We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
901
Builders FirstSource
BLDR
$5.78B
| $253K | ﹤0.01% |
+2,171
| New | +$251K |
2025 Q2
0 quarters
|
|
902
State Street SPDR S&P Health Care Equipment ETF
XHE
$180M
| $253K | ﹤0.01% |
3,113
+209
| +7% | +$16.7K |
2022 Q2
12 quarters
|
|
903
SPDR Gold MiniShares Trust
GLDM
$31B
| $251K | ﹤0.01% |
+3,837
| New | +$250K |
2025 Q2
0 quarters
|
|
904
Stanley Black & Decker
SWK
$14B
| $251K | ﹤0.01% |
3,707
-6,477
| -64% | -$418K |
2020 Q2
20 quarters
|
|
905
Roundhill Sports Betting & iGaming ETF
BETZ
$41.6M
| $249K | ﹤0.01% |
+10,505
| New | +$218K |
2025 Q2
0 quarters
|
|
906
Joby Aviation
JOBY
$4.79B
| $249K | ﹤0.01% |
23,615
-31,997
| -58% | -$232K |
2024 Q3
3 quarters
|
|
907
Upstart Holdings
UPST
$2.41B
| $247K | ﹤0.01% |
+3,821
| New | +$187K |
2025 Q2
0 quarters
|
|
908
Equitable Holdings
EQH
$14.6B
| $247K | ﹤0.01% |
4,405
-104
| -2% | -$5.35K |
2024 Q4
2 quarters
|
|
909
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $246K | ﹤0.01% |
+2,582
| New | +$221K |
2025 Q2
0 quarters
|
|
910
United Therapeutics
UTHR
$23.2B
| $245K | ﹤0.01% |
853
-6
| -0.7% | -$1.79K |
2024 Q2
4 quarters
|
|
911
iShares Global Timber & Forestry ETF
WOOD
$256M
| $243K | ﹤0.01% |
3,313
+365
| +12% | +$26.6K |
2022 Q3
11 quarters
|
|
912
Nordson
NDSN
$18.3B
| $243K | ﹤0.01% |
+1,132
| New | +$225K |
2025 Q2
0 quarters
|
|
913
DELISTED
Paramount Global Class B
PARA
| $242K | ﹤0.01% |
18,745
+2,080
| +12% | +$24.4K |
2025 Q1
1 quarter
|
|
914
Quantum Computing Inc
QUBT
$1.55B
| $242K | ﹤0.01% |
+12,600
| New | +$139K |
2025 Q2
0 quarters
|
|
915
Smurfit Westrock
SW
$21.6B
| $241K | ﹤0.01% |
+5,596
| New | +$239K |
2025 Q2
0 quarters
|
|
916
American States Water
AWR
$3.28B
| $239K | ﹤0.01% |
3,115
+190
| +6% | +$14.9K |
2024 Q3
3 quarters
|
|
917
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
| $236K | ﹤0.01% |
+2,809
| New | +$230K |
2025 Q2
0 quarters
|
|
918
iShares US Insurance ETF
IAK
$438M
| $236K | ﹤0.01% |
1,754
+126
| +8% | +$16.7K |
2025 Q1
1 quarter
|
|
919
First Trust Water ETF
FIW
$1.76B
| $235K | ﹤0.01% |
2,179
-117
| -5% | -$12K |
2024 Q2
4 quarters
|
|
920
AMC Entertainment Holdings
AMC
$2.7B
| $235K | ﹤0.01% |
75,692
+300
| +0.4% | +$891 |
2023 Q4
6 quarters
|
|
921
DT Midstream
DTM
$12.1B
| $235K | ﹤0.01% |
2,134
-44
| -2% | -$4.46K |
2024 Q4
2 quarters
|
|
922
Lennox International
LII
$12.4B
| $234K | ﹤0.01% |
409
+52
| +15% | +$29.1K |
2025 Q1
1 quarter
|
|
923
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.53B
| $233K | ﹤0.01% |
6,146
-742
| -11% | -$27.1K |
2025 Q1
1 quarter
|
|
924
iShares MSCI Canada ETF
EWC
$7.28B
| $230K | ﹤0.01% |
+4,989
| New | +$216K |
2025 Q2
0 quarters
|
|
925
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $230K | ﹤0.01% |
+3,167
| New | +$213K |
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.