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Wealthfront
Wealthfront (WLTH) investor relations material
Wealthfront Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary11 Mar, 2026
Executive summary
Fiscal 2026 delivered record annual revenue of $365 million, with Q4 revenue at $96.1 million, both up 18% and 16% year-over-year, respectively.
Total platform assets reached $94.1 billion, up 17% year-over-year, with investment advisory assets up 29% to $48.7 billion and cash management assets up 7% to $45.4 billion.
Funded clients grew 17% year-over-year to 1.42 million, and funded accounts rose 16% to 1.84 million, with Q4 being the strongest quarter for new funded investment advisory clients.
Product development accelerated with the launch of home lending in select states, a proprietary Treasury Money Market Fund, and enhancements to cash management and investment advisory features.
Went public in December, raising over $130 million in net cash proceeds and recognizing a $239 million one-time IPO-related equity award expense.
Financial highlights
Fiscal 2026 revenue reached $365 million, up 18% year-over-year; adjusted EBITDA was $170.7 million, up 20%, with a 47% margin.
Q4 revenue was $96.1 million, up 16% year-over-year; Q4 adjusted EBITDA was $44.2 million, up 22%, with a 46% margin.
Gross profit for Q4 was $86.6 million, up 17% year-over-year, with a 90% gross margin.
GAAP diluted net loss for Q4 was -$134.8 million, primarily due to a $239 million one-time IPO-related share-based compensation expense.
Free cash flow for the year was $151.1 million, with an 88% conversion ratio; Q4 free cash flow was $33 million, with a 75% conversion.
Outlook and guidance
Adjusted EBITDA margins expected to decline sequentially but remain above 40% in Q1 fiscal 2027 due to investments in incentives and home lending.
Q1 annualized cash management fee rate guided to 57-58 basis points, with potential for further compression depending on incentive uptake.
Anticipated significant seasonal cash management outflows in March and April due to tax season.
Fiscal 2027 started strong with net deposit growth in February despite a dynamic macro environment.
Board authorized a $100 million share repurchase program in March 2026.
Explain the Q4 2026 negative net deposits
Drivers for F1Q27 EBITDA margin decline
Update on Wealthfront Home Lending expansion
Scaling tech vs headcount in home lending
Direct deposit incentive impact on fee rate
Cash outflow recapture rate for home purchases
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Next Wealthfront earnings date
Q1 202727 May, 2026
Wealthfront
Next Wealthfront earnings date
Q1 202727 May, 2026
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