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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
+9.35%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
+$643M
Cap. Flow %
1.66%
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$344M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$288M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$204M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
51
Eli Lilly
LLY
$1.04T
$82.4M 0.21%
105,712
-5,557
-5% -$4.32M
PLTR icon
52
Palantir
PLTR
$322B
$74.3M 0.19%
544,835
+39,319
+8% +$4.61M
SHY icon
53
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$72.8M 0.19%
878,644
-241,422
-22% -$19.9M
GBIL icon
54
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$71.3M 0.18%
711,864
-72,213
-9% -$7.22M
SUSC icon
55
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$70.6M 0.18%
3,040,474
+426,721
+16% +$9.73M
V icon
56
Visa
V
$694B
$68.8M 0.18%
193,822
+9,740
+5% +$3.39M
COST icon
57
Costco
COST
$419B
$61.3M 0.16%
61,908
+2,673
+5% +$2.66M
MA icon
58
Mastercard
MA
$487B
$57.2M 0.15%
101,850
+4,624
+5% +$2.56M
WMT icon
59
Walmart Inc
WMT
$915B
$54.4M 0.14%
556,694
+41,313
+8% +$3.94M
ONEQ icon
60
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$52.2M 0.13%
651,222
-53,810
-8% -$3.88M
SGOV icon
61
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$47.8M 0.12%
474,431
+202,620
+75% +$20.4M
NUDM icon
62
Nuveen ESG International Developed Markets Equity ETF
NUDM
$701M
$47.7M 0.12%
1,344,361
+16,651
+1% +$555K
XOM icon
63
ExxonMobil
XOM
$605B
$47M 0.12%
436,231
-35,856
-8% -$3.83M
USHY icon
64
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$46M 0.12%
1,225,670
-57,558
-4% -$2.11M
JNJ icon
65
Johnson & Johnson
JNJ
$602B
$43.8M 0.11%
286,462
+34,394
+14% +$5.29M
BAC icon
66
Bank of America
BAC
$432B
$43M 0.11%
908,003
+58,134
+7% +$2.45M
ORCL icon
67
Oracle
ORCL
$358B
$42.7M 0.11%
195,453
+12,237
+7% +$1.98M
VUG icon
68
Vanguard Growth ETF
VUG
$224B
$42.7M 0.11%
584,490
+37,950
+7% +$2.5M
HYLB icon
69
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$42.3M 0.11%
1,146,590
+82,267
+8% +$2.97M
IBIT icon
70
iShares Bitcoin Trust
IBIT
$47.1B
$41.1M 0.11%
671,585
-36,423
-5% -$2.04M
HD icon
71
Home Depot
HD
$347B
$39.9M 0.1%
108,811
-905
-0.8% -$327K
IWB icon
72
iShares Russell 1000 ETF
IWB
$48.4B
$39.5M 0.1%
116,441
-10,169
-8% -$3.19M
GE icon
73
GE Aerospace
GE
$361B
$39.1M 0.1%
151,836
-2,554
-2% -$560K
T icon
74
AT&T
T
$153B
$38.9M 0.1%
1,344,583
+34,925
+3% +$962K
PM icon
75
Philip Morris
PM
$296B
$38.3M 0.1%
210,530
+15,226
+8% +$2.61M
1 2
3
4 5

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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 Technology at 5.8% of assets, up from 4.7% a quarter earlier, followed by Financials and Communication Services.

  • Wealthfront Advisers's largest Q2 2025 buy was Oscar Health: 43,841 shares worth $940K.
  • Wealthfront Advisers added most to Vanguard 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.