Wealthfront Advisers is based out of Palo Alto. Wealthfront Advisers is a large advisory firm with 356358 clients and discretionary assets under management (AUM) of $26,253,306,694 (Form ADV from 2023-12-18). Their last reported 13F filing for Q4 2023 included $26,034,166,148 in managed 13F securities
and a top 10 holdings concentration of 63.25%. Wealthfront Advisers's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 14,570,883. Whalewisdom has at least 51 13F filings The firm last filed a Form D notice of exempt offering of securities on 2014-11-04. The notice included securities offered of Equity
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VTEB VANGUARD TAX-EXEMPT | 0.82% |
DGRO iShares Core Dividen | 0.64% |
SHY iShares 1-3 Year Tre | 0.26% |
GBIL Goldman Sachs Access | 0.25% |
ITOT iShares Core S&P Tot | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
TFI SPDR(R) Nuveen Bloom | 1.18% |
SCHD Schwab U.S. Dividend | 0.83% |
SCHF Schwab International | 0.39% |
SHV iShares Short Treasu | 0.24% |
SCHO Schwab Short-Term U. | 0.22% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 13.28% |
VEA VANGUARD DEVELOPED M | 9.95% |
IEMG iShares Core MSCI Em | 6.55% |
VWO VANGUARD EMERGING MA | 6.45% |
SCHF Schwab International | 6.37% |
2023-12-31
13F Activity
Market Value | $26.0b, Prior: $23.2b |
New Purchases | 55 stocks |
Added To | 470 stocks |
Sold out of | 20 stocks |
Reduced holdings in | 337 stocks |
Top 10 Holdings % | 63.25% |
Turnover %[1] | 8.7% |
Turnover Alt %[2] | 3.63% |
Time Held Top 20 | 28.2 quarters |
Time Held Top 10 | 28.4 quarters |
Time Held All | 16.89 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31