DAG Ventures discloses 9.4% Wealthfront (WLTH) ownership stake

Rhea-AI Filing Summary

Wealthfront Corporation received a Schedule 13G reporting that investment entities affiliated with DAG Ventures beneficially own a significant minority stake in its common stock. As of December 31, 2025, the reporting persons collectively beneficially own 13,813,474 shares of Wealthfront common stock, representing 9.4% of the class.

The holdings consist of 1,167,469 shares held by DAG Ventures IV, L.P., 11,047,106 shares held by DAG Ventures IV-QP, L.P., and 1,598,899 shares held by DAG Ventures IV-A, LLC. DAG Ventures Management IV, LLC is the manager or general partner of these funds, and John J. Cadeddu and R. Thomas Goodrich serve as managers of DAG Ventures Management IV, LLC, sharing voting and investment authority over the reported shares.

The reported ownership percentages are based on 146,268,749 shares of Wealthfront common stock outstanding as of December 15, 2025, as disclosed in a company prospectus. The reporting persons state that they beneficially own more than five percent of the outstanding common stock, with shared voting and dispositive power over the reported shares and no sole voting or dispositive power.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

WEALTHFRONT CORPORATION

(Name of Issuer)

Common Stock, $0.0001 par value per share

(Title of Class of Securities)

947002101

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

DAG Ventures Management IV, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 13,813,474.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 13,813,474.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,813,474.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.4 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

DAG Ventures IV, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,167,469.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,167,469.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,167,469.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.8 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

DAG Ventures IV-QP, L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 11,047,106.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 11,047,106.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

11,047,106.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.6 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

DAG Ventures IV-A, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,598,899.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,598,899.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,598,899.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.1 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

John J. Cadeddu

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 13,813,474.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 13,813,474.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,813,474.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.4 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

CUSIP No. 947002101

1

Names of Reporting Persons

R. Thomas Goodrich

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 13,813,474.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 13,813,474.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,813,474.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.4 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WEALTHFRONT CORPORATION
(b)	Address of issuer's principal executive offices: 261 Hamilton Avenue, Palo Alto, CA, 94301.
Item 2.
(a)	Name of person filing: The names of the persons filing this report (collectively, the "Reporting Persons") are: DAG Ventures IV, L.P. ("DAG IV") DAG Ventures IV-QP, L.P. ("DAG IV-QP") DAG Ventures IV-A, LLC ("DAG IV-A") DAG Ventures Management IV, LLC ("DAG IV LLC") John J. Cadeddu ("Cadeddu") R. Thomas Goodrich ("Goodrich") The Reporting Persons expressly disclaim status as a "group" for purposes of this Schedule 13G.
(b)	Address or principal business office or, if none, residence: 251 Lytton Avenue, Suite 200 Palo Alto, CA, 94301
(c)	Citizenship: DAG IV Delaware DAG IV-QP Delaware DAG IV-A Delaware DAG IV LLC Delaware Cadeddu United States Goodrich United States
(d)	Title of class of securities: Common Stock, $0.0001 par value per share
(e)	CUSIP No.: 947002101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Row 9 of each Reporting Person's cover page to this Schedule 13G sets forth the aggregate number of shares of common stock of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference. The Reporting Persons' beneficial ownership of the Issuer's securities includes (i) 1,167,469 shares of common stock directly held by DAG IV; (ii) 11,047,106 shares of common stock directly held by DAG IV-QP; and (iii) 1,598,899 shares of common stock directly held by DAG IV-A. DAG IV LLC is the manager of DAG IV-A and the general partner of each of DAG IV and DAG IV-QP. Cadeddu and Goodrich are the managers of DAG IV LLC. Each of DAG IV LLC, Cadeddu and Goodrich shares voting and investment authority over the shares held by each of DAG IV-A, DAG IV and DAG IV-QP.
(b)	Percent of class: Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentages of the shares of common stock of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference. The percentage set forth in each row 11 is based upon 146,268,749 shares of common stock outstanding as of December 15, 2025, as reported in the Issuer's prospectus dated December 11, 2025 filed with the Securities and Exchange Commission (the "SEC") on December 12, 2025.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Row 5 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference.
	(ii) Shared power to vote or to direct the vote: Row 6 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to vote or to direct the vote of securities of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference.
	(iii) Sole power to dispose or to direct the disposition of: Row 7 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference.
	(iv) Shared power to dispose or to direct the disposition of: Row 8 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to dispose or to direct the disposition of securities of the Issuer beneficially owned by such Reporting Person as of December 31, 2025 and is incorporated by reference.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DAG Ventures Management IV, LLC

Signature:	/s/ John J. Cadeddu
Name/Title:	By John J. Cadeddu, Manager
Date:	02/17/2026

DAG Ventures IV, L.P.

Signature:	/s/ John J. Cadeddu
Name/Title:	By DAG Ventures Management IV, LLC, its General Partner, By John J. Cadeddu, Manager
Date:	02/17/2026

DAG Ventures IV-QP, L.P.

Signature:	/s/ John J. Cadeddu
Name/Title:	By DAG Ventures Management IV, LLC, its General Partner, By John J. Cadeddu, Manager
Date:	02/17/2026

DAG Ventures IV-A, LLC

Signature:	/s/ John J. Cadeddu
Name/Title:	By DAG Ventures Management IV, LLC, its Manager, By John J. Cadeddu, Manager
Date:	02/17/2026

John J. Cadeddu

Signature:	/s/ John J. Cadeddu
Name/Title:	John J. Cadeddu
Date:	02/17/2026

R. Thomas Goodrich

Signature:	/s/ R. Thomas Goodrich
Name/Title:	R. Thomas Goodrich
Date:	02/17/2026

Exhibit Information

Exhibit 99.1 Joint Filing Agreement

FAQ

What ownership stake in Wealthfront Corporation (WLTH) does DAG Ventures report?

DAG Ventures-affiliated entities report beneficial ownership of 13,813,474 shares of Wealthfront common stock, equal to 9.4% of the class as of December 31, 2025, giving them a significant minority position in the company’s equity.

Which DAG Ventures funds hold Wealthfront (WLTH) shares and in what amounts?

The filing states DAG Ventures IV, L.P. holds 1,167,469 shares, DAG Ventures IV-QP, L.P. holds 11,047,106 shares, and DAG Ventures IV-A, LLC holds 1,598,899 shares of Wealthfront common stock, all included in the reported aggregate beneficial ownership.

How was the 9.4% ownership percentage in Wealthfront (WLTH) calculated?

The 9.4% figure is based on 146,268,749 shares of Wealthfront common stock outstanding as of December 15, 2025, a number reported in a company prospectus, and used in the Schedule 13G to compute each reporting person’s ownership percentage.

Who has voting and investment authority over the Wealthfront (WLTH) shares held by DAG Ventures?

According to the filing, DAG Ventures Management IV, LLC, managed by John J. Cadeddu and R. Thomas Goodrich, shares voting and investment authority over shares held by DAG Ventures IV, L.P., DAG Ventures IV-QP, L.P., and DAG Ventures IV-A, LLC.

Do DAG Ventures reporting persons have sole or shared voting power over Wealthfront (WLTH) shares?

The Schedule 13G indicates the reporting persons have 0 shares with sole voting or dispositive power and 13,813,474 shares with shared voting and shared dispositive power, reflecting joint authority over the reported Wealthfront common stock.

What type of securities in Wealthfront (WLTH) are covered by this Schedule 13G?

The Schedule 13G covers common stock of Wealthfront Corporation with a par value of $0.0001 per share, identified by CUSIP 947002101, and reports beneficial ownership positions in this class by DAG Ventures-affiliated entities and individuals.