Wealthfront Q1 2027: Record Assets, 7% Revenue Growth, Profitability Down 51% on SBC; $27M Share Buyback
WLTH sits 46% above its 52-week low of $7.2.
Summary
Wealthfront reported mixed Q1 2027 results, with record platform assets and 7% revenue growth, but a 51% drop in GAAP net income due to stock-based compensation, alongside the execution of a $27 million share repurchase.
Key Events · Earnings and Guidance · WLTH
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Mixed Q1 2027 Financial Results
Revenue increased 7% year-over-year to $90.5 million. However, GAAP diluted net income fell 51% to $12.8 million, and diluted EPS decreased 61% to $0.07, primarily due to higher stock-based compensation from IPO-related awards.
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Record Platform Assets and Client Growth
Total Platform Assets reached a record $96.6 billion, up 19% year-over-year, driven by a 39% increase in Investment Advisory Assets. Funded clients and accounts both grew 15% year-over-year.
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Significant Share Repurchase Executed
The company repurchased over 3 million shares for $27 million at an average price of $8.66 during the quarter, as part of its previously announced $100 million share repurchase program.
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Product Enhancements and Strategic Initiatives
Wealthfront launched general availability of Home Lending in Colorado and Texas, introduced a cross-product adoption incentive, and enhanced Cash Management and Stock Investing Account features.
Analysis · WLTH · Finance
Wealthfront reported strong growth in Total Platform Assets and revenue for Q1 2027, reaching a record $96.6 billion in assets and a 7% increase in revenue. However, GAAP net income and diluted EPS significantly declined by 51% and 61% respectively, primarily due to higher stock-based compensation expenses related to IPO-triggered awards. This mixed financial performance is accompanied by the execution of a $27 million share repurchase, representing a notable portion of the previously authorized program and signaling management's confidence in the company's valuation.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 35.7% of the 1872 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.01%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, WLTH was trading at $10.50 on NASDAQ in the Finance sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $7.20 to $14.75. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.