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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
(+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
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
951
BigBear.ai
BBAI
$1.36B
| $108K | ﹤0.01% |
+15,856
| New | +$57.3K |
|
952
Stellantis
STLA
$16.8B
| $101K | ﹤0.01% |
+10,110
| New | +$99.7K |
|
953
Tilray
TLRY
$531M
| $91.8K | ﹤0.01% |
22,148
-909
| -4% | -$4.13K |
|
954
Chegg
CHGG
$91.4M
| $77.3K | ﹤0.01% |
63,885
| – | – |
|
955
Hecla Mining
HL
$9.61B
| $70.7K | ﹤0.01% |
+11,802
| New | +$65.1K |
|
956
Eos Energy Enterprises
EOSE
$1.47B
| $64.7K | ﹤0.01% |
+12,635
| New | +$61.9K |
|
957
BlackBerry
BB
$5.27B
| $52.3K | ﹤0.01% |
11,423
-5,027
| -31% | -$19K |
|
958
Clover Health Investments
CLOV
$2.43B
| $50.6K | ﹤0.01% |
+18,120
| New | +$59.6K |
|
959
Opendoor
OPEN
$4.34B
| $42.4K | ﹤0.01% |
82,274
-6,716
| -8% | -$4.85K |
|
960
Blink Charging
BLNK
$79.1M
| $33.6K | ﹤0.01% |
35,759
-3,836
| -10% | -$3.06K |
|
961
ChargePoint
CHPT
$146M
| $16.1K | ﹤0.01% |
1,144
-283
| -20% | -$3.79K |
|
962
GoPro
GPRO
$114M
| $10.2K | ﹤0.01% |
13,489
-128
| -0.9% | -$83 |
|
963
Wolfspeed
WOLF
$1.55B
| $8.17K | ﹤0.01% |
20,495
+9,905
| +94% | +$22.6K |
|
964
iShares Core US Aggregate Bond ETF
AGG
$139B
| – | – |
-2,231
| Closed | -$221K |
|
965
Avantor
AVTR
$7.56B
| – | – |
-21,347
| Closed | -$346K |
|
966
BioMarin Pharmaceuticals
BMRN
$11.5B
| – | – |
-4,069
| Closed | -$288K |
|
967
Conagra Brands
CAG
$6.83B
| – | – |
-259,959
| Closed | -$6.93M |
|
968
Check Point Software Technologies
CHKP
$14.3B
| – | – |
-961
| Closed | -$219K |
|
969
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$211M
| – | – |
-13,005
| Closed | -$655K |
|
970
Corcept Therapeutics
CORT
$9.72B
| – | – |
-2,532
| Closed | -$289K |
|
971
Campbell Soup
CPB
$6.58B
| – | – |
-198,870
| Closed | -$7.94M |
|
|
DFS
972
DELISTED
Discover Financial Services
DFS
| – | – |
-38,467
| Closed | -$6.57M |
|
973
Enphase Energy
ENPH
$5.48B
| – | – |
-56,064
| Closed | -$3.48M |
|
974
Franklin FTSE Taiwan ETF
FLTW
$2.74B
| – | – |
-4,752
| Closed | -$205K |
|
|
B
975
Barrick Mining
B
$58.5B
| – | – |
-14,237
| Closed | -$277K |
|
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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.