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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 | |
|---|---|---|---|---|---|---|
976
iShares Core MSCI Pacific ETF
IPAC
$2.58B
| – | – |
-3,521
| Closed | -$219K |
|
977
iShares US Home Construction ETF
ITB
$2.49B
| – | – |
-2,592
| Closed | -$247K |
|
978
Kyndryl
KD
$2.62B
| – | – |
-15,999
| Closed | -$502K |
|
979
Kinsale Capital Group
KNSL
$7.86B
| – | – |
-520
| Closed | -$253K |
|
980
Lyft
LYFT
$5.9B
| – | – |
-12,306
| Closed | -$146K |
|
981
iShares MSCI Global Sustainable Development Goals ETF
SDG
$166M
| – | – |
-3,200
| Closed | -$232K |
|
982
SoFi Select 500 ETF
SFY
$659M
| – | – |
-2,362
| Closed | -$241K |
|
983
Bio-Techne
TECH
$11.2B
| – | – |
-3,933
| Closed | -$231K |
|
984
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
| – | – |
-14,353
| Closed | -$647K |
|
985
Westlake Corp
WLK
$9.98B
| – | – |
-24,498
| Closed | -$2.45M |
|
986
Watsco Inc
WSO
$15.6B
| – | – |
-445
| Closed | -$226K |
|
|
WW
987
DELISTED
WW International
WW
| – | – |
-27,952
| Closed | -$14.6K |
|
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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.