Jul 2026 (Q2 FY27) — Sep 9, 2026
Wealthfront Q2 FY27 — Total Platform Assets Exceed $100 Billion, Strong Cross-Product Adoption
Read the full callWealthfront (WLTH) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
Wealthfront earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 91.9 | +0.8% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jul 2026 | Not in the filed figures for the quarter to jul 2026. No older figure is substituted. | ||
| Net profit | 17.8 | −48.9% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$10.38 −2.35% · −$0.25
Performance −23.6% YTD
YTD: $13.59 on 31 Dec 2025 → $10.38. High $13.65 (5 Jan 2026), low $7.2 (12 Feb 2026).
- Previous close
- $10.63
- 52-week range
- $7.2 – $14.19
Overview
- Symbol
- WLTH
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — Jun 4, 2026
Wealthfront Q1 FY27 — Record $96.6B platform assets as advisory growth (+39%) offsets cash fee-rate compression
Read the full callEvery analysed call
Wealthfront earnings calls (WLTH)
Financials
What the filings say
Net profit, year on year: −49% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 80 | 83 | 85 | 91 | 93 | 96 | 90 | 92 |
| Interest | 1 | 0 | 0 | 0 | 0 | 1 | 0 | 0 |
| Profit before tax | 30 | 31 | 34 | 40 | 35 | -210 | 17 | 20 |
| Tax rate | −1.8% | −2.0% | 23.9% | 12.9% | 11.1% | 36.4% | 26.4% | 13.0% |
| Net profit | 30 | 32 | 26 | 35 | 31 | -134 | 13 | 18 |
| EPS ($ per share) | 0.77 | — | 0.64 | 0.86 | 0.72 | — | 0.08 | 0.12 |
| Line item | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Equity capital | — | 0 | 0 |
| Reserves | — | -100 | -142 |
| Total liabilities | — | 193 | 801 |
| Fixed assets | — | 15 | 8 |
| Total assets | — | 435 | 1,416 |
| Line item | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Cash from operations | 73 | 123 | 152 |
| Cash from investing | -5 | -6 | -1 |
| Cash from financing | -39 | -59 | 148 |
WLTH operating KPIs by quarter
| KPI | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Net new assets | $554MTotal net deposits in the quarter were $554 million.Source: earnings call transcript | $1.1BOverall net deposits were $1.1 billion in the quarter, including $1.1 billion from investment advisory, which incorporated the second best quarter of net cross-account transfers from cash to invest in the company's history.Source: earnings call transcript | +98.6% |
| Average client balances Cash management | $45.1BThe lower fee rate was partially offset by higher average cash management balances measured as the simple average of beginning and end of quarter figures, up 5% year-over-year to $45.1 billion.Source: earnings call transcript | $44.9BAverage cash management balances measured as the simple average of beginning and end of quarter figures was also down 1% year-over-year to $44.9 billion.Source: earnings call transcript | -0.4% |
| Average client balances Investment advisory | $50.2BInvestment advisory revenue was $26.2 million, up 32% year-over-year, primarily due to average investment advisory balances of $50.2 billion, up 34% year-over-year, while the annualized investment advisory fee rate of 21 basis points was roughly flat versus the same period last year.Source: earnings call transcript | $52.9BInvestment advisory revenue was $28.8 million, up 31% year-over-year, primarily due to average investment advisory balances of $52.9 billion, up 35% year-over-year, while the annualized investment advisory fee rate of 22 basis points was down 1 basis point versus the same period last year due to the impact of one-time client incentives tied to the launch of Custodial Accounts.Source: earnings call transcript | +5.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
228 filings between Dec 11, 2025 and Sep 17, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$111.25M
35 sales by 9 insiders
49% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 129
- Option exercise — converted options into shares
- 21
- Tax withheld — shares kept back by the company to cover tax
Also filed: 43 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| TIGER GLOBAL MANAGEMENT LLC | — | $98.07M | Dec 15, 2025 |
| IYER KAL | — | $3.73M | Sep 17, 2026 |
| Wetterwald Julien | — | $2.93M | Sep 17, 2026 |
| Imberman Alan | — | $2.46M | Sep 17, 2026 |
| Fortunato David | — | $2.31M | Sep 17, 2026 |
| Lin Lauren | — | $734.2K | Sep 17, 2026 |
| GOLDMAN KENNETH A | — | $708.2K | Sep 10, 2026 |
| Bisharat Jaleh | — | $300.6K | Jul 7, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 17, 2026 | IYER KAL VP, Engineering | Sale 10b5-1 plan | 26,738 | $270.2K |
| Sep 17, 2026 | Fortunato David CEO and President | Sale 10b5-1 plan | 50,000 | $507.2K |
| Sep 17, 2026 | Lin Lauren CLO, CCO and Secretary | Sale 10b5-1 plan | 4,574 | $46.2K |
| Sep 17, 2026 | Wetterwald Julien Chief Technology Officer | Sale 10b5-1 plan | 26,138 | $264.1K |
| Sep 17, 2026 | Fortunato David CEO and President | Sale 10b5-1 plan | 50,000 | $507.2K |
| Sep 17, 2026 | Imberman Alan CFO and Treasurer | Sale 10b5-1 plan | 76,540 | $773.3K |
| Sep 16, 2026 | Imberman Alan CFO and Treasurer | Sale | 6,292 | $64.1K |
| Sep 16, 2026 | Lin Lauren CLO, CCO and Secretary | Sale | 4,995 | $50.9K |
| Sep 16, 2026 | IYER KAL VP, Engineering | Sale | 10,408 | $106.1K |
| Sep 16, 2026 | Fortunato David CEO and President | Sale | 28,914 | $294.7K |
| Sep 16, 2026 | Wetterwald Julien Chief Technology Officer | Sale | 8,130 | $82.9K |
| Sep 15, 2026 | Wetterwald Julien Chief Technology Officer | Option exercise | 20,387 | $0 |
| Sep 15, 2026 | Schmidt Michael Reed Director | Option exercise | 2,126 | $0 |
| Sep 15, 2026 | KILAR JASON Director | Option exercise | 23,544 | $0 |
| Sep 15, 2026 | Imberman Alan CFO and Treasurer | Option exercise | 22,812 | $0 |
| Sep 15, 2026 | Lin Lauren CLO, CCO and Secretary | Option exercise | 12,847 | $0 |
| Sep 15, 2026 | IYER KAL VP, Engineering | Sale | 33,583 | $360.4K |
| Sep 15, 2026 | Wetterwald Julien Chief Technology Officer | Option exercise | 21,112 | $0 |
| Sep 15, 2026 | Lin Lauren CLO, CCO and Secretary | Option exercise | 12,500 | $0 |
| Sep 15, 2026 | IYER KAL VP, Engineering | Option exercise | 20,388 | $0 |
| Sep 15, 2026 | Lin Lauren CLO, CCO and Secretary | Option exercise | 4,688 | $0 |
| Sep 15, 2026 | Lin Lauren CLO, CCO and Secretary | Option exercise | 9,375 | $0 |
| Sep 15, 2026 | IYER KAL VP, Engineering | Option exercise | 21,113 | $0 |
| Sep 15, 2026 | IYER KAL VP, Engineering | Option exercise | 15,563 | $0 |
| Sep 15, 2026 | IYER KAL VP, Engineering | Option exercise | 20,388 | $0 |
| Sep 15, 2026 | Imberman Alan CFO and Treasurer | Option exercise | 23,625 | $0 |
| Sep 15, 2026 | Imberman Alan CFO and Treasurer | Option exercise | 17,762 | $0 |
| Sep 15, 2026 | Lin Lauren CLO, CCO and Secretary | Sale | 16,117 | $172.9K |
| Sep 15, 2026 | Fortunato David CEO and President | Option exercise | 79,181 | $0 |
| Sep 15, 2026 | Wetterwald Julien Chief Technology Officer | Option exercise | 19,000 | $0 |
| Sep 15, 2026 | Wetterwald Julien Chief Technology Officer | Sale | 26,231 | $281.5K |
| Sep 15, 2026 | Imberman Alan CFO and Treasurer | Sale | 20,304 | $217.9K |
| Sep 15, 2026 | Fortunato David CEO and President | Option exercise | 76,463 | $0 |
| Sep 15, 2026 | WILSON L MICHELLE Director | Option exercise 10b5-1 plan | 2,126 | $0 |
| Sep 15, 2026 | Fortunato David CEO and President | Sale | 93,289 | $1.00M |
| Sep 15, 2026 | Fortunato David CEO and President | Option exercise | 59,531 | $0 |
| Sep 15, 2026 | WILSON L MICHELLE Director | Sale 10b5-1 plan | 638 | $6.7K |
| Sep 11, 2026 | Fortunato David CEO and President | Tax withheld | 435,437 | $4.52M |
| Sep 11, 2026 | Fortunato David CEO and President | Option exercise | 150,000 | $280.5K |
| Sep 11, 2026 | Fortunato David CEO and President | Option exercise | 106,250 | $147.7K |
| Sep 11, 2026 | Fortunato David CEO and President | Option exercise | 40,000 | $60.0K |
| Sep 11, 2026 | Fortunato David CEO and President | Option exercise | 8,998 | $13.5K |
| Sep 11, 2026 | Fortunato David CEO and President | Option exercise | 400,000 | $716.0K |
| Sep 10, 2026 | GOLDMAN KENNETH A Director | Sale 10b5-1 plan | 10,000 | $100.0K |
| Aug 17, 2026 | Wetterwald Julien Chief Technology Officer | Sale 10b5-1 plan | 15,263 | $139.8K |
| Jul 15, 2026 | Wetterwald Julien Chief Technology Officer | Sale 10b5-1 plan | 15,264 | $142.8K |
| Jul 7, 2026 | Bisharat Jaleh Director | Sale 10b5-1 plan | 8,503 | $80.8K |
| Jul 6, 2026 | Bisharat Jaleh Director | Sale 10b5-1 plan | 8,504 | $79.8K |
| Jun 17, 2026 | Wetterwald Julien Chief Technology Officer | Sale 10b5-1 plan | 39,810 | $336.6K |
| Jun 17, 2026 | IYER KAL VP, Engineering | Sale 10b5-1 plan | 28,498 | $241.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for WEALTHFRONT CORP
Free account. Everything above stays public.
Write why you follow WEALTHFRONT CORP and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading