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Wealthfront Advisers LLC

FundPalo Alto · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$52.0B
Reported value of US stock holdings on Jun 30, the filing's own figure
1,119 positions · filed Aug 7, 38 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 7 · against the report before it

New positions

66, biggest 4
HONA HONEYWELL AEROSPACE INC 54,444 sharesunder 0.1% of this fund's holdings
SPCX SPACE EXPLORATION TECHN CORP 58,257 sharesunder 0.1% of this fund's holdings
HON HONEYWELL INTL INC 43,803 sharesunder 0.1% of this fund's holdings
no ticker CARNIVAL CORP LTD 146K sharesunder 0.1% of this fund's holdings

Sold out

23, biggest 4
HONGBP HONEYWELL INTL INC All 89,071 shares
CTRA COTERRA ENERGY INC All 165K shares
HO1 HOLOGIC INC All 61,471 shares
CCL1EUR CARNIVAL CORP All 136K shares

Added to

527, biggest 4
ITOT ISHARES TR +614K shares+4%
VIG VANGUARD SPECIALIZED FUNDS +475K shares+5%
LQD ISHARES TR +1.7M shares+16%
VTEB VANGUARD MUN BD FDS +1.2M shares+5%

Trimmed

367, biggest 4
SCHB SCHWAB STRATEGIC TR −1.1M shares−2%
VCIT VANGUARD SCOTTSDALE FDS −848K shares−13%
SPY STATE STR SPDR S&P 500 ETF T −11,519 shares−5%
FLRN SPDR SERIES TRUST −252K shares−5%

Top holdings

Reference, not news
Top holdings · 1,119 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 VTI VANGUARD INDEX FDS 18.3M 13.0% +2%
2 VEA VANGUARD TAX-MANAGED FDS 58.2M 8.0% +1%
3 IEMG ISHARES INC 40.6M 6.5% No change
4 SCHF SCHWAB STRATEGIC TR 116.8M 6.2% No change
5 VWO VANGUARD INTL EQUITY INDEX F 46.5M 5.3% +1%
6 ITOT ISHARES TR 15.0M 4.7% +4%
7 VIG VANGUARD SPECIALIZED FUNDS 9.5M 4.3% +5%
8 SCHB SCHWAB STRATEGIC TR 51.4M 2.9% −2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.