Wealthfront Advisers LLC Purchases in Q2 2025

Wealthfront Advisers LLC

  • $38.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.41K
+ 5.78%
$40.79 - $50.93 $57.4K - $71.6K
25.7K $1.31M
LPLA
Lpl Financial Holdings Inc.

Financial Services
181
+ 6.71%
$283.31 - $388.96 $51.3K - $70.4K
2.88K $1.08M
WDAY
Workday, Inc.

Technology
453
+ 3.58%
$210.47 - $274.71 $95.3K - $124K
13.1K $3.14M
ROKU
Roku, Inc

Communication Services
1.01K
+ 17.96%
$55.1 - $87.89 $55.8K - $88.9K
6.65K $584K
LYB
Lyondell Basell Industries N.V.

Basic Materials
21.2K
+ 25.55%
$53.23 - $70.65 $1.13M - $1.5M
104K $6.03M
ADBE
Adobe Inc.

Technology
58
+ 0.12%
$340.0 - $420.68 $19.7K - $24.4K
48.5K $18.7M
AVEM
American Centy ETF Tr Avantis

ETFs
1.23K
+ 10.21%
$53.08 - $68.54 $65.1K - $84K
13.2K $906K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.03K
+ 9.91%
$114.78 - $133.31 $119K - $138K
11.5K $1.53M
FLBR
Franklin Templeton ETF Tr

ETFs
9.3K
+ 90.12%
$14.81 - $18.21 $138K - $169K
19.6K $352K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.84K
+ 6.5%
$35.9 - $43.76 $66.2K - $80.7K
30.2K $1.31M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.25K
+ 25.14%
$25.27 - $27.14 $158K - $170K
31.1K $844K
AFRM
Affirm Holdings, Inc.

Technology
610
+ 11.14%
$35.75 - $69.14 $21.8K - $42.2K
6.09K $420K
XLY
Select Sector Spdr Consumer Di

ETFs
157
+ 2.37%
$176.34 - $218.59 $27.7K - $34.3K
6.78K $1.47M
BR
Broadridge Financial Solutions, Inc.

Technology
660
+ 6.7%
$217.22 - $246.25 $143K - $163K
10.5K $2.55M
ELV
Elevance Health, Inc.

Healthcare
2.04K
+ 14.9%
$372.27 - $452.69 $760K - $924K
15.8K $6.13M
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 19.63%
$498.8 - $620.9 $88.8K - $111K
1.09K $673K
EFG
Msci Eafe Growth ETF

ETFs
567
+ 6.91%
$89.8 - $112.0 $50.9K - $63.5K
8.77K $982K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.16K
+ 20.71%
$37.18 - $42.55 $117K - $134K
18.4K $783K
EOG
Eog Resources Inc

Energy
5.62K
+ 9.45%
$104.61 - $129.97 $588K - $731K
65.1K $7.79M
PICK
Ishares Inc Msci Global Select

ETFs
2.33K
+ 5.68%
$30.23 - $38.24 $70.5K - $89.2K
43.4K $1.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.46K
+ 3.78%
$51.68 - $52.76 $127K - $130K
67.5K $3.56M
HUBS
Hubspot Inc

Technology
389
+ 9.1%
$487.07 - $672.24 $189K - $262K
4.66K $2.6M
EXC
Exelon Corp

Utilities
22.1K
+ 7.29%
$42.2 - $47.37 $934K - $1.05M
326K $14.1M
PNR
Pentair PLC

Industrials
929
+ 24.95%
$76.17 - $103.58 $70.8K - $96.2K
4.65K $477K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.48K
+ 14.71%
$69.8 - $85.28 $103K - $126K
11.5K $956K
KRMA
Global X Fds Global X Consciou

ETFs
2.05K
+ 11.32%
$32.84 - $40.38 $67.3K - $82.7K
20.2K $813K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
1.76K
+ 29.39%
$37.36 - $52.3 $65.9K - $92.3K
7.77K $386K
RYLD
Global X Fds Russell 2000 Cove

ETFs
8.87K
+ 70.68%
$13.37 - $15.25 $119K - $135K
21.4K $319K
CNP
Centerpoint Energy Inc

Utilities
2.46K
+ 3.36%
$35.5 - $39.05 $87.4K - $96.1K
75.7K $2.78M
NI
Nisource Inc.

Utilities
2.49K
+ 2.28%
$37.11 - $40.64 $92.3K - $101K
112K $4.5M
HERO
Global X Fds Video Games & Esp

ETFs
1.89K
+ 22.32%
$23.12 - $32.73 $43.6K - $61.7K
10.3K $338K
L
Loews Corp

Financial Services
1.5K
+ 3.01%
$80.89 - $92.09 $122K - $139K
51.4K $4.71M
APLD
Applied Blockchain, Inc.

Financial Services
12.3K
New
$3.53 - $13.86 $43.3K - $170K
12.3K $123K
ZM
Zoom Video Communications, Inc.

Technology
999
+ 9.51%
$66.7 - $84.62 $66.6K - $84.5K
11.5K $896K
QUAL
Ishares Msci Usa Quality Facto

ETFs
414
+ 11.01%
$152.42 - $182.82 $63.1K - $75.7K
4.17K $763K
JBLU
Jetblue Airways Corp

Industrials
28.6K
New
$3.43 - $5.42 $98K - $155K
28.6K $120K
HSIC
Henry Schein Inc

Healthcare
959
+ 8.72%
$62.7 - $73.66 $60.1K - $70.6K
12K $873K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.74K
+ 27.53%
$15.5 - $20.28 $73.4K - $96.1K
21.9K $445K
PTC
Ptc Inc.

Technology
456
+ 21.1%
$136.74 - $173.24 $62.4K - $79K
2.62K $451K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.39K
+ 50.16%
$86.97 - $102.82 $121K - $143K
4.16K $399K
U
Unity Software Inc.

Technology
631
+ 2.91%
$16.75 - $26.24 $10.6K - $16.6K
22.3K $539K
CROX
Crocs, Inc.

Consumer Cyclical
1.25K
+ 48.81%
$88.67 - $120.26 $111K - $151K
3.82K $387K
TRV
Travelers Companies, Inc.

Financial Services
196
+ 0.97%
$233.83 - $276.34 $45.8K - $54.2K
20.5K $5.48M
BAX
Baxter International Inc

Healthcare
5.31K
+ 44.75%
$27.8 - $34.02 $148K - $181K
17.2K $519K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
3.79K
+ 34.61%
$23.19 - $25.35 $88K - $96.2K
14.8K $374K
FITE
Spdr S&P Kensho Future Securit

ETFs
794
+ 20.53%
$56.51 - $75.96 $44.9K - $60.3K
4.66K $354K
VPU
Vanguard Utilities ETF

ETFs
431
+ 7.05%
$158.36 - $178.82 $68.3K - $77.1K
6.55K $1.16M
VOX
Vanguard Communication Service

ETFs
317
+ 13.61%
$133.12 - $171.03 $42.2K - $54.2K
2.65K $452K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
15.9K
New
$2.39 - $6.79 $37.9K - $108K
15.9K $107K
Activity Summary
Buys All Purchases 598 New Holdings 54 Increased Positions 544 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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