Wealthfront Q2 FY2027: Revenue Up 1%, EPS Down 59% on IPO SBC; Platform Assets Top $100B
WLTH sits 34% above its 52-week low of $7.2 on elevated volume (3.0× avg).
Summary
Wealthfront reported Q2 FY2027 revenue of $91.9M (+1% YoY) and GAAP diluted EPS of $0.10 (-59% YoY), with platform assets surpassing $100B in August. The company repurchased $30M of shares and launched Home Lending in California.
Key Events · Earnings and Guidance · WLTH
-
Q2 FY2027 Earnings Released
Revenue of $91.9M (+1% YoY), GAAP diluted EPS of $0.10 (-59% YoY), and net income of $17.6M (-49% YoY). Adjusted EBITDA of $38.1M (-15% YoY) with 41% margin.
-
Platform Assets Surpass $100B
Total Platform Assets reached $99.0B at quarter end (+12% YoY) and surpassed $100B as of end of August 2026. Investment Advisory assets grew 30% YoY to $54.1B, while Cash Management assets fell 4% to $44.9B.
-
$30M Share Repurchase Executed
Wealthfront repurchased 3.3M shares for approximately $30M in open market during Q2 2027, continuing the $100M buyback program authorized in March 2026.
-
Home Lending Expansion
Wealthfront Home Lending launched general availability in Texas (May) and California (August), with Washington, Florida, Illinois, and Oregon planned in coming months.
Analysis · WLTH · Finance
Wealthfront's Q2 FY2027 results show a tale of two businesses: platform assets grew 12% YoY to $99.0B and surpassed $100B in August, but GAAP diluted EPS fell 59% to $0.10 as stock-based compensation surged to $16.4M from $1.6M a year ago following the December 2025 IPO. The company repurchased $30M of shares in the quarter, continuing the buyback program authorized in March 2026. The earnings beat on asset growth but missed on profitability, with adjusted EBITDA down 15% to $38.1M. The launch of Home Lending in California and Custodial Accounts shows continued product expansion, but the core cash management business is shrinking — revenue down 10% YoY as fee rates compress from Fed rate cuts.
How filings like this one have moved
In the 30 days to Sep 9, 2026, 30% of the 1972 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.02%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WLTH was trading at $9.67 on NASDAQ in the Finance sector, with a market capitalization of approximately $1.4B. The 52-week trading range was $7.20 to $14.75. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.