DAG VENTURES MANAGEMENT IV, LLC

PrivateCIK: 1526357
Location

PALO ALTO, CA

DAG VENTURES MANAGEMENT IV, LLC enters WEALTHFRONT CORP with 340.80K shares plus derivative instruments

Holding both equity and derivatives at entry signals strong long-term conviction in the company.

Indirect Derivatives
IssuerWEALTHFRONT CORPCIK 1524566
10% Owner
Since Dec 2025
340.80K
Baseline shares
0.00
Direct ownership
0 positions
13.47M
Derivative underlying
16 instruments
2
Security positions
340.80K indirect
Non-Derivative Holdings2

Common Stock

Indirect
Shares owned308.23K

Common Stock

Indirect
Shares owned32.57K
Total
340.80K indirect340.80K
Derivative Holdings16

Series C Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

4.07M

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series C Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

787.40K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series D Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

333.18K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series D Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

4.38M

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series D Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

462.84K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series E Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

133.94K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series C Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

430.60K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series F Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

46.57K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series E Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

1.27M

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

455.38K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

48.12K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

377.62K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series F Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

440.64K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G-1 Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

121.43K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G-1 Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

12.83K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Series G-1 Preferred Stock

Indirect
Underlying security
Common Stock

Underlying shares

100.70K

Shares owned

N/A

Exercise price

Expiration

Exercise window

Total

Underlying

13.47M

Owned

0.00

DAG VENTURES MANAGEMENT IV, LLC — Initial Ownership Disclosure (Form 3) Filed Dec 11, 2025 | Finecho