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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
BLDR icon
901
Builders FirstSource
BLDR
$7.99B
$253K ﹤0.01%
+2,171
New +$251K
XHE icon
902
State Street SPDR S&P Health Care Equipment ETF
XHE
$151M
$253K ﹤0.01%
3,113
+209
+7% +$16.7K
GLDM icon
903
SPDR Gold MiniShares Trust
GLDM
$27.1B
$251K ﹤0.01%
+3,837
New +$250K
SWK icon
904
Stanley Black & Decker
SWK
$14B
$251K ﹤0.01%
3,707
-6,477
-64% -$418K
BETZ icon
905
Roundhill Sports Betting & iGaming ETF
BETZ
$50.3M
$249K ﹤0.01%
+10,505
New +$218K
JOBY icon
906
Joby Aviation
JOBY
$7.11B
$249K ﹤0.01%
23,615
-31,997
-58% -$232K
UPST icon
907
Upstart Holdings
UPST
$2.82B
$247K ﹤0.01%
+3,821
New +$187K
EQH icon
908
Equitable Holdings
EQH
$13.4B
$247K ﹤0.01%
4,405
-104
-2% -$5.35K
SPYG icon
909
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$246K ﹤0.01%
+2,582
New +$221K
UTHR icon
910
United Therapeutics
UTHR
$22.7B
$245K ﹤0.01%
853
-6
-0.7% -$1.79K
WOOD icon
911
iShares Global Timber & Forestry ETF
WOOD
$257M
$243K ﹤0.01%
3,313
+365
+12% +$26.6K
NDSN icon
912
Nordson
NDSN
$16.1B
$243K ﹤0.01%
+1,132
New +$225K
PARA
913
DELISTED
Paramount Global Class B
PARA
$242K ﹤0.01%
18,745
+2,080
+12% +$24.4K
QUBT icon
914
Quantum Computing Inc
QUBT
$1.76B
$242K ﹤0.01%
+12,600
New +$139K
SW
915
Smurfit Westrock
SW
$23.2B
$241K ﹤0.01%
+5,596
New +$239K
AWR icon
916
American States Water
AWR
$3.5B
$239K ﹤0.01%
3,115
+190
+6% +$14.9K
EFAV icon
917
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.23B
$236K ﹤0.01%
+2,809
New +$230K
IAK icon
918
iShares US Insurance ETF
IAK
$489M
$236K ﹤0.01%
1,754
+126
+8% +$16.7K
FIW icon
919
First Trust Water ETF
FIW
$1.85B
$235K ﹤0.01%
2,179
-117
-5% -$12K
AMC icon
920
AMC Entertainment Holdings
AMC
$1.73B
$235K ﹤0.01%
75,692
+300
+0.4% +$891
DTM icon
921
DT Midstream
DTM
$14.8B
$235K ﹤0.01%
2,134
-44
-2% -$4.46K
LII icon
922
Lennox International
LII
$18.9B
$234K ﹤0.01%
409
+52
+15% +$29.1K
HEFA icon
923
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$233K ﹤0.01%
6,146
-742
-11% -$27.1K
EWC icon
924
iShares MSCI Canada ETF
EWC
$6.08B
$230K ﹤0.01%
+4,989
New +$216K
SPYM
925
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$230K ﹤0.01%
+3,167
New +$213K
35 36
37
38 39

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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.