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 interest is generally exempt from state and local taxes.

7-day SEC yield

As of Dec 31, 2025

3.41%

without waivers

3.66%

with waivers

Compound yield

As of Dec 31, 2025

3.73%

Expense ratio

As of Dec 31, 2025

0.25%

Invest with no expense ratio until March 1, 2026

Learn more

7-day SEC yield represents the fund's annualized net income based on average income earned over the previous 7 days, shown with and without the applicable fee waiver. Compound effective yield reflects the same income rate with the fee waiver applied, assuming monthly compounding of reinvested earnings. All figures are shown net of expenses.

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 Dec 31, 2025

52-week high

$1.00

As of Dec 31, 2025

52-week low

$1.00

As of Dec 31, 2025

Daily market value

$1.0001

As of Dec 31, 2025

Weighted Average Maturity (WAM)

24.82 days

As of Dec 31, 2025

Weighted Average Lifetime (WAL)

24.80 days

As of Dec 31, 2025

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
Dec 31, 2025
100.00%
100.00%
-$4,105,422.10
Dec 30, 2025
100.00%
100.00%
$165,777.29
Dec 29, 2025
100.00%
100.00%
$4,211,897.66
Dec 26, 2025
100.00%
100.00%
$101,951.49
Dec 24, 2025
100.00%
100.00%
$3,217,959.51
Dec 23, 2025
100.00%
100.00%
$38,522.69
Dec 22, 2025
100.00%
100.00%
$3,358,874.10
Dec 19, 2025
100.00%
100.00%
$387,283.38
Dec 18, 2025
100.00%
100.00%
$11,456.84
Dec 17, 2025
100.00%
100.00%
$1,574,422.75

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
912797SQ1
Feb 10, 2026
Feb 10, 2026
3.69%
$3,336,740.33
$3,337,179.55
United States Treasury Debt
United States Treasury Bill
912797SH1
Jan 27, 2026
Jan 27, 2026
3.71%
$5,236,427.35
$5,237,132.25
United States Treasury Debt
United States Treasury Bill
912797RK5
Jan 29, 2026
Jan 29, 2026
3.72%
$6,980,437.51
$6,981,513.00
United States Treasury Debt
United States Treasury Bill
912797RH2
Jan 8, 2026
Jan 8, 2026
3.78%
$8,493,969.75
$8,495,078.50
United States Treasury Debt
United States Treasury Bill
912797PD3
Jan 22, 2026
Jan 22, 2026
3.73%
$7,409,390.37
$7,410,343.05
United States Treasury Debt
United States Treasury Bill
912797RL3
Feb 5, 2026
Feb 5, 2026
3.67%
$6,377,819.17
$6,378,617.60

Documents

Visit sec.gov to obtain the most recent 12 months of publicly available information filed by the fund with the SEC on Form N-MFP.

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.