Wealthfront Reports March 2026 Monthly Metrics
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
News Market Reaction – WLTH
On the day this news was published, WLTH gained 5.36%, reflecting a notable positive market reaction. Argus tracked a peak move of +4.2% during that session. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $75M to the company's valuation, bringing the market cap to $1.47B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
No peers from the Finance Services / Software - Application group appeared in the momentum data, so recent WLTH trading reflects company-specific positioning rather than a confirmed sector-wide move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 11 | Q4/FY2026 earnings | Positive | -6.2% | Record FY2026 revenue and higher platform assets but stock fell post-report. |
| Feb 19 | Earnings date notice | Neutral | -3.9% | Announcement of timing and access details for upcoming Q4 and FY results. |
| Jan 12 | Q3 2026 earnings | Positive | -16.8% | Record revenue, strong margins and asset growth followed by sharp share decline. |
| Dec 22 | Earnings date notice | Neutral | +3.7% | Scheduling update for Q3 2026 results and conference call details. |
| Dec 11 | IPO pricing | Positive | +70.5% | IPO priced at $14 with primary and secondary shares and underwriter option. |
Recent earnings releases with strong reported metrics have sometimes seen negative next-day reactions, while event-notice headlines and the IPO drew more supportive trading.
Over the past six months, WLTH moved from its December 2025 IPO into a cadence of quarterly earnings updates. The IPO pricing at $14.00 and subsequent trading strength contrasted with later earnings reports in January and March 2026, where records in revenue and platform assets were followed by negative price reactions. Earnings date announcements saw more modest moves. Against this backdrop, the March 2026 monthly metrics add incremental detail on platform assets, deposits, and funded clients, extending the data trend after the recent full-year results.
Market Pulse Summary
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 Terms
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AI-generated analysis. Not financial advice.
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 of2% from the end of February 2026 and an increase of15% year-over-year.- Cash Management Assets at the end of March 2026 were
$45.5 billion , an increase of1% from the end of February 2026 and3% 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.
- Cash Management Assets at the end of March 2026 were
- 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 | ( | 14.5% | |
| Cash Management Assets | ||||||
| Investment Advisory Assets | ( | |||||
| Total Net Deposits (in $ M) | $596 | $271 | $1,203 | NM | NM | |
| Cash Management Net Deposits | ( | NM | NM | |||
| Investment Advisory Net Deposits | 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
