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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 | |
|---|---|---|---|---|---|---|---|
826
UiPath
PATH
$7.15B
| $406K | ﹤0.01% |
31,737
+483
| +2% | +$5.79K |
2022 Q4
10 quarters
|
|
827
C.H. Robinson
CHRW
$16.8B
| $400K | ﹤0.01% |
4,164
+1,391
| +50% | +$130K |
2024 Q3
3 quarters
|
|
828
Allegion
ALLE
$13.2B
| $398K | ﹤0.01% |
2,764
+146
| +6% | +$20K |
2019 Q1
25 quarters
|
|
829
iShares MSCI EAFE ETF
EFA
$76.9B
| $388K | ﹤0.01% |
4,340
-78
| -2% | -$6.66K |
2023 Q1
9 quarters
|
|
830
Crocs
CROX
$5.98B
| $387K | ﹤0.01% |
3,823
+1,254
| +49% | +$128K |
2025 Q1
1 quarter
|
|
831
Sprott Junior Gold Miners ETF
SGDJ
$316M
| $386K | ﹤0.01% |
7,766
+1,764
| +29% | +$82.7K |
2025 Q1
1 quarter
|
|
832
Vanguard FTSE Pacific ETF
VPL
$8.55B
| $384K | ﹤0.01% |
+4,673
| New | +$357K |
2025 Q2
0 quarters
|
|
833
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$332M
| $382K | ﹤0.01% |
6,015
+421
| +8% | +$26K |
2022 Q2
12 quarters
|
|
834
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.96B
| $374K | ﹤0.01% |
14,757
+3,794
| +35% | +$92.7K |
2024 Q3
3 quarters
|
|
835
DELISTED
Confluent
CFLT
| $374K | ﹤0.01% |
+15,002
| New | +$338K |
2025 Q2
0 quarters
|
|
836
State Street SPDR S&P Bank ETF
KBE
$1.48B
| $368K | ﹤0.01% |
6,608
-486
| -7% | -$25.3K |
2023 Q1
9 quarters
|
|
837
iShares Gold Trust
IAU
$61.9B
| $360K | ﹤0.01% |
+5,778
| New | +$358K |
2025 Q2
0 quarters
|
|
838
Williams-Sonoma
WSM
$29.7B
| $357K | ﹤0.01% |
2,185
+354
| +19% | +$55.6K |
2024 Q4
2 quarters
|
|
839
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.5B
| $356K | ﹤0.01% |
8,782
-1,756
| -17% | -$67.3K |
2023 Q4
6 quarters
|
|
840
iShares TIPS Bond ETF
TIP
$14.4B
| $355K | ﹤0.01% |
3,222
+819
| +34% | +$89.3K |
2025 Q1
1 quarter
|
|
841
State Street SPDR S&P Kensho Future Security ETF
FITE
$150M
| $354K | ﹤0.01% |
4,661
+794
| +21% | +$53.3K |
2025 Q1
1 quarter
|
|
842
BJs Wholesale Club
BJ
$13B
| $353K | ﹤0.01% |
3,273
-61
| -2% | -$6.95K |
2021 Q2
16 quarters
|
|
843
Franklin FTSE Brazil ETF
FLBR
$694M
| $352K | ﹤0.01% |
19,611
+9,296
| +90% | +$158K |
2025 Q1
1 quarter
|
|
844
VanEck Agribusiness ETF
MOO
$1.14B
| $352K | ﹤0.01% |
+4,780
| New | +$335K |
2025 Q2
0 quarters
|
|
845
Pool Corp
POOL
$6.15B
| $351K | ﹤0.01% |
1,205
-13,372
| -92% | -$4.04M |
2020 Q2
20 quarters
|
|
846
DELISTED
Juniper Networks
JNPR
| $348K | ﹤0.01% |
8,713
-1,069
| -11% | -$38.3K |
2024 Q2
4 quarters
|
|
847
Franklin FTSE United Kingdom ETF
FLGB
$877M
| $347K | ﹤0.01% |
11,345
+1,332
| +13% | +$39.3K |
2023 Q4
6 quarters
|
|
848
Enbridge
ENB
$104B
| $342K | ﹤0.01% |
7,546
-142
| -2% | -$6.44K |
2024 Q2
4 quarters
|
|
849
Cameco
CCJ
$36.2B
| $341K | ﹤0.01% |
+4,588
| New | +$245K |
2025 Q2
0 quarters
|
|
850
iShares Russell 1000 Value ETF
IWD
$83.7B
| $338K | ﹤0.01% |
1,742
+101
| +6% | +$18.7K |
2024 Q4
2 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.