Wealthfront Advisers LLC Reduced Holdings in Q1 2025

Wealthfront Advisers LLC

  • $34.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-303K
- 8.8%
$170.36 - $201.04 $51.7M - $61M
3.14M $542M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.8M
- 2.98%
$21.23 - $23.75 $38.1M - $42.7M
58.4M $1.26B
MUB
Ishares National Muni Bond ETF

ETFs
-864K
- 11.41%
$104.71 - $107.69 $90.5M - $93.1M
6.71M $708M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.57M
- 6.4%
$49.25 - $50.66 $77.2M - $79.4M
22.9M $1.14B
VB
Vanguard Small Cap ETF

ETFs
-134K
- 8.43%
$217.89 - $252.64 $29.2M - $33.8M
1.45M $323M
GBIL
Goldman Sachs Access Treasury

ETFs
-590K
- 42.92%
$99.85 - $100.19 $58.9M - $59.1M
784K $78.5M
EMB
Ishares Tr

ETFs
-480K
- 16.82%
$88.64 - $92.03 $42.5M - $44.1M
2.37M $215M
DGRO
Ishares Core Dividend Growth E

ETFs
-453K
- 2.61%
$60.46 - $64.42 $27.4M - $29.2M
16.9M $1.04B
VCIT
Vanguard Intermediate Term Cor

ETFs
-211K
- 6.84%
$79.17 - $82.04 $16.7M - $17.3M
2.88M $235M
MRK
Merck & Co., Inc.

Healthcare
-83.7K
- 34.18%
$83.01 - $101.02 $6.95M - $8.46M
161K $14.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-19.7K
- 4.46%
$62.43 - $84.12 $1.23M - $1.66M
423K $27.5M
COIN
Coinbase Global, Inc.

Technology
-196
- 0.29%
$172.23 - $301.3 $33.8K - $59.1K
67.6K $11.6M
XLK
Technology Sector Spdr

ETFs
-9.93K
- 9.06%
$206.38 - $242.18 $2.05M - $2.4M
99.7K $20.6M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-649K
- 46.49%
$9.19 - $12.93 $5.96M - $8.39M
746K $8.34M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-8.41K
- 10.09%
$211.47 - $267.17 $1.78M - $2.25M
74.9K $15.8M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-231K
- 24.74%
$19.7 - $20.61 $4.54M - $4.75M
701K $14.1M
RKT
Rocket Companies, Inc.

Financial Services
-381K
- 69.68%
$10.28 - $15.77 $3.92M - $6.01M
166K $2M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-143K
- 14.65%
$28.11 - $30.42 $4.02M - $4.35M
832K $24.3M
EIX
Edison International

Utilities
-42.6K
- 69.86%
$50.06 - $80.01 $2.13M - $3.41M
18.4K $1.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-44.8K
- 32.7%
$85.29 - $92.57 $3.82M - $4.15M
92.2K $8.39M
SRE
Sempra Energy

Utilities
-24.4K
- 50.12%
$67.85 - $87.67 $1.65M - $2.14M
24.2K $1.73M
AXP
American Express CO

Financial Services
-2.05K
- 2.97%
$255.39 - $325.87 $524K - $669K
67.1K $18.1M
ACN
Accenture PLC

Technology
-806
- 1.49%
$300.91 - $398.25 $243K - $321K
53.4K $16.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6.14K
- 9.26%
$168.84 - $202.89 $1.04M - $1.25M
60.2K $10.6M
AMAT
Applied Materials Inc

Technology
-1.47K
- 1.31%
$145.06 - $195.51 $213K - $287K
111K $16.1M
INCY
Incyte Corp

Healthcare
-30.6K
- 80.98%
$60.0 - $75.26 $1.84M - $2.31M
7.2K $435K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-13.8K
- 9.89%
$47.79 - $59.89 $660K - $827K
126K $6.32M
HST
Host Hotels & Resorts, Inc.

Real Estate
-111K
- 78.6%
$14.21 - $17.45 $1.58M - $1.95M
30.4K $431K
GIS
General Mills Inc

Consumer Defensive
-24.6K
- 17.74%
$57.56 - $65.3 $1.41M - $1.61M
114K $6.82M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.3K
- 4.81%
$142.1 - $183.56 $326K - $421K
45.4K $6.51M
NUDM
Nuveen Esg International Devel

ETFs
-140K
- 9.52%
$29.75 - $33.12 $4.16M - $4.63M
1.33M $42.3M
HUBB
Hubbell Inc

Industrials
-2.11K
- 16.85%
$330.91 - $456.86 $700K - $966K
10.4K $3.45M
TER
Teradyne, Inc

Technology
-11.3K
- 60.01%
$82.6 - $140.0 $935K - $1.58M
7.54K $622K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
-64.1K
- 70.73%
$22.73 - $28.09 $1.46M - $1.8M
26.5K $607K
D
Dominion Energy, Inc

Utilities
-42.4K
- 14.95%
$52.85 - $57.43 $2.24M - $2.44M
241K $13.5M
ON
On Semiconductor Corp

Technology
-22.5K
- 60.79%
$40.69 - $64.51 $916K - $1.45M
14.5K $590K
CFG
Citizens Financial Group Inc

Financial Services
-27.4K
- 12.73%
$39.73 - $48.36 $1.09M - $1.32M
188K $7.69M
DELL
Dell Technologies Inc.

Technology
-3.55K
- 6.23%
$90.34 - $124.66 $320K - $442K
53.4K $4.86M
HUM
Humana Inc

Healthcare
-7.18K
- 35.78%
$249.11 - $303.11 $1.79M - $2.18M
12.9K $3.41M
LMT
Lockheed Martin Corp

Industrials
-1.47K
- 5.64%
$423.19 - $506.29 $623K - $746K
24.6K $11M
SQ
Block, Inc.

Technology
-3.78K
- 7.18%
$54.04 - $92.95 $204K - $351K
48.9K $2.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-385K
- 2.69%
$27.01 - $28.54 $10.4M - $11M
13.9M $389M
IGV
Ishares Expanded Tech Software

ETFs
-9.97K
- 16.9%
$88.3 - $107.83 $880K - $1.07M
49K $4.36M
URI
United Rentals, Inc.

Industrials
-1.24K
- 13.26%
$594.17 - $789.56 $737K - $980K
8.12K $5.09M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-54.4K
- 28.44%
$30.38 - $34.94 $1.65M - $1.9M
137K $4.69M
DXCM
Dexcom Inc

Healthcare
-17.3K
- 64.51%
$67.74 - $90.75 $1.17M - $1.57M
9.52K $650K
TT
Trane Technologies PLC

Industrials
-1.32K
- 4.55%
$332.0 - $400.86 $439K - $530K
27.7K $9.34M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-40.2K
- 54.71%
$36.6 - $39.56 $1.47M - $1.59M
33.3K $1.29M
ALGN
Align Technology Inc

Healthcare
-6.01K
- 72.63%
$158.86 - $234.89 $954K - $1.41M
2.26K $359K
Activity Summary
Buys All Purchases 627 New Holdings 37 Increased Positions 590 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 0
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