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.

All mortgage products are offered by Wealthfront Home Lending, LLC NMLS 2358115 Home loan availability will be subject to credit approval and applicable state and federal licensing requirements. Rates vary based on credit profile, loan terms and market conditions. Not all applicants will qualify for the lowest advertised rates. This communication is for information purposes only and does not constitute a solicitation for a loan or an offer to lend or extend credit. Equal Housing Opportunity.

New updates for Wealthfront Home Lending: 1️⃣ Expanded Access in Colorado After our initial early access period, Wealthfront Home Lending is now available to all clients in Colorado. Residents who aren't yet Wealthfront clients can access these rates by opening a Cash Account or Stock Investing Account for as little as $1. We’re also soon rolling out general access in California and Texas – if you’re in either of those states you can sign up for the waitlist and we’ll let you know when access is available. Sign up here: wealthfront.com/home-lending-w… 2️⃣Rate Transparency We just launched a new mortgage rate calculator that provides personalized rate estimates and projected monthly payments for new purchases and refinancing. Currently available for properties in CA, TX, and CO, we designed it to provide transparency into potential rates without requiring a full application or sales call (imagine that, right?). Check it out here: wealthfront.com/home-lending/m…

Have we hit the end of the era of US stock dominance? Investor demand for foreign stocks is rising in the face of rising energy prices and geopolitical uncertainty. Find out and unpack other trending economic stories in our biweekly newsletter, Vested Interest. Full article and link to subscribe below ⬇️

We covered this topic in depth in our most recent edition of Vested Interest—a biweekly newsletter designed to unpack trending economic stories and, more importantly, explain how they might impact you. You can check out the latest issue and subscribe here: wlthfrnt.co/4qs6asQ --- The newsletter is for informational purposes only and is not investment advice or a recommendation. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

Why are many on paper millionaires still feeling cash strapped? The reason why has consequences for everyone, regardless of income. When housing prices and the cost of day-to-day necessities are rising faster than inflation, it can be a warning sign for the economy as a whole. More on this and what you can do about it ⬇️

[Disclosure] Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Nasdaq 100 Direct allows clients to hold individual stocks in the Nasdaq-100 Index®, but it may not hold all the stocks in the index. As a result, its performance may deviate from that of the Nasdaq-100 Index® due to tracking error, market conditions, and the limitations of Tax-Loss Harvesting. Account size and customization options, such as excluding individual stocks, may affect the portfolio’s ability to track the Nasdaq-100 Index®. Nasdaq®, Nasdaq-100 Index®, NDX®, Nasdaq-100®, and QQQ® are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by Wealthfront Advisers LLC. Nasdaq 100 Direct has not been passed on by the Corporations as to their legality or suitability and is not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S).

Our team was invited to celebrate our newest direct indexing portfolio – Nasdaq-100 Direct – at the @Nasdaq closing bell last week. In case you didn’t know, Nasdaq-100 Direct is the first portfolio of its kind for retail investors. It’s designed to help clients unlock tax savings, no matter if the market is up or down, with the goal of tracking one of the most recognizable indexes in the world, the Nasdaq-100®. We’re thrilled to offer retail investors an even better way to invest in the stocks that make up this innovative index. You can read more about how it works on our blog: wealthfront.com/blog/introduci…

Digital native investors are playing the long game more than they get credit for. Our CEO David Fortunato recently sat down with @GuyAdami and Dan Nathan on the @RiskReversal Media Podcast to discuss this point, along with: Wealthfront’s evolution from scrappy startup to public company with more than 1.4 million clients Our expansion from automated investing to a broad suite of innovative cash, investing, and lending products – and why we’re excited to bring our tech-driven approach to mortgages How we use automation to deliver better outcomes for young professionals who are taking a long-term approach to building wealth Tune in at the links below 👇 YouTube: youtu.be/3Xja8WWit4Y Apple: apple.co/4slHKSR Spotify: tinyurl.com/mr25fpzb — 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 FINRA/SIPC. Mortgage products are offered by Wealthfront Home Lending, LLC NMLS 2358115. Home loan availability will be subject to credit approval and applicable state and federal licensing requirements. Equal Housing Opportunity.

The headlines are loud. We’re here to help you figure out what really matters. Financial news can feel like a blur of numbers and volatility. That’s why we created Vested Interest—a biweekly newsletter designed to unpack trending economic stories and, more importantly, explain how they might impact you. This week we’re covering: ✴︎ Housing Affordability: How accelerating home values have a domino effect on personal finances—even for those earning high incomes ✴︎ Iran & Inflation: How the shutdown of a particular kind of oil drilling in the Gulf leads to higher consumer goods prices in the US ✴︎ Subscription Creep: Why streaming services keep raising their prices ✴︎ Market Oddities: What leading chocolate and polymer footwear brands have in common Find all of these stories and more in this week’s edition: 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. Brokerage products and services are provided by Wealthfront Brokerage LLC, member FINRA/SIPC. © 2026 Wealthfront Corporation.

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.