WEALTHFRONT CORP

For the period ended Jul 31, 2026. Filed Sep 14, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jul 31, 2026 · Filed Sep 14, 2026

WLTH$11.15+4.9%Stored close · as of Nov 9, 2026

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Contents

Condensed Consolidated Statements of Operations

(in thousands, except shares and per share data)	Three Months Ended July 31,		Six Months Ended July 31,
	2026	2025	2026	2025
Revenue:
Cash management	$61,758	$68,873	$125,139	$133,139
Investment advisory	28,804	22,040	55,048	41,914
Other revenue	1,312	210	2,171	584
Total revenue	91,874	91,123	182,358	175,637
Costs and operating expenses:
Cost of revenue	10,764	9,587	20,728	18,255
Product development	34,009	21,227	67,724	41,459
General and administrative	15,685	8,873	32,606	18,740
Marketing	10,715	9,093	21,935	19,281
Operations and support	3,914	3,063	8,030	5,988
Total costs and operating expenses	75,087	51,843	151,023	103,723
Interest expense	255	99	507	166
Other expense (income), net	(3,863)	(690)	(6,997)	(2,234)
Income before income taxes	20,395	39,871	37,825	73,982
Provision for income taxes	2,644	5,130	7,240	13,294
Net income	$17,751	$34,741	$30,585	$60,688
Earnings per share:
Basic	$0.12	$0.86	$0.20	$1.50
Diluted	$0.10	$0.24	$0.18	$0.43
Weighted-average shares outstanding used in computing earnings per share:
Basic	150,094,381	40,497,003	150,260,391	40,386,351
Diluted	174,051,608	141,996,997	174,050,331	142,121,531

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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.