Wealthfront Advisers LLC
All 13F Filings
- Location
- Palo Alto, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 44,745,374
- Description
- Palo Alto California based fiduciary portfolio advisory practice with a manager led operating structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through portfolio design accountability and allocation selectivity.
- Website
- https://www.wealthfront.com/
- Founded
- 2008
- Chairman
- —
- CEO
- David Fortunato
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 1,052 | 44,745,374 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2025 | 11/6/2025 | 1,007 | 42,596,216 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2025 | 7/31/2025 | 963 | 38,830,846 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2025 | 5/2/2025 | 934 | 37,251,406 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2024 | 4/1/2025 | 912 | 34,225,178 | 13F-HR/A - RESTATEMENT | Wealthfront Advisers LLC |
| Q4 2024 | 2/7/2025 | 903 | 33,102,471 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2024 | 11/12/2024 | 909 | 32,527,234 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2024 | 8/14/2024 | 871 | 29,719,802 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2024 | 4/19/2024 | 866 | 28,576,194 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2023 | 2/9/2024 | 862 | 26,034,166 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2023 | 11/1/2023 | 827 | 23,226,005 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2023 | 8/7/2023 | 824 | 23,582,778 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2023 | 4/28/2023 | 805 | 22,005,306 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2022 | 2/10/2023 | 780 | 20,633,886 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2022 | 11/14/2022 | 759 | 18,806,295 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2022 | 7/20/2022 | 763 | 19,896,857 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2022 | 5/16/2022 | 772 | 22,817,079 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2021 | 1/21/2022 | 762 | 23,649,537 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2021 | 11/15/2021 | 689 | 21,582,565 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2021 | 8/16/2021 | 624 | 21,057,382 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2021 | 5/14/2021 | 552 | 18,675,055 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2020 | 2/16/2021 | 525 | 16,627,161 | 13F-HR | Wealthfront Advisers LLC |
| Q3 2020 | 11/16/2020 | 504 | 13,989,922 | 13F-HR | Wealthfront Advisers LLC |
| Q2 2020 | 8/14/2020 | 501 | 12,890,833 | 13F-HR | Wealthfront Advisers LLC |
| Q1 2020 | 5/15/2020 | 433 | 11,009,629 | 13F-HR | Wealthfront Advisers LLC |
| Q4 2019 | 1/21/2020 | 493 | 13,484,507 | 13F-HR | Wealthfront Advisers LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.02 M | 64.9% | 1.657 M | 0 | 1.657 M |
| ETFs | 15.59 M | 34.8% | 669.2 K | 0 | 669.2 K |
| Debt | 9.406 K | 0.0% | 1.755 K | 0 | 1.755 K |
| Other | 122.6 K | 0.3% | 0 | 178.5 K | -178.5 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
44,745,374
Holdings
1052
QoQ value change ($000)
2,149,158
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.