Wealthfront's Asset Management Overview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy WLTH?
Source: seekingalpha
- Total Assets Under Management: As of March 31, 2026, Wealthfront's total assets under management stood at $93.2 billion, reflecting a 2.1% decrease from February 28, 2026, yet a robust 14.5% increase year-over-year, indicating resilience amid market fluctuations.
- Cash Management Assets: Cash management assets reached $45.5 billion, edging up 0.5% month-over-month and rising 2.6% year-over-year, suggesting a sustained demand for liquidity management among clients.
- Investment Advisory Assets: Investment advisory assets totaled $47.7 billion, dipping 4.5% from February but climbing 28.8% year-over-year, showcasing the company's success in managing client investment portfolios effectively.
- Client Growth Metrics: The total number of funded clients reached 1.44 million, increasing 1.0% month-over-month and 15.8% year-over-year, demonstrating Wealthfront's effective strategies in attracting new customers.
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Analyst Views on WLTH
Wall Street analysts forecast WLTH stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 10.030
Low
12.83
Averages
16.47
High
20.00
Current: 10.030
Low
12.83
Averages
16.47
High
20.00
About WLTH
Wealthfront Corporation is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations. Its technology-driven financial solutions help clients turn savings into long-term wealth. Its suite of products, including cash management, investment advisory, borrowing and lending, and financial planning solutions, address the diverse financial needs of its clients regardless of the economic environment. It offers financial products that span a risk spectrum, designed to be delivered through Web and mobile channels. It offers cash management, investment advisory, borrowing and lending, and financial planning. Its proprietary technology includes Omnibus Brokerage Platform, Fully Integrated Brokerage and Cash Management, Financial Data Aggregation, and Data and Analytics Platform. Its omnibus brokerage platform is the foundation for its investing and cash management solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wealthfront Reports March 2026 Financial Metrics
- Platform Asset Changes: As of the end of March 2026, Wealthfront's total platform assets stood at $93.2 billion, reflecting a 2% decrease from February 2026 but a 15% year-over-year increase, indicating resilience amid market fluctuations.
- Cash Management Asset Growth: Cash management assets reached $45.5 billion at the end of March 2026, marking a 1% increase from the previous month and a 3% year-over-year rise, suggesting a sustained demand for liquidity management among clients.
- Investment Advisory Asset Decline: Investment advisory assets totaled $47.7 billion at the end of March 2026, down 5% from February, yet up 29% year-over-year, showcasing the company's success in long-term investment strategies.
- Client Growth Status: Wealthfront reported 1.44 million funded clients as of March 2026, a 1% increase from the previous month and a 16% year-over-year rise, demonstrating the company's ongoing success in attracting new customers.
See More
Wealthfront's Asset Management Overview
- Total Assets Under Management: As of March 31, 2026, Wealthfront's total assets under management stood at $93.2 billion, reflecting a 2.1% decrease from February 28, 2026, yet a robust 14.5% increase year-over-year, indicating resilience amid market fluctuations.
- Cash Management Assets: Cash management assets reached $45.5 billion, edging up 0.5% month-over-month and rising 2.6% year-over-year, suggesting a sustained demand for liquidity management among clients.
- Investment Advisory Assets: Investment advisory assets totaled $47.7 billion, dipping 4.5% from February but climbing 28.8% year-over-year, showcasing the company's success in managing client investment portfolios effectively.
- Client Growth Metrics: The total number of funded clients reached 1.44 million, increasing 1.0% month-over-month and 15.8% year-over-year, demonstrating Wealthfront's effective strategies in attracting new customers.
See More
WEALTHFRONT CORP REPORTS PLATFORM ASSETS OF $93.2 BILLION AS OF MARCH 2026
Company Overview: Wealthfront Corporation is a financial technology company that offers investment management services through its platform.
Valuation: As of March 2026, Wealthfront's estimated market value is $93.2 billion.
See More
Wealthfront Corporation Under Investigation for Securities Law Violations
- Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning misleading statements made during its IPO process.
- IPO Details: Wealthfront completed an initial public offering on December 12, 2025, selling over 34 million shares at $14.00 each; however, the stock price subsequently plummeted due to poor performance.
- Performance Reversal: In its first quarterly report released on January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflows from the same period last year, highlighting significant operational challenges.
- Stock Price Volatility: The stock price dropped by $2.12, nearly 17%, from $12.59 to $10.47 on January 13, 2026, following CEO David Fortunato's comments on declining interest rates and his substantial stake in the new home-lending business, raising concerns about the company's financial stability.
See More
Faruqi & Faruqi Investigates Wealthfront Investor Losses
- Legal Investigation Launched: Faruq & Faruqi, LLP is investigating potential claims against Wealthfront Corporation, aiming to provide legal support for investors who have suffered significant losses, highlighting the legal risks the company may face.
- Investor Loss Focus: The investigation specifically targets investors who have incurred losses on Wealthfront stock or options, indicating market concerns regarding the company's financial health, which could impact its stock performance.
- Law Firm Background: Since its founding in 1995, Faruq & Faruqi has recovered hundreds of millions of dollars for investors, demonstrating its expertise and influence in the securities law field, potentially attracting more affected investors seeking assistance.
- Contact Information Provided: Investors can directly reach the firm by calling 877-247-4292 or 212-983-9330 (Ext. 1310), reflecting the firm's commitment to client service and aiming to enhance investor confidence while advancing case progress.
See More
Wealthfront Corporation Under Investigation for Securities Law Violations
- Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning false and misleading statements made during its IPO process.
- IPO Details: Wealthfront completed its initial public offering on December 12, 2025, issuing over 34 million shares at a price of $14.00 per share; however, the stock price subsequently plummeted due to poor performance.
- Performance Reversal: On January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflow during the same period last year, leading to a nearly 17% drop in stock price the following day.
- Strategic Importance: CEO David Fortunato emphasized the strategic significance of the new home-lending business, claiming it would shield the company from falling interest rates, yet his 95.1% ownership stake in this business raised concerns about corporate governance structure.
See More
Wealthfront Reports March 2026 Financial Metrics
- Platform Asset Changes: As of the end of March 2026, Wealthfront's total platform assets stood at $93.2 billion, reflecting a 2% decrease from February 2026 but a 15% year-over-year increase, indicating resilience amid market fluctuations.
- Cash Management Asset Growth: Cash management assets reached $45.5 billion at the end of March 2026, marking a 1% increase from the previous month and a 3% year-over-year rise, suggesting a sustained demand for liquidity management among clients.
- Investment Advisory Asset Decline: Investment advisory assets totaled $47.7 billion at the end of March 2026, down 5% from February, yet up 29% year-over-year, showcasing the company's success in long-term investment strategies.
- Client Growth Status: Wealthfront reported 1.44 million funded clients as of March 2026, a 1% increase from the previous month and a 16% year-over-year rise, demonstrating the company's ongoing success in attracting new customers.
See More
Wealthfront's Asset Management Overview
- Total Assets Under Management: As of March 31, 2026, Wealthfront's total assets under management stood at $93.2 billion, reflecting a 2.1% decrease from February 28, 2026, yet a robust 14.5% increase year-over-year, indicating resilience amid market fluctuations.
- Cash Management Assets: Cash management assets reached $45.5 billion, edging up 0.5% month-over-month and rising 2.6% year-over-year, suggesting a sustained demand for liquidity management among clients.
- Investment Advisory Assets: Investment advisory assets totaled $47.7 billion, dipping 4.5% from February but climbing 28.8% year-over-year, showcasing the company's success in managing client investment portfolios effectively.
- Client Growth Metrics: The total number of funded clients reached 1.44 million, increasing 1.0% month-over-month and 15.8% year-over-year, demonstrating Wealthfront's effective strategies in attracting new customers.
See More
WEALTHFRONT CORP REPORTS PLATFORM ASSETS OF $93.2 BILLION AS OF MARCH 2026
Company Overview: Wealthfront Corporation is a financial technology company that offers investment management services through its platform.
Valuation: As of March 2026, Wealthfront's estimated market value is $93.2 billion.
See More
Wealthfront Corporation Under Investigation for Securities Law Violations
- Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning misleading statements made during its IPO process.
- IPO Details: Wealthfront completed an initial public offering on December 12, 2025, selling over 34 million shares at $14.00 each; however, the stock price subsequently plummeted due to poor performance.
- Performance Reversal: In its first quarterly report released on January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflows from the same period last year, highlighting significant operational challenges.
- Stock Price Volatility: The stock price dropped by $2.12, nearly 17%, from $12.59 to $10.47 on January 13, 2026, following CEO David Fortunato's comments on declining interest rates and his substantial stake in the new home-lending business, raising concerns about the company's financial stability.
See More
Faruqi & Faruqi Investigates Wealthfront Investor Losses
- Legal Investigation Launched: Faruq & Faruqi, LLP is investigating potential claims against Wealthfront Corporation, aiming to provide legal support for investors who have suffered significant losses, highlighting the legal risks the company may face.
- Investor Loss Focus: The investigation specifically targets investors who have incurred losses on Wealthfront stock or options, indicating market concerns regarding the company's financial health, which could impact its stock performance.
- Law Firm Background: Since its founding in 1995, Faruq & Faruqi has recovered hundreds of millions of dollars for investors, demonstrating its expertise and influence in the securities law field, potentially attracting more affected investors seeking assistance.
- Contact Information Provided: Investors can directly reach the firm by calling 877-247-4292 or 212-983-9330 (Ext. 1310), reflecting the firm's commitment to client service and aiming to enhance investor confidence while advancing case progress.
See More
Wealthfront Corporation Under Investigation for Securities Law Violations
- Investigation Background: Bleichmar Fonti & Auld LLP has announced an investigation into Wealthfront Corporation (NASDAQ: WLTH) for potential violations of federal securities laws, particularly concerning false and misleading statements made during its IPO process.
- IPO Details: Wealthfront completed its initial public offering on December 12, 2025, issuing over 34 million shares at a price of $14.00 per share; however, the stock price subsequently plummeted due to poor performance.
- Performance Reversal: On January 12, 2026, Wealthfront reported net deposit outflows of $208 million, a stark contrast to the $874 million inflow during the same period last year, leading to a nearly 17% drop in stock price the following day.
- Strategic Importance: CEO David Fortunato emphasized the strategic significance of the new home-lending business, claiming it would shield the company from falling interest rates, yet his 95.1% ownership stake in this business raised concerns about corporate governance structure.
See More
