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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
BKLN icon
551
Invesco Senior Loan ETF
BKLN
$6.75B
$2.43M 0.01%
116,215
+9,353
+9% +$196K
PODD icon
552
Insulet
PODD
$10.1B
$2.43M 0.01%
7,878
+116
+1% +$36.3K
WMG icon
553
Warner Music
WMG
$13B
$2.42M 0.01%
+70,997
New +$2.26M
NWSA icon
554
News Corp Class A
NWSA
$15.5B
$2.42M 0.01%
78,662
+11,669
+17% +$346K
PAYX icon
555
Paychex
PAYX
$42.8B
$2.41M 0.01%
19,041
+20
+0.1% +$2.77K
Z icon
556
Zillow
Z
$7.48B
$2.4M 0.01%
31,169
-322
-1% -$26.3K
VSGX icon
557
Vanguard ESG International Stock ETF
VSGX
$6.81B
$2.4M 0.01%
34,550
+3,242
+10% +$218K
XLP icon
558
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.39M 0.01%
30,543
-204
-0.7% -$16.5K
EIX icon
559
Edison International
EIX
$26.7B
$2.39M 0.01%
43,294
+10,141
+31% +$547K
LEN.B icon
560
Lennar Class B
LEN.B
$20.1B
$2.39M 0.01%
19,881
-23,158
-54% -$2.75M
PPG icon
561
PPG Industries
PPG
$25.5B
$2.32M 0.01%
22,075
-832
-4% -$92.5K
PKG icon
562
Packaging Corp of America
PKG
$22.8B
$2.31M 0.01%
10,622
+998
+10% +$206K
EW icon
563
Edwards Lifesciences
EW
$53.6B
$2.31M 0.01%
29,662
+2,083
+8% +$163K
VTRS icon
564
Viatris
VTRS
$18.5B
$2.29M 0.01%
230,905
-150,342
-39% -$1.46M
KVUE icon
565
Kenvue
KVUE
$36.5B
$2.29M 0.01%
140,845
-22,008
-14% -$449K
SWKS icon
566
Skyworks Solutions
SWKS
$10.5B
$2.25M 0.01%
29,288
-2,867
-9% -$214K
DPZ icon
567
Domino's
DPZ
$11.7B
$2.2M 0.01%
5,100
-318
-6% -$144K
GNR icon
568
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$2.2M 0.01%
37,091
+3,669
+11% +$209K
NVR icon
569
NVR
NVR
$16.8B
$2.19M 0.01%
273
-4
-1% -$31.8K
MOAT icon
570
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$2.19M 0.01%
22,077
-4,768
-18% -$465K
ILTB icon
571
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
$2.16M 0.01%
42,719
-2,704
-6% -$134K
PULS icon
572
PGIM Ultra Short Bond ETF
PULS
$18.4B
$2.15M 0.01%
43,193
+5,122
+13% +$255K
MOS icon
573
The Mosaic Company
MOS
$7.18B
$2.14M 0.01%
61,804
-297
-0.5% -$10.2K
LH icon
574
Labcorp
LH
$26.2B
$2.13M 0.01%
7,417
+167
+2% +$44.7K
EFX icon
575
Equifax
EFX
$21.2B
$2.12M 0.01%
8,263
+305
+4% +$76.7K
21 22
23
24 25

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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.