Wealthfront (WLTH) Cash & Current Investments (2024 - 2026)
Wealthfront's Cash & Current Investments came in at $453.31 million for fiscal Q2 2027 (quarter ended Jul 31, 2026), up 103.5% from $222.75 million a year earlier and up 5.9% from the prior quarter.
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Analysis
Wealthfront (WLTH) Cash & Current Investments (2024 - 2026) Analysis & Trends
At the end of FY2026 (ended Jan 31, 2026), Wealthfront's Cash & Current Investments was $440.81 million, up 208.6% from FY2025.
- Going back by fiscal year, Cash & Current Investments was $142.86 million in FY2025 (+64.7%) and $86.72 million in FY2024.
- The fiscal Q2 2027 figure represents the highest quarterly Cash & Current Investments in data going back to fiscal Q3 2025.
- Year-over-year, Cash & Current Investments has increased for four consecutive quarters, with growth averaging 136.6% over the last four quarters.
- Business Quant data shows WLTH's Cash & Current Investments at $428.21 million (Q1 2027), $440.81 million (Q4 2026) and $266.19 million (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 13.87 Bn |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 130.10 Bn |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 2.51 Bn |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 33.28 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 21.08 Bn |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 1.50 Bn |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 26.82 Bn |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 100.19 Mn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 1.01 Bn |
| 10 | Wealthfront | 1.51 Bn | -76.50 Mn | 81.11 Mn | 453.31 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 453.31 Mn |
| Apr 30, 2026 | 428.21 Mn |
| Jan 31, 2026 | 440.81 Mn |
| Oct 31, 2025 | 266.19 Mn |
| Jul 31, 2025 | 222.75 Mn |
| Apr 30, 2025 | 182.87 Mn |
| Jan 31, 2025 | 142.86 Mn |
| Oct 31, 2024 | 132.86 Mn |
API Access
Wealthfront Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WLTH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "WLTH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WLTH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();