0001524566-19-000007.txt : 20190430 0001524566-19-000007.hdr.sgml : 20190430 20190430154508 ACCESSION NUMBER: 0001524566-19-000007 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20190430 DATE AS OF CHANGE: 20190430 EFFECTIVENESS DATE: 20190430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTHFRONT Corp CENTRAL INDEX KEY: 0001524566 IRS NUMBER: 208280144 STATE OF INCORPORATION: DE FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16193 FILM NUMBER: 19781362 BUSINESS ADDRESS: STREET 1: 900 MIDDLEFIELD ROAD, SECOND FLOOR CITY: REDWOOD CITY STATE: CA ZIP: 94063 BUSINESS PHONE: (844) 995-8437 MAIL ADDRESS: STREET 1: 900 MIDDLEFIELD ROAD, SECOND FLOOR CITY: REDWOOD CITY STATE: CA ZIP: 94063 FORMER COMPANY: FORMER CONFORMED NAME: WEALTHFRONT INC DATE OF NAME CHANGE: 20110629 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001524566 XXXXXXXX 09-30-2016 09-30-2016 true 1 RESTATEMENT false WEALTHFRONT Corp

900 Middlefield Road, Second Floor Redwood City CA 94063

13F HOLDINGS REPORT 028-16193 N Ashley Johnson 1-844-995-8437 /s/ Ashley Johnson Redwood City CA 04-30-2019 0 376 4218272 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 2852 16185 SH SOLE 16185 0 0 ABBOTT LABS COM 002824100 1360 32150 SH SOLE 32150 0 0 ABBVIE INC COM 00287Y109 2766 43858 SH SOLE 43858 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1782 14590 SH SOLE 14590 0 0 ACTIVISION BLIZZARD INC COM 00507V109 317 7163 SH SOLE 7163 0 0 ACUITY BRANDS INC COM 00508Y102 260 983 SH SOLE 983 0 0 ADOBE SYS INC COM 00724F101 873 8042 SH SOLE 8042 0 0 ADVANCED MICRO DEVICES INC COM 007903107 86 12422 SH SOLE 12422 0 0 AES CORP COM 00130H105 138 10705 SH SOLE 10705 0 0 AETNA INC NEW COM 00817Y108 792 6860 SH SOLE 6860 0 0 AFLAC INC COM 001055102 387 5390 SH SOLE 5390 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 288 6114 SH SOLE 6114 0 0 AIR PRODS & CHEMS INC COM 009158106 449 2985 SH SOLE 2985 0 0 ALCOA INC COM 013817101 228 22476 SH SOLE 22476 0 0 ALEXION PHARMACEUTICALS INC COM 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7638 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 248 3254 SH SOLE 3254 0 0 SMUCKER J M CO COM NEW 832696405 329 2426 SH SOLE 2426 0 0 SNAP ON INC COM 833034101 203 1335 SH SOLE 1335 0 0 SOUTHERN CO COM 842587107 1437 28011 SH SOLE 28011 0 0 SOUTHWEST AIRLS CO COM 844741108 419 10771 SH SOLE 10771 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 867 4010 SH SOLE 4010 0 0 SPDR SER TR NUVN BRCLY MUNI 78468R721 77606 1549639 SH SOLE 1549639 0 0 SPECTRA ENERGY CORP COM 847560109 749 17525 SH SOLE 17525 0 0 ST JUDE MED INC COM 790849103 362 4539 SH SOLE 4539 0 0 STANLEY BLACK & DECKER INC COM 854502101 275 2240 SH SOLE 2240 0 0 STARBUCKS CORP COM 855244109 1206 22281 SH SOLE 22281 0 0 STATE STR CORP COM 857477103 462 6635 SH SOLE 6635 0 0 STRYKER CORP COM 863667101 781 6706 SH SOLE 6706 0 0 SUNTRUST BKS INC COM 867914103 446 10187 SH SOLE 10187 0 0 SYNCHRONY FINL COM 87165B103 236 8434 SH SOLE 8434 0 0 SYSCO CORP COM 871829107 459 9362 SH SOLE 9362 0 0 TE CONNECTIVITY LTD REG SHS H84989104 230 3565 SH SOLE 3565 0 0 TESORO CORP COM 881609101 365 4589 SH SOLE 4589 0 0 TEXAS INSTRS INC COM 882508104 2670 38047 SH SOLE 38047 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 778 4893 SH SOLE 4893 0 0 TIME WARNER INC COM NEW 887317303 789 9910 SH SOLE 9910 0 0 TJX COS INC NEW COM 872540109 721 9646 SH SOLE 9646 0 0 TOTAL SYS SVCS INC COM 891906109 259 5487 SH SOLE 5487 0 0 TWITTER INC COM 90184L102 8015 347725 SH SOLE 347725 0 0 TYSON FOODS INC CL A 902494103 599 8026 SH SOLE 8026 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 273 1147 SH SOLE 1147 0 0 UNION PAC CORP COM 907818108 1951 20008 SH SOLE 20008 0 0 UNITED CONTL HLDGS INC COM 910047109 271 5169 SH SOLE 5169 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1769 16180 SH SOLE 16180 0 0 UNITED TECHNOLOGIES CORP COM 913017109 928 9129 SH SOLE 9129 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3846 27470 SH SOLE 27470 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 229 1860 SH SOLE 1860 0 0 US BANCORP DEL COM NEW 902973304 1054 24576 SH SOLE 24576 0 0 VALERO ENERGY CORP NEW COM 91913Y100 328 6186 SH SOLE 6186 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2191 26042 SH SOLE 26042 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 441 5035 SH SOLE 5035 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 82818 907391 SH SOLE 907391 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 16457 165966 SH SOLE 165966 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 46693 382165 SH SOLE 382165 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24074 121162 SH SOLE 121162 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 381 4381 SH SOLE 4381 0 0 VANGUARD INDEX FDS REIT ETF 922908553 125161 1442943 SH SOLE 1442943 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 366 2825 SH SOLE 2825 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 514401 4620508 SH SOLE 4620508 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 572839 15222943 SH SOLE 15222943 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6309 127062 SH SOLE 127062 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 226534 2699086 SH SOLE 2699086 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 658 13931 SH SOLE 13931 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 460013 12296524 SH SOLE 12296524 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 63444 649447 SH SOLE 649447 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5079 97719 SH SOLE 97719 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 385 4409 SH SOLE 4409 0 0 VISA INC COM CL A 92826C839 4072 49235 SH SOLE 49235 0 0 VULCAN MATLS CO COM 929160109 306 2690 SH SOLE 2690 0 0 WAL-MART STORES INC COM 931142103 2347 32543 SH SOLE 32543 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1272 15775 SH SOLE 15775 0 0 WASTE MGMT INC DEL COM 94106L109 570 8944 SH SOLE 8944 0 0 WATERS CORP COM 941848103 218 1375 SH SOLE 1375 0 0 WEC ENERGY GROUP INC COM 92939U106 441 7372 SH SOLE 7372 0 0 WELLS FARGO & CO NEW COM 949746101 822 18556 SH SOLE 18556 0 0 WELLTOWER INC COM 95040Q104 276 3691 SH SOLE 3691 0 0 WESTERN DIGITAL CORP COM 958102105 308 5274 SH SOLE 5274 0 0 WESTERN UN CO COM 959802109 215 10348 SH SOLE 10348 0 0 WESTROCK CO COM 96145D105 290 5986 SH SOLE 5986 0 0 WEYERHAEUSER CO COM 962166104 322 10078 SH SOLE 10078 0 0 WILLIAMS COS INC DEL COM 969457100 516 16792 SH SOLE 16792 0 0 WILLIS TOWERS WATSON PUB LTD SHS G96629103 229 1722 SH SOLE 1722 0 0 WYNN RESORTS LTD COM 983134107 226 2324 SH SOLE 2324 0 0 XCEL ENERGY INC COM 98389B100 413 10033 SH SOLE 10033 0 0 XEROX CORP COM 984121103 140 13815 SH SOLE 13815 0 0 XILINX INC COM 983919101 289 5325 SH SOLE 5325 0 0 XYLEM INC COM 98419M100 223 4248 SH SOLE 4248 0 0 YAHOO INC COM 984332106 640 14838 SH SOLE 14838 0 0 YELP INC CL A 985817105 334 8004 SH SOLE 8004 0 0 YUM BRANDS INC COM 988498101 730 8035 SH SOLE 8035 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 249 1918 SH SOLE 1918 0 0 ZOETIS INC CL A 98978V103 608 11696 SH SOLE 11696 0 0