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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $52B
1-Year Est. Return 24.53%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$42.6B
AUM Growth
+$3.77B
Cap. Flow
+$1.2B
Cap. Flow %
2.81%
Top 10 Hldgs %
56.87%
Holding
1,027
New
64
Increased
588
Reduced
355
Closed
20

Top Buys

Rank Stock Value
1
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$320M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$211M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$106M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$99.5M

Top Sells

Rank Stock Value
1
CMF icon
iShares California Muni Bond ETF
CMF
+$262M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$44.4M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$37.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.3M
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$13.5M

Sector Composition

Rank Sector Weight
1 Technology 6.19%
2 Financials 2.55%
3 Communication Services 1.97%
4 Consumer Discretionary 1.91%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LBRDK icon
401
Liberty Broadband Class C
LBRDK
$5.07B
$4.77M 0.01%
75,083
-3,085
-4% -$216K
WCN
402
Waste Connections
WCN
$41.6B
$4.76M 0.01%
27,087
-651
-2% -$118K
INDA icon
403
iShares MSCI India ETF
INDA
$6.58B
$4.74M 0.01%
91,107
-2,222
-2% -$119K
RSP icon
404
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$4.74M 0.01%
24,978
-2,498
-9% -$465K
SNOW icon
405
Snowflake
SNOW
$115B
$4.73M 0.01%
20,970
+8,503
+68% +$1.83M
ARE icon
406
Alexandria Real Estate Equities
ARE
$8.27B
$4.72M 0.01%
56,614
+4,535
+9% +$363K
HUBB icon
407
Hubbell
HUBB
$27.1B
$4.71M 0.01%
10,942
-53
-0.5% -$22.8K
BR icon
408
Broadridge
BR
$19.3B
$4.65M 0.01%
19,544
+9,031
+86% +$2.25M
PFG icon
409
Principal Financial Group
PFG
$24.4B
$4.58M 0.01%
55,185
-9,414
-15% -$752K
APD icon
410
Air Products & Chemicals
APD
$67.7B
$4.57M 0.01%
16,769
-644
-4% -$186K
DGX icon
411
Quest Diagnostics
DGX
$26.2B
$4.56M 0.01%
23,930
+480
+2% +$85.2K
IGV icon
412
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$4.54M 0.01%
39,518
-2,414
-6% -$267K
FOXA icon
413
Fox Class A
FOXA
$26.5B
$4.51M 0.01%
71,586
+179
+0.3% +$10.4K
DOW icon
414
Dow Inc
DOW
$22.1B
$4.43M 0.01%
193,172
-6,921
-3% -$172K
XYL icon
415
Xylem
XYL
$28.5B
$4.37M 0.01%
29,603
+2,556
+9% +$354K
VO icon
416
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$4.36M 0.01%
59,356
+9,616
+19% +$691K
MAA icon
417
Mid-America Apartment Communities
MAA
$15.4B
$4.35M 0.01%
31,122
+9,318
+43% +$1.35M
CTSH icon
418
Cognizant
CTSH
$26.2B
$4.32M 0.01%
64,433
+9,660
+18% +$699K
XME icon
419
State Street SPDR S&P Metals & Mining ETF
XME
$4.52B
$4.32M 0.01%
46,355
+6,171
+15% +$492K
SCHG icon
420
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$4.31M 0.01%
135,197
+28,347
+27% +$864K
CNP icon
421
CenterPoint Energy
CNP
$26.7B
$4.28M 0.01%
110,210
+34,527
+46% +$1.3M
BNDX icon
422
Vanguard Total International Bond ETF
BNDX
$82.9B
$4.26M 0.01%
86,127
-4,126
-5% -$203K
EXPE icon
423
Expedia Group
EXPE
$39.1B
$4.25M 0.01%
19,888
+5,690
+40% +$1.14M
LYV icon
424
Live Nation Entertainment
LYV
$43.2B
$4.25M 0.01%
25,980
+9,368
+56% +$1.48M
LYB icon
425
LyondellBasell Industries
LYB
$20.3B
$4.22M 0.01%
86,028
-18,159
-17% -$1.02M
15 16
17
18 19

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Wealthfront Advisers's Q3 2025 Portfolio in Review

As of Q3 2025, Wealthfront Advisers held 1,027 positions worth $42.6B, up 9.7% from $38.8B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Wealthfront Advisers's Q3 2025 filing shows 64 new, 588 increased, 355 reduced and 20 closed positions. Its largest new stake was Warner Music: 70,997 shares worth $2.42M. The largest sale was iShares California Muni Bond ETF, an estimated $262M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 5.8% a quarter earlier, followed by Financials and Communication Services.

  • Wealthfront Advisers's largest Q3 2025 buy was Warner Music: 70,997 shares worth $2.42M.
  • Wealthfront Advisers added most to Invesco California AMT-Free Municipal Bond ETF in Q3 2025, an estimated $320M increase.
  • Wealthfront Advisers's biggest Q3 2025 reduction was iShares California Muni Bond ETF, cutting an estimated $262M.
  • Wealthfront Advisers fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $8.3M.
  • Wealthfront Advisers's ten largest holdings make up 57% of its $42.6B portfolio in Q3 2025.
  • Wealthfront Advisers opened 64 new positions and closed 20 in Q3 2025.
  • Wealthfront Advisers's portfolio value rose 9.7% quarter-over-quarter to $42.6B.

Based on Wealthfront Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.