Wealthfront Advisers
TW icon

Wealthfront Advisers’s Tradeweb Markets TW Stock Holding History

Wealthfront Advisers’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.48M Sell
29,596
-1,666
-5% -$191K 0.01% 498
2025
Q4 		$3.36M Sell
31,262
-5,249
-14% -$564K 0.01% 490
2025
Q3 		$4.05M Sell
36,511
-2,867
-7% -$369K 0.01% 432
2025
Q2 		$5.76M Sell
39,378
-243
-0.6% -$33.9K 0.01% 348
2025
Q1 		$5.88M Sell
39,621
-1,081
-3% -$144K 0.02% 320
2024
Q4 		$5.33M Sell
40,702
-734
-2% -$96.8K 0.02% 316
2024
Q3 		$5.12M Buy
41,436
+1,386
+3% +$157K 0.02% 303
2024
Q2 		$4.25M Buy
40,050
+4,134
+12% +$437K 0.01% 312
2024
Q1 		$3.74M Buy
35,916
+1,045
+3% +$105K 0.01% 338
2023
Q4 		$3.17M Buy
34,871
+290
+0.8% +$25.9K 0.01% 349
2023
Q3 		$2.77M Sell
34,581
-498
-1% -$39.7K 0.01% 364
2023
Q2 		$2.4M Sell
35,079
-821
-2% -$58.2K 0.01% 383
2023
Q1 		$2.84M Buy
35,900
+1,076
+3% +$77.9K 0.01% 334
2022
Q4 		$2.26M Buy
+34,824
New +$2.05M 0.01% 375
2022
Q3 		– Sell
-3,187
Closed -$218K – 790
2022
Q2 		$218K Sell
3,187
-4,872
-60% -$354K ﹤0.01% 746
2022
Q1 		$708K Buy
+8,059
New +$699K ﹤0.01% 572

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return