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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
+7%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$42.6B
AUM Growth
+$3.77B
(+9.7%)
Cap. Flow
+$1.2B
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
1,027
New
64
Increased
588
Reduced
355
Closed
20
Avg Time Held
4
years
Top 10 Avg Time Held
5.6
years
Top 20 Avg Time Held
4.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$320M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$211M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$106M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$102M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$99.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares California Muni Bond ETF
CMF
|
+$262M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$44.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$37.3M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$31.3M |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$13.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.66% |
| 2 | Technology | 6.19% |
| 3 | Financials | 2.55% |
| 4 | Communication Services | 1.97% |
| 5 | Consumer Discretionary | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
951
American States Water
AWR
$3.3B
| $234K | ﹤0.01% |
3,189
+74
| +2% | +$5.51K |
2024 Q3
4 quarters
|
|
952
Carlisle Companies
CSL
$13.3B
| $233K | ﹤0.01% |
708
-29
| -4% | -$11.1K |
2021 Q2
17 quarters
|
|
953
iShares S&P 500 Growth ETF
IVW
$76.7B
| $232K | ﹤0.01% |
+1,924
| New | +$221K |
2025 Q3
0 quarters
|
|
954
Bunge Global
BG
$20.4B
| $229K | ﹤0.01% |
2,813
-459
| -14% | -$36.8K |
2025 Q2
1 quarter
|
|
955
VanEck Africa Index ETF
AFK
$96.1M
| $227K | ﹤0.01% |
+9,321
| New | +$205K |
2025 Q3
0 quarters
|
|
956
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.66B
| $227K | ﹤0.01% |
+5,565
| New | +$215K |
2025 Q3
0 quarters
|
|
957
Ryder
R
$9.13B
| $224K | ﹤0.01% |
+1,185
| New | +$214K |
2025 Q3
0 quarters
|
|
958
iShares MSCI Japan Small-Cap ETF
SCJ
$238M
| $223K | ﹤0.01% |
+2,422
| New | +$215K |
2025 Q3
0 quarters
|
|
959
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$14.9B
| $221K | ﹤0.01% |
+3,225
| New | +$215K |
2025 Q3
0 quarters
|
|
960
AutoNation
AN
$5.34B
| $221K | ﹤0.01% |
+1,008
| New | +$212K |
2025 Q3
0 quarters
|
|
961
Equitable Holdings
EQH
$14.5B
| $218K | ﹤0.01% |
4,295
-110
| -2% | -$5.83K |
2024 Q4
3 quarters
|
|
962
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
| $217K | ﹤0.01% |
+2,708
| New | +$210K |
2025 Q3
0 quarters
|
|
963
Expand Energy Corp
EXE
$21.6B
| $217K | ﹤0.01% |
2,039
-440
| -18% | -$44.2K |
2025 Q2
1 quarter
|
|
964
Invitation Homes
INVH
$16B
| $216K | ﹤0.01% |
7,351
-13,945
| -65% | -$430K |
2023 Q2
9 quarters
|
|
965
iShares US Insurance ETF
IAK
$444M
| $216K | ﹤0.01% |
1,608
-146
| -8% | -$19.1K |
2025 Q1
2 quarters
|
|
966
DELISTED
Dayforce
DAY
| $215K | ﹤0.01% |
+3,124
| New | +$194K |
2025 Q3
0 quarters
|
|
967
Pan American Silver
PAAS
$18.4B
| $214K | ﹤0.01% |
+5,533
| New | +$178K |
2025 Q3
0 quarters
|
|
968
American Airlines Group
AAL
$7.87B
| $214K | ﹤0.01% |
19,058
-7,233
| -28% | -$89.1K |
2020 Q2
21 quarters
|
|
969
Bio-Techne
TECH
$11.4B
| $214K | ﹤0.01% |
+3,844
| New | +$206K |
2025 Q3
0 quarters
|
|
970
Match Group
MTCH
$9.84B
| $211K | ﹤0.01% |
+5,978
| New | +$213K |
2025 Q3
0 quarters
|
|
971
Sprouts Farmers Market
SFM
$6.08B
| $211K | ﹤0.01% |
1,940
-79
| -4% | -$11.5K |
2024 Q4
3 quarters
|
|
972
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$99M
| $209K | ﹤0.01% |
+4,637
| New | +$201K |
2025 Q3
0 quarters
|
|
973
Credo Technology Group
CRDO
$31.9B
| $209K | ﹤0.01% |
+1,433
| New | +$175K |
2025 Q3
0 quarters
|
|
974
ITT
ITT
$17.7B
| $207K | ﹤0.01% |
+1,159
| New | +$194K |
2025 Q3
0 quarters
|
|
975
East-West Bancorp
EWBC
$17.4B
| $207K | ﹤0.01% |
1,942
-67
| -3% | -$7.05K |
2025 Q2
1 quarter
|
|
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Wealthfront Advisers's Q3 2025 Portfolio in Review
As of Q3 2025, Wealthfront Advisers held 1,027 positions worth $42.6B, up 9.7% from $38.8B the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Wealthfront Advisers's Q3 2025 filing shows 64 new, 588 increased, 355 reduced and 20 closed positions. Its largest new stake was Warner Music: 70,997 shares worth $2.42M. The largest sale was iShares California Muni Bond ETF, an estimated $262M.
By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
- Wealthfront Advisers's largest Q3 2025 buy was Warner Music: 70,997 shares worth $2.42M.
- Wealthfront Advisers added most to Invesco California AMT-Free Municipal Bond ETF in Q3 2025, an estimated $320M increase.
- Wealthfront Advisers's biggest Q3 2025 reduction was iShares California Muni Bond ETF, cutting an estimated $262M.
- Wealthfront Advisers fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $8.3M.
- Wealthfront Advisers's ten largest holdings make up 57% of its $42.6B portfolio in Q3 2025.
- Wealthfront Advisers opened 64 new positions and closed 20 in Q3 2025.
- Wealthfront Advisers's portfolio value rose 9.7% quarter-over-quarter to $42.6B.
Based on Wealthfront Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.