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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 | |
|---|---|---|---|---|---|---|---|
926
Archer Aviation
ACHR
$3.29B
| $228K | ﹤0.01% |
+20,968
| New | +$196K |
2025 Q2
0 quarters
|
|
927
Rithm Capital
RITM
$4.86B
| $226K | ﹤0.01% |
20,001
+1,466
| +8% | +$16.2K |
2024 Q2
4 quarters
|
|
928
Columbia Banking Systems
COLB
$8.1B
| $223K | ﹤0.01% |
9,540
+11
| +0.1% | +$255 |
2024 Q3
3 quarters
|
|
929
First Trust Capital Strength ETF
FTCS
$7.74B
| $221K | ﹤0.01% |
+2,430
| New | +$216K |
2025 Q2
0 quarters
|
|
930
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.52B
| $216K | ﹤0.01% |
+3,440
| New | +$207K |
2025 Q2
0 quarters
|
|
931
Callaway Golf Company
CALY
$2.5B
| $215K | ﹤0.01% |
26,760
+4,679
| +21% | +$32.2K |
2023 Q3
7 quarters
|
|
932
Cheesecake Factory
CAKE
$5.8B
| $215K | ﹤0.01% |
+3,428
| New | +$182K |
2025 Q2
0 quarters
|
|
933
Albemarle
ALB
$11.6B
| $210K | ﹤0.01% |
3,355
+272
| +9% | +$16.1K |
2020 Q4
18 quarters
|
|
934
Brookfield
BN
$82.2B
| $210K | ﹤0.01% |
+5,094
| New | +$189K |
2025 Q2
0 quarters
|
|
935
Ciena
CIEN
$50.6B
| $208K | ﹤0.01% |
+2,559
| New | +$184K |
2025 Q2
0 quarters
|
|
936
iShares MSCI China Small-Cap ETF
ECNS
$60.3M
| $208K | ﹤0.01% |
+6,574
| New | +$187K |
2025 Q2
0 quarters
|
|
937
D-Wave Quantum Inc
QBTS
$4.86B
| $205K | ﹤0.01% |
+13,969
| New | +$164K |
2025 Q2
0 quarters
|
|
938
East-West Bancorp
EWBC
$17.3B
| $203K | ﹤0.01% |
+2,009
| New | +$178K |
2025 Q2
0 quarters
|
|
939
AES
AES
$10.7B
| $195K | ﹤0.01% |
18,524
+2,516
| +16% | +$26.9K |
2018 Q4
26 quarters
|
|
940
FuboTV Inc
FUBO
$254M
| $191K | ﹤0.01% |
4,133
-95
| -2% | -$3.56K |
2023 Q3
7 quarters
|
|
941
AdvisorShares Pure Cannabis ETF
YOLO
$30.3M
| $189K | ﹤0.01% |
99,979
+52,498
| +111% | +$96.7K |
2021 Q4
14 quarters
|
|
942
Amcor
AMCR
$20.2B
| $171K | ﹤0.01% |
3,727
+550
| +17% | +$25.4K |
2025 Q1
1 quarter
|
|
943
QuantumScape Corp
QS
$2.62B
| $147K | ﹤0.01% |
21,844
+2,495
| +13% | +$10.5K |
2024 Q3
3 quarters
|
|
944
Plug Power
PLUG
$2.08B
| $132K | ﹤0.01% |
88,461
-18,651
| -17% | -$18.6K |
2023 Q2
8 quarters
|
|
945
Prospect Capital
PSEC
$870M
| $124K | ﹤0.01% |
38,988
+22,099
| +131% | +$76.8K |
2023 Q4
6 quarters
|
|
946
Applied Digital
APLD
$6.17B
| $123K | ﹤0.01% |
+12,256
| New | +$90.4K |
2025 Q2
0 quarters
|
|
947
Sunrun
RUN
$1.84B
| $122K | ﹤0.01% |
14,909
-5,123
| -26% | -$40.3K |
2025 Q1
1 quarter
|
|
948
JetBlue
JBLU
$1.19B
| $121K | ﹤0.01% |
+28,570
| New | +$128K |
2025 Q2
0 quarters
|
|
949
Peloton Interactive
PTON
$2.34B
| $119K | ﹤0.01% |
17,157
-1,306
| -7% | -$8.48K |
2024 Q1
5 quarters
|
|
950
Pacific Biosciences
PACB
$609M
| $111K | ﹤0.01% |
89,818
+242
| +0.3% | +$279 |
2024 Q2
4 quarters
|
|
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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 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.