Wealthfront analyzed the average fraction of yearly losses harvested in each calendar month for its Classic ETF portfolios from 2013 through the end of 2024, finding that the service harvests a meaningful amount of losses each month.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity