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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 | |
|---|---|---|---|---|---|---|---|
76
IBM
IBM
$219B
| $38.1M | 0.1% |
129,255
+7,226
| +6% | +$1.86M |
2018 Q4
26 quarters
|
|
77
Advanced Micro Devices
AMD
$905B
| $37.8M | 0.1% |
266,489
+2,693
| +1% | +$293K |
2018 Q4
26 quarters
|
|
78
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
| $37.5M | 0.1% |
746,544
+28,428
| +4% | +$1.42M |
2018 Q4
26 quarters
|
|
79
SPDR Gold Trust
GLD
$141B
| $37.5M | 0.1% |
123,080
+14,154
| +13% | +$4.29M |
2021 Q2
16 quarters
|
|
80
Procter & Gamble
PG
$366B
| $34.7M | 0.09% |
217,747
-8,827
| -4% | -$1.44M |
2018 Q4
26 quarters
|
|
81
Goldman Sachs
GS
$258B
| $33.9M | 0.09% |
47,901
+3,570
| +8% | +$2.07M |
2018 Q4
26 quarters
|
|
82
Grayscale Bitcoin Trust
GBTC
$12.3B
| $33.7M | 0.09% |
396,907
-25,728
| -6% | -$2M |
2024 Q2
4 quarters
|
|
83
Intuit
INTU
$88.2B
| $33.5M | 0.09% |
42,502
-724
| -2% | -$490K |
2018 Q4
26 quarters
|
|
84
Wells Fargo
WFC
$249B
| $33.3M | 0.09% |
415,503
+34,017
| +9% | +$2.45M |
2018 Q4
26 quarters
|
|
85
ServiceNow
NOW
$153B
| $31M | 0.08% |
150,690
+18,895
| +14% | +$3.56M |
2020 Q1
21 quarters
|
|
86
AbbVie
ABBV
$507B
| $29.8M | 0.08% |
160,555
-268
| -0.2% | -$49.8K |
2018 Q4
26 quarters
|
|
87
Uber
UBER
$145B
| $28.6M | 0.07% |
306,330
+25,709
| +9% | +$2.12M |
2021 Q4
14 quarters
|
|
88
Coca-Cola
KO
$397B
| $27.9M | 0.07% |
394,485
+31,213
| +9% | +$2.22M |
2018 Q4
26 quarters
|
|
89
Gilead Sciences
GILD
$198B
| $27.6M | 0.07% |
248,854
+34,942
| +16% | +$3.72M |
2018 Q4
26 quarters
|
|
90
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $27.5M | 0.07% |
355,667
-63,280
| -15% | -$4.82M |
2018 Q4
26 quarters
|
|
91
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $27.4M | 0.07% |
216,752
+17,308
| +9% | +$1.92M |
2021 Q2
16 quarters
|
|
92
Salesforce
CRM
$202B
| $27.3M | 0.07% |
100,049
-6,172
| -6% | -$1.65M |
2018 Q4
26 quarters
|
|
93
Nuveen ESG Emerging Markets Equity ETF
NUEM
$461M
| $27.2M | 0.07% |
818,660
-13,590
| -2% | -$412K |
2021 Q3
15 quarters
|
|
94
American Express
AXP
$212B
| $25.9M | 0.07% |
81,058
+13,910
| +21% | +$3.91M |
2018 Q4
26 quarters
|
|
95
Cisco
CSCO
$432B
| $25.6M | 0.07% |
369,599
-726
| -0.2% | -$44.6K |
2018 Q4
26 quarters
|
|
96
Caterpillar
CAT
$335B
| $25.1M | 0.06% |
64,699
+1,197
| +2% | +$399K |
2018 Q4
26 quarters
|
|
97
Intuitive Surgical
ISRG
$151B
| $25.1M | 0.06% |
46,167
+1,481
| +3% | +$774K |
2018 Q4
26 quarters
|
|
98
Abbott
ABT
$181B
| $24.6M | 0.06% |
181,000
+19,231
| +12% | +$2.54M |
2018 Q4
26 quarters
|
|
99
Linde
LIN
$228B
| $24.6M | 0.06% |
52,410
+556
| +1% | +$254K |
2018 Q4
26 quarters
|
|
100
VanEck Semiconductor ETF
SMH
$67.6B
| $24.3M | 0.06% |
87,077
+12,177
| +16% | +$2.82M |
2021 Q3
15 quarters
|
|
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.