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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

3.40%

As of Mar 16, 2026

Compound yield

3.46%

As of Mar 16, 2026

Expense ratio

0.25%

As of Mar 16, 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 Mar 16, 2026

52-week high

$1.00

As of Mar 16, 2026

52-week low

$1.00

As of Mar 16, 2026

Daily market value

$1.0000

As of Mar 16, 2026

Weighted Average Maturity (WAM)

17.39 days

As of Mar 16, 2026

Weighted Average Lifetime (WAL)

17.39 days

As of Mar 16, 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
Mar 16, 2026
100.00%
100.00%
$442,831.86
Mar 13, 2026
100.00%
100.00%
-$233,845.67
Mar 12, 2026
100.00%
100.00%
$515,962.21
Mar 11, 2026
100.00%
100.00%
-$162,409.59
Mar 10, 2026
100.00%
100.00%
$1,001,609.96
Mar 9, 2026
100.00%
100.00%
$44,326.38
Mar 6, 2026
100.00%
100.00%
$2,048,098.77
Mar 5, 2026
100.00%
100.00%
$277,957.68
Mar 4, 2026
100.00%
100.00%
$402,609.66
Mar 3, 2026
100.00%
100.00%
-$251,932.89

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
912797SC2
Mar 26, 2026
Mar 26, 2026
3.74%
$12,578,624.85
$12,578,555.69
United States Treasury Debt
United States Treasury Bill
912797TK3
Apr 28, 2026
Apr 28, 2026
3.76%
$2,489,415.31
$2,489,427.50
United States Treasury Debt
United States Treasury Bill
912797TH0
Apr 14, 2026
Apr 14, 2026
3.74%
$8,077,230.89
$8,077,077.00
United States Treasury Debt
United States Treasury Bill
912797QD2
Apr 16, 2026
Apr 16, 2026
3.76%
$3,389,711.46
$3,389,694.60
United States Treasury Debt
United States Treasury Bill
912797SD0
Apr 2, 2026
Apr 2, 2026
3.74%
$13,478,338.62
$13,478,211.00
United States Treasury Debt
United States Treasury Bill
912797TG2
Apr 7, 2026
Apr 7, 2026
3.75%
$14,968,312.11
$14,968,200.00
United States Treasury Debt
United States Treasury Bill
912797SL2
Apr 9, 2026
Apr 9, 2026
3.75%
$3,192,596.08
$3,192,547.20
United States Treasury Debt
United States Treasury Bill
912797TA5
Mar 24, 2026
Mar 24, 2026
3.74%
$7,294,874.03
$7,294,846.20
United States Treasury Debt
United States Treasury Bill
912797SZ1
Mar 17, 2026
Mar 17, 2026
3.74%
$11,600,000.01
$11,600,000.00
United States Treasury Debt
United States Treasury Bill
912797TB3
Mar 31, 2026
Mar 31, 2026
3.75%
$9,985,921.53
$9,985,880.00

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.