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 $99.1 billion due to Investment Advisory Net Deposits," said CEO David Fortunato. "These figures include continued strength in net cross-account transfers to and cross-product adoption of Investment Advisory accounts, driving asset-weighted cross-product adoption up to over 63% at June-end. We are encouraged by our recent, sustained success in driving higher asset-weighted cross-product adoption as well as the increased month-over-month growth in Funded Clients in June, highlighting the diversified and durable nature of our business model."
Total Platform Assets at the end of June 2026 were $99.1 billion, relatively flat since the end of May 2026 and an increase of 15% year-over-year.
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Cash Management Assets at the end of June 2026 were $44.8 billion, a decrease of 1% from the end of May 2026 and 2% year-over-year.
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Investment Advisory Assets at the end of June 2026 were $54.3 billion, an increase of 1% from the end of May 2026 and 33% year-over-year.
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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 and 15% 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 | $44,752 | $44,987 | $45,706 | (0.5%) | (2.1%) | |
Investment Advisory Assets | $54,343 | $53,974 | $40,777 | 0.7% | 33.3% | |
Total Net Deposits (in $ M) | $164 | $447 | $1,004 | NM | NM | |
Cash Management Net Deposits | ($235) | $104 | $771 | NM | NM | |
Investment Advisory Net Deposits | $399 | $342 | $234 | 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.