Wealthfront Advisers LLC
Q4 2020 13F-HR Holdings
Net value change ($000)
+2,637,239
(18.9%)
New positions
27
Sold out positions
6
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2020
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)
| VEA | 442,429 | 20.9% |
| VWO | 383,578 | 23.0% |
| VTI | 341,941 | 20.6% |
| SCHWAB STRATEGIC TRUST | 234,550 | 25.8% |
| VTEB | 208,358 | 19.3% |
| VXF | 155,687 | 42.8% |
| IEMG | 101,812 | 16.4% |
| SCHB | 99,499 | 13.6% |
| VIG | 98,386 | 12.6% |
| SCHD | 80,016 | 23.6% |
Top Reduces (Value $000, Stocks/ETFs)
| BND | -3,260 | -3.4% |
| INTC | -2,474 | -31.9% |
| TFI | -2,450 | -0.7% |
| BIV | -2,044 | -16.2% |
| KR | -1,445 | -40.5% |
| NOBLE ENERGY INC | -1,430 | -100.0% |
| WFC | -1,401 | -29.8% |
| AMGN | -1,357 | -16.0% |
| Mylan II B.V. | -1,189 | -100.0% |
| VCIT | -1,054 | -6.1% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|