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Wealthfront Advisers Portfolio holdings
AUM
$52B
Turnover
7.12%
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
+9.35%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$38.8B
AUM Growth
+$1.58B
(+4.2%)
Cap. Flow
+$643M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24
Avg Time Held
4
years
Top 10 Avg Time Held
5.3
years
Top 20 Avg Time Held
4.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$344M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$288M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$162M |
| 4 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$117M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$102M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$219M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$204M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$137M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$97.9M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$71.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.87% |
| 2 | Technology | 5.82% |
| 3 | Financials | 2.61% |
| 4 | Communication Services | 1.87% |
| 5 | Consumer Discretionary | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
526
Domino's
DPZ
$10B
| $2.44M | 0.01% |
5,418
+34
| +0.6% | +$16K |
2019 Q4
22 quarters
|
|
527
Insulet
PODD
$9.86B
| $2.44M | 0.01% |
7,762
+2,788
| +56% | +$805K |
2022 Q1
13 quarters
|
|
528
Amplify Cybersecurity ETF
HACK
$3.26B
| $2.44M | 0.01% |
28,221
-30
| -0.1% | -$2.34K |
2024 Q2
4 quarters
|
|
529
ARK Blockchain & Fintech Innovation ETF
ARKF
$886M
| $2.43M | 0.01% |
48,395
-1,942
| -4% | -$76.5K |
2021 Q3
15 quarters
|
|
530
Regeneron Pharmaceuticals
REGN
$81.9B
| $2.42M | 0.01% |
4,615
-1,560
| -25% | -$871K |
2019 Q4
22 quarters
|
|
531
Sempra
SRE
$54.2B
| $2.41M | 0.01% |
31,860
+7,617
| +31% | +$566K |
2018 Q4
26 quarters
|
|
532
Avantis International Small Cap Value ETF
AVDV
$20B
| $2.41M | 0.01% |
30,433
+2,836
| +10% | +$210K |
2022 Q4
10 quarters
|
|
533
Skyworks Solutions
SWKS
$19.2B
| $2.4M | 0.01% |
32,155
-8,185
| -20% | -$546K |
2019 Q4
22 quarters
|
|
534
Expedia Group
EXPE
$35B
| $2.39M | 0.01% |
14,198
+7,412
| +109% | +$1.2M |
2020 Q4
18 quarters
|
|
535
WisdomTree India Earnings Fund ETF
EPI
$1.83B
| $2.39M | 0.01% |
50,267
-3,176
| -6% | -$144K |
2021 Q4
14 quarters
|
|
536
Airbnb
ABNB
$102B
| $2.38M | 0.01% |
18,011
+1,360
| +8% | +$172K |
2021 Q3
15 quarters
|
|
537
iShares MSCI KLD 400 Social ETF
DSI
$5.48B
| $2.37M | 0.01% |
20,423
-88
| -0.4% | -$9.37K |
2021 Q3
15 quarters
|
|
538
AST SpaceMobile
ASTS
$12.5B
| $2.37M | 0.01% |
50,640
+10,903
| +27% | +$316K |
2024 Q3
3 quarters
|
|
539
Keysight
KEYS
$57.2B
| $2.33M | 0.01% |
14,199
+3,058
| +27% | +$466K |
2018 Q4
26 quarters
|
|
540
Darden Restaurants
DRI
$24.4B
| $2.32M | 0.01% |
10,648
+1,830
| +21% | +$380K |
2020 Q2
20 quarters
|
|
541
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $2.32M | 0.01% |
45,693
+5,615
| +14% | +$284K |
2022 Q2
12 quarters
|
|
542
iShares Core International Aggregate Bond Fund
IAGG
$12.5B
| $2.31M | 0.01% |
45,309
+26,655
| +143% | +$1.35M |
2022 Q4
10 quarters
|
|
543
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.71B
| $2.31M | 0.01% |
10,870
+633
| +6% | +$118K |
2023 Q4
6 quarters
|
|
544
Jack Henry & Associates
JKHY
$10.7B
| $2.31M | 0.01% |
12,828
+149
| +1% | +$26.5K |
2018 Q4
26 quarters
|
|
545
Shopify
SHOP
$225B
| $2.3M | 0.01% |
19,909
+835
| +4% | +$83.5K |
2023 Q2
8 quarters
|
|
546
Becton Dickinson
BDX
$52.2B
| $2.3M | 0.01% |
13,330
+5,370
| +67% | +$984K |
2018 Q4
26 quarters
|
|
547
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
| $2.29M | 0.01% |
56,020
+5,264
| +10% | +$210K |
2021 Q4
14 quarters
|
|
548
Avantis US Equity ETF
AVUS
$14.6B
| $2.28M | 0.01% |
22,608
+10,508
| +87% | +$984K |
2022 Q1
13 quarters
|
|
549
The Mosaic Company
MOS
$6B
| $2.27M | 0.01% |
62,101
-1,125
| -2% | -$36K |
2019 Q4
22 quarters
|
|
550
iShares Core 10+ Year USD Bond ETF
ILTB
$600M
| $2.24M | 0.01% |
45,423
+28,845
| +174% | +$1.4M |
2023 Q2
8 quarters
|
|
Similar funds
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 Miscellaneous at 82% of assets, down from 84% a quarter earlier, followed by Technology and Financials.
- Wealthfront Advisers's largest Q2 2025 buy was Oscar Health: 43,841 shares worth $940K.
- Wealthfront Advisers added most to Vanguard Morningstar 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.