Q1 2027 Wealthfront Corp Earnings Call Transcript

Jun 4, 2026 / 09:00 PM GMT

Release Date Price: $11.5 (-2.21%)

Transcript 10-Q8-K

Key Points

Positve

Total platform assets grew 19% year-over-year to a record $96.6 billion.
Investment advisory assets increased by 39% year-over-year, reaching $51.7 billion.
Wealthfront Corp (WLTH) ended the quarter with 1.46 million funded clients, up 15% year-over-year.
The cross-product adoption incentive led to over 4,000 new account openings, boosting asset-weighted cross-product adoption to 63%.
Investment advisory revenue rose by 32% year-over-year, driven by strong markets and net deposits.

Negative

Cash management revenue decreased by 1% year-over-year due to a lower annualized cash management fee rate.
Adjusted EBITDA margin decreased by 3 percentage points year-over-year to 41%.
Total GAAP expenses increased by 46% year-over-year, partly due to higher product development expenses.
Gross profit margin declined by 1 percentage point year-over-year, affected by startup expenses and higher costs.
The annualized cash management fee rate dropped to 54 basis points by May end, impacted by a decline in the effective Fed fund rate.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

WLTH.OQ - Wealthfront Corp
Q1 2027 Wealthfront Corp Earnings Call
Jun 04, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, everyone, and thank you for standing by. Welcome to Wealthfront's first quarter 2027 earnings conference call. At this time, all participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. To ask a question, you will need to press *11 on your telephone. You will then hear a message advising your hand is raised. To withdraw the question, please press *11 again. Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference to the Vice President of Investor Relations, Matthew Moon. Please proceed.

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Unidentified_2 [2]
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