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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
+7%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$42.6B
AUM Growth
+$3.77B
(+9.7%)
Cap. Flow
+$1.2B
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
1,027
New
64
Increased
588
Reduced
355
Closed
20
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$320M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$211M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$106M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$102M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$99.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares California Muni Bond ETF
CMF
|
+$262M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$44.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$37.3M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$31.3M |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$13.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.19% |
| 2 | Financials | 2.55% |
| 3 | Communication Services | 1.97% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Healthcare | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
VanEck Agribusiness ETF
MOO
$974M
| $355K | ﹤0.01% |
4,839
+59
| +1% | +$4.37K |
|
877
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
| $347K | ﹤0.01% |
4,725
+747
| +19% | +$54.6K |
|
878
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.82B
| $347K | ﹤0.01% |
5,569
+103
| +2% | +$5.96K |
|
879
Albemarle
ALB
$15.1B
| $344K | ﹤0.01% |
4,239
+884
| +26% | +$68.2K |
|
880
Crocs
CROX
$6.26B
| $343K | ﹤0.01% |
4,100
+277
| +7% | +$25.3K |
|
881
iShares International Developed Real Estate ETF
IFGL
$82.2M
| $342K | ﹤0.01% |
14,839
+784
| +6% | +$17.9K |
|
882
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $337K | ﹤0.01% |
7,360
-3,845
| -34% | -$177K |
|
883
Viking Therapeutics
VKTX
$3.97B
| $336K | ﹤0.01% |
12,802
+2,754
| +27% | +$82.2K |
|
884
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$702M
| $332K | ﹤0.01% |
4,939
+595
| +14% | +$38.7K |
|
885
BigBear.ai
BBAI
$1.56B
| $332K | ﹤0.01% |
50,913
+35,057
| +221% | +$224K |
|
886
iShares MSCI China Small-Cap ETF
ECNS
$66.6M
| $331K | ﹤0.01% |
8,394
+1,820
| +28% | +$66.2K |
|
887
United Therapeutics
UTHR
$21.9B
| $331K | ﹤0.01% |
789
-64
| -8% | -$21.5K |
|
|
CFLT
888
DELISTED
Confluent
CFLT
| $328K | ﹤0.01% |
16,588
+1,586
| +11% | +$33.2K |
|
889
Lemonade
LMND
$4B
| $328K | ﹤0.01% |
+6,125
| New | +$299K |
|
890
Lamb Weston
LW
$7.3B
| $324K | ﹤0.01% |
5,577
+349
| +7% | +$19.1K |
|
891
Global X US Preferred ETF
PFFD
$2.17B
| $316K | ﹤0.01% |
16,249
+2,565
| +19% | +$49.5K |
|
892
Global X Video Games & Esports ETF
HERO
$67.3M
| $315K | ﹤0.01% |
9,310
-1,019
| -10% | -$33.3K |
|
893
BJs Wholesale Club
BJ
$11.8B
| $313K | ﹤0.01% |
3,356
+83
| +3% | +$8.48K |
|
894
NuScale Power
SMR
$3.94B
| $308K | ﹤0.01% |
+8,555
| New | +$341K |
|
895
Builders FirstSource
BLDR
$7.79B
| $308K | ﹤0.01% |
2,540
+369
| +17% | +$49K |
|
896
Annaly Capital Management
NLY
$17.4B
| $307K | ﹤0.01% |
15,199
-484
| -3% | -$10K |
|
897
Stanley Black & Decker
SWK
$15.5B
| $306K | ﹤0.01% |
4,113
+406
| +11% | +$29.8K |
|
898
iShares MSCI Ireland ETF
EIRL
$78.4M
| $306K | ﹤0.01% |
4,530
+447
| +11% | +$30K |
|
|
SW
899
Smurfit Westrock
SW
$25.8B
| $302K | ﹤0.01% |
7,094
+1,498
| +27% | +$67.8K |
|
900
Invesco Solar ETF
TAN
$1.37B
| $301K | ﹤0.01% |
6,902
-1,252
| -15% | -$50K |
|
Similar funds
SCP
RIM
Wealthfront Advisers's Q3 2025 Portfolio in Review
As of Q3 2025, Wealthfront Advisers held 1,027 positions worth $42.6B, up 9.7% from $38.8B the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Wealthfront Advisers's Q3 2025 filing shows 64 new, 588 increased, 355 reduced and 20 closed positions. Its largest new stake was Warner Music: 70,997 shares worth $2.42M. The largest sale was iShares California Muni Bond ETF, an estimated $262M.
By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 5.8% a quarter earlier, followed by Financials and Communication Services.
- Wealthfront Advisers's largest Q3 2025 buy was Warner Music: 70,997 shares worth $2.42M.
- Wealthfront Advisers added most to Invesco California AMT-Free Municipal Bond ETF in Q3 2025, an estimated $320M increase.
- Wealthfront Advisers's biggest Q3 2025 reduction was iShares California Muni Bond ETF, cutting an estimated $262M.
- Wealthfront Advisers fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $8.3M.
- Wealthfront Advisers's ten largest holdings make up 57% of its $42.6B portfolio in Q3 2025.
- Wealthfront Advisers opened 64 new positions and closed 20 in Q3 2025.
- Wealthfront Advisers's portfolio value rose 9.7% quarter-over-quarter to $42.6B.
Based on Wealthfront Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.