Wealthfront Reports June 2026 Monthly Metrics
Wealthfront (Nasdaq: WLTH) reported June 2026 monthly metrics, with Total Platform Assets reaching a month-end record of $99.1 billion, up 14.6% year-over-year and roughly flat month-over-month.
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Rhea-AI Summary
Wealthfront (Nasdaq: WLTH) reported June 2026 monthly metrics, with Total Platform Assets reaching a month-end record of $99.1 billion, up 14.6% year-over-year and roughly flat month-over-month.
Investment Advisory Assets were $54.3 billion (+0.7% MoM, +33.3% YoY) and Cash Management Assets were $44.8 billion (-0.5% MoM, -2.1% YoY). Total Net Deposits were $164 million, including $399 million Investment Advisory Net Deposits and -$235 million Cash Management Net Deposits. Funded Clients reached 1.49 million, up 1.2% MoM and 15.1% YoY. Asset-weighted cross-product adoption of Investment Advisory accounts exceeded 63% at June-end.
Positive
- Total Platform Assets reached a record $99.1 billion, up 14.6% YoY
- Investment Advisory Assets grew to $54.3 billion, up 33.3% YoY
- Investment Advisory Net Deposits were $399 million in June 2026
- Funded Clients increased to 1.491 million, up 15.1% year-over-year
- Asset-weighted cross-product adoption of Investment Advisory accounts exceeded 63%
Negative
- Cash Management Assets declined to $44.8 billion, down 2.1% YoY
- Cash Management Net Deposits were negative $235 million in June 2026
- Total Net Deposits fell to $164 million, below recent monthly levels
Details
Market move: WLTH -5.07% in the Jul 8 session. June 2026 monthly metrics report
On Jul 8, the first trading day after this news, WLTH closed 5.07% below the previous close. Argus tracked a trough of -5.2% from its starting point during tracking. Our momentum scanner recorded 17 alerts for this stock that day.
Data tracked by StockTitan Argus for the Jul 8 session.
Key Figures
- Total Platform Assets
- $99.1B
- End of June 2026; relatively flat MoM, up 15% YoY
- Cash Management Assets
- $44.8B
- End of June 2026; down 1% MoM and 2% YoY
- Investment Advisory Assets
- $54.3B
- End of June 2026; up 1% MoM and 33% YoY
- Total Net Deposits
- $164M
- June 2026 total across products
- Cash Management Net Deposits
- -$235M
- June 2026 net outflows in Cash Management
- Investment Advisory Net Deposits
- $399M
- June 2026 net inflows into Investment Advisory
- Funded Clients
- 1.49M
- End of June 2026; up 1% MoM and 15% YoY
- Cross-product adoption
- >63%
- Asset-weighted adoption of Investment Advisory accounts at June-end
Historical Context
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Introduced tax-efficient custodial account with seed funding to expand family offering.
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Q1 2027 results with EPS down sharply despite higher revenue and assets.
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Announced management presentations at June financial technology and financials conferences.
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Scheduled release and call for fiscal Q1 2027 financial results on June 4, 2026.
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Reported March 2026 metrics with higher platform assets and strong net deposits.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
investment advisory financial
cash management financial
net deposits financial
regulation fd regulatory
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PALO ALTO, Calif., July 07, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for June 2026.
“Total Platform Assets reached another month-end record at the end of June at
- Total Platform Assets at the end of June 2026 were
$99.1 billion , relatively flat since the end of May 2026 and an increase of15% year-over-year.- Cash Management Assets at the end of June 2026 were
$44.8 billion , a decrease of1% from the end of May 2026 and2% year-over-year. - Investment Advisory Assets at the end of June 2026 were
$54.3 billion , an increase of1% from the end of May 2026 and33% year-over-year.
- Cash Management Assets at the end of June 2026 were
- Total Net Deposits in June 2026 were
$164 million . This consisted of Cash Management Net Deposits of -$235 million and Investment Advisory Net Deposits of$399 million . - Funded Clients at the end of June 2026 were 1.49 million, an increase of
1% from the end of May 2026 and15% year-over-year.
| Jun-26 | May-26 | Jun-25 | MoM | YoY | ||
| Total Platform Assets (in $ M) | $99,095 | $98,961 | $86,483 | 0.1% | 14.6% | |
| Cash Management Assets | ( | ( | ||||
| Investment Advisory Assets | ||||||
| Total Net Deposits (in $ M) | $164 | $447 | $1,004 | NM | NM | |
| Cash Management Net Deposits | ( | NM | NM | |||
| Investment Advisory Net Deposits | NM | NM | ||||
| Funded Clients (in K) | 1,491 | 1,473 | 1,295 | 1.2% | 15.1% | |
Note: Subtotals may not add up to totals due to rounding.
Disclosures
For definitions and additional information regarding these metrics, please refer to Wealthfront’s full monthly metrics release, which is available on ir.wealthfront.com.
This monthly metrics report provides certain limited purpose monthly performance results of Wealthfront Corporation and its consolidated subsidiaries (“we,” “Wealthfront” or the “Company”). This information is presented without commentary and should be read in conjunction with our most recent quarterly and annual results and our filings with the U.S. Securities and Exchange Commission (the “SEC”), which are available under the “Financial Information” tab of our Investor Relations website at ir.wealthfront.com.
The information provided is unaudited and the information for the months in the most recent fiscal quarter is preliminary, based on our estimates and subject to completion of our financial closing procedures. During the course of the financial close process, the Company may identify items that would require it to make adjustments, which may have a material impact to the information presented in this monthly metrics report, and final results for the fiscal quarter, as reported in our quarterly and annual filings with the SEC, may vary from the information provided herein. Past performance is not necessarily indicative of future results, and due to the limited nature of this data, a consistent correlation to earnings should not be assumed.
We intend to make these monthly metrics reports available on a regular basis on our Investor Relations website. We expect monthly metrics reports regarding each of the first two months of each fiscal quarter to be available towards the beginning of the following month. We expect the monthly metric report for the third month of each fiscal quarter to be made available alongside our quarterly earnings announced for that completed quarter.
In addition to filings we make with the SEC, we use our Investor Relations website (ir.wealthfront.com), our X account (@Wealthfront), and our LinkedIn page (linkedin.com/company/wealthfront) as means of disclosing material non-public information and for complying with our disclosure obligations under Regulation FD.
About Wealthfront
Wealthfront is a tech-driven financial platform helping digital natives turn their savings into wealth. Since pioneering the automated investing category in 2011, the company has grown into a leading consumer fintech that helps clients achieve their financial goals with innovative saving, investing, borrowing, and lending products. Wealthfront’s expanding suite of high-quality, low-cost offerings helps digital natives earn more on their savings, borrow at lower rates, and keep more of their returns. To learn more and get started, visit www.wealthfront.com or download the Wealthfront app.
Contacts
Investor Relations: ir@wealthfront.com
Media: press@wealthfront.com
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