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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 | |
|---|---|---|---|---|---|---|---|
876
Ralph Lauren
RL
$23.3B
| $286K | ﹤0.01% |
+1,042
| New | +$258K |
2025 Q2
0 quarters
|
|
877
BorgWarner
BWA
$11.9B
| $286K | ﹤0.01% |
8,531
-4,556
| -35% | -$140K |
2020 Q1
21 quarters
|
|
878
Defiance Space and Connective Tech ETF
UFOX
$835M
| $280K | ﹤0.01% |
5,308
+251
| +5% | +$11.3K |
2024 Q1
5 quarters
|
|
879
Invesco Solar ETF
TAN
$876M
| $279K | ﹤0.01% |
8,154
+722
| +10% | +$22.7K |
2024 Q3
3 quarters
|
|
880
TKO Group
TKO
$12.9B
| $279K | ﹤0.01% |
1,531
+1
| +0.1% | +$161 |
2025 Q1
1 quarter
|
|
881
iShares MSCI Singapore ETF
EWS
$1.46B
| $278K | ﹤0.01% |
+10,706
| New | +$264K |
2025 Q2
0 quarters
|
|
882
KraneShares Global Carbon Strategy ETF
KRBN
$137M
| $278K | ﹤0.01% |
9,357
-1,758
| -16% | -$50.6K |
2022 Q2
12 quarters
|
|
883
iShares MSCI Chile ETF
ECH
$953M
| $277K | ﹤0.01% |
8,811
-360
| -4% | -$11.2K |
2025 Q1
1 quarter
|
|
884
CACI
CACI
$13.5B
| $277K | ﹤0.01% |
581
+10
| +2% | +$4.43K |
2024 Q1
5 quarters
|
|
885
Carlisle Companies
CSL
$13.3B
| $275K | ﹤0.01% |
737
-12
| -2% | -$4.46K |
2021 Q2
16 quarters
|
|
886
iShares MSCI Ireland ETF
EIRL
$76M
| $274K | ﹤0.01% |
4,083
+261
| +7% | +$16.4K |
2025 Q1
1 quarter
|
|
887
Lamb Weston
LW
$7.47B
| $271K | ﹤0.01% |
5,228
+508
| +11% | +$27.2K |
2018 Q4
26 quarters
|
|
888
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$654M
| $269K | ﹤0.01% |
4,344
-567
| -12% | -$33K |
2023 Q4
6 quarters
|
|
889
Invesco New York AMT-Free Municipal Bond ETF
PZT
$130M
| $267K | ﹤0.01% |
+12,333
| New | +$267K |
2025 Q2
0 quarters
|
|
890
Viking Therapeutics
VKTX
$3.48B
| $266K | ﹤0.01% |
10,048
+1,289
| +15% | +$33.9K |
2024 Q4
2 quarters
|
|
891
DELISTED
Exact Sciences
EXAS
| $266K | ﹤0.01% |
5,005
-241
| -5% | -$12.2K |
2022 Q4
10 quarters
|
|
892
Hims & Hers Health
HIMS
$6.85B
| $265K | ﹤0.01% |
+5,311
| New | +$240K |
2025 Q2
0 quarters
|
|
893
Solventum
SOLV
$15B
| $263K | ﹤0.01% |
+3,474
| New | +$246K |
2025 Q2
0 quarters
|
|
894
Renaissance IPO ETF
IPO
$143M
| $263K | ﹤0.01% |
5,851
+27
| +0.5% | +$1.1K |
2023 Q4
6 quarters
|
|
895
Bunge Global
BG
$20.6B
| $263K | ﹤0.01% |
+3,272
| New | +$258K |
2025 Q2
0 quarters
|
|
896
iShares MSCI Agriculture Producers ETF
VEGI
$170M
| $259K | ﹤0.01% |
6,430
-5,501
| -46% | -$213K |
2022 Q1
13 quarters
|
|
897
Global X US Preferred ETF
PFFD
$2.01B
| $258K | ﹤0.01% |
+13,684
| New | +$255K |
2025 Q2
0 quarters
|
|
898
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
| $257K | ﹤0.01% |
11,034
-487
| -4% | -$10.1K |
2024 Q1
5 quarters
|
|
899
iShares MSCI Poland ETF
EPOL
$847M
| $256K | ﹤0.01% |
+7,948
| New | +$235K |
2025 Q2
0 quarters
|
|
900
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
| $255K | ﹤0.01% |
+3,504
| New | +$237K |
2025 Q2
0 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.