Wealthfront WLTH
NASDAQ WLTH
$9.58 +0.25 (+2.68%)
At close: Sep 4, 2026 · 4:00 PM EDT

Wealthfront (WLTH) Cash & Current Investments (2024 - 2026)

Wealthfront (WLTH) posted Cash & Current Investments of $428.2 million for Q2 2026, down 2.86% on a QoQ basis from $440.8 million in Q1 2026, and up 134.16% year-over-year from $182.9 million in Q2 2025.

Analysis

Wealthfront (WLTH) Cash & Current Investments (2024 - 2026) Analysis & Trends

Wealthfront has reported Cash & Current Investments for 3 years, with the latest figure at $428.2 million in Q2 2026.

  • On a quarterly basis, Cash & Current Investments rose 134.16% year-over-year to $428.2 million in Q2 2026; TTM through Apr 2026 was $428.2 million, a 134.16% increase from a year earlier, with the FY2026 full-year figure at $440.8 million, up 208.56% from the prior year.
  • Cash & Current Investments was $428.2 million for Q2 2026 at Wealthfront, down from $440.8 million in the prior quarter.
  • The five-year high for Cash & Current Investments was $440.8 million in Q1 2026, with the low at $132.9 million in Q4 2024.
  • Average Cash & Current Investments over 3 years is $265.6 million, with a median of $224.5 million recorded in 2025.
  • The sharpest annual moves came in 2025 and 2026: Cash & Current Investments soared 100.36% in 2025, then surged 208.56% in 2026.
  • Over 3 years, Cash & Current Investments stood at $132.9 million in 2024, then jumped by 100.36% to $266.2 million in 2025, then jumped by 60.86% to $428.2 million in 2026.
  • The last three Cash & Current Investments figures came in at $428.2 million (Q2 2026), $440.8 million (Q1 2026), and $266.2 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 173.88 Bn 160.24 Bn - 13.87 Bn
2 Spdr Gold Trust 143.21 Bn -414.80 Bn - 130.10 Bn
3 World Gold Trust 30.03 Bn -73.04 Bn - 27.30 Bn
4 Ishares Gold Trust 27.84 Bn -32.27 Bn - 60.11 Bn
5 Principal Financial 25.04 Bn -27.21 Bn 1.91 Bn 52.97 Bn
6 iShares Silver Trust 23.18 Bn -5.03 Bn - 28.21 Bn
7 Franklin Resources 17.63 Bn 15.39 Bn - 3.72 Bn
8 Invesco 14.60 Bn 14.32 Bn 1.79 Bn 915.40 Mn
9 Affiliated Managers 9.57 Bn 10.05 Bn - 411.00 Mn
10 Wealthfront 1.43 Bn 1.00 Bn 79.26 Mn 428.21 Mn
Historic Data

Historic Data

Download Data
DateValue
Apr 30, 2026 428.21 Mn
Jan 31, 2026 440.81 Mn
Oct 31, 2025 266.19 Mn
Apr 30, 2025 182.87 Mn
Jan 31, 2025 142.86 Mn
Oct 31, 2024 132.86 Mn