# EDGAR Filing Document

**Accession Number:** 0001524566
**File Stem:** 0001190190-26-000002
**Filing Date:** 2026-2
**Character Count:** 20296
**Document Hash:** f02a773f428769e8bef3c35755b42184
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001190190-26-000002.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0001190190-26-000002

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260206

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WEALTHFRONT CORP
- **CENTRAL INDEX KEY:** 0001524566
- **STANDARD INDUSTRIAL CLASSIFICATION:** FINANCE SERVICES [6199]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 208280144
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95470
- **FILM NUMBER:** 26608395

**BUSINESS ADDRESS:**
- **STREET 1:** 261 HAMILTON AVE
- **CITY:** PALO ALTO
- **STATE:** CA
- **ZIP:** 94301
- **BUSINESS PHONE:** (844) 995-8437

**MAIL ADDRESS:**
- **STREET 1:** 261 HAMILTON AVE
- **CITY:** PALO ALTO
- **STATE:** CA
- **ZIP:** 94301

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WEALTHFRONT Corp
- **DATE OF NAME CHANGE:** 20181002

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WEALTHFRONT INC
- **DATE OF NAME CHANGE:** 20110629
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RACHLEFF ANDREW S
- **CENTRAL INDEX KEY:** 0001190190

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**MAIL ADDRESS:**
- **STREET 1:** 2480 SAND HILL ROAD
- **STREET 2:** SUITE 200
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025

## Exhibit 99.1

**JOINT FILING AGREEMENT**

Each of the undersigned hereby acknowledges and agrees, in compliance with the provisions of Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, as amended, that the Statement on Schedule 13G with respect to the Common Stock, par value $0.0001 per share, of Wealthfront Corporation, to which this Agreement is attached as an Exhibit, and any amendments thereto, will be filed with the Securities and Exchange Commission jointly on behalf of the undersigned. This Agreement may be executed, either manually or electronically, in one or more counterparts.

---

| |
|:---|
| **ANDREW S. RACHLEFF**<br>By: <br> <u>/s/ Andrew S. Rachleff</u><br> Name:<br> Andrew S. Rachleff<br> Date:<br> February 6, 2026<br>|
| **RACHLEFF FAMILY REVOCABLE TRUST UTD 5/19/92**<br>By:<br> <u>/s/ Andrew S. Rachleff</u><br> Name:<br> Andrew S. Rachleff<br> Title:<br> Co-Trustee<br> Date: <br> February 6, 2026<br>|
| **THE JAKE ALEXANDER RACHLEFF 2015 IRREVOCABLE TRUST U/A/D 5/15/2015**<br>By:<br> <u>/s/ Andrew S. Rachleff</u><br> Name:<br> Andrew S. Rachleff<br> Title:<br> Co-Trustee<br> Date: <br> February 6, 2026<br>|
| **THE SHELBY ELIZABETH RACHLEFF 2015 IRREVOCABLE TRUST U/A/D 5/15/2015**<br>By:<br> <u>/s/ Andrew S. Rachleff</u><br> Name:<br> Andrew S. Rachleff<br> Title:<br> Co-Trustee<br> Date: <br> February 6, 2026 |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** WEALTHFRONT CORPORATION

**Title of Class of Securities:** Common Stock, $0.0001 par value per share

**CUSIP Number:** 947002101

**Date of Event Which Requires Filing of this Statement:** 12/31/2025

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

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Andrew S Rachleff | Names of Reporting Persons<br>Andrew S Rachleff |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>17230654.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>17230654.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>17230654.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>17230654.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>11.8% | Percent of Class Represented by Amount in Row (9)<br>11.8% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

**Comment for Type of Reporting Person:** The amount reported in rows 6, 8, and 9 includes:  (i) 16,424,204 shares of the Common Stock of Wealthfront Corporation (the "Issuer") directly beneficially owned by the Rachleff Family Revocable Trust UTD 5/19/92 (the "Family Trust"), for which Andrew S. Rachleff ("Mr. Rachleff") serves as co-trustee with his spouse; (ii) 403,225 shares of the Issuer's Common Stock directly beneficially owned by The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the "JAR Trust"), for which Mr. Rachleff serves as co-trustee with his spouse; and (iii) 403,225 shares of the Issuer's Common Stock directly beneficially owned by The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the "SER Trust"), for which Mr. Rachleff serves as co-trustee with his spouse.

The percentage set forth in row 11 was calculated in accordance with Rule 13(d)-3(d)(1)(i) promulgated under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and based on an aggregate total of 146,268,749 shares of the Issuer's Common Stock outstanding as of December 15, 2025 as reported by the Issuer in its final prospectus supplement (the "Prospectus") (File No. 333-290583) dated December 11, 2025, filed with the Securities and Exchange Commission on December 12, 2025, pursuant to Rule 424(b)(4) promulgated under the Securities Act of 1933, as amended.

---

| 1. | Names of Reporting Persons<br>Rachleff Family Revocable Trust UTD 5/19/92 | Names of Reporting Persons<br>Rachleff Family Revocable Trust UTD 5/19/92 |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>16424204.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>16424204.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>16424204.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>16424204.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>11.2% | Percent of Class Represented by Amount in Row (9)<br>11.2% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

**Comment for Type of Reporting Person:** The amount reported in rows 6, 8, and 9 consists of 16,424,204 shares of the Issuer's Common Stock directly beneficially owned by the Family Trust, for which Mr. Rachleff serves as co-trustee with his spouse.

The percentage set forth in row 11 was calculated in accordance with Rule 13(d)-3(d)(1)(i) promulgated under the Exchange Act, based on an aggregate total of 146,268,749 shares of the Issuer's Common Stock outstanding as of December 15, 2025 as reported by the Issuer in the Prospectus.

---

| 1. | Names of Reporting Persons<br>The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 | Names of Reporting Persons<br>The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>403225.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>403225.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>403225.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>403225.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.3% | Percent of Class Represented by Amount in Row (9)<br>0.3% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

**Comment for Type of Reporting Person:** The amount reported in rows 6, 8, and 9 consists of 403,225 shares of the Issuer's Common Stock directly beneficially owned by the JAR Trust, for which Mr. Rachleff serves as co-trustee with his spouse.

The percentage set forth in row 11 was calculated in accordance with Rule 13(d)-3(d)(1)(i) promulgated under the Exchange Act, based on an aggregate total of 146,268,749 shares of the Issuer's Common Stock outstanding as of December 15, 2025 as reported by the Issuer in the Prospectus.

---

| 1. | Names of Reporting Persons<br>The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 | Names of Reporting Persons<br>The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>403225.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>403225.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>403225.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>403225.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.3% | Percent of Class Represented by Amount in Row (9)<br>0.3% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

**Comment for Type of Reporting Person:** The amount reported in rows 6, 8, and 9 consists of 403,225 shares of the Issuer's Common Stock directly beneficially owned by the SER Trust, for which Mr. Rachleff serves as co-trustee with his spouse.

The percentage set forth in row 11 was calculated in accordance with Rule 13(d)-3(d)(1)(i) promulgated under the Exchange Act, based on an aggregate total of 146,268,749 shares of the Issuer's Common Stock outstanding as of December 15, 2025 as reported by the Issuer in the Prospectus.

---

**Item 1(a). Name of Issuer:**
WEALTHFRONT CORPORATION

**Item 1(b). Address of Issuer's Principal Executive Offices:**
261 Hamilton Avenue, Palo Alto, CA, 94301.

**Item 2(a). Name of Person Filing:**
Andrew S. Rachleff ("Mr. Rachleff");
Rachleff Family Revocable Trust UTD 5/19/92 (the "Family Trust");
The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the "JAR Trust"); and
The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015 (the "SER Trust" and, together with Mr. Rachleff, the Family Trust, and the JAR Trust, the "Reporting Persons").

**Item 2(b). Address of Principal Business Office:**
The address of the principal business office of each of the Reporting Persons is:

261 Hamilton Avenue
Palo Alto, CA 94301

**Item 2(c). Citizenship:**
Mr. Rachleff is a citizen of the United States of America.
Each of the Family Trust, the JAR Trust, and the SER Trust has situs in California.

**Item 2(d). Title of Class of Securities:**
Common Stock, $0.0001 par value per share

**Item 2(e). CUSIP Number:**
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:**

Reference to "beneficial ownership" of securities for purposes of this statement shall be understood to refer to beneficial ownership as that term is defined in Rule 13d-3 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").
As of December 31, 2025, the Reporting Persons may be deemed to directly or indirectly beneficially own an aggregate total of 17,230,654 shares of the Common Stock of Wealthfront Corporation (the "Issuer").
As of December 31, 2025, Mr. Rachleff was the direct beneficial owner of none of the shares of the Issuer's Common Stock described in the second paragraph of this Item 4(a).
As of December 31, 2025, the Family Trust was the direct beneficial owner of 16,424,204 of the shares of the Issuer's Common Stock described in the second paragraph of this Item 4(a).  Mr. Rachleff was deemed the indirect beneficial owner of the Family Trust's shares in his capacity as co-trustee, with his spouse, of the Family Trust.
As of December 31, 2025, the JAR Trust was the direct beneficial owner of 403,225 of the shares of the Issuer's Common Stock described in the second paragraph of this Item 4(a).  Mr. Rachleff was deemed the indirect beneficial owner of the JAR Trust's shares in his capacity as co-trustee, with his spouse, of the JAR Trust.
As of December 31, 2025, the SER Trust was the direct beneficial owner of 403,225 of the shares of the Issuer's Common Stock described in the second paragraph of this Item 4(a). Mr. Rachleff was deemed the indirect beneficial owner of the SER Trust's shares in his capacity as co-trustee, with his spouse, of the SER Trust.

**(b) Percent of class:**

As of December 31, 2025, the Reporting Persons were deemed to directly or indirectly beneficially own an aggregate total of 11.8% of the Issuer's outstanding Common Stock.  Of that percentage, beneficial ownership was attributable as follows:  (i) 0.0% directly to Mr. Rachleff; (ii) 11.2% directly to the Family Trust and indirectly to Mr. Rachleff as its co-trustee with his spouse; (iii) 0.3% directly to the JAR Trust and indirectly to Mr. Rachleff as its co-trustee with his spouse; and (iv) 0.3% directly to the SER Trust and indirectly to Mr. Rachleff as its co-trustee with his spouse.
The aforementioned percentages were calculated in accordance with Rule 13(d)-3(d)(1)(i) promulgated under the Exchange Act and based on an aggregate total of 146,268,749 shares of the Issuer's Common Stock outstanding as of December 15, 2025 as reported by the Issuer in its final prospectus supplement (File No. 333-290583) dated December 11, 2025, filed with the Securities and Exchange Commission on December 12, 2025, pursuant to Rule 424(b)(4) promulgated under the Securities Act of 1933, as amended.

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

Mr. Rachleff	               0
Family Trust	               0
JAR Trust	               0
SER Trust	               0

**(ii) Shared power to vote or to direct the vote:**

Mr. Rachleff	17,230,654
Family Trust	16,424,204
JAR Trust	     403,225
SER Trust	     403,225

**(iii) Sole power to dispose or to direct the disposition of:**

Mr. Rachleff	               0
Family Trust	               0
JAR Trust	               0
SER Trust	               0

**(iv) Shared power to dispose or to direct the disposition of:**

Mr. Rachleff	17,230,654
Family Trust	16,424,204
JAR Trust	     403,225
SER Trust	     403,225

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

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. Certification:**

—

### 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.

**Andrew S Rachleff**

**Date:** 02/06/2026

**By:** /s/ Andrew S. Rachleff

**Name & Title:** Andrew S. Rachleff/ an Individual

**Rachleff Family Revocable Trust UTD 5/19/92**

**Date:** 02/06/2026

**By:** /s/ Andrew S. Rachleff

**Name & Title:** Andrew S. Rachleff/ Co-Trustee

**The Jake Alexander Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015**

**Date:** 02/06/2026

**By:** /s/ Andrew S. Rachleff

**Name & Title:** Andrew S. Rachleff/ Co-Trustee

**The Shelby Elizabeth Rachleff 2015 Irrevocable Trust u/a/d 5/15/2015**

**Date:** 02/06/2026

**By:** /s/ Andrew S. Rachleff

**Name & Title:** Andrew S. Rachleff/ Co-Trustee