Wealthfront Advisers LLC

Q4 2024 13F-HR/A Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2024
Date filed
4/1/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
912
Total value ($000)
$34,225,178
Net value change ($000)
+1,697,944 (5.2%)
New positions
32
Sold out positions
29
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 508,826 777.0%
DGRO 424,476 66.4%
CMF 389,934 34385.7%
VTI 238,441 5.6%
VCIT 232,231 1488.8%
ITOT 207,987 19.9%
LQD 177,329 25.1%
GBIL 93,512 213.8%
NVDA 65,191 14.1%
VXF 61,129 10.3%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -385,158 -23.9%
EMB -290,637 -53.4%
MUB -250,819 -23.7%
IEMG -142,469 -6.5%
VEA -115,151 -3.9%
SCHWAB STRATEGIC TRUST -94,995 -4.6%
SHV -56,989 -41.3%
VWO -53,775 -2.7%
VNQ -29,450 -3.7%
BND -29,221 -30.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type