Methodology
Advanced Features
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Smart Beta White Paper
Learn more about our Smart Beta feature
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US Direct Indexing White Paper
Learn more about our US Direct Indexing feature
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Tax-Loss Harvesting White Paper
Learn more about our Tax-Loss Harvesting feature
Investment Methodology
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Automated Investing Methodology White Paper
For retirement and investment accounts, our methodology for building and managing your Classic portfolio
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College Savings White Paper
For 529 accounts, our methodology for building and managing your portfolio
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Historical returns
Average annual net-of-fees, pre-tax returns of Wealthfront’s investment portfolios.
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Socially Responsible Methodology White Paper
For retirement and investment accounts, our methodology for building and managing your Socially Responsible portfolio.
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Automated Bond Portfolio Methodology White Paper
Our methodology for building and managing your Automated Bond portfolio.
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Automated Bond Ladder Methodology White Paper
For tax-advantaged income and capital preservation, our methodology for building and managing your Automated Bond Ladder.