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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
+9.35%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
+$643M
Cap. Flow %
1.66%
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$344M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$288M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$204M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
251
Sherwin-Williams
SHW
$81.7B
$8.42M 0.02%
24,519
-143
-0.6% -$49.5K
DLR icon
252
Digital Realty Trust
DLR
$64.3B
$8.41M 0.02%
48,256
+2,835
+6% +$464K
UPS icon
253
United Parcel Service
UPS
$100B
$8.4M 0.02%
83,202
+34,851
+72% +$3.43M
CTVA icon
254
Corteva
CTVA
$58.4B
$8.39M 0.02%
112,587
+23,480
+26% +$1.56M
WBA
255
DELISTED
Walgreens Boots Alliance
WBA
$8.3M 0.02%
723,391
-22,981
-3% -$256K
HSY icon
256
Hershey
HSY
$34.8B
$8.27M 0.02%
49,807
+21,678
+77% +$3.57M
HCA icon
257
HCA Healthcare
HCA
$82.3B
$8.22M 0.02%
21,444
+4,002
+23% +$1.44M
FITB
258
Fifth Third Bancorp
FITB
$52.6B
$8.21M 0.02%
199,705
-79,503
-28% -$2.98M
FDX icon
259
FedEx
FDX
$74.7B
$8.21M 0.02%
36,125
+20,608
+133% +$4.51M
CPRT icon
260
Copart
CPRT
$25.6B
$8.21M 0.02%
167,309
-11,047
-6% -$618K
CDNS icon
261
Cadence Design Systems
CDNS
$91B
$8.17M 0.02%
26,502
+521
+2% +$151K
SYF icon
262
Synchrony
SYF
$24.8B
$8.09M 0.02%
121,186
+12,164
+11% +$680K
FAST icon
263
Fastenal
FAST
$52.2B
$8.07M 0.02%
192,192
+5,120
+3% +$208K
VICI icon
264
VICI Properties
VICI
$29.6B
$8.06M 0.02%
247,184
+18,227
+8% +$580K
MGV icon
265
Vanguard Mega Cap Value ETF
MGV
$13.1B
$8M 0.02%
60,986
-13,763
-18% -$1.73M
LEN icon
266
Lennar Class A
LEN
$20.2B
$8M 0.02%
72,323
+16,247
+29% +$1.76M
BNY
267
Bank of New York Mellon
BNY
$108B
$7.94M 0.02%
87,200
+5,401
+7% +$459K
BBY icon
268
Best Buy
BBY
$18B
$7.88M 0.02%
117,423
+4,281
+4% +$291K
XEL icon
269
Xcel Energy
XEL
$49.2B
$7.88M 0.02%
115,655
-24,641
-18% -$1.71M
RKT icon
270
Rocket Companies
RKT
$41.1B
$7.87M 0.02%
554,701
+388,839
+234% +$5.04M
UAL icon
271
United Airlines
UAL
$37.5B
$7.86M 0.02%
98,757
-1,048
-1% -$77.2K
F icon
272
Ford
F
$56.7B
$7.85M 0.02%
723,853
+54,249
+8% +$552K
CBOE icon
273
Cboe Global Markets
CBOE
$28.6B
$7.82M 0.02%
33,527
+4,687
+16% +$1.04M
IRM icon
274
Iron Mountain
IRM
$36.8B
$7.79M 0.02%
75,981
+200
+0.3% +$18.9K
EOG icon
275
EOG Resources
EOG
$74.5B
$7.79M 0.02%
65,140
+5,623
+9% +$643K
9 10
11
12 13

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Zurich Cantonal Bank
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LSV Asset Management
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AS
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WCM Investment Management
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TI
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Wealthfront Advisers's Q2 2025 Portfolio in Review

As of Q2 2025, Wealthfront Advisers held 987 positions worth $38.8B, up 4.2% from $37.3B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Wealthfront Advisers's Q2 2025 filing shows 53 new, 543 increased, 365 reduced and 24 closed positions. Its largest new stake was Oscar Health: 43,841 shares worth $940K. The largest sale was iShares Core Dividend Growth ETF, an estimated $219M.

By sector, the portfolio is most concentrated in Technology at 5.8% of assets, up from 4.7% a quarter earlier, followed by Financials and Communication Services.

  • Wealthfront Advisers's largest Q2 2025 buy was Oscar Health: 43,841 shares worth $940K.
  • Wealthfront Advisers added most to Vanguard Total Stock Market ETF in Q2 2025, an estimated $344M increase.
  • Wealthfront Advisers's biggest Q2 2025 reduction was iShares Core Dividend Growth ETF, cutting an estimated $219M.
  • Wealthfront Advisers fully exited Campbell Soup in Q2 2025, selling an estimated $7.94M.
  • Wealthfront Advisers's ten largest holdings make up 57% of its $38.8B portfolio in Q2 2025.
  • Wealthfront Advisers opened 53 new positions and closed 24 in Q2 2025.
  • Wealthfront Advisers's portfolio value rose 4.2% quarter-over-quarter to $38.8B.

Based on Wealthfront Advisers's 13F filing for Q2 2025, filed 31 Jul 2025.