📈 Price History

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📊 Sector Averages

About

Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.

Key Ratios Snapshot

📈 Growth Pattern

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📊 Quick Scorecard

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⭐ Superinvestors Holding WLTH

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Manager	Shares	Value	% of Fund	Period
Tiger Global Management Tiger Global Management LLC	15.16M	$140.2M	0.61%	Mar 2026
Jim Simons Renaissance Technologies LLC	175.4K	$1.6M	0.00%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

📊 MIXED Wealthfront Q1 2027: $96.6B platform assets, revenue $90.5M, 19% YoY asset growth

Revenue & Profitability

Revenue came in at $90.5 million, up 7% year-over-year. Cash management revenue was $63.4 million (down 1% YoY) and investment advisory revenue was $26.2 million (up 32% YoY). GAAP net income was $12.8 million with GAAP EPS of $0.07. Adjusted EBITDA was $37.5 million (down 1% YoY), with a margin of 41%. Adjusted free cash flow was $42.7 million with a 114% conversion ratio.

Outlook

Management noted a dynamic macro backdrop with rising mortgage rates and a decline in effective Fed funds rate. They highlighted that high-yield savings competitors have become more conservative on rates. Client investment sentiment declined sharply in late March then partially recovered through May. The company believes its diverse product suite positions it to grow with clients through various environments, but acknowledged that mortgage demand is rate-dependent.

Growth Drivers

Key growth levers include the cross-product adoption incentive launched in early March, which drove over 4,000 new account openings and increased asset-weighted cross-product adoption to roughly 63% by May end. Wealthfront Home Lending expanded to Colorado and Texas, with rate lock volume rising 25% month-over-month in May. Organic client acquisition benefited from direct deposit incentives and elevated traffic from large language models referencing Wealthfront.

Balance Sheet & CapEx

Not discussed explicitly as a capital expenditure figure. However, investments are being made in product development (higher headcount and cloud computing), the Home Lending rollout (start-up expenses), and AI experimentation. The company also allocated $27 million for share repurchases during the quarter under a $100 million board authorization.

Margins

Adjusted EBITDA margin was 41% in Q1, down three percentage points year-over-year, driven by investment in Home Lending and incentives. Management previously expected margins near 40% near term and noted that as Home Lending scales, steady-state margins will be lower than prior levels (45%-47%) due to the slightly lower margin profile of that business. The company continues to exceed the Rule of 40, achieving a 49% metric for the 15th consecutive quarter.

Key Risks

Risks flagged include the dynamic macro environment, particularly rising mortgage rates that could impact Home Lending scaling and client demand. The company noted that mortgage volume is rate-dependent and that the rollout could be slower if rates rise further. Additionally, client net cash outflows during tax season (April had $577 million cash management net withdrawals) highlight seasonality. The early direct deposit program creates short-term receivables that affect cash flow timing but not profitability.

Generated by AI · Q1 2027 results · Not investment advice

✓ 📞 Earnings Call Transcripts (3 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (3)

Q1 2027 Q1 2027 2026-06-04

Record platform assets and strong client growth drove a 7% revenue increase, with investment advisory revenue up 32% year-over-year. Margins remain robust despite ongoing investments in home lending and incentives, and cash flow supports continued share repurchases.

Q4 2026 Q4 2026 2026-03-11

Record platform asset growth and strong revenue gains were driven by product innovation and cross-product adoption, despite one-time IPO-related expenses impacting GAAP results. Adjusted EBITDA margins remained robust, and the company announced a $100 million share repurchase program.

Q3 2026 Q3 2026 2026-01-12

Achieved record platform assets and revenue, driven by strong growth in both cash management and investment advisory segments. Launched new products, completed a successful IPO, and maintained high margins and cash flow, with a focus on cross-product adoption and asset retention during market transitions.

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