Inferra AI / Company / WLTH
Wealthfront Corp
WLTH · Financials
Last earnings Sep 9, 2026
Key results
Revenuequarter
$90.5 million
Revenue of $90.5 million up 7% year-over-year
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
F1Q27 Financial Highlights Quarterly total revenue of $90.5 million increased 7% year-over-year primarily due to a 19% year-over-year increase in Total Platform Assets to $96.6 billion.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Net incomequarter
$12.8 million
GAAP diluted net income of $12.8 million decreased from $25.9 million in the prior year quarter with the decline due to higher GAAP expenses as a result of higher SBC expense from the recognition of dual-trigger stock awards following the IPO.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
GAAP diluted net income margin was 14%, a decrease from 31% in the prior year quarter driven primarily by the same SBC impact noted above.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
GAAP EPSquarter
$0.07
GAAP diluted EPS was $0.07 compared to $0.18 in the prior year quarter driven primarily by higher SBC expense tied to the recognition of dual-trigger stock awards following the IPO.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Adjusted free cash flowquarter
$42.7 million
Net cash provided by operating activities was $22.7 million and Adjusted free cash flow 1 was $42.7 million.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Adjusted free cash flow conversion ratio 1 was 114% for the three months ended April 30, 2026.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Quarterly revenuequarter
$90.5 million
Quarterly revenue of $90.5 million, up 7% YoY and quarterly gross profit of $80.5 million, up 6%
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
Growthquarter
up 7%
Quarterly revenue of $90.5 million, up 7% YoY and quarterly gross profit of $80.5 million, up 6%
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
AI analysis
Q1 2027 · reported Jun 4, 2026
Based on: Earnings release + Q1 2027 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Jun 4, 2026 EPS values as stated in the release.
Headline figures
| Metric | Q1 2027 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $90.5 million | — | — |
| Net income | $12.8 million | — | — |
| GAAP EPS | $0.07 | — | $0.18 |
| Adjusted free cash flow | $42.7 million | — | — |
| Quarterly revenue | $90.5 million | — | — |
| Growth | up 7% | — | — |
Guidance · company-stated
No guidance located in the held release
Cash flow & capex
Capital allocation
Our adjusted free cash flow supported our inaugural share repurchase program, which included opportunistic buybacks of over 3 million shares at an average price of $8.66 equating to over $27 million of total open market repurchases in the quarter.
Since pioneering the automated investing category in 2011, the company has grown into a leading consumer fintech that helps clients achieve their financial goals with innovative saving, investing, borrowing, and lending products.
Event summary
Wealthfront Reports Fiscal First Quarter 2027 Results Revenue of $90.5 million up 7% year-over-year Total Platform Assets up 19% year-over-year to a record $96.6 billion Palo Alto, CA
Based on: Earnings release + Q1 2027 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Our adjusted free cash flow supported our inaugural share repurchase program, which included opportunistic buybacks of over 3 million shares at an average price of $8.66 equating to over $27 million of total open market repurchases in the quarter.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Since pioneering the automated investing category in 2011, the company has grown into a leading consumer fintech that helps clients achieve their financial goals with innovative saving, investing, borrowing, and lending products.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
CAPITAL PRIORITIES Corporate cash & Organic investments cash equivalents Total available liquidity Share repurchases M&A with a preference to build versus buy Revolving credit facility (untapped) Commenced share repurchase program, purchasing $27 million of shares in the open market during Q1 2027.
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
The Company s broad suite of products, including cash management, investing, borrowing and lending, and financial planning solutions, addresses the diverse financial needs of its clients regardless of the economic environment.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
The amendments are expected to impact various disclosure areas, including the statement of cash flows, accounting changes and error corrections, earnings per share, debt, derivatives, and transfer of financial assets.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
The Company utilizes its incremental borrowing rate in determining the present value of lease payments, as the implicit rate is not readily determinable.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
Strategy & priorities
All statements contained in this press release other than statements of historical fact, including statements regarding Wealthfront s future operating results and financial condition, its business strategy and plans, market growth, and its objectives for future operations, are forward-looking statements.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Moreover, we have included Adjusted EBITDA and Adjusted EBITDA Margin in this press release because they are key measurements used by our management internally to make operating decisions, including those related to operating expenses, evaluate performance, identify trends affecting our business and perform strategic planning and annual budgeting.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
All statements contained in this presentation other than statements of historical fact, including statements regarding our future operating results and financial condition, our business strategy and plans, market growth, and our objectives for future operations, are forward-looking statements.
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
Moreover, we have included Adjusted EBITDA and Adjusted EBITDA Margin in this presentation because they are key measurements used by our management internally to make operating decisions, including those related to operating expenses, evaluate performance, identify trends affecting our business and perform strategic planning and annual budgeting.
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
CAPITAL PRIORITIES Corporate cash & Organic investments cash equivalents Total available liquidity Share repurchases M&A with a preference to build versus buy Revolving credit facility (untapped) Commenced share repurchase program, purchasing $27 million of shares in the open market during Q1 2027.
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
Risks & headwinds
com Cautionary Note Regarding Forward-Looking Statements This press release contains forward-looking statements that involve substantial risks and uncertainties.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Wealthfront s control.
SEC original ↗Wealthfront Corp — Earnings release (8-K exhibit)EX-99Jun 4, 2026
htm EX-99.2 q127earningspresentation Earnings Presentation Q1 2027 Disclaimer Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements that involve substantial risks and uncertainties.
SEC original ↗Wealthfront Corp — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
Legal Proceedings 47 Item 1A.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
Exhibits 104 SIGNATURES 105 1 Table of Contents CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q ( Form 10-Q ) contains forward-looking statements about us and our industry that involve substantial risks and uncertainties.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
These forward-looking statements are subject to a number of risks, uncertainties, and assumptions, including those described in the section titled Risk Factors and elsewhere in this Form 10-Q.
SEC original ↗Wealthfront Corp — 10-Q Quarterly report10-QSep 14, 2026
Earnings deck slides
0 decks with slide viewWealthfront Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Wealthfront Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
12 documentsEarnings releases
6 documentsPresentations
2 documents
Transcripts
0 documentsNo transcripts for Wealthfront Corp are held in this edition of the library.
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