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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
DVY icon
476
iShares Select Dividend ETF
DVY
$23.7B
$3.34M 0.01%
23,502
+1,837
+8% +$254K
CSGP icon
477
CoStar Group
CSGP
$12.4B
$3.32M 0.01%
39,329
+2,353
+6% +$208K
OTIS icon
478
Otis Worldwide
OTIS
$28.2B
$3.31M 0.01%
36,179
+46
+0.1% +$4.18K
FOX icon
479
Fox Class B
FOX
$23.5B
$3.3M 0.01%
57,650
-11,046
-16% -$583K
QYLD icon
480
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$3.3M 0.01%
193,898
-8,395
-4% -$141K
ZBRA icon
481
Zebra Technologies
ZBRA
$17.9B
$3.29M 0.01%
11,055
-220
-2% -$70.3K
URA icon
482
Global X Uranium ETF
URA
$6.31B
$3.27M 0.01%
68,644
+17,587
+34% +$725K
FDN icon
483
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$3.26M 0.01%
11,635
+321
+3% +$88K
BTC
484
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$3.25M 0.01%
64,130
-3,755
-6% -$190K
IAGG icon
485
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$3.24M 0.01%
63,206
+17,897
+39% +$915K
BXP icon
486
Boston Properties
BXP
$10.8B
$3.23M 0.01%
43,510
-1,601
-4% -$113K
BSV icon
487
Vanguard Short-Term Bond ETF
BSV
$45.6B
$3.23M 0.01%
40,874
+5,781
+16% +$455K
WDAY icon
488
Workday
WDAY
$43.3B
$3.21M 0.01%
13,341
+246
+2% +$56.9K
IWL icon
489
iShares Russell Top 200 ETF
IWL
$2.28B
$3.21M 0.01%
19,309
+536
+3% +$85.3K
DD icon
490
DuPont de Nemours
DD
$19.5B
$3.2M 0.01%
32,690
+2,949
+10% +$278K
ARES icon
491
Ares Management
ARES
$32.1B
$3.2M 0.01%
19,989
+2,880
+17% +$519K
XLF icon
492
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$3.19M 0.01%
59,240
+2,511
+4% +$133K
WDC icon
493
Western Digital
WDC
$157B
$3.18M 0.01%
26,522
+10,200
+62% +$834K
KIM icon
494
Kimco Realty
KIM
$16.2B
$3.17M 0.01%
145,224
+354
+0.2% +$7.69K
EXPD icon
495
Expeditors International
EXPD
$24B
$3.15M 0.01%
25,656
-15,963
-38% -$1.9M
SRE icon
496
Sempra
SRE
$56.2B
$3.13M 0.01%
34,837
+2,977
+9% +$241K
ANGL icon
497
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3.12M 0.01%
104,968
+57,497
+121% +$1.68M
CRBN icon
498
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$3.09M 0.01%
13,640
+458
+3% +$99.9K
NTRS icon
499
Northern Trust
NTRS
$35B
$3.08M 0.01%
22,904
+6,890
+43% +$887K
TGT icon
500
Target
TGT
$69.9B
$3.06M 0.01%
34,153
-43,545
-56% -$4.29M
18 19
20
21 22

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SCP
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Betterment LLC
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Tudor Investment Corp
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Financial Engines Advisors
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RIM
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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.