Index Ventures Growth II (Jersey), L.P. - 11 Dec 2025 Form 3 Insider Report for WEALTHFRONT CORP (WLTH)

Role
10%+ Owner
Signature
INDEX VENTURE GROWTH ASSOCIATES II LIMITED, as Managing General Partner of INDEX VENTURES GROWTH II (JERSEY), L.P., By: /s/ Nigel Greenwood, Its: Director
Issuer symbol
WLTH
Transactions as of
11 Dec 2025
Net transactions value
$0
Form type
3
Filing time
11 Dec 2025, 21:08:07 UTC
Next filing
15 Dec 2025
SEC
View on sec.gov

Reporting Owners (7)

Name Relationship Address Signature Signature date CIK
Index Ventures Growth II (Jersey), L.P. 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE GROWTH ASSOCIATES II LIMITED, as Managing General Partner of INDEX VENTURES GROWTH II (JERSEY), L.P., By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001736959
Index Ventures Growth II Parallel Entrepreneur Fund (Jersey), L.P. 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE GROWTH ASSOCIATES II LIMITED, as Managing General Partner of INDEX VENTURES GROWTH II PARALLEL ENTREPRENEUR FUND (JERSEY), L.P., By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001736960
Index Ventures VI (Jersey) LP 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE ASSOCIATES VI LIMITED, as Managing General Partner of INDEX VENTURES VI (JERSEY), L.P., By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001754862
Index Ventures VI Parallel Entrepreneur Fund (Jersey) LP 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE ASSOCIATES VI LIMITED, as Managing General Partner of INDEX VENTURES VI PARALLEL ENTREPRENEUR FUND (JERSEY) L.P., By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001754871
Yucca (Jersey) SLP 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY YUCCA (JERSEY) SLP, By: CSC Employee Benefit Services (Jersey) Limited, as authorized signatory of Yucca (Jersey) SLP in its capacity as Administrator of the Index Co-Investment Scheme, By: /s/ Tapiwa Munyawiri and /s/ Carolyn Gates, Auth. Signatories 11 Dec 2025 0001591294
Index Venture Growth Associates II Ltd 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE GROWTH ASSOCIATES II LIMITED, By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001736898
Index Venture Associates VI Ltd 10%+ Owner 5TH FLOOR, 44 ESPLANADE, ST. HELIER, JERSEY INDEX VENTURE ASSOCIATES VI LIMITED, By: /s/ Nigel Greenwood, Its: Director 11 Dec 2025 0001755035

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding WLTH Common Stock 3,366,702 11 Dec 2025 By Index Ventures VI (Jersey), L.P. F1, F2, F3
holding WLTH Common Stock 67,946 11 Dec 2025 By Index Ventures VI Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F4
holding WLTH Common Stock 43,460 11 Dec 2025 By Yucca (Jersey) SLP F1, F2, F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding WLTH Series F Preferred Stock 11 Dec 2025 Common Stock 2,370,596 Direct F1, F2, F6, F7
holding WLTH Series G Preferred Stock 11 Dec 2025 Common Stock 779,009 Direct F1, F2, F6, F7
holding WLTH Series G-1 Preferred Stock 11 Dec 2025 Common Stock 207,734 Direct F1, F2, F6, F7
holding WLTH Series F Preferred Stock 11 Dec 2025 Common Stock 35,007 By Index Ventures Growth II Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F6, F8
holding WLTH Series G Preferred Stock 11 Dec 2025 Common Stock 11,528 By Index Ventures Growth II Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F6, F8
holding WLTH Series G-1 Preferred Stock 11 Dec 2025 Common Stock 3,074 By Index Ventures Growth II Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F6, F8
holding WLTH Series D Preferred Stock 11 Dec 2025 Common Stock 2,876,772 By Index Ventures VI (Jersey), L.P. F1, F2, F3, F6
holding WLTH Series E Preferred Stock 11 Dec 2025 Common Stock 2,913,888 By Index Ventures VI (Jersey), L.P. F1, F2, F3, F6
holding WLTH Series D Preferred Stock 11 Dec 2025 Common Stock 58,068 By Index Ventures VI Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F4, F6
holding WLTH Series E Preferred Stock 11 Dec 2025 Common Stock 58,816 By Index Ventures VI Parallel Entrepreneur Fund (Jersey) L.P. F1, F2, F4, F6
holding WLTH Series D Preferred Stock 11 Dec 2025 Common Stock 37,148 By Yucca (Jersey) SLP F1, F2, F5, F6
holding WLTH Series E Preferred Stock 11 Dec 2025 Common Stock 37,629 By Yucca (Jersey) SLP F1, F2, F5, F6
holding WLTH Series F Preferred Stock 11 Dec 2025 Common Stock 30,450 By Yucca (Jersey) SLP F1, F2, F5, F6
holding WLTH Series G Preferred Stock 11 Dec 2025 Common Stock 10,007 By Yucca (Jersey) SLP F1, F2, F5, F6
holding WLTH Series G-1 Preferred Stock 11 Dec 2025 Common Stock 2,669 By Yucca (Jersey) SLP F1, F2, F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Index Venture Growth Associates II Limited ("IVGA II") is the managing general partner of Index Ventures Growth II (Jersey), L.P. ("Index II") and Index Ventures Growth II Parallel Entrepreneur Fund (Jersey) L.P. ("Index II PEF"). Index Venture Associates VI Limited ("IVA VI") is the managing general partner of Index Ventures VI (Jersey), L.P. ("Index VI") and Index Ventures VI Parallel Entrepreneur Fund (Jersey), L.P. ("Index VI PEF" and together with Index II, Index II PEF and Index VI, the "Index Funds"). Yucca (Jersey) SLP ("Yucca") is the administrator of the Index co-investment vehicles that are contractually required to mirror the relevant Index Funds' investment in the Issuer.
F2 Each of IVA VI and IVGA II disclaims beneficial ownership of the shares for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, except to the extent of its pecuniary interest therein, if any, and this report shall not be deemed an admission that such shares are beneficially owned by it for Section 16 or any other purpose.
F3 The reported securities are directly held by Index VI Jersey.
F4 The reported securities are directly held by Index VI PEF.
F5 The reported securities are directly held by Yucca.
F6 Pursuant to the Issuer's Restated Certificate of Incorporation, each share of Series D Convertible Preferred Stock, Series E Convertible Preferred Stock, Series F Convertible Preferred Stock, Series G Convertible Preferred Stock, or Series G-1 Convertible Preferred Stock (collectively, "Preferred Stock") may be converted, at the option of the holder, at any time. In connection with the completion of the Issuer's initial public offering of its Common Stock, each share of Preferred Stock shall automatically convert into shares of Common Stock at a ratio of 1-for-1. The securities have no expiration date.
F7 The reported securities are held directly by Index II.
F8 The reported securities are directly held by Index II PEF.