Company: WLTH
Filing Date: 2025-09-23
Form Type: DRS/A
Source: 0001524566-25-000011
Chunk: 4

Company: WEALTHFRONT CORP
Filing Date: 2025-09-23
Form: DRS/A
Chunk 4
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 by funded clients at the end of the immediately preceding period.

“Churned client” means a funded client that ended the period with a zero balance across all accounts for the 45 consecutive calendar days ending as of the measurement date.

“Digital natives” mean individuals born after 1980 (i.e., Millennials, Gen Z, and later generations).

“Global Financial Crisis” or “GFC” means the global financial crisis of 2007 to 2009.

“Gross margin” means the percentage of revenue remaining after covering direct costs of delivering our platform, products and services, as reflected in cost of revenue.

“ETF” stands for exchange-traded fund.

“FDIC” stands for Federal Deposit Insurance Corporation.

“Funded clients” means clients with balances greater than zero or that have been greater than zero on at least one occasion during the 45 consecutive calendar days ending as of the measurement date. Funded clients include clients with a zero balance across all accounts as of the measurement date if they had greater than zero balances in at least one account within the 45 calendar days prior to the measurement date. Individuals who share funded joint accounts are each considered to be a separate funded client.

“Net-of-fee returns” means the investment return that a client earns net of any fees we charge.

“Net deposits” means the value of all assets our clients have placed into products on our platform, net of withdrawals, over a defined period of time. We exclude changes in value attributable to financial market movements from this metric.

“Net income margin” means the percentage of total revenue remaining as net income after the deduction of all expenses, taxes, and interest.

“Net revenue retention” is calculated by dividing total revenue in the current period from all funded clients that existed at the beginning of the period, by total revenue from those same clients in the prior period, inclusive of any clients that have churned. Revenue from new clients acquired during the period is excluded from this calculation.

“Platform assets” means the total value of financial assets held by clients in their accounts as of a stated date on our platform.

“Program banks” means FDIC-insured banks to which we sweep our clients’ Cash Account assets, which are disclosed on our website and subject to change from time to time.

“Program deposits” means clients’ cash that is swept to program banks.

“SIPC” stands for Securities Investor Protection Corporation.

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### PROSPECTUS SUMMARY
The following summary highlights selected information that is presented