Wealthfront Advisers
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Wealthfront Advisers’s Watsco Inc WSO Stock Holding History

Wealthfront Advisers’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-445
Closed -$226K – 986
2025
Q1 		$226K Sell
445
-10
-2% -$4.93K ﹤0.01% 890
2024
Q4 		$216K Buy
455
+17
+4% +$8.61K ﹤0.01% 882
2024
Q3 		$215K Sell
438
-5
-1% -$2.4K ﹤0.01% 869
2024
Q2 		$205K Sell
443
-26
-6% -$11.9K ﹤0.01% 850
2024
Q1 		$203K Sell
469
-11
-2% -$4.42K ﹤0.01% 846
2023
Q4 		$206K Buy
+480
New +$186K ﹤0.01% 837
2022
Q1 		– Sell
-989
Closed -$310K – 824
2021
Q4 		$310K Buy
989
+81
+9% +$24K ﹤0.01% 672
2021
Q3 		$240K Buy
908
+167
+23% +$46.8K ﹤0.01% 659
2021
Q2 		$212K Buy
+741
New +$212K ﹤0.01% 611

Other funds holding WSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return