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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 | |
|---|---|---|---|---|---|---|---|
951
BigBear.ai
BBAI
$1.04B
| $108K | ﹤0.01% |
+15,856
| New | +$57.3K |
2025 Q2
0 quarters
|
|
952
Stellantis
STLA
$12.6B
| $101K | ﹤0.01% |
+10,110
| New | +$99.7K |
2025 Q2
0 quarters
|
|
953
Tilray
TLRY
$458M
| $91.8K | ﹤0.01% |
22,148
-909
| -4% | -$4.13K |
2023 Q3
7 quarters
|
|
954
Chegg
CHGG
$82.6M
| $77.3K | ﹤0.01% |
63,885
| – | – |
2025 Q1
1 quarter
|
|
955
Hecla Mining
HL
$10.3B
| $70.7K | ﹤0.01% |
+11,802
| New | +$65.1K |
2025 Q2
0 quarters
|
|
956
Eos Energy Enterprises
EOSE
$688M
| $64.7K | ﹤0.01% |
+12,635
| New | +$61.9K |
2025 Q2
0 quarters
|
|
957
BlackBerry
BB
$4.77B
| $52.3K | ﹤0.01% |
11,423
-5,027
| -31% | -$19K |
2024 Q3
3 quarters
|
|
958
Clover Health Investments
CLOV
$2.43B
| $50.6K | ﹤0.01% |
+18,120
| New | +$59.6K |
2025 Q2
0 quarters
|
|
959
Opendoor
OPEN
$2.04B
| $42.4K | ﹤0.01% |
82,274
-6,716
| -8% | -$4.85K |
2023 Q1
9 quarters
|
|
960
Blink Charging
BLNK
$62.6M
| $33.6K | ﹤0.01% |
35,759
-3,836
| -10% | -$3.06K |
2023 Q4
6 quarters
|
|
961
ChargePoint
CHPT
$188M
| $16.1K | ﹤0.01% |
1,144
-283
| -20% | -$3.79K |
2023 Q4
6 quarters
|
|
962
GoPro
GPRO
$223M
| $10.2K | ﹤0.01% |
13,489
-128
| -0.9% | -$83 |
2024 Q1
5 quarters
|
|
963
Wolfspeed
WOLF
$1.26B
| $8.17K | ﹤0.01% |
20,495
+9,905
| +94% | +$22.6K |
2025 Q1
1 quarter
|
|
964
iShares Core US Aggregate Bond ETF
AGG
$138B
| – | – |
-2,231
| Closed | -$221K | – |
|
965
Avantor
AVTR
$10.9B
| – | – |
-21,347
| Closed | -$346K | – |
|
966
BioMarin Pharmaceuticals
BMRN
$10.6B
| – | – |
-4,069
| Closed | -$288K | – |
|
967
Conagra Brands
CAG
$6.82B
| – | – |
-259,959
| Closed | -$6.93M | – |
|
968
Check Point Software Technologies
CHKP
$13.9B
| – | – |
-961
| Closed | -$219K | – |
|
969
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$168M
| – | – |
-13,005
| Closed | -$655K | – |
|
970
Corcept Therapeutics
CORT
$11.7B
| – | – |
-2,532
| Closed | -$289K | – |
|
971
Campbell Soup
CPB
$5.94B
| – | – |
-198,870
| Closed | -$7.94M | – |
|
972
DELISTED
Discover Financial Services
DFS
| – | – |
-38,467
| Closed | -$6.57M | – |
|
973
Enphase Energy
ENPH
$4.04B
| – | – |
-56,064
| Closed | -$3.48M | – |
|
974
Franklin FTSE Taiwan ETF
FLTW
$4.45B
| – | – |
-4,752
| Closed | -$205K | – |
|
975
Barrick Mining
B
$66.6B
| – | – |
-14,237
| Closed | -$277K | – |
|
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.