2 positive 0 negative 4 neutral

source · WLTH on sec.gov