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Wealthfront Advisers

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
Cap. Flow
+$643M
Cap. Flow %
1.66%
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$344M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$288M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$204M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

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
IBM icon
76
IBM
IBM
$201B
$38.1M 0.1%
129,255
+7,226
+6% +$1.86M
AMD icon
77
Advanced Micro Devices
AMD
$796B
$37.8M 0.1%
266,489
+2,693
+1% +$293K
VTIP icon
78
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$37.5M 0.1%
746,544
+28,428
+4% +$1.42M
GLD icon
79
SPDR Gold Trust
GLD
$129B
$37.5M 0.1%
123,080
+14,154
+13% +$4.29M
PG icon
80
Procter & Gamble
PG
$354B
$34.7M 0.09%
217,747
-8,827
-4% -$1.44M
GS icon
81
Goldman Sachs
GS
$318B
$33.9M 0.09%
47,901
+3,570
+8% +$2.07M
GBTC icon
82
Grayscale Bitcoin Trust
GBTC
$9.5B
$33.7M 0.09%
396,907
-25,728
-6% -$2M
INTU icon
83
Intuit
INTU
$80.4B
$33.5M 0.09%
42,502
-724
-2% -$490K
WFC icon
84
Wells Fargo
WFC
$271B
$33.3M 0.09%
415,503
+34,017
+9% +$2.45M
NOW icon
85
ServiceNow
NOW
$107B
$31M 0.08%
150,690
+18,895
+14% +$3.56M
ABBV icon
86
AbbVie
ABBV
$456B
$29.8M 0.08%
160,555
-268
-0.2% -$49.8K
UBER icon
87
Uber
UBER
$146B
$28.6M 0.07%
306,330
+25,709
+9% +$2.12M
KO icon
88
Coca-Cola
KO
$357B
$27.9M 0.07%
394,485
+31,213
+9% +$2.22M
GILD icon
89
Gilead Sciences
GILD
$172B
$27.6M 0.07%
248,854
+34,942
+16% +$3.72M
BIV icon
90
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$27.5M 0.07%
355,667
-63,280
-15% -$4.82M
XLK icon
91
State Street Technology Select Sector SPDR ETF
XLK
$114B
$27.4M 0.07%
216,752
+17,308
+9% +$1.92M
CRM icon
92
Salesforce
CRM
$140B
$27.3M 0.07%
100,049
-6,172
-6% -$1.65M
NUEM icon
93
Nuveen ESG Emerging Markets Equity ETF
NUEM
$364M
$27.2M 0.07%
818,660
-13,590
-2% -$412K
AXP icon
94
American Express
AXP
$244B
$25.9M 0.07%
81,058
+13,910
+21% +$3.91M
CSCO icon
95
Cisco
CSCO
$442B
$25.6M 0.07%
369,599
-726
-0.2% -$44.6K
CAT icon
96
Caterpillar
CAT
$405B
$25.1M 0.06%
64,699
+1,197
+2% +$399K
ISRG icon
97
Intuitive Surgical
ISRG
$126B
$25.1M 0.06%
46,167
+1,481
+3% +$774K
ABT icon
98
Abbott
ABT
$177B
$24.6M 0.06%
181,000
+19,231
+12% +$2.54M
LIN icon
99
Linde
LIN
$242B
$24.6M 0.06%
52,410
+556
+1% +$254K
SMH icon
100
VanEck Semiconductor ETF
SMH
$67.2B
$24.3M 0.06%
87,077
+12,177
+16% +$2.82M
2 3
4
5 6

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Zurich Cantonal Bank
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LSV Asset Management
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AS
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WCM Investment Management
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TI
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State of Wisconsin Investment Board
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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.