Last mentioned: Mar 12, 2026
Q4 Earnings Call
CEO David Fortunato details home lending expansion and WLTX X performance.
Q4 Earnings Call
CEO David Fortunato details home lending expansion and Treasury fund performance.
Deposit Recovery
Cumulative net deposits turned positive following a period of seasonal outflows.
Deposit Recovery
Cumulative net deposits turn positive following a period of January outflows.
Fiscal Year End
Platform assets hit $94.1B with 1.42M funded clients.
Fiscal Year End
Platform assets hit $94.1B; investment advisory assets reach $48.7B.
Yield & Growth Spike
Base APY increased to 3.3%; organic investment growth hits 15% annualized.
APY Incentive Launch
Increased base APY to 3.3% and introduced 25bps incentive for direct depositors.
Wealthfront reported a 17% surge in platform assets to $94.1 billion for fiscal year 2026, driven by a massive 29% growth in investment advisory. The firm is successfully pivoting from a cash-heavy strategy to a long-term investment powerhouse while expanding into home lending.
Wealthfront reported a 17% increase in total platform assets to $94.1 billion for fiscal year 2026, fueled by a 29% surge in investment advisory assets. Despite Q4 net outflows in cash management, the firm is successfully converting savers into long-term investors while expanding into home lending.