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Wealthfront Treasury
Money Market Fund
WLTXX

Fund objective

The Wealthfront Treasury Money Market Fund (the “Fund”) is a mutual fund that seeks to provide competitive yield with low risk and high liquidity.

The dividends are generally exempt from state and local taxes.

7-day SEC yield

3.46%

As of Aug 11, 2026

Compound yield

3.51%

As of Aug 11, 2026

Expense ratio

0.25%

As of Aug 11, 2026

7-day SEC yield represents the fund's annualized net income based on average income earned over the previous 7 days. Compound effective yield reflects the same income rate, assuming monthly compounding of reinvested earnings. Both figures are shown net of expenses and reflect any applicable fee waivers or reimbursements in effect during the period.

Details

Fund name
Wealthfront Treasury Money Market Fund
Category
Treasury
Ticker
WLTXX
Investment minimum
$0.01
Expense ratio
0.25%
Coverage
Up to $500,000 SIPC

Management

Lead manager
David Spilsted
Management style
Active
Inception date
Dec 1, 2025
CUSIP
46143U484
Dividends
Declared daily, paid monthly
Purchase/Redemption
Available on any business day

Key stats

Net Asset Value (NAV)

$1.00

As of Aug 11, 2026

52-week high

$1.00

As of Aug 11, 2026

52-week low

$1.00

As of Aug 11, 2026

Daily market value

$1.0000

As of Aug 11, 2026

Weighted Average Maturity (WAM)

33.22 days

As of Aug 11, 2026

Weighted Average Lifetime (WAL)

33.22 days

As of Aug 11, 2026

Holding details

Liquidity assets

Over the past 6 months

Liquidity assets data over the past 6 months
Date
Daily Liquid Assets
Weekly Liquid Assets
Daily Net Shareholder Cashflow
Aug 11, 2026
100.00%
100.00%
$274,859.76
Aug 10, 2026
100.00%
100.00%
$3,888,372.18
Aug 7, 2026
100.00%
100.00%
$1,005,398.23
Aug 6, 2026
100.00%
100.00%
$2,266,276.29
Aug 5, 2026
100.00%
100.00%
$1,117,376.08
Aug 4, 2026
100.00%
100.00%
$1,806,826.17
Aug 3, 2026
100.00%
100.00%
$1,297,241.87
Jul 31, 2026
100.00%
100.00%
$130,326.46
Jul 30, 2026
100.00%
100.00%
$2,168,306.06
Jul 29, 2026
100.00%
100.00%
$1,039,639.87

All holdings

List of all fund holdings
Category
Issuer
CUSIP
Maturity Date for WAM
Maturity Date for WAL
Coupon/Yield
Cost
Market Value
United States Treasury Debt
United States Treasury Bill
912797UF2
Sep 10, 2026
Sep 10, 2026
3.78%
$9,571,810.41
$9,571,810.41
United States Treasury Debt
United States Treasury Bill
912797VN4
Oct 27, 2026
Oct 27, 2026
3.83%
$11,658,482.58
$11,658,482.58
United States Treasury Debt
United States Treasury Bill
912797SK4
Oct 29, 2026
Oct 29, 2026
3.84%
$18,649,389.50
$18,649,389.50
United States Treasury Debt
United States Treasury Bill
912797UJ4
Oct 8, 2026
Oct 8, 2026
3.83%
$13,421,078.39
$13,421,078.39
United States Treasury Debt
United States Treasury Bill
912797UG0
Sep 17, 2026
Sep 17, 2026
3.76%
$11,956,481.00
$11,956,481.00
United States Treasury Debt
United States Treasury Bill
912797VD6
Sep 22, 2026
Sep 22, 2026
3.90%
$11,450,769.40
$11,450,769.40
United States Treasury Debt
United States Treasury Bill
912797SA6
Oct 1, 2026
Oct 1, 2026
3.81%
$11,391,616.57
$11,391,616.57
United States Treasury Debt
United States Treasury Bill
912797VC8
Sep 15, 2026
Sep 15, 2026
3.77%
$10,463,892.42
$10,463,892.42
United States Treasury Debt
United States Treasury Bill
912797VE4
Sep 29, 2026
Sep 29, 2026
3.82%
$1,293,609.37
$1,293,609.37
United States Treasury Debt
United States Treasury Bill
912797VB0
Sep 8, 2026
Sep 8, 2026
3.75%
$15,856,854.97
$15,856,854.97

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month-end may be obtained by calling 1 (844) 995-8437.