Wealthfront Advisers LLC
Wealthfront Advisers LLC is an SEC-registered, software-based investment adviser headquartered in Palo Alto, California. Founded in 2008 as kaChing, the firm pivoted to automated wealth management, offering fully digital investment portfolios optimized for individual client goals and risk tolerance. As of March 2025, Wealthfront manages over $80 billion in assets for more than one million accounts, serves retail investors primarily in the United States, and employs software engineers, portfolio managers, and financial professionals to deliver its services.
Investment Strategy
Wealthfront Advisers LLC delivers automated, software-based investment advisory and portfolio management via its proprietary digital platform. Investment plans are tailored to each client's risk profile, with asset allocation across optimal ETFs and portfolio rebalancing handled automatically. The firm offers tax-loss harvesting, 529 college savings portfolios, and customized investments, using algorithms to optimize portfolios for risk, return, and tax efficiency. Clients can adjust portfolios within recommended parameters, and software-driven investment plans are supported by risk assessment tools asking both subjective and objective questions to measure investor profile.
Latest 13F Filing Activity
Wealthfront Advisers LLC filed their most recent 13F report on Jun 30, 2025 disclosing 957 equity positions with a total 13F market value of $39B. The fund increased holdings in Vanguard Index FDS, Vanguard Specialized Funds, Schwab Strategic TR among other positions. Wealthfront Advisers LLC reduced exposure to Ishares TR, Ishares TR, Vanguard Mun BD FDS among others.
Top Holdings
Equity Positions (957)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.46% | $5.23B | 17,195,561 | $184.06 | $303.93 | +$836.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.30% | $3.22B | 56,554,758 | $41.87 | $57.01 | +$155.5M |
S SCHF | SCHWAB STRATEGIC TR | 6.24% | $2.42B | 109,691,724 | $16.86 | $22.10 | +$351.9M |
I IEMG | ISHARES INC | 5.93% | $2.30B | 38,349,297 | $50.77 | $60.03 | +$176.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.79% | $2.25B | 45,479,372 | $41.54 | $49.46 | +$193.7M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | United States | |
 | Money Market Portfolio Manager | West Palm Beach, FL , United States | |
 | Partner | United States | |
 | Portfolio Manager | United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more