We are live on ! Find out more
Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $52B
1-Year Est. Return 24.53%
This Fund
S&P 500
This Quarter Est. Return
+14.58%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$52B
AUM Growth
+$6.48B
Cap. Flow
+$1.17B
Cap. Flow %
2.26%
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$185M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$117M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$97.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$64.5M

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$70M
2
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$39M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.6M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.1M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.91%
2 Technology 7.11%
3 Financials 2.31%
4 Communication Services 1.83%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EBAY icon
326
eBay
EBAY
$46B
$8.76M 0.02%
78,355
+4,168
+6% +$445K
GL icon
327
Globe Life
GL
$13.4B
$8.64M 0.02%
48,352
-1,363
-3% -$213K
INTU icon
328
Intuit
INTU
$91B
$8.61M 0.02%
32,980
+8,122
+33% +$2.83M
ELV icon
329
Elevance Health
ELV
$88.4B
$8.6M 0.02%
22,226
-11,629
-34% -$4.31M
KHC icon
330
Kraft Heinz
KHC
$29.5B
$8.59M 0.02%
363,620
+41,496
+13% +$958K
NUE icon
331
Nucor
NUE
$59.2B
$8.59M 0.02%
38,553
+5,683
+17% +$1.29M
LYB icon
332
LyondellBasell Industries
LYB
$20.5B
$8.57M 0.02%
162,800
+45,130
+38% +$3.11M
ARKQ icon
333
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.92B
$8.54M 0.02%
64,574
+3,453
+6% +$448K
BKR icon
334
Baker Hughes
BKR
$63B
$8.53M 0.02%
153,737
+3,300
+2% +$209K
GDX icon
335
VanEck Gold Miners ETF
GDX
$30.2B
$8.47M 0.02%
112,237
+9,032
+9% +$798K
COIN icon
336
Coinbase
COIN
$48.7B
$8.42M 0.02%
57,618
-5,778
-9% -$1.04M
VBR icon
337
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$8.23M 0.02%
33,857
+654
+2% +$152K
WAB icon
338
Wabtec
WAB
$47.8B
$8.22M 0.02%
30,474
+489
+2% +$129K
AJG icon
339
Arthur J. Gallagher & Co
AJG
$67.3B
$8.18M 0.02%
35,646
+6,527
+22% +$1.39M
CTVA icon
340
Corteva
CTVA
$58.6B
$8.17M 0.02%
96,415
-3,229
-3% -$259K
VMRK
341
Vivmark Residential
VMRK
$50.6B
$8.12M 0.02%
119,597
+48,965
+69% +$3.17M
DG icon
342
Dollar General
DG
$29.4B
$8.05M 0.02%
69,904
-86,442
-55% -$9.82M
HAL icon
343
Halliburton
HAL
$30.9B
$8.04M 0.02%
236,865
+34,387
+17% +$1.34M
MCHP icon
344
Microchip Technology
MCHP
$40.3B
$8.02M 0.02%
87,974
+4,926
+6% +$439K
ABT icon
345
Abbott
ABT
$187B
$8M 0.02%
88,206
-29,787
-25% -$2.72M
NOC icon
346
Northrop Grumman
NOC
$73.2B
$7.99M 0.02%
15,694
-7,209
-31% -$4.16M
SYY icon
347
Sysco
SYY
$38.4B
$7.98M 0.02%
95,424
+2,835
+3% +$215K
RSP icon
348
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$7.9M 0.02%
37,124
+5,939
+19% +$1.22M
GRMN
349
Garmin
GRMN
$53.4B
$7.87M 0.02%
33,131
-1,352
-4% -$329K
TSM icon
350
TSMC
TSM
$2.22T
$7.82M 0.02%
16,384
+6,120
+60% +$2.48M
12 13
14
15 16

Similar funds

Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wealthfront Advisers's Q2 2026 Portfolio in Review

As of Q2 2026, Wealthfront Advisers held 1,138 positions worth $52B, up 14% from $45.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers's Q2 2026 filing shows 62 new, 608 increased, 447 reduced and 19 closed positions. Its largest new stake was Honeywell Aerospace: 54,444 shares worth $12M. The largest sale was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $70M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

  • Wealthfront Advisers's largest Q2 2026 buy was Honeywell Aerospace: 54,444 shares worth $12M.
  • Wealthfront Advisers added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026, an estimated $185M increase.
  • Wealthfront Advisers's biggest Q2 2026 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $70M.
  • Wealthfront Advisers fully exited Coterra Energy in Q2 2026, selling an estimated $5.8M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $52B portfolio in Q2 2026.
  • Wealthfront Advisers opened 62 new positions and closed 19 in Q2 2026.
  • Wealthfront Advisers's portfolio value rose 14% quarter-over-quarter to $52B.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.