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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
HERO icon
851
Global X Video Games & Esports ETF
HERO
$61.7M
$338K ﹤0.01%
10,329
+1,885
+22% +$53.9K
SFM icon
852
Sprouts Farmers Market
SFM
$7.13B
$332K ﹤0.01%
2,019
+52
+3% +$8.5K
OBDC icon
853
Blue Owl Capital
OBDC
$5.45B
$328K ﹤0.01%
+22,898
New +$325K
DKNG icon
854
DraftKings
DKNG
$12.4B
$327K ﹤0.01%
7,630
+367
+5% +$13.2K
IFGL icon
855
iShares International Developed Real Estate ETF
IFGL
$82M
$319K ﹤0.01%
14,055
+616
+5% +$13.1K
RYLD icon
856
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$319K ﹤0.01%
21,412
+8,867
+71% +$129K
METV icon
857
Roundhill Ball Metaverse ETF
METV
$215M
$318K ﹤0.01%
18,683
-1,835
-9% -$27.1K
MANH icon
858
Manhattan Associates
MANH
$9.66B
$316K ﹤0.01%
1,600
+127
+9% +$23.1K
CAVA icon
859
CAVA Group
CAVA
$8.02B
$310K ﹤0.01%
+3,685
New +$314K
DOCU
860
DocuSign
DOCU
$10.1B
$310K ﹤0.01%
3,983
+297
+8% +$24K
RDDT icon
861
Reddit
RDDT
$34.9B
$308K ﹤0.01%
+2,047
New +$232K
XSOE icon
862
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$305K ﹤0.01%
8,851
+915
+12% +$29.3K
EWT icon
863
iShares MSCI Taiwan ETF
EWT
$9.94B
$301K ﹤0.01%
+5,238
New +$268K
DAX icon
864
Global X DAX Germany ETF
DAX
$237M
$300K ﹤0.01%
+6,677
New +$281K
HII icon
865
Huntington Ingalls Industries
HII
$10.6B
$299K ﹤0.01%
1,237
+58
+5% +$13K
KOMP icon
866
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.61B
$297K ﹤0.01%
5,466
+968
+22% +$47.3K
NLY icon
867
Annaly Capital Management
NLY
$16.9B
$295K ﹤0.01%
15,683
-13,650
-47% -$260K
AAL icon
868
American Airlines Group
AAL
$9.91B
$295K ﹤0.01%
26,291
+2,518
+11% +$27K
CRSP icon
869
CRISPR Therapeutics
CRSP
$4.71B
$292K ﹤0.01%
+6,003
New +$232K
CPT icon
870
Camden Property Trust
CPT
$11.2B
$291K ﹤0.01%
2,583
+69
+3% +$7.96K
EXE
871
Expand Energy Corp
EXE
$21.1B
$290K ﹤0.01%
+2,479
New +$277K
SPLV icon
872
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$290K ﹤0.01%
3,978
+107
+3% +$7.75K
SJM icon
873
J.M. Smucker
SJM
$12B
$289K ﹤0.01%
2,942
-2,338
-44% -$257K
VOOG icon
874
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$287K ﹤0.01%
+4,350
New +$259K
BUZZ icon
875
VanEck Social Sentiment ETF
BUZZ
$94.3M
$286K ﹤0.01%
9,452
-2,296
-20% -$58.5K
33 34
35
36 37

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Zurich Cantonal Bank
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LSV Asset Management
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AS
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WCM Investment Management
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TI
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State of Wisconsin Investment Board
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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.