Wealthfront Reports March 2026 Monthly Metrics

Wealthfront (Nasdaq: WLTH) reported March 2026 monthly metrics: Platform Assets $93.2B (down 2% MoM, up 15% YoY), Cash Management Assets $45.5B (up 1% MoM, 3% YoY), and Investment Advisory Assets $47.7B (down 5% MoM, up 29% YoY).

Rhea-AI Summary

Wealthfront (Nasdaq: WLTH) reported March 2026 monthly metrics: Platform Assets $93.2B (down 2% MoM, up 15% YoY), Cash Management Assets $45.5B (up 1% MoM, 3% YoY), and Investment Advisory Assets $47.7B (down 5% MoM, up 29% YoY).

Total net deposits in March were $596M (cash management $244M; investment advisory $352M). Funded clients totaled 1.44M, up 1% MoM and 16% YoY. Results are unaudited and preliminary, per company disclosures.

Positive

• Platform Assets +15% YoY to $93.2B
• Investment Advisory Assets +29% YoY to $47.7B
• Total Net Deposits $596M in March 2026
• Funded Clients +16% YoY to 1.44M

Negative

• Platform Assets down 2% MoM
• Investment Advisory Assets down 5% MoM

Argus Apr 8 session

+5.36% close to close Open Argus

Details

News Market Reaction – WLTH

In the Apr 8 session, WLTH gained 5.36%, reflecting a notable positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +5.4% in the session following this news. A strong positive reaction aligns with the...

Analysis

The stock moved +5.4% in the session following this news. A strong positive reaction aligns with the solid underlying growth trends highlighted in the March metrics, including higher platform assets year-over-year and increasing funded clients to 1.44 million. However, past reports with favorable fundamentals preceded negative reactions, as seen after earnings moves of -6.19% and -16.84%. That history suggests enthusiasm could reverse if investors reassess asset mix, sustainability of net deposits of $596 million, or broader valuation concerns.

Key Figures

Platform Assets: $93.2 billion Cash Management Assets: $45.5 billion Investment Advisory Assets: $47.7 billion +5 more

Platform Assets

$93.2 billion

End of March 2026, up 15% year-over-year

Cash Management Assets

$45.5 billion

End of March 2026, up 3% year-over-year

Investment Advisory Assets

$47.7 billion

End of March 2026, up 29% year-over-year

Total Net Deposits

$596 million

March 2026 company-wide net deposits

Cash Mgmt Net Deposits

$244 million

March 2026 cash management net inflows

Investment Advisory Net Deposits

$352 million

March 2026 investment advisory net inflows

Funded Clients

1.44 million

End of March 2026, up 16% year-over-year

Platform Assets MoM change

-2%

Change vs end of February 2026

Historical Context

5 past events · Latest: Mar 11

5 events

1. Mar 11

   Q4/FY2026 earnings

   24h Move

   -6.2%

   Record FY2026 revenue and higher platform assets but stock fell post-report.

2. Feb 19

   Earnings date notice

   24h Move

   -3.9%

   Announcement of timing and access details for upcoming Q4 and FY results.

3. Jan 12

   Q3 2026 earnings

   24h Move

   -16.8%

   Record revenue, strong margins and asset growth followed by sharp share decline.

4. Dec 22

   Earnings date notice

   24h Move

   +3.7%

   Scheduling update for Q3 2026 results and conference call details.

5. Dec 11

   IPO pricing

   24h Move

   +70.5%

   IPO priced at $14 with primary and secondary shares and underwriter option.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

regulation fd

1 terms

regulation fd regulatory

"for complying with our disclosure obligations under Regulation FD."

Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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PALO ALTO, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for March 2026.

• Platform Assets at the end of March 2026 were $93.2 billion, a decrease of 2% from the end of February 2026 and an increase of 15% year-over-year.
  • Cash Management Assets at the end of March 2026 were $45.5 billion, an increase of 1% from the end of February 2026 and 3% year-over-year.
  • Investment Advisory Assets at the end of March 2026 were $47.7 billion, a decrease of 5% from the end of February 2026 and an increase of 29% year-over-year.
• Total Net Deposits in March 2026 were $596 million. This consisted of Cash Management Net Deposits of $244 million and Investment Advisory Net Deposits of $352 million.
• Funded Clients at the end of March 2026 were 1.44 million, an increase of 1% from the end of February 2026 and 16% year-over-year.
  
  

	Mar-26	Feb-26	Mar-25		MoM	YoY
Platform Assets (in $ M)	$93,187	$95,213	$81,355		(2.1%)	14.5%
Cash Management Assets	$45,459	$45,215	$44,311		0.5%	2.6%
Investment Advisory Assets	$47,728	$49,998	$37,044		(4.5%)	28.8%
Total Net Deposits (in $ M)	$596	$271	$1,203		NM	NM
Cash Management Net Deposits	$244	($145)	$1,030		NM	NM
Investment Advisory Net Deposits	$352	$416	$173		NM	NM
Funded Clients (in K)	1,443	1,429	1,246		1.0%	15.8%

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

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were Wealthfront (WLTH) platform assets at March 31, 2026?

Platform assets were $93.2 billion at the end of March 2026. According to Wealthfront, this represents a 2% decrease from February 2026 and a 15% increase year-over-year.

How much were Wealthfront's total net deposits in March 2026 (WLTH)?

Total net deposits were $596 million in March 2026. According to Wealthfront, that comprised $244 million in cash management net deposits and $352 million in investment advisory net deposits.

What change occurred in Wealthfront's investment advisory assets in March 2026 (WLTH)?

Investment advisory assets were $47.7 billion at March-end, down 5% month-over-month. According to Wealthfront, these assets were up 29% compared with March 2025.

How many funded clients did Wealthfront (WLTH) report for March 2026?

Wealthfront reported 1.44 million funded clients at the end of March 2026. According to Wealthfront, this is a 1% increase month-over-month and a 16% increase year-over-year.

What were Wealthfront's cash management assets and monthly change in March 2026 (WLTH)?

Cash management assets were $45.5 billion at March-end, rising 1% from February 2026. According to Wealthfront, cash management assets increased roughly 3% year-over-year.

Are Wealthfront's March 2026 metrics final and audited (WLTH)?

The March 2026 metrics are unaudited and preliminary and may be adjusted during financial close. According to Wealthfront, final quarterly results may differ after completion of closing procedures.