Wealthfront excludes Real Estate Investment Trusts (REITs) from taxable portfolios because tax forms distributed by REIT ETFs are frequently restated or distributed late, which complicates tax filings for investors.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• Wealthfront entity
• Real Estate Investment Trusts concept