Wealthfront Advisers
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Wealthfront Advisers’s Factset FDS Stock Holding History

Wealthfront Advisers’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Sell
1,389
-160
-10% -$36.7K ﹤0.01% 972
2026
Q1 		$336K Sell
1,549
-682
-31% -$159K ﹤0.01% 915
2025
Q4 		$647K Sell
2,231
-4,365
-66% -$1.23M ﹤0.01% 779
2025
Q3 		$1.89M Buy
6,596
+3,634
+123% +$1.39M ﹤0.01% 595
2025
Q2 		$1.32M Buy
2,962
+282
+11% +$124K ﹤0.01% 633
2025
Q1 		$1.22M Buy
2,680
+696
+35% +$317K ﹤0.01% 626
2024
Q4 		$953K Buy
1,984
+166
+9% +$78.9K ﹤0.01% 674
2024
Q3 		$836K Buy
1,818
+37
+2% +$15.7K ﹤0.01% 679
2024
Q2 		$727K Sell
1,781
-368
-17% -$156K ﹤0.01% 682
2024
Q1 		$976K Sell
2,149
-62
-3% -$28.9K ﹤0.01% 621
2023
Q4 		$1.05M Sell
2,211
-81
-4% -$36.5K ﹤0.01% 585
2023
Q3 		$1M Buy
2,292
+68
+3% +$29K ﹤0.01% 556
2023
Q2 		$891K Buy
2,224
+176
+9% +$71K ﹤0.01% 577
2023
Q1 		$850K Sell
2,048
-206
-9% -$85.8K ﹤0.01% 561
2022
Q4 		$904K Buy
2,254
+166
+8% +$70.7K ﹤0.01% 530
2022
Q3 		$835K Buy
2,088
+321
+18% +$136K ﹤0.01% 506
2022
Q2 		$680K Sell
1,767
-1,679
-49% -$657K ﹤0.01% 542
2022
Q1 		$1.5M Buy
3,446
+2,006
+139% +$846K 0.01% 454
2021
Q4 		$700K Buy
1,440
+246
+21% +$110K ﹤0.01% 541
2021
Q3 		$471K Buy
1,194
+478
+67% +$174K ﹤0.01% 569
2021
Q2 		$240K Buy
+716
New +$234K ﹤0.01% 596

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers's FDS Position: Q2 2026 in Review

Wealthfront Advisers reduced its Factset (FDS) stake by 10% in Q2 2026, selling an estimated $36.7K and leaving 1,389 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Wealthfront Advisers first reported a position in FDS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.89M in Q3 2025. 537 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Wealthfront Advisers held 1,389 shares of Factset worth $320K as of Q2 2026.
  • Wealthfront Advisers sold 160 Factset shares in Q2 2026, an estimated $36.7K.
  • Factset made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #972 holding.
  • Wealthfront Advisers first reported a position in Factset in Q2 2021 and has held it in 21 quarters since.
  • Wealthfront Advisers's Factset position peaked at $1.89M in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.