Duyuru • Aug 12
Wealthfront Corporation Expands Home Lending Offering In California, Colorado, And Texas Wealthfront Corporation announced the expansion of Wealthfront Home Lending to California. This rollout expands the footprint of the company’s digital-first mortgage offering—which aims to offer rates 50 basis points or more below the national average—to clients across California, Colorado, and Texas. Wealthfront Home Lending is currently licensed in 28 states and plans to expand to Florida, Illinois, Oregon, and Washington in the coming months, and continue scaling nationally over time. Wealthfront Home Lending is making homeownership more accessible by modernizing home financing—replacing manual workflows with software to lower operational overhead, and passing those savings to borrowers through a self-serve digital experience with upfront fees and rates around 50 basis points below the national average. For California buyers purchasing a $1,000,000 home, that 50 basis point reduction saves them $262 per month and $94,400 over a 30-year fixed term compared to national averages (as of August 7, 2026). Since launching in November 2025, Wealthfront Home Lending has helped clients access lower mortgage rates consistent with its goal of 50 basis points or more below the national average. Across all purchase and refinance clients to date, Wealthfront has financed homes with an average value of $892,500 and an average loan size of $546,400. By securing Wealthfront's lower rates, these borrowers are saving an estimated $183 per month — or approximately $56,000 over the life of their mortgage — compared to national benchmarks. Wealthfront has continued to add new features that bring greater automation and savings to home financing, including: A self-service scenarios tool: Allows borrowers to explore custom loan options and lock in their rate online without needing to speak to a loan officer, though licensed support remains available if needed. A personalized rate calculator: Delivers upfront personalized rate estimates early in the process to help prospective borrowers explore their options. Smarter RSU verification: Captures stock-based compensation upfront so borrowers with restricted stock units (RSUs) can quickly understand their full purchasing power and get a faster pre-approval. This is particularly important for Wealthfront’s client base; 20 percent of Wealthfront borrowers to date have RSU income, a number that increases to 30 percent for borrowers in California. Streamlined intake: Pre-fills data directly from clients’ Wealthfront profiles and linked accounts to minimize manual entry. Wealthfront plans to bring its mortgage offering to additional states, enhance its investing products, and continue expanding features within its Cash Account, where for a limited time, cash can earn up to a 4.20% Annual Percentage Yield (APY) for new clients who direct deposit $1,000 per month and maintain an investing account. The account offers a 3.30% base APY provided by program banks, subject to change. Canlı Haber • Aug 12
Wealthfront Expands Into Home Lending With California Launch Offering Lower Mortgage Rates Wealthfront has launched its Home Lending product in California, with mortgage rates targeted at roughly 50 basis points below the national average and availability already in Colorado and Texas, plus plans to reach Florida, Illinois, Oregon and Washington in the coming months.
The company is adding digital mortgage tools that include a self-service scenarios modeler, a personalized rate calculator, improved RSU verification and a streamlined intake process, aiming to make borrowing more automated for existing clients.
Wealthfront’s stock trades around $9.60, with the share price down about 27.4% year to date.
The new home lending offering brings Wealthfront into a large adjacent market and ties directly into its existing client base. The main question for investors is whether the company can scale this product efficiently while managing credit risk and funding costs in a competitive mortgage market. Canlı Haber • Jun 25
Wealthfront Launches Custodial Accounts With Automated Tax Gains and $100 Bonus for Parents Wealthfront has launched a new tax-efficient Custodial Account for parents investing on behalf of their children, offering automated ETF portfolios, automatic tax-gain harvesting and a $100 bonus for those who open and fund a Custodial or 529 Education Savings Plan account by July 23, 2026.
The product expands Wealthfront’s family-focused offering at a time when other financial firms such as Charles Schwab, Fidelity and Robinhood are also targeting investors under 18, which may help the company compete more directly in the early-stage investing segment.
Wealthfront’s stock trades at $8.07, with the share price down 39.0% year to date, so any traction from new products like custodial accounts could be important for how the market judges the company’s ability to broaden its client base.
This launch signals a push by Wealthfront to deepen relationships with households earlier in the saving journey, which could influence long-term asset growth and fee revenue concentration if adoption scales. Duyuru • Jun 25
Wealthfront Corporation Launches Tax-Efficient Custodial Account Wealthfront Corporation announced the expansion of its family wealth management offerings with the launch of its Custodial Account. This new product provides a flexible way for parents to save for their child’s future and is one of the only custodial accounts designed to automatically lower the child’s future tax burden through Tax-Gain Harvesting. Wealthfront is offering $100 in seed funding for clients who open and fund either a new Custodial Account or a 529 Education Savings Plan by July 23, 2026. Wealthfront’s Custodial Account provides parents with an automated way to steadily invest in a globally diversified portfolio that's designed to soften the impact of the market’s ups and downs. With a $500 minimum and a low, annual 0.25% advisory fee, this fully automated account handles the heavy lifting of portfolio construction, rebalancing, and tax optimization. It offers a simple, flexible alternative for parents whose children are ineligible for the federal seed funding currently offered through 530A Trump Accounts, as well as those saving for goals beyond education or retirement. Custodial account funds can be used for practically anything that benefits the child (with the exception of basics like food and housing) and there are no contribution caps or early withdrawal penalties. Parents manage the account until the child reaches the age of transfer (typically between 18 and 25, depending on the state), at which point control shifts entirely to the child. Wealthfront's software automates a Tax-Gain Harvesting strategy designed to take advantage of the favorable federal tax treatment available to children, helping realize up to $1,350 in tax-free growth each year without requiring a federal tax return filing, while also seeking to avoid triggering state tax filing requirements based on the beneficiary’s state of residence. It does this by automatically selling appreciated investments annually to realize gains while the child is in a low or 0% federal tax bracket, then buying replacement Exchange-Traded Funds (ETFs) to maintain the portfolio’s target risk and return characteristics. The subsequent, higher purchase price increases the investment’s cost basis and thereby reduces the amount of realized gain when the investment is sold later. When the funds are eventually withdrawn by the child years later, they have less taxes to pay and can keep more of their returns. The Custodial Account adds another smart saving option for families that complements the company’s 529 Education Savings Plans as well as its Joint and Trust Cash and Investing Accounts. Wealthfront plans to continue building products that grow alongside clients through different life stages, including expanding Wealthfront Home Lending and enhancing goal-based saving features in its Cash Account, where cash earns up to 4.20% Annual Percentage Yield (APY) through current incentives. The Cash Account offers a 3.30% base APY which is provided by program banks and is subject to change. Recent Insider Transactions Derivative • Jun 16
Vice President of Engineering notifies of intention to sell stock Kal Iyer intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$8.96, it would amount to US$410k. Kal now holds 264.38k shares directly in their own name. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Jun 05
First quarter 2027 earnings: EPS and revenues miss analyst expectations First quarter 2027 results: EPS: US$0.085 (down from US$0.75 in 1Q 2026). Revenue: US$90.5m (up 3.0% from 1Q 2026). Net income: US$12.8m (down 58% from 1Q 2026). Profit margin: 14% (down from 35% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Canlı Haber • Jun 05
Wealthfront Sets New Record With $96.6b in Assets and Expands AI Product Suite Wealthfront reported fiscal Q1 2027 platform assets of $96.6 billion, up 19% year over year and reaching a record level for the company.
Funded client accounts increased 15% to 1.46 million, with investment advisory assets rising 39% and cross-product usage reaching 63% following new adoption incentives.
The company expanded its AI-driven product capabilities, extended Wealthfront Home Lending to Colorado and Texas, and continued to refine its cash management and stock investing offerings, while facing some pressure on margins.
The mix of record assets, broader product usage, and a growing funded client base points to a platform that is gaining both depth and scale, while margin pressures provide a counterbalance to that growth.
Key aspects to monitor include how effectively Wealthfront converts this larger asset base and higher engagement into sustainable profitability, and whether product expansion such as home lending materially changes the company’s risk and revenue profile. Duyuru • May 15
Wealthfront Corporation to Report Q1, 2027 Results on Jun 04, 2026 Wealthfront Corporation announced that they will report Q1, 2027 results After-Market on Jun 04, 2026 Duyuru • May 12
Wealthfront Corporation, Annual General Meeting, Jun 23, 2026 Wealthfront Corporation, Annual General Meeting, Jun 23, 2026. Reported Earnings • Apr 26
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: US$0.74 loss per share (down from US$4.99 profit in FY 2025). Revenue: US$365.0m (up 18% from FY 2025). Net loss: US$42.1m (down 122% from profit in FY 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Buy Or Sell Opportunity • Mar 27
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 34% to US$8.81. The fair value is estimated to be US$11.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Meanwhile, the company became loss making. Recent Insider Transactions Derivative • Mar 19
Chief Technology Officer exercised options and sold US$230k worth of stock On the 16th of March, Julien Wetterwald exercised options to acquire 29k shares at no cost and sold these for an average price of US$7.86 per share. This trade did not impact their existing holding. Since September 2025, Julien's direct individual holding has increased from 233.08k shares to 727.05k. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Mar 12
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: US$0.74 loss per share (down from US$4.99 profit in FY 2025). Revenue: US$365.0m (up 18% from FY 2025). Net loss: US$42.1m (down 122% from profit in FY 2025). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Capital Markets industry in the US. Duyuru • Mar 12
Wealthfront Corporation (NasdaqGS:WLTH) announces an Equity Buyback for $100 million worth of its shares. Wealthfront Corporation (NasdaqGS:WLTH) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its outstanding common stock. The Company expects to fund repurchases with existing cash and cash equivalents and ongoing cash from operations. Duyuru • Feb 20
Wealthfront Corporation to Report Q4, 2026 Results on Mar 11, 2026 Wealthfront Corporation announced that they will report Q4, 2026 results After-Market on Mar 11, 2026 Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$9.25, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 14x in the Capital Markets industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$4.25 per share. Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to US$9.50, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 17x in the Capital Markets industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$3.92 per share. New Risk • Jan 13
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 35% Last year net profit margin: 58% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Profit margins are more than 30% lower than last year (35% net profit margin). Significant insider selling over the past 3 months (US$3.3m sold). Reported Earnings • Jan 13
Third quarter 2026 earnings: EPS exceeds analyst expectations Third quarter 2026 results: EPS: US$0.72. Net income: US$30.9m (up US$30.9m from 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Recent Insider Transactions Derivative • Dec 30
Chief Technology Officer exercised options to buy US$2.3m worth of stock. On the 23rd of December, Julien Wetterwald exercised options to buy 169k shares at a strike price of around US$2.12, costing a total of US$359k. This transaction amounted to 33% of their direct individual holding at the time of the trade. Since September 2025, Julien's direct individual holding has increased from 233.08k shares to 505.84k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Dec 23
Wealthfront Corporation to Report Q3, 2026 Results on Jan 12, 2026 Wealthfront Corporation announced that they will report Q3, 2026 results After-Market on Jan 12, 2026 Recent Insider Transactions Derivative • Dec 18
President exercised options and sold US$7.6m worth of stock On the 11th of December, David Fortunato exercised 3.88m options at around US$2.45, then sold 625k of the shares acquired at an average of US$13.60 per share and kept the remainder. For the year to January 2025, David's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, David's direct individual holding has increased from 140.37k shares to 1.63m. Company insiders have collectively sold US$26m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Dec 12
Wealthfront Corporation has completed an IPO in the amount of $484.615376 million. Wealthfront Corporation has completed an IPO in the amount of $484.615376 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 34,615,384
Price\Range: $14
Transaction Features: Sponsor Backed Offering 
