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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $52B
1-Year Est. Return 24.53%
This Fund
S&P 500
This Quarter Est. Return
+1.9%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$44.7B
AUM Growth
+$2.15B
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 6.2%
2 Financials 2.51%
3 Communication Services 2.05%
4 Consumer Discretionary 1.88%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FAST icon
301
Fastenal
FAST
$59.9B
$7.68M 0.02%
191,382
-4,308
-2% -$181K
ADM icon
302
Archer Daniels Midland
ADM
$38.4B
$7.59M 0.02%
131,956
+1,796
+1% +$107K
AMP icon
303
Ameriprise Financial
AMP
$49.9B
$7.58M 0.02%
15,466
+1,522
+11% +$722K
MNST icon
304
Monster Beverage
MNST
$90.1B
$7.57M 0.02%
197,492
+21,956
+13% +$787K
FCX icon
305
Freeport-McMoran
FCX
$96.9B
$7.52M 0.02%
148,071
+22,355
+18% +$969K
VICI icon
306
VICI Properties
VICI
$28.7B
$7.36M 0.02%
261,778
+14,001
+6% +$416K
AVUV icon
307
Avantis US Small Cap Value ETF
AVUV
$30.9B
$7.35M 0.02%
72,066
-3
-0% -$300
KKR icon
308
KKR & Co
KKR
$99.5B
$7.34M 0.02%
57,599
+2,856
+5% +$355K
FTNT icon
309
Fortinet
FTNT
$118B
$7.34M 0.02%
92,415
+6,839
+8% +$567K
DLR icon
310
Digital Realty Trust
DLR
$72.9B
$7.3M 0.02%
47,175
-1,045
-2% -$172K
ALNY icon
311
Alnylam Pharmaceuticals
ALNY
$30B
$7.26M 0.02%
18,254
+4,834
+36% +$2.14M
IXN icon
312
iShares Global Tech ETF
IXN
$9.35B
$7.23M 0.02%
68,859
+3,363
+5% +$355K
ROST icon
313
Ross Stores
ROST
$79.6B
$7.15M 0.02%
39,703
+5,597
+16% +$934K
SCHH icon
314
Schwab US REIT ETF
SCHH
$11.3B
$7.09M 0.02%
339,329
-301,461
-47% -$6.39M
AEE icon
315
Ameren
AEE
$30.1B
$7.09M 0.02%
70,985
+3,234
+5% +$332K
NET icon
316
Cloudflare
NET
$111B
$7.09M 0.02%
35,938
+674
+2% +$143K
VRSK icon
317
Verisk Analytics
VRSK
$23.5B
$7.07M 0.02%
31,593
+8,222
+35% +$1.86M
AFL icon
318
Aflac
AFL
$60.5B
$7.07M 0.02%
64,072
+686
+1% +$75.6K
EL icon
319
Estee Lauder
EL
$31.7B
$7.03M 0.02%
67,141
+1,308
+2% +$127K
ETHE
320
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$7.02M 0.02%
288,195
-10,357
-3% -$294K
EXPE icon
321
Expedia Group
EXPE
$39.1B
$7.02M 0.02%
24,762
+4,874
+25% +$1.2M
GL icon
322
Globe Life
GL
$13.8B
$6.96M 0.02%
49,760
-849
-2% -$115K
URI icon
323
United Rentals
URI
$70.3B
$6.96M 0.02%
8,599
+370
+4% +$321K
MPWR icon
324
Monolithic Power Systems
MPWR
$70B
$6.95M 0.02%
7,673
+2,119
+38% +$2.04M
TRV icon
325
Travelers Companies
TRV
$77.2B
$6.89M 0.02%
23,751
+694
+3% +$195K
11 12
13
14 15

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SCP
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RIM
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Wealthfront Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Wealthfront Advisers held 1,077 positions worth $44.7B, up 5% from $42.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers deployed $1.51B of net new capital in Q4 2025, opening 70 new positions and adding to 641 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 6.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $186M trimmed.

  • Wealthfront Advisers's largest Q4 2025 buy was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
  • Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $156M increase.
  • Wealthfront Advisers's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $186M.
  • Wealthfront Advisers fully exited Kellanova in Q4 2025, selling an estimated $8.85M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $44.7B portfolio in Q4 2025.
  • Wealthfront Advisers opened 70 new positions and closed 25 in Q4 2025.
  • Wealthfront Advisers's portfolio value rose 5% quarter-over-quarter to $44.7B.

Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.