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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
RL icon
876
Ralph Lauren
RL
$22.6B
$286K ﹤0.01%
+1,042
New +$258K
BWA icon
877
BorgWarner
BWA
$12.8B
$286K ﹤0.01%
8,531
-4,556
-35% -$140K
UFOX
878
Defiance Space and Connective Tech ETF
UFOX
$862M
$280K ﹤0.01%
5,308
+251
+5% +$11.3K
TAN icon
879
Invesco Solar ETF
TAN
$1.58B
$279K ﹤0.01%
8,154
+722
+10% +$22.7K
TKO icon
880
TKO Group
TKO
$13.9B
$279K ﹤0.01%
1,531
+1
+0.1% +$161
EWS icon
881
iShares MSCI Singapore ETF
EWS
$985M
$278K ﹤0.01%
+10,706
New +$264K
KRBN icon
882
KraneShares Global Carbon Strategy ETF
KRBN
$138M
$278K ﹤0.01%
9,357
-1,758
-16% -$50.6K
ECH icon
883
iShares MSCI Chile ETF
ECH
$1.01B
$277K ﹤0.01%
8,811
-360
-4% -$11.2K
CACI icon
884
CACI
CACI
$10.2B
$277K ﹤0.01%
581
+10
+2% +$4.43K
CSL icon
885
Carlisle Companies
CSL
$14B
$275K ﹤0.01%
737
-12
-2% -$4.46K
EIRL icon
886
iShares MSCI Ireland ETF
EIRL
$74.7M
$274K ﹤0.01%
4,083
+261
+7% +$16.4K
LW icon
887
Lamb Weston
LW
$6.46B
$271K ﹤0.01%
5,228
+508
+11% +$27.2K
EWX icon
888
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$673M
$269K ﹤0.01%
4,344
-567
-12% -$33K
PZT icon
889
Invesco New York AMT-Free Municipal Bond ETF
PZT
$138M
$267K ﹤0.01%
+12,333
New +$267K
VKTX icon
890
Viking Therapeutics
VKTX
$4.31B
$266K ﹤0.01%
10,048
+1,289
+15% +$33.9K
EXAS
891
DELISTED
Exact Sciences
EXAS
$266K ﹤0.01%
5,005
-241
-5% -$12.2K
HIMS icon
892
Hims & Hers Health
HIMS
$7.6B
$265K ﹤0.01%
+5,311
New +$240K
SOLV icon
893
Solventum
SOLV
$14.1B
$263K ﹤0.01%
+3,474
New +$246K
IPO icon
894
Renaissance IPO ETF
IPO
$158M
$263K ﹤0.01%
5,851
+27
+0.5% +$1.1K
BG icon
895
Bunge Global
BG
$23.1B
$263K ﹤0.01%
+3,272
New +$258K
VEGI icon
896
iShares MSCI Agriculture Producers ETF
VEGI
$160M
$259K ﹤0.01%
6,430
-5,501
-46% -$213K
PFFD icon
897
Global X US Preferred ETF
PFFD
$2.15B
$258K ﹤0.01%
+13,684
New +$255K
BLCN
898
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$257K ﹤0.01%
11,034
-487
-4% -$10.1K
EPOL icon
899
iShares MSCI Poland ETF
EPOL
$690M
$256K ﹤0.01%
+7,948
New +$235K
SCZ icon
900
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$255K ﹤0.01%
+3,504
New +$237K
34 35
36
37 38

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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
LSV Asset Management
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AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
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.