WFG.TOWFG.TOTSX
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Cash & Equivalents Over TimeContracting
Percentile Rank57
3Y CAGR-44.4%
5Y CAGR-15.2%
Studio
Year-over-Year Change

Cash on hand plus short-term liquid investments

3Y CAGR
-44.4%/yr
vs +77.8%/yr prior
5Y CAGR
-15.2%/yr
Recent deceleration
Acceleration
-122.1pp
Decelerating
Percentile
P57
Within normal range
vs 5Y Ago
0.4x
Contraction
Streak
4 yr
Consecutive declineContracting
PeriodValueYoY Change
2025$202.00M-68.5%
2024$640.62M-28.3%
2023$893.53M-23.9%
2022$1.17B-24.5%
2021$1.55B+237.8%
2020$459.83M+3726.5%
2019$12.02M-89.8%
2018$117.50M-42.1%
2017$202.85M-
2016$0.00-