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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 | |
|---|---|---|---|---|---|---|---|
676
Western Digital
WDC
$133B
| $1.04M | ﹤0.01% |
16,322
+3,758
| +30% | +$179K |
2023 Q3
7 quarters
|
|
677
JPMorgan BetaBuilders Japan ETF
BBJP
$19.2B
| $1.03M | ﹤0.01% |
16,597
+4,878
| +42% | +$285K |
2023 Q2
8 quarters
|
|
678
PG&E
PCG
$38.9B
| $1.02M | ﹤0.01% |
73,155
-85,758
| -54% | -$1.39M |
2021 Q3
15 quarters
|
|
679
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $1.01M | ﹤0.01% |
6,847
-2,973
| -30% | -$406K |
2021 Q3
15 quarters
|
|
680
International Flavors & Fragrances
IFF
$23B
| $1M | ﹤0.01% |
13,608
-609
| -4% | -$46K |
2021 Q1
17 quarters
|
|
681
H&R Block
HRB
$5.92B
| $995K | ﹤0.01% |
18,125
-380
| -2% | -$21.9K |
2020 Q2
20 quarters
|
|
682
iShares MSCI EAFE Growth ETF
EFG
$15B
| $983K | ﹤0.01% |
8,774
+567
| +7% | +$59.8K |
2023 Q1
9 quarters
|
|
683
CarMax
KMX
$7.47B
| $976K | ﹤0.01% |
14,524
-423
| -3% | -$28.4K |
2018 Q4
26 quarters
|
|
684
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
| $976K | ﹤0.01% |
45,603
+30,285
| +198% | +$626K |
2024 Q3
3 quarters
|
|
685
NOV
NOV
$6.64B
| $974K | ﹤0.01% |
78,365
-19,803
| -20% | -$249K |
2018 Q4
26 quarters
|
|
686
DELISTED
Comerica
CMA
| $969K | ﹤0.01% |
16,243
-329
| -2% | -$18.4K |
2018 Q4
26 quarters
|
|
687
State Street SPDR S&P Biotech ETF
XBI
$9.9B
| $956K | ﹤0.01% |
11,530
+1,479
| +15% | +$118K |
2021 Q4
14 quarters
|
|
688
Oscar Health
OSCR
$10.3B
| $940K | ﹤0.01% |
+43,841
| New | +$652K |
2025 Q2
0 quarters
|
|
689
Nuveen ESG US Aggregate Bond ETF
NUBD
$489M
| $938K | ﹤0.01% |
42,143
-1,763
| -4% | -$38.7K |
2021 Q4
14 quarters
|
|
690
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
| $935K | ﹤0.01% |
32,648
-3,217
| -9% | -$88.6K |
2022 Q4
10 quarters
|
|
691
Corpay
CPAY
$26.7B
| $932K | ﹤0.01% |
2,808
+800
| +40% | +$261K |
2024 Q2
4 quarters
|
|
692
iShares Russell 2000 ETF
IWM
$77.5B
| $929K | ﹤0.01% |
4,303
-297
| -6% | -$59.8K |
2024 Q3
3 quarters
|
|
693
JB Hunt Transport Services
JBHT
$22.1B
| $928K | ﹤0.01% |
6,465
+3,521
| +120% | +$487K |
2020 Q2
20 quarters
|
|
694
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $923K | ﹤0.01% |
9,831
+3,128
| +47% | +$288K |
2022 Q4
10 quarters
|
|
695
DexCom
DXCM
$33.1B
| $921K | ﹤0.01% |
10,546
+1,022
| +11% | +$80.1K |
2020 Q2
20 quarters
|
|
696
VanEck Biotech ETF
BBH
$497M
| $911K | ﹤0.01% |
5,945
-1,307
| -18% | -$195K |
2021 Q3
15 quarters
|
|
697
Avantis Emerging Markets Equity ETF
AVEM
$27.3B
| $907K | ﹤0.01% |
13,231
+1,226
| +10% | +$77.2K |
2023 Q1
9 quarters
|
|
698
Molson Coors Class B
TAP
$7.28B
| $897K | ﹤0.01% |
18,659
-2,417
| -11% | -$133K |
2020 Q2
20 quarters
|
|
699
Zoom
ZM
$28.7B
| $897K | ﹤0.01% |
11,501
+999
| +10% | +$77.2K |
2024 Q3
3 quarters
|
|
700
Gen Digital
GEN
$14.9B
| $891K | ﹤0.01% |
30,322
+3,399
| +13% | +$92.9K |
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.