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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 | |
|---|---|---|---|---|---|---|---|
851
Global X Video Games & Esports ETF
HERO
$62.5M
| $338K | ﹤0.01% |
10,329
+1,885
| +22% | +$53.9K |
2024 Q3
3 quarters
|
|
852
Sprouts Farmers Market
SFM
$6.14B
| $332K | ﹤0.01% |
2,019
+52
| +3% | +$8.5K |
2024 Q4
2 quarters
|
|
853
Blue Owl Capital
OBDC
$5B
| $328K | ﹤0.01% |
+22,898
| New | +$325K |
2025 Q2
0 quarters
|
|
854
DraftKings
DKNG
$9.39B
| $327K | ﹤0.01% |
7,630
+367
| +5% | +$13.2K |
2024 Q2
4 quarters
|
|
855
iShares International Developed Real Estate ETF
IFGL
$76.1M
| $319K | ﹤0.01% |
14,055
+616
| +5% | +$13.1K |
2024 Q4
2 quarters
|
|
856
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
| $319K | ﹤0.01% |
21,412
+8,867
| +71% | +$129K |
2024 Q1
5 quarters
|
|
857
Roundhill Metaverse ETF
METV
$230M
| $318K | ﹤0.01% |
18,683
-1,835
| -9% | -$27.1K |
2022 Q2
12 quarters
|
|
858
Manhattan Associates
MANH
$12.9B
| $316K | ﹤0.01% |
1,600
+127
| +9% | +$23.1K |
2024 Q3
3 quarters
|
|
859
CAVA Group
CAVA
$6.67B
| $310K | ﹤0.01% |
+3,685
| New | +$314K |
2025 Q2
0 quarters
|
|
860
DocuSign
DOCU
$13.9B
| $310K | ﹤0.01% |
3,983
+297
| +8% | +$24K |
2024 Q3
3 quarters
|
|
861
Reddit
RDDT
$30B
| $308K | ﹤0.01% |
+2,047
| New | +$232K |
2025 Q2
0 quarters
|
|
862
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
| $305K | ﹤0.01% |
8,851
+915
| +12% | +$29.3K |
2025 Q1
1 quarter
|
|
863
iShares MSCI Taiwan ETF
EWT
$11.6B
| $301K | ﹤0.01% |
+5,238
| New | +$268K |
2025 Q2
0 quarters
|
|
864
Global X DAX Germany ETF
DAX
$213M
| $300K | ﹤0.01% |
+6,677
| New | +$281K |
2025 Q2
0 quarters
|
|
865
Huntington Ingalls Industries
HII
$10.6B
| $299K | ﹤0.01% |
1,237
+58
| +5% | +$13K |
2020 Q4
18 quarters
|
|
866
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.47B
| $297K | ﹤0.01% |
5,466
+968
| +22% | +$47.3K |
2024 Q4
2 quarters
|
|
867
Annaly Capital Management
NLY
$13.8B
| $295K | ﹤0.01% |
15,683
-13,650
| -47% | -$260K |
2022 Q1
13 quarters
|
|
868
American Airlines Group
AAL
$7.95B
| $295K | ﹤0.01% |
26,291
+2,518
| +11% | +$27K |
2020 Q2
20 quarters
|
|
869
CRISPR Therapeutics
CRSP
$4.79B
| $292K | ﹤0.01% |
+6,003
| New | +$232K |
2025 Q2
0 quarters
|
|
870
Camden Property Trust
CPT
$11.4B
| $291K | ﹤0.01% |
2,583
+69
| +3% | +$7.96K |
2023 Q4
6 quarters
|
|
871
Expand Energy Corp
EXE
$21.6B
| $290K | ﹤0.01% |
+2,479
| New | +$277K |
2025 Q2
0 quarters
|
|
872
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
| $290K | ﹤0.01% |
3,978
+107
| +3% | +$7.75K |
2024 Q3
3 quarters
|
|
873
J.M. Smucker
SJM
$13.5B
| $289K | ﹤0.01% |
2,942
-2,338
| -44% | -$257K |
2018 Q4
26 quarters
|
|
874
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
| $287K | ﹤0.01% |
+4,350
| New | +$259K |
2025 Q2
0 quarters
|
|
875
VanEck Social Sentiment ETF
BUZZ
$93.3M
| $286K | ﹤0.01% |
9,452
-2,296
| -20% | -$58.5K |
2024 Q3
3 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.