Wealthfront Advisers
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Wealthfront Advisers’s First Trust Water ETF FIW Stock Holding History

Wealthfront Advisers’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Sell
2,715
-93
-3% -$9.81K ﹤0.01% 994
2026
Q1 		$290K Buy
2,808
+382
+16% +$42.3K ﹤0.01% 943
2025
Q4 		$264K Sell
2,426
-54
-2% -$6.02K ﹤0.01% 959
2025
Q3 		$279K Buy
2,480
+301
+14% +$33.5K ﹤0.01% 917
2025
Q2 		$235K Sell
2,179
-117
-5% -$12K ﹤0.01% 919
2025
Q1 		$231K Sell
2,296
-672
-23% -$69.5K ﹤0.01% 885
2024
Q4 		$303K Buy
2,968
+776
+35% +$83.5K ﹤0.01% 834
2024
Q3 		$240K Buy
2,192
+88
+4% +$9.2K ﹤0.01% 856
2024
Q2 		$210K Buy
+2,104
New +$214K ﹤0.01% 847

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers's FIW Position: Q2 2026 in Review

Wealthfront Advisers reduced its First Trust Water ETF (FIW) stake by 3.3% in Q2 2026, selling an estimated $9.81K and leaving 2,715 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Wealthfront Advisers first reported a position in FIW in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q4 2024. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Wealthfront Advisers held 2,715 shares of First Trust Water ETF worth $297K as of Q2 2026.
  • Wealthfront Advisers sold 93 First Trust Water ETF shares in Q2 2026, an estimated $9.81K.
  • First Trust Water ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #994 holding.
  • Wealthfront Advisers first reported a position in First Trust Water ETF in Q2 2024 and has held it in 9 quarters since.
  • Wealthfront Advisers's First Trust Water ETF position peaked at $303K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

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