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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
ACHR icon
926
Archer Aviation
ACHR
$3.43B
$228K ﹤0.01%
+20,968
New +$196K
RITM icon
927
Rithm Capital
RITM
$5.18B
$226K ﹤0.01%
20,001
+1,466
+8% +$16.2K
COLB icon
928
Columbia Banking Systems
COLB
$9.57B
$223K ﹤0.01%
9,540
+11
+0.1% +$255
FTCS icon
929
First Trust Capital Strength ETF
FTCS
$7.89B
$221K ﹤0.01%
+2,430
New +$216K
EEMV icon
930
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.42B
$216K ﹤0.01%
+3,440
New +$207K
CALY
931
Callaway Golf Company
CALY
$3.46B
$215K ﹤0.01%
26,760
+4,679
+21% +$32.2K
CAKE icon
932
Cheesecake Factory
CAKE
$4.25B
$215K ﹤0.01%
+3,428
New +$182K
ALB icon
933
Albemarle
ALB
$14.3B
$210K ﹤0.01%
3,355
+272
+9% +$16.1K
BN icon
934
Brookfield
BN
$107B
$210K ﹤0.01%
+5,094
New +$189K
CIEN icon
935
Ciena
CIEN
$53.4B
$208K ﹤0.01%
+2,559
New +$184K
ECNS icon
936
iShares MSCI China Small-Cap ETF
ECNS
$63.5M
$208K ﹤0.01%
+6,574
New +$187K
QBTS icon
937
D-Wave Quantum
QBTS
$6.29B
$205K ﹤0.01%
+13,969
New +$164K
EWBC icon
938
East-West Bancorp
EWBC
$18.3B
$203K ﹤0.01%
+2,009
New +$178K
AES icon
939
AES
AES
$10.5B
$195K ﹤0.01%
18,524
+2,516
+16% +$26.9K
FUBO icon
940
FuboTV Inc
FUBO
$286M
$191K ﹤0.01%
4,133
-95
-2% -$3.56K
YOLO icon
941
AdvisorShares Pure Cannabis ETF
YOLO
$30.8M
$189K ﹤0.01%
99,979
+52,498
+111% +$96.7K
AMCR icon
942
Amcor
AMCR
$20.1B
$171K ﹤0.01%
3,727
+550
+17% +$25.4K
QS icon
943
QuantumScape Corp
QS
$3.62B
$147K ﹤0.01%
21,844
+2,495
+13% +$10.5K
PLUG icon
944
Plug Power
PLUG
$3.06B
$132K ﹤0.01%
88,461
-18,651
-17% -$18.6K
PSEC icon
945
Prospect Capital
PSEC
$1.14B
$124K ﹤0.01%
38,988
+22,099
+131% +$76.8K
APLD icon
946
Applied Digital
APLD
$7.21B
$123K ﹤0.01%
+12,256
New +$90.4K
RUN icon
947
Sunrun
RUN
$2.86B
$122K ﹤0.01%
14,909
-5,123
-26% -$40.3K
JBLU icon
948
JetBlue
JBLU
$2.02B
$121K ﹤0.01%
+28,570
New +$128K
PTON icon
949
Peloton Interactive
PTON
$2.65B
$119K ﹤0.01%
17,157
-1,306
-7% -$8.48K
PACB icon
950
Pacific Biosciences
PACB
$450M
$111K ﹤0.01%
89,818
+242
+0.3% +$279
36 37
38
39 40

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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.