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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 | |
|---|---|---|---|---|---|---|
326
Sherwin-Williams
SHW
$89.8B
| $7.72M | 0.02% |
24,095
-5,425
| -18% | -$1.87M |
|
327
Bloom Energy
BE
$64.6B
| $7.61M | 0.02% |
56,158
+53,220
| +1,811% | +$7.81M |
|
328
Marvell Technology
MRVL
$196B
| $7.54M | 0.02% |
76,173
+6,022
| +9% | +$506K |
|
329
Wabtec
WAB
$49.3B
| $7.49M | 0.02% |
29,985
+3,273
| +12% | +$791K |
|
330
Medtronic
MDT
$112B
| $7.47M | 0.02% |
86,263
-4,552
| -5% | -$436K |
|
331
Booking.com
BKNG
$161B
| $7.39M | 0.02% |
43,875
+2,075
| +5% | +$382K |
|
332
EOG Resources
EOG
$70.7B
| $7.35M | 0.02% |
50,853
+3,599
| +8% | +$437K |
|
333
Alliant Energy
LNT
$18B
| $7.33M | 0.02% |
102,161
+7,836
| +8% | +$541K |
|
334
Emerson Electric
EMR
$88.3B
| $7.28M | 0.02% |
55,589
-7,516
| -12% | -$1.08M |
|
335
Kraft Heinz
KHC
$30B
| $7.24M | 0.02% |
322,124
+56,506
| +21% | +$1.33M |
|
336
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
| $7.21M | 0.02% |
33,203
+2,227
| +7% | +$498K |
|
337
Travelers Companies
TRV
$80.2B
| $7.2M | 0.02% |
24,689
+938
| +4% | +$275K |
|
338
Snap-on
SNA
$21.5B
| $7.18M | 0.02% |
19,762
+486
| +3% | +$180K |
|
339
Monster Beverage
MNST
$88.5B
| $7.14M | 0.02% |
98,576
-170
| -0.2% | -$13.4K |
|
340
Iron Mountain
IRM
$36.1B
| $7.13M | 0.02% |
69,793
+2,354
| +3% | +$234K |
|
341
iShares MSCI Global Gold Miners ETF
RING
$2.56B
| $7.11M | 0.02% |
89,961
+14,227
| +19% | +$1.21M |
|
342
Hartford Financial Services
HIG
$39.3B
| $7.07M | 0.02% |
52,247
+9,168
| +21% | +$1.25M |
|
343
Keysight
KEYS
$58.3B
| $6.98M | 0.02% |
24,718
+8,922
| +56% | +$2.24M |
|
344
L3Harris
LHX
$53.4B
| $6.93M | 0.02% |
20,091
+7,095
| +55% | +$2.48M |
|
345
Tapestry
TPR
$32.8B
| $6.91M | 0.02% |
48,982
-443
| -0.9% | -$62.8K |
|
346
International Paper
IP
$22B
| $6.91M | 0.02% |
193,584
+26,451
| +16% | +$1.1M |
|
347
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
| $6.87M | 0.02% |
61,121
+6,765
| +12% | +$833K |
|
348
Globe Life
GL
$14.3B
| $6.85M | 0.02% |
49,715
-45
| -0.1% | -$6.35K |
|
349
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $6.83M | 0.02% |
135,765
+36,997
| +37% | +$1.86M |
|
350
Aflac
AFL
$62.6B
| $6.83M | 0.02% |
62,212
-1,860
| -3% | -$206K |
|
Similar funds
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.