Wealthfront Advisers LLC Reduced Holdings in Q2 2025

Wealthfront Advisers LLC

  • $38.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
-34.3K
- 31.32%
$15.9 - $21.16 $545K - $725K
75.2K $1.44M
PAYX
Paychex Inc

Industrials
-3.69K
- 16.24%
$137.01 - $159.78 $505K - $589K
19K $2.77M
PULS
Pgim ETF Tr

ETFs
-14.3K
- 27.25%
$49.39 - $49.76 $704K - $710K
38.1K $1.89M
ALL
Allstate Corp

Financial Services
-2.38K
- 6.09%
$180.53 - $212.64 $430K - $507K
36.7K $7.4M
DFAU
Dimensional ETF Tr

ETFs
-20.4K
- 49.28%
$34.04 - $42.36 $695K - $864K
21K $889K
WTW
Willis Towers Watson PLC

Financial Services
-842
- 6.54%
$295.96 - $337.43 $249K - $284K
12K $3.69M
FE
Firstenergy Corp

Utilities
-15.6K
- 8.37%
$38.31 - $43.17 $599K - $675K
171K $6.89M
TGT
Target Corp

Consumer Defensive
-1.67K
- 2.11%
$88.76 - $105.77 $148K - $177K
77.7K $7.66M
PRU
Prudential Financial Inc

Financial Services
-2.05K
- 2.2%
$95.12 - $112.71 $195K - $231K
91K $9.77M
GL
Globe Life Inc.

Financial Services
-1.71K
- 3.23%
$113.29 - $133.09 $193K - $227K
51.2K $6.36M
NOV
Nov Inc.

Energy
-19.8K
- 20.17%
$11.11 - $15.41 $220K - $305K
78.4K $974K
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.33K
- 35.13%
$160.0 - $195.62 $373K - $457K
4.31K $700K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-1.84K
- 12.83%
$215.78 - $270.12 $397K - $497K
12.5K $2.91M
GNR
Spdr S&P Global Natural Resour

ETFs
-9.48K
- 22.09%
$45.66 - $55.03 $433K - $522K
33.4K $1.81M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-8.5K
- 6.2%
$32.56 - $35.71 $277K - $304K
128K $4.25M
PKG
Packaging Corp Of America

Consumer Cyclical
-1.71K
- 15.08%
$175.97 - $201.36 $301K - $344K
9.62K $1.81M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3.28K
- 7.64%
$126.62 - $154.26 $416K - $506K
39.7K $5.06M
XLV
Select Sector Spdr Fund Health

ETFs
-779
- 2.74%
$128.77 - $144.3 $100K - $112K
27.7K $3.73M
MMM
3 M CO

Industrials
-5.45K
- 7.19%
$126.09 - $154.15 $687K - $840K
70.4K $10.7M
EQR
Equity Residential

Real Estate
-4.51K
- 16.02%
$61.82 - $71.72 $279K - $324K
23.7K $1.6M
SUI
Sun Communities Inc

Real Estate
-3.11K
- 31.11%
$114.62 - $132.25 $356K - $411K
6.88K $870K
LUV
Southwest Airlines CO

Industrials
-11.4K
- 30.13%
$24.04 - $34.36 $275K - $393K
26.5K $859K
STLD
Steel Dynamics Inc

Basic Materials
-4.2K
- 12.38%
N/A
29.7K $2.92M
PKI
Perkinelmer Inc

Healthcare
-3.4K
- 37.82%
N/A
5.59K $676K
ROP
Roper Technologies Inc

Industrials
-179
- 1.37%
$519.19 - $590.78 $92.9K - $106K
12.9K $7.32M
TAP
Molson Coors Beverage CO

Consumer Defensive
-2.42K
- 11.47%
$47.24 - $62.46 $114K - $151K
18.7K $897K
UDR
Udr, Inc.

Real Estate
-1.45K
- 1.94%
$38.09 - $45.36 $55.1K - $65.6K
73K $2.98M
WCN
Waste Connections, Inc.

Industrials
-720
- 2.53%
$183.26 - $199.95 $132K - $144K
27.7K $5.18M
EVRG
Evergy, Inc.

Utilities
-5.4K
- 3.66%
$64.06 - $69.64 $346K - $376K
142K $9.8M
IXC
Ishares Tr Global Energy ETF

ETFs
-6.63K
- 17.91%
$34.69 - $42.32 $230K - $281K
30.4K $1.19M
CF
Cf Industries Holdings, Inc.

Basic Materials
-6.04K
- 43.4%
$68.47 - $102.48 $413K - $619K
7.88K $724K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-42.6K
- 1.79%
$40.82 - $43.14 $1.74M - $1.84M
2.34M $101M
MRNA
Moderna, Inc.

Healthcare
-12.1K
- 39.11%
$23.65 - $28.54 $287K - $346K
18.9K $521K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.59K
- 3.0%
$47.86 - $55.77 $124K - $144K
83.5K $4.41M
SJM
J M Smucker CO

Consumer Defensive
-2.34K
- 44.28%
$94.41 - $118.52 $221K - $277K
2.94K $288K
IWN
Ishares Russell2000 Val ETF

ETFs
-2.82K
- 16.84%
$131.84 - $157.76 $371K - $444K
13.9K $2.2M
HD
Home Depot, Inc.

Consumer Cyclical
-905
- 0.82%
$335.24 - $380.78 $303K - $345K
109K $39.9M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-7.66K
- 17.98%
$22.66 - $26.12 $173K - $200K
34.9K $854K
TROW
Price T Rowe Group Inc

Financial Services
-6.46K
- 9.32%
$80.27 - $98.06 $519K - $634K
62.9K $6.07M
WY
Weyerhaeuser CO

Real Estate
-3.23K
- 5.33%
$24.69 - $29.48 $79.8K - $95.2K
57.4K $1.48M
FICO
Fair Isaac Corp

Technology
-138
- 4.71%
$1503.62 - $2206.01 $207K - $304K
2.8K $5.11M
IQV
Iqvia Holdings Inc.

Healthcare
-1.36K
- 31.65%
$137.0 - $174.37 $187K - $238K
2.95K $464K
VGT
Vanguard Information Technolog

ETFs
-6.1K
- 19.65%
$470.37 - $663.28 $2.87M - $4.05M
25K $16.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.07K
- 16.48%
$141.87 - $164.49 $294K - $341K
10.5K $1.73M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.3K
- 15.83%
$204.89 - $224.73 $266K - $291K
6.9K $1.51M
XLI
Industrial Sector Spdr

ETFs
-2.97K
- 30.27%
$116.42 - $147.52 $346K - $439K
6.85K $1.01M
NOC
Northrop Grumman Corp

Industrials
-175
- 1.12%
$456.3 - $540.39 $79.9K - $94.6K
15.5K $7.76M
ESS
Essex Property Trust, Inc.

Real Estate
-997
- 17.1%
N/A
4.83K $1.32M
GM
General Motors CO

Consumer Cyclical
-10.3K
- 9.0%
$42.48 - $50.46 $438K - $520K
104K $5.13M
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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