Wealthfront

🎉 We’re excited to share that today we will begin trading on the @Nasdaq stock exchange as WLTH! We could not have reached this exciting milestone without the trust of our clients, the hard work of our team, or the support of our advisors and investors. As we look to our future, we are excited to continue building high-quality, low-cost products that help our clients build wealth. Read more about what this next chapter means for Wealthfront in this letter from our CEO, David Fortunato wealthfront.com/blog/wealthfro… ------ This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Thank you for sharing your feedback. We hear your concerns and would like to share some context. We’re in the process of updating our Stock Investing Account to simplify the product experience and improve how it supports long-term stock and ETF investing. We found that most clients are using their account to buy and sell individual securities one at a time, so this approach will allow us to make clear the dollar amounts and affected positions before confirming a purchase or sale. In the coming months, we’ll be adding more requested features including fully automating recurring buys for individual securities and more investable securities. We hear your frustration with the change and we hope these updates will result in a better overall experience for you after they are completed.

.@Wealthfront ...what did you do? You killed your best feature today. I went to invest across my portfolio like I did every week (it was already setup to split my invesment by % allocation and fractionally across the full portfolio) to be told by support that they've killed the feature. Now I have to tap into every ETF/Stock and invest individually (which requires I do the allocation math for each one every time). This was a feature I convinced 10s of people on... why would you kill this? This feature alone made you so much better to use than almost any brokerage and you just took it away...

We just announced our Q4 and full-year earnings for the period ending January 31, 2026, as well as an update on February metrics. It was another milestone year in our journey to become the leading wealth platform for digital natives. Swipe through for the highlights and find the complete update on our Investor Relations website: ir.wealthfront.com/news-releases/… — See images for disclosures.

What are the economic factors behind this week’s biggest headlines, and what do they mean for you? We’re breaking it all down in a new edition of our newsletter. This week, we’re diving into ⬇️ - The financial consequences of the Iran conflict, explained with three numbers - Are people still shopping IRL? - How to spot a semiconductor - How the quest for gold and silver is happening on the floor of the Atlantic Ocean Grab all the details for these stories and more in our Vested Interest newsletter. Subscribe here: wlthfrnt.co/4qs6asQ —------- Nothing in this communication should be construed as investment or tax advice. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

For the fifth year in a row, @NerdWallet has named Wealthfront the Best Robo-Advisor for Portfolio Options 🎉. With expert-built portfolio options for every goal and risk level, we’re delighted to be a leader in providing low-cost, diversified, and customizable portfolios for our clients. Read more here: nerdwallet.com/l/awards-inves… —------- NerdWallet gets cash compensation ($100-120 per application) for referring clients to Wealthfront Advisers via sponsored ads, creating a material conflict of interest. However, the awards mentioned represent NerdWallet's independent endorsement, not directly tied to this compensation. NerdWallet is not a client of Wealthfront Advisers. Wealthfront Advisers and NerdWallet aren't associated or formally related beyond this arrangement. NerdWallet's opinions are their own, and their awards are set by their editorial team. The Best Robo-Advisors for Portfolio Options award formula considers portfolio mix (diversification, customization, specialty offerings), investment expense ratios, and socially responsible options. Awards were received on January 7, 2022, January 4, 2023, January 8, 2024, January 2, 2025, and January 2, 2026. © 2017-2026 and TM, NerdWallet, Inc. All Rights Reserved. Nothing in this communication should be construed as investment or tax advice. Links to other sites are provided for convenience only. Wealthfront Advisers or its affiliates don't endorse, sponsor, promote, or are affiliated with these sites, their owners, or their content, unless expressly stated. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results. Investing involves risk, including loss of principal. Investment management and advisory services are provided by Wealthfront Advisers LLC,, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

Today, we increased the base APY your cash earns in your Wealthfront Cash Account to 3.30% APY (annual percentage yield) from program banks. That means clients earn 8x more than the average savings account—or 10x with a boosted referral rate of 4.05%. Learn more at the link: wlthfrnt.co/4bsdqQQ

We’re thrilled to share that our CEO, David Fortunato, has been named one of @barronsonline “10 People to Watch in Wealth Management in 2026.” This recognition follows an exciting year for Wealthfront. Fifteen years after helping pioneer the digital financial advice industry, we recently reached a historic milestone by becoming the first publicly traded robo-advisor. Under David’s leadership, we’ve grown to over $90 billion in platform assets across a suite of innovative products. As we kick off the new year, our mission remains the same: helping our clients achieve long-term financial success. Read more on why @AndrewWelsch chose David for this year’s list here: barrons.com/advisor/articl… – Nothing in this communication should be construed as investment or tax advice. Links to other sites are provided for convenience only. Wealthfront Advisers or its affiliates don't endorse, sponsor, promote, or are affiliated with these sites, their owners, or their content, unless expressly stated. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results. References to “Platform assets” include clients with assets in products offered by both Wealthfront Advisers and Wealthfront Brokerage. “Clients“ totals and “Client Funds“ are as of October 31, 2025. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation. Barron’s 10 People to Watch in Wealth Management for 2026 is an editorially curated list selected by Barron’s Advisor editors based on their assessment of industry influence, leadership, innovation, and anticipated impact on the wealth management profession. The recognition is not based on a quantitative ranking, assets under management, or client outcomes, and does not constitute an endorsement or evaluation of investment performance. Investment management and advisory services are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

We’ve announced our Q3 earnings report – our first as a public company. We’re excited by the growth and momentum across our key business areas this quarter. These results underscore the trust our clients place in us and their commitment to making smart financial decisions. It also reflects our team’s ongoing dedication to building products designed for digital natives to grow their wealth. Head to our Investor Relations website for the full update: ir.wealthfront.com/news-releases/… — Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products and services are provided by Wealthfront Brokerage LLC, member FINRA/SIPC. Both are wholly-owned subsidiaries of Wealthfront Corporation. See images for additional disclosures.

“So acting consistently and in a way that builds and enhances trust is one of the most important things you can do in business or your personal life.” 🌟 @Wealthfront CEO David Fortunato reflects on the journey to becoming #NasdaqListed.

A new year brings new market predictions to digest. Analysts have their eyes on AI driven market growth, Federal Reserve policy, and consumer spending patterns. But should you change your investing strategy amid 2026 predictions? Our VP of Investment Research, Alex Michalka, shared his expertise with Medora Lee at @USATODAY . His take? “You don’t need to time the market or predict the next winning stock. Instead, the best thing you can do is to invest regularly in low-cost, globally diversified index funds, and make sure the risk level of your portfolio is right for you.” As we enter 2026, remember that continuing a tried and true, seemingly simple investing strategy can  be one of the smartest ways to build wealth over time. Check out the full article for more wisdom from Alex: wlthfrnt.co/4qjUA30 -- Nothing in this communication should be construed as investment or tax advice. Links to other sites are provided for convenience only. Wealthfront Advisers or its affiliates don't endorse, sponsor, promote, or are affiliated with these sites, their owners, or their content, unless expressly stated. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

@BoringBiz_ Who’s gonna tell him we’ve automated this whole process 👀 wealthfront.com/sp500-direct

Men will have entire setups like this just to underperform the S&P 500

In 2025, the headlines were all about fear and anxiety — and markets kept setting records anyway. Break down 2025-coded anxieties about overconcentration, gold FOMO, and “moving to cash” in Vested Interest, our finance and economics news series. wlthfrnt.co/48FVUXx

What a day—financial services company @Wealthfront is now #NasdaqListed! Watch the highlights ⬇️

@YahooFinance's @juleshyman spoke with our CEO, David Fortunato, about today’s news of Wealthfront becoming a public company. Watch the full segment here finance.yahoo.com/video/wealthfr… ------- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

🎉 @Wealthfront is now officially #NasdaqListed under the ticker symbol $WLTH

Delighted for @Wealthfront ‘s IPO. It’s been a long journey but this is an amazing company that will create lasting value for investors for many years to come. Especially happy for my great friend @arachleff and David Fortunato whose leadership shaped this company 🎊🥳

Today we’re celebrating our IPO and looking ahead to the future. Our Board Member, @mavolpi wrote a blog post capturing the journey from when he first learned about Wealthfront, what continues to excite him about our business opportunity, and how playing the long game has allowed us to build trust with a new generation of investors. Read it here: indexventures.com/perspectives/w… ------ This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Wealthfront is officially a public company, trading on the @Nasdaq as WLTH! Our CEO, David Fortunato, spoke with @mattmiller1973 for @Bloomberg’s “Open Interest” to talk about this milestone and how we’re focused on helping clients grow their wealth in all market cycles. Watch the full interview here: bloomberg.com/news/videos/20… --------- This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

Our CEO, David Fortunato, joined @michaelsantoli and @BeckyQuick on @CNBC Squawk Box this morning to discuss our path to becoming a public company and how we plan to continue expanding our platform to serve our clients’ evolving needs. They dove into our client-first business model and how it’s allowed us to scale profitably and serve more than 1.3 million clients with $90B+ in assets across a diverse suite of software-driven products. Check out the interview here: cnbc.com/video/2025/12/… ------------ This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

🏦 Helping clients save and invest for what’s next: @Wealthfront’s software-driven platform is designed to turn savings into long-term wealth. 🔔 Proud to be your exchange partner, $WLTH! #NasdaqListed

"I believe becoming a public company better positions us to achieve the scale of innovation we envision for the financial industry." 🎙️ Hear from @Wealthfront CEO David Fortunato on IPO Day! #NasdaqListed