Latest Wealthfront Advisers LLC Stock Portfolio

Wealthfront Advisers LLC Performance:

2025 Q2: 2.18%YTD: 1.1%2024: 3.32%

Performance for 2025 Q2 is 2.18%, and YTD is 1.1%, and 2024 is 3.32%.

About Wealthfront Advisers LLC and 13F Hedge Fund Stock Holdings

Wealthfront Advisers LLC is a hedge fund based in PALO ALTO, CA. On 07-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $25.3 Billions. In it's latest 13F Holdings report, Wealthfront Advisers LLC reported an equity portfolio of $38.8 Billions as of 30 Jun, 2025.

The top stock holdings of Wealthfront Advisers LLC are VB, VEA, FNDA. The fund has invested 13.5% of it's portfolio in VANGUARD INDEX FDS and 8.3% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off THE CAMPBELLS COMPANY (CPB), CONAGRA BRANDS INC (CAG) and DISCOVER FINL SVCS (DFS) stocks. They significantly reduced their stock positions in POOL CORP (POOL), STANLEY BLACK & DECKER INC (SWK) and FORTUNE BRANDS INNOVATIONS I (FBHS). Wealthfront Advisers LLC opened new stock positions in ROCKET LAB CORP, OSCAR HEALTH INC (OSCR) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), OREILLY AUTOMOTIVE INC (ORLY) and HORMEL FOODS CORP (HRL).

Wealthfront Advisers LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wealthfront Advisers LLC made a return of 2.18% in the last quarter. In trailing 12 months, it's portfolio return was 2.21%.

New Buys

Ticker	$ Bought
rocket lab corp	3,587,770

New stocks bought by Wealthfront Advisers LLC

Additions

Ticker	% Inc.
invesco exch traded fd tr ii	3,414
oreilly automotive inc	1,546
hormel foods corp	1,011
dollar tree inc	565
dollar gen corp new	499
genuine parts co	434
microchip technology inc.	340
interactive brokers group in	332

Additions to existing portfolio by Wealthfront Advisers LLC

Reductions

Ticker	% Reduced
invesco exch traded fd tr ii	-47.18
spdr series trust	-40.93
keycorp	-40.59
ishares tr	-37.34
vanguard world fd	-34.56
thermo fisher scientific inc	-31.41
fiserv inc	-30.59
intel corp	-30.02

Wealthfront Advisers LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Wealthfront Advisers LLC

Sector Distribution

Wealthfront Advisers LLC has about 82.4% of it's holdings in Others sector.

Sector	%
Others	82.4
Technology	5.8
Financial Services	2.2
Consumer Cyclical	1.8
Communication Services	1.8
Industrials	1.4
Healthcare	1.4
Consumer Defensive	1.1

Market Cap. Distribution

Wealthfront Advisers LLC has about 17.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.4
MEGA-CAP	8.7
LARGE-CAP	8.7

Stocks belong to which Index?

About 16.5% of the stocks held by Wealthfront Advisers LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.4
S&P 500	16.5

Top 5 Winners (%)		%
AMPS	ishares tr	2436.1 %
AMPS	ishares tr	1642.4 %
HOOD	robinhood mkts inc	113.4 %
COIN	coinbase global inc	102.6 %
ASTS	ast spacemobile inc	99.8 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	205.3 M
IJR	ishares tr	137.2 M
MSFT	microsoft corp	93.5 M
AMPS	ishares tr	76.9 M
AVGO	broadcom inc	58.7 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
WOLF	wolfspeed inc	-84.8 %
IBKR	interactive brokers group in	-67.4 %
OPEN	opendoor technologies inc	-46.7 %
FAST	fastenal co	-44.7 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-176.3 M
AAPL	apple inc	-24.8 M
UNH	unitedhealth group inc	-17.2 M
IBKR	interactive brokers group in	-12.5 M
XLB	select sector spdr tr	-10.5 M

Wealthfront Advisers LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wealthfront Advisers LLC

Wealthfront Advisers LLC has 962 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Wealthfront Advisers LLC last quarter.

Last Reported on: 31 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	13.46	17,195,600	5,226,250,000	added	7.66
Historical Trend of VANGUARD INDEX FDS Position Held By Wealthfront Advisers LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VEA	vanguard tax-managed fds	8.30	56,554,800	3,224,190,000	reduced	-6.32

	FNDA	schwab strategic tr	6.24	109,692,000	2,424,190,000	added	4.7

	EMGF	ishares inc	5.93	38,349,300	2,302,110,000	reduced	-2.59

	VEU	vanguard intl equity index f	5.79	45,479,400	2,249,410,000	added	0.13

	VIG	vanguard specialized funds	4.79	9,089,640	1,860,380,000	added	19.55

	IJR	ishares tr	3.67	10,566,900	1,426,950,000	reduced	-3.96

	FNDA	schwab strategic tr	3.46	56,360,900	1,343,080,000	reduced	-3.54

	VTEB	vanguard mun bd fds	2.64	20,916,700	1,025,550,000	reduced	-8.74

	IJR	ishares tr	2.61	9,254,120	1,014,340,000	reduced	-4.98

	FNDA	schwab strategic tr	2.20	31,970,100	852,962,000	added	13.28

	ACWF	ishares tr	2.19	13,297,000	850,213,000	reduced	-21.24

	VB	vanguard index fds	2.01	8,778,200	781,786,000	added	2.53

	NVDA	nvidia corporation	1.69	4,154,880	656,429,000	added	0.86

	VB	vanguard index fds	1.63	3,283,600	632,783,000	added	4.44

	AAXJ	ishares tr	1.45	5,395,880	563,762,000	reduced	-19.61

	AAXJ	ishares tr	1.24	8,648,200	482,050,000	reduced	-3.39

	VB	vanguard index fds	1.12	762,835	433,313,000	added	0.02

	BNDW	vanguard scottsdale fds	1.04	4,871,730	403,964,000	added	69.37

	MSFT	microsoft corp	1.03	803,156	399,498,000	added	8.11