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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
-0.32%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
(+1.8%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$411M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$251M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$129M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$124M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$105M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$197M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$82.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$65.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$49.2M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$40.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.79% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.93% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Robinhood
HOOD
$83.9B
| $12M | 0.03% |
172,899
+14,809
| +9% | +$1.3M |
|
227
HCA Healthcare
HCA
$89.5B
| $11.9M | 0.03% |
25,204
-5,099
| -17% | -$2.57M |
|
228
Palo Alto Networks
PANW
$297B
| $11.9M | 0.03% |
74,265
+7,291
| +11% | +$1.22M |
|
229
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
| $11.9M | 0.03% |
136,718
+22,675
| +20% | +$1.99M |
|
230
PNC Financial Services
PNC
$101B
| $11.8M | 0.03% |
56,877
+3,672
| +7% | +$799K |
|
231
American Water Works
AWK
$26.9B
| $11.8M | 0.03% |
86,641
-7,744
| -8% | -$1.02M |
|
232
Church & Dwight Co
CHD
$24.5B
| $11.7M | 0.03% |
125,559
+9,679
| +8% | +$930K |
|
233
Crown Castle
CCI
$32.2B
| $11.7M | 0.03% |
143,921
-25,062
| -15% | -$2.16M |
|
234
Regions Financial
RF
$26.8B
| $11.7M | 0.03% |
447,305
+5,819
| +1% | +$162K |
|
235
Xcel Energy
XEL
$48.8B
| $11.6M | 0.03% |
146,612
+7,649
| +6% | +$600K |
|
236
Dow Inc
DOW
$21.2B
| $11.6M | 0.03% |
278,988
+62,261
| +29% | +$1.97M |
|
|
BNY
237
Bank of New York Mellon
BNY
$107B
| $11.6M | 0.03% |
97,491
-867
| -0.9% | -$103K |
|
238
Citizens Financial Group
CFG
$30.6B
| $11.6M | 0.03% |
192,794
-1,979
| -1% | -$122K |
|
239
Constellation Energy
CEG
$95.6B
| $11.5M | 0.03% |
41,272
-2,454
| -6% | -$746K |
|
240
Cboe Global Markets
CBOE
$29.9B
| $11.5M | 0.03% |
40,919
+418
| +1% | +$116K |
|
|
PPL
241
PPL Corp
PPL
$26.7B
| $11.5M | 0.03% |
300,722
+64,023
| +27% | +$2.36M |
|
242
Freeport-McMoran
FCX
$97.5B
| $11.5M | 0.03% |
194,880
+46,809
| +32% | +$2.83M |
|
243
Marriott International
MAR
$92.3B
| $11.4M | 0.03% |
34,901
+2,814
| +9% | +$926K |
|
244
Mondelez International
MDLZ
$79.9B
| $11.4M | 0.02% |
196,980
-19,843
| -9% | -$1.15M |
|
245
Blackstone
BX
$110B
| $11.3M | 0.02% |
98,466
+22,419
| +29% | +$2.92M |
|
246
SLB Ltd
SLB
$75B
| $11.3M | 0.02% |
219,808
+9,142
| +4% | +$444K |
|
247
Pultegroup
PHM
$25.3B
| $11.2M | 0.02% |
95,511
-103
| -0.1% | -$13.2K |
|
248
Coinbase
COIN
$40.5B
| $11.1M | 0.02% |
63,396
-2,609
| -4% | -$514K |
|
249
Rocket Companies
RKT
$38.9B
| $10.9M | 0.02% |
766,574
-14,653
| -2% | -$267K |
|
250
Accenture
ACN
$108B
| $10.8M | 0.02% |
54,637
-10,370
| -16% | -$2.42M |
|
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SCP
Wealthfront Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Wealthfront Advisers held 1,108 positions worth $45.6B, up 1.8% from $44.7B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.38B of net new capital in Q1 2026, opening 56 new positions and adding to 704 existing holdings. Its largest new stake was Mercado Libre: 396 shares worth $685K.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $197M trimmed.
- Wealthfront Advisers's largest Q1 2026 buy was Mercado Libre: 396 shares worth $685K.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $411M increase.
- Wealthfront Advisers's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $197M.
- Wealthfront Advisers fully exited Warner Music in Q1 2026, selling an estimated $1.93M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $45.6B portfolio in Q1 2026.
- Wealthfront Advisers opened 56 new positions and closed 32 in Q1 2026.
- Wealthfront Advisers's portfolio value rose 1.8% quarter-over-quarter to $45.6B.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.