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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
BXP icon
476
Boston Properties
BXP
$11B
$3.04M 0.01%
45,111
-3,048
-6% -$203K
MLM icon
477
Martin Marietta Materials
MLM
$33.6B
$3.04M 0.01%
5,536
+138
+3% +$72.9K
VHT icon
478
Vanguard Health Care ETF
VHT
$18.2B
$3.03M 0.01%
12,217
+1,831
+18% +$453K
RING icon
479
iShares MSCI Global Gold Miners ETF
RING
$2.31B
$3M 0.01%
68,487
+3,389
+5% +$141K
UDR icon
480
UDR
UDR
$12.9B
$2.98M 0.01%
73,039
-1,446
-2% -$59.9K
CSGP icon
481
CoStar Group
CSGP
$11.3B
$2.97M 0.01%
36,976
-12,866
-26% -$1M
XLF icon
482
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$2.97M 0.01%
56,729
-1,863
-3% -$92.2K
ARES icon
483
Ares Management
ARES
$28.5B
$2.96M 0.01%
17,109
-762
-4% -$120K
IR icon
484
Ingersoll Rand
IR
$33B
$2.94M 0.01%
35,296
+4,635
+15% +$365K
SKYY icon
485
First Trust Cloud Computing ETF
SKYY
$2.74B
$2.93M 0.01%
24,115
+4,174
+21% +$456K
BURL icon
486
Burlington
BURL
$22B
$2.91M 0.01%
12,511
-1,841
-13% -$438K
EMXC icon
487
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$2.9M 0.01%
45,998
+3,054
+7% +$178K
DVY icon
488
iShares Select Dividend ETF
DVY
$24B
$2.88M 0.01%
21,665
+3,133
+17% +$406K
IWL icon
489
iShares Russell Top 200 ETF
IWL
$2.16B
$2.87M 0.01%
18,773
+1,520
+9% +$214K
GDDY icon
490
GoDaddy
GDDY
$12.3B
$2.87M 0.01%
15,954
-802
-5% -$144K
VGIT icon
491
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$2.86M 0.01%
47,844
+14,614
+44% +$865K
GDX icon
492
VanEck Gold Miners ETF
GDX
$23B
$2.83M 0.01%
54,450
+4,964
+10% +$246K
LHX icon
493
L3Harris
LHX
$55.9B
$2.82M 0.01%
11,255
+2,579
+30% +$593K
CRBN icon
494
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$2.79M 0.01%
13,182
+295
+2% +$58.1K
SNOW icon
495
Snowflake
SNOW
$92.9B
$2.79M 0.01%
12,467
+2,474
+25% +$447K
CNP icon
496
CenterPoint Energy
CNP
$29.1B
$2.78M 0.01%
75,683
+2,462
+3% +$91.2K
PAYX icon
497
Paychex
PAYX
$40.4B
$2.77M 0.01%
19,021
-3,687
-16% -$555K
BSV icon
498
Vanguard Short-Term Bond ETF
BSV
$44.6B
$2.76M 0.01%
35,093
-2,620
-7% -$205K
TRMB icon
499
Trimble
TRMB
$12.3B
$2.72M 0.01%
35,771
+1,062
+3% +$71.3K
XME icon
500
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
$2.7M 0.01%
40,184
-843
-2% -$50K
18 19
20
21 22

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TCI Fund Management
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
LSV Asset Management
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AS
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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.