Wealthfront Advisers LLC

Q1 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2025
Date filed
5/2/2025
Form type
13F-HR
Num holdings
934
Total value ($000)
$37,251,406
Net value change ($000)
+3,026,228 (8.8%)
New positions
37
Sold out positions
15
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/1/2025 Next filing: 7/31/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DGRO 2,005,313 188.6%
VEA 266,758 9.5%
SCHP 184,550 32.1%
LQD 174,671 19.8%
VIG 130,619 9.7%
CMF 112,744 28.8%
VWO 92,602 4.7%
IEMG 91,005 4.5%
SHV 88,423 109.1%
ITOT 88,152 7.0%
Top Reduces (Value $000, Stocks/ETFs)
VTI -139,168 -3.1%
VXF -113,360 -17.3%
SCHB -109,142 -8.0%
MUB -99,528 -12.3%
VTEB -90,304 -7.4%
NVDA -81,794 -15.5%
VB -59,120 -15.5%
GBIL -58,704 -42.8%
EMB -39,038 -15.4%
TSLA -24,744 -21.0%
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