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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 | |
|---|---|---|---|---|---|---|---|
576
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
| $1.95M | 0.01% |
46,172
-6,815
| -13% | -$272K |
2021 Q2
16 quarters
|
|
577
Leidos
LDOS
$15.6B
| $1.94M | 0.01% |
12,273
+1,916
| +18% | +$283K |
2019 Q4
22 quarters
|
|
578
Waters Corp
WAT
$42.8B
| $1.94M | 0.01% |
5,547
+1,610
| +41% | +$554K |
2018 Q4
26 quarters
|
|
579
Pinterest
PINS
$12.6B
| $1.93M | 0.01% |
53,851
-7,199
| -12% | -$218K |
2022 Q1
13 quarters
|
|
580
Regency Centers
REG
$13.5B
| $1.93M | 0.01% |
27,081
+226
| +0.8% | +$16.2K |
2020 Q4
18 quarters
|
|
581
Raymond James Financial
RJF
$30.2B
| $1.92M | 0.01% |
12,540
+3,991
| +47% | +$571K |
2020 Q3
19 quarters
|
|
582
APA Corp
APA
$16.8B
| $1.92M | ﹤0.01% |
104,858
+612
| +0.6% | +$10.6K |
2019 Q1
25 quarters
|
|
583
Labcorp
LH
$26B
| $1.9M | ﹤0.01% |
7,250
+685
| +10% | +$167K |
2020 Q2
20 quarters
|
|
584
DELISTED
AvalonBay Communities
AVB
| $1.9M | ﹤0.01% |
9,341
+229
| +3% | +$46.8K |
2018 Q4
26 quarters
|
|
585
iShares Core MSCI Europe ETF
IEUR
$9.35B
| $1.9M | ﹤0.01% |
28,692
+5,018
| +21% | +$317K |
2025 Q1
1 quarter
|
|
586
PGIM Ultra Short Bond ETF
PULS
$19.6B
| $1.89M | ﹤0.01% |
38,071
-14,262
| -27% | -$707K |
2022 Q2
12 quarters
|
|
587
Markel Group
MKL
$22.9B
| $1.86M | ﹤0.01% |
932
| – | – |
2022 Q3
11 quarters
|
|
588
Vanguard International Dividend Appreciation ETF
VIGI
$9.1B
| $1.86M | ﹤0.01% |
20,603
+3,336
| +19% | +$288K |
2021 Q4
14 quarters
|
|
589
Packaging Corp of America
PKG
$20.8B
| $1.81M | ﹤0.01% |
9,624
-1,709
| -15% | -$323K |
2020 Q2
20 quarters
|
|
590
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.27B
| $1.81M | ﹤0.01% |
33,422
-9,478
| -22% | -$496K |
2021 Q4
14 quarters
|
|
591
Veeva Systems
VEEV
$50B
| $1.78M | ﹤0.01% |
6,191
-515
| -8% | -$128K |
2021 Q2
16 quarters
|
|
592
iShares MSCI ACWI ETF
ACWI
$32.8B
| $1.76M | ﹤0.01% |
13,714
+455
| +3% | +$54.6K |
2022 Q2
12 quarters
|
|
593
Avery Dennison
AVY
$13.4B
| $1.76M | ﹤0.01% |
10,015
-4,864
| -33% | -$853K |
2019 Q1
25 quarters
|
|
594
US Vegan Climate ETF
VEGN
$181M
| $1.74M | ﹤0.01% |
31,029
-2,916
| -9% | -$150K |
2021 Q3
15 quarters
|
|
595
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
| $1.73M | ﹤0.01% |
10,497
-2,071
| -16% | -$328K |
2022 Q1
13 quarters
|
|
596
Edison International
EIX
$21.6B
| $1.71M | ﹤0.01% |
33,153
+14,756
| +80% | +$809K |
2020 Q4
18 quarters
|
|
597
Brown & Brown
BRO
$23B
| $1.71M | ﹤0.01% |
15,389
+2,200
| +17% | +$247K |
2021 Q2
16 quarters
|
|
598
Cincinnati Financial
CINF
$26B
| $1.69M | ﹤0.01% |
11,356
+38
| +0.3% | +$5.44K |
2018 Q4
26 quarters
|
|
599
iShares Russell Mid-Cap ETF
IWR
$56.2B
| $1.67M | ﹤0.01% |
18,134
-3,933
| -18% | -$340K |
2021 Q4
14 quarters
|
|
600
DaVita
DVA
$12B
| $1.65M | ﹤0.01% |
11,564
-137
| -1% | -$19.4K |
2020 Q1
21 quarters
|
|
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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.