$7.75 Billion is the total value of WEALTHFRONT Corp's 496 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ODP | Exit | OFFICE DEPOT INC | $0 | – | -11,547 | -100.0% | -0.00% | – |
| SPLS | Exit | STAPLES INC | $0 | – | -12,802 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORPcl a | $0 | – | -3,785 | -100.0% | -0.00% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -2,862 | -100.0% | -0.00% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -2,738 | -100.0% | -0.00% | – |
| XL | Exit | XL GROUP LTD | $0 | – | -4,572 | -100.0% | -0.00% | – |
| SLG | Exit | SL GREEN RLTY CORP | $0 | – | -1,949 | -100.0% | -0.00% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -8,227 | -100.0% | -0.00% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -2,259 | -100.0% | -0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -2,445 | -100.0% | -0.00% | – |
| TAP | Exit | MOLSON COORS BREWING COcl b | $0 | – | -2,586 | -100.0% | -0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -1,771 | -100.0% | -0.00% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -4,280 | -100.0% | -0.00% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -3,941 | -100.0% | -0.00% | – |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -1,128 | -100.0% | -0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -4,100 | -100.0% | -0.00% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -9,497 | -100.0% | -0.00% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -5,569 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,132 | -100.0% | -0.01% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -4,853 | -100.0% | -0.01% | – |
| WFM | Exit | WHOLE FOODS MKT INC | $0 | – | -7,613 | -100.0% | -0.01% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -2,830 | -100.0% | -0.01% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -6,235 | -100.0% | -0.01% | – |
| TSO | Exit | TESORO CORP | $0 | – | -4,359 | -100.0% | -0.01% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -6,891 | -100.0% | -0.01% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -5,708 | -100.0% | -0.01% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -2,695 | -100.0% | -0.01% | – |
| BHI | Exit | BAKER HUGHES INC | $0 | – | -8,018 | -100.0% | -0.01% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -5,915 | -100.0% | -0.01% | – |
| MUR | Exit | MURPHY OIL CORP | $0 | – | -65,790 | -100.0% | -0.02% | – |
| RAI | Exit | REYNOLDS AMERICAN INC | $0 | – | -28,217 | -100.0% | -0.03% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -33,309 | -100.0% | -0.03% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -28,412 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q3 2018 | 25.8% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q3 2018 | 19.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q3 2018 | 17.3% |
| ISHARES TR | 19 | Q3 2018 | 12.0% |
| VANGUARD SPECIALIZED PORTFOL | 19 | Q3 2018 | 7.9% |
| SCHWAB STRATEGIC TR | 19 | Q3 2018 | 9.3% |
| SCHWAB STRATEGIC TR | 19 | Q3 2018 | 6.1% |
| VANGUARD SECTOR | 19 | Q3 2018 | 3.2% |
| ISHARES TR | 19 | Q3 2018 | 2.6% |
| VANGUARD INDEX FDS | 19 | Q3 2018 | 3.0% |
View WEALTHFRONT Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2019-10-15 |
| 13F-NT | 2019-08-13 |
| 13F-NT | 2019-05-13 |
| 13F-HR/A | 2019-05-02 |
| 13F-HR/A | 2019-05-02 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
| 13F-HR/A | 2019-04-30 |
View WEALTHFRONT Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.