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Wealthfront Advisers LLC

SEC CIK
0001763921
Latest filing
Aug 7, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
934
+22 vs. Q4 2024
Portfolio value
$37.3B
+$3.03B (+8.8%) vs. Q4 2024
Filed
May 2, 2025
SEC
Holdings of Wealthfront Advisers LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PSAPublic StorageCOM10,930$3.27M<0.1%+481+4.6%AddedHistory
VRTVertiv Holdings CoCOM CL A45,339$3.27M<0.1%+9,057+25.0%AddedHistory
RBB FD Inc74933W601MOTLEY FOL ETF59,192$3.29M<0.1%+4,929+9.1%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA65,540$3.30M<0.1%−9,444−12.6%Reduced–
UDRUDR, Inc.COM74,485$3.36M<0.1%+13,212+21.6%AddedHistory
CMICummins IncStock10,788$3.38M<0.1%+161+1.5%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS64,994$3.40M<0.1%+25,575+64.9%Added–
VTRSViatris IncStock391,026$3.41M<0.1%+10,133+2.7%AddedHistory
HUMHumana IncStock12,896$3.41M<0.1%−7,184−35.8%ReducedHistory
EQIXEquinix IncCOM4,191$3.42M<0.1%−84−2.0%ReducedHistory
BURLBurlington Stores, Inc.COM14,352$3.42M<0.1%−851−5.6%ReducedHistory
HUBBHubbell IncCOM10,433$3.45M<0.1%−2,114−16.8%ReducedHistory
ENPHEnphase Energy, Inc.Stock56,064$3.48M<0.1%+51,176+1,047.0%AddedHistory
VTRVentas, Inc.REIT50,891$3.50M<0.1%+2,821+5.9%AddedHistory
PAYXPaychex IncStock22,708$3.50M<0.1%+4,093+22.0%AddedHistory
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN147,159$3.51M<0.1%+73,457+99.7%Added–
MSCIMSCI Inc.Stock6,207$3.51M<0.1%+346+5.9%AddedHistory
ANSSAnsys IncCOM11,207$3.55M<0.1%−205−1.8%ReducedHistory
TPRTapestry, Inc.COM50,530$3.56M<0.1%−143−0.3%ReducedHistory
CLXClorox CoStock24,247$3.57M<0.1%−802−3.2%ReducedHistory
ZBRAZebra Technologies CorpCL A13,070$3.69M<0.1%+5,841+80.8%AddedHistory
DOVDOVER CorpCOM21,195$3.72M<0.1%−566−2.6%ReducedHistory
JCIJohnson Controls International plcStock46,511$3.73M<0.1%+25,788+124.4%AddedHistory
PPGPPG Industries IncStock34,340$3.76M<0.1%+12,008+53.8%AddedHistory
ADSKAutodesk, Inc.COM14,409$3.77M<0.1%+2,402+20.0%AddedHistory
FDXFedEx CorpStock15,517$3.78M<0.1%+554+3.7%AddedHistory
CVNACarvana Co.CL A18,303$3.83M<0.1%+4,766+35.2%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT22,182$3.84M<0.1%+5,082+29.7%Added–
AREAlexandria Real Estate Equities, Inc.COM41,637$3.85M<0.1%+33,294+399.1%AddedHistory
TRGPTarga Resources Corp.COM19,230$3.86M<0.1%+1,714+9.8%AddedHistory
MPWRMonolithic Power Systems, Inc.COM6,719$3.90M<0.1%+808+13.7%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM6,175$3.92M<0.1%−1,173−16.0%ReducedHistory
BF.ABrown Forman CorpCL A117,237$3.92M<0.1%+19,229+19.6%AddedHistory
TTDTrade Desk, Inc.Stock71,981$3.94M<0.1%+29,679+70.2%AddedHistory
DGXQuest Diagnostics IncCOM23,281$3.94M<0.1%−199−0.8%ReducedHistory
CSGPCostar Group, Inc.COM49,842$3.95M<0.1%+14,638+41.6%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF170,010$3.98M<0.1%+29,075+20.6%Added–
ZTSZoetis Inc.Stock24,213$3.99M<0.1%+4,790+24.7%AddedHistory
STXSeagate Technology Holdings plcORD SHS47,112$4.00M<0.1%−636−1.3%ReducedHistory
EBAYeBay IncCOM60,525$4.10M<0.1%+29,770+96.8%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND58,960$4.15M<0.1%+12,622+27.2%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF28,475$4.16M<0.1%+4,065+16.7%Added–
IBKRInteractive Brokers Group, Inc.Stock25,303$4.19M<0.1%+2,724+12.1%AddedHistory
FNFFidelity National Financial, Inc.COM SHS65,077$4.24M<0.1%+1,397+2.2%AddedHistory
STLDSteel Dynamics IncCOM33,923$4.24M<0.1%+8,256+32.2%AddedHistory
WTWWillis Towers Watson PLCSHS12,869$4.35M<0.1%−914−6.6%ReducedHistory
iShares Tr464287515EXPANDED TECH49,008$4.36M<0.1%−9,965−16.9%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF71,897$4.36M<0.1%+15,883+28.4%Added–
NINisource Inc.COM109,129$4.37M<0.1%+15,037+16.0%AddedHistory
CTSHCognizant Technology Solutions CorpCL A57,536$4.40M<0.1%+3,328+6.1%AddedHistory
MARMarriott International IncStock18,555$4.42M<0.1%−1,171−5.9%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF60,601$4.47M<0.1%+28,277+87.5%Added–
RIVNRivian Automotive, Inc.Stock358,879$4.47M<0.1%+26,669+8.0%AddedHistory
OTISOtis Worldwide CorpStock43,306$4.47M<0.1%+3,684+9.3%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM27,228$4.50M<0.1%+48+0.2%AddedHistory
iShares Global Clean Energy ETF464288224ETF394,880$4.51M<0.1%+128,422+48.2%Added–
TELTE Connectivity plcStock32,031$4.53M<0.1%+2,300+7.7%AddedHistory
AMEAmetek IncCOM26,396$4.54M<0.1%−290−1.1%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock25,134$4.56M<0.1%−2,011−7.4%ReducedHistory
American Centy ETF Tr025072877US SML CP VALU52,355$4.56M<0.1%+5,413+11.5%Added–
iShares MSCI India ETF46429B598ETF88,980$4.58M<0.1%+14,726+19.8%Added–
LLoews CorpCOM49,925$4.59M<0.1%+5,075+11.3%AddedHistory
VRSKVerisk Analytics, Inc.COM15,446$4.60M<0.1%+488+3.3%AddedHistory
STTState Street CorpCOM51,420$4.60M<0.1%+9,354+22.2%AddedHistory
MNSTMonster Beverage CorpCOM78,739$4.61M<0.1%+15,964+25.4%AddedHistory
DOWDow Inc.Stock132,733$4.64M<0.1%−16,423−11.0%ReducedHistory
POOLPool CorpCOM14,577$4.64M<0.1%+2,363+19.3%AddedHistory
SLViShares Silver TrustETF150,314$4.66M<0.1%+876+0.6%AddedHistory
iShares Tr46429B671MSCI CHINA ETF86,074$4.68M<0.1%+38,139+79.6%Added–
KDPKeurig Dr Pepper Inc.COM136,992$4.69M<0.1%−54,437−28.4%ReducedHistory
APDAir Products & Chemicals, Inc.Stock15,958$4.71M<0.1%+1,357+9.3%AddedHistory
iShares Tr464287291GLOBAL TECH ETF62,155$4.71M<0.1%−708−1.1%Reduced–
TSCOTractor Supply CoCOM86,109$4.74M<0.1%+5,375+6.7%AddedHistory
MKCMcCormick & Co IncStock58,418$4.81M<0.1%+347+0.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock73,694$4.81M<0.1%+5,751+8.5%AddedHistory
HSYHershey CoCOM28,129$4.81M<0.1%+1,074+4.0%AddedHistory
ACGLArch Capital Group Ltd.Stock50,095$4.82M<0.1%+14,778+41.8%AddedHistory
DELLDell Technologies Inc.Stock53,368$4.86M<0.1%−3,546−6.2%ReducedHistory
MRVLMarvell Technology, Inc.COM79,291$4.88M<0.1%+30,034+61.0%AddedHistory
SYYSysco CorpStock66,913$5.02M<0.1%+3,780+6.0%AddedHistory
CECelanese CorpStock88,564$5.03M<0.1%+85,258+2,578.9%AddedHistory
ROLRollins IncCOM93,125$5.03M<0.1%+5,056+5.7%AddedHistory
HIGHartford Insurance Group, Inc.Stock40,710$5.04M<0.1%+3,084+8.2%AddedHistory
URIUnited Rentals, Inc.COM8,117$5.09M<0.1%−1,241−13.3%ReducedHistory
BF.BBrown Forman CorpStock149,891$5.09M<0.1%+83,256+124.9%AddedHistory
MCOMoodys CorpStock11,048$5.14M<0.1%−240−2.1%ReducedHistory
NUENucor CorpCOM42,888$5.16M<0.1%+8,599+25.1%AddedHistory
KHCKraft Heinz CoStock171,535$5.22M<0.1%−5,830−3.3%ReducedHistory
MDLZMondelez International, Inc.Stock77,120$5.23M<0.1%−13,713−15.1%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF20,820$5.24M<0.1%+2,758+15.3%Added–
SNPSSynopsys IncCOM12,375$5.31M<0.1%+776+6.7%AddedHistory
UPSUnited Parcel Service IncStock48,351$5.32M<0.1%+11,998+33.0%AddedHistory
MSIMotorola Solutions, Inc.Stock12,151$5.32M<0.1%−1,588−11.6%ReducedHistory
TRVTravelers Companies, Inc.Stock20,284$5.36M<0.1%+3,306+19.5%AddedHistory
PFGPrincipal Financial Group IncCOM63,699$5.37M<0.1%+5,815+10.0%AddedHistory
GMGeneral Motors CoCOM114,479$5.38M<0.1%−6,613−5.5%ReducedHistory
FICOFair Isaac CorpCOM2,933$5.41M<0.1%+84+2.9%AddedHistory
Global X FDS37950E291GLOBX SUPDV US289,826$5.46M<0.1%+18,453+6.8%Added–
HLTHilton Worldwide Holdings Inc.COM24,087$5.48M<0.1%+3,771+18.6%AddedHistory
ROSTRoss Stores, Inc.COM42,950$5.49M<0.1%+6,437+17.6%AddedHistory

Sold out since Q4 2024 (15)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Wealthfront Advisers LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
EDREndeavor Group Holdings, Inc.CL A COM102,019$3.19M<0.1%History
BENFranklin Templeton IncCOM139,177$2.82M<0.1%History
CRLCharles River Laboratories International, Inc.COM4,567$843.1K<0.1%History
iShares Tr46429B200CHINA SM-CAP ETF29,010$740.7K<0.1%–
SPDR Ser Tr78468R630S&P KENSHO FINAL4,466$253.7K<0.1%–
GWREGuidewire Software, Inc.COM1,436$242.1K<0.1%History
RHIRobert Half Inc.COM3,117$219.6K<0.1%History
CIENCiena CorpCOM NEW2,546$215.9K<0.1%History
iShares Inc464286509MSCI CDA ETF5,124$206.5K<0.1%–
Vanguard S&P 500 Growth ETF921932505ETF563$206.1K<0.1%–
Amplify ETF Tr032108631AMPLIFY ALTERNAT91,802$205.6K<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF2,846$202.2K<0.1%–
EWBCEast West Bancorp IncCOM2,092$200.3K<0.1%History
RDFNRedfin CorpCOM12,602$99.2K<0.1%History
ALTMArcadium Lithium plcStock14,840$76.1K<0.1%History