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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
+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
HIG icon
351
Hartford Financial Services
HIG
$37.5B
$7.81M 0.02%
58,953
+6,706
+13% +$897K
SHW icon
352
Sherwin-Williams
SHW
$81B
$7.78M 0.01%
22,581
-1,514
-6% -$484K
EMR icon
353
Emerson Electric
EMR
$85.2B
$7.72M 0.01%
53,911
-1,678
-3% -$236K
EMXC icon
354
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$7.71M 0.01%
75,381
+8,267
+12% +$780K
CVNA icon
355
Carvana
CVNA
$53.7B
$7.7M 0.01%
116,994
-22,601
-16% -$1.6M
WRB icon
356
W.R. Berkley
WRB
$25.7B
$7.69M 0.01%
108,979
+90,548
+491% +$6.07M
PFG icon
357
Principal Financial Group
PFG
$25B
$7.68M 0.01%
71,257
+2,850
+4% +$289K
TRGP icon
358
Targa Resources
TRGP
$62.2B
$7.67M 0.01%
28,600
+4,413
+18% +$1.13M
SNA icon
359
Snap-on
SNA
$19.8B
$7.65M 0.01%
19,022
-740
-4% -$280K
EIX icon
360
Edison International
EIX
$21.8B
$7.63M 0.01%
102,425
+20,692
+25% +$1.48M
CSX icon
361
CSX Corp
CSX
$91.5B
$7.61M 0.01%
160,086
+12,594
+9% +$569K
KVUE icon
362
Kenvue
KVUE
$36B
$7.6M 0.01%
397,683
+43,608
+12% +$768K
IP icon
363
International Paper
IP
$19.7B
$7.58M 0.01%
198,846
+5,262
+3% +$180K
MGC icon
364
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$7.57M 0.01%
27,662
+53
+0.2% +$14.1K
TROW icon
365
T. Rowe Price
TROW
$23.4B
$7.57M 0.01%
66,575
-2,773
-4% -$284K
VBK icon
366
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.7B
$7.51M 0.01%
20,533
+407
+2% +$139K
ODFL icon
367
Old Dominion Freight Line
ODFL
$38.5B
$7.49M 0.01%
34,564
+542
+2% +$117K
GDDY icon
368
GoDaddy
GDDY
$12.8B
$7.48M 0.01%
88,167
+25,044
+40% +$2.11M
ESS icon
369
Essex Property Trust
ESS
$17.9B
$7.44M 0.01%
25,499
+20,425
+403% +$5.49M
DGX icon
370
Quest Diagnostics
DGX
$26.2B
$7.37M 0.01%
34,789
+9,905
+40% +$1.94M
XME icon
371
State Street SPDR S&P Metals & Mining ETF
XME
$4.86B
$7.34M 0.01%
68,629
+6,849
+11% +$804K
STLD icon
372
Steel Dynamics
STLD
$34.7B
$7.3M 0.01%
31,793
+3,872
+14% +$907K
NSC icon
373
Norfolk Southern
NSC
$74B
$7.22M 0.01%
22,955
-760
-3% -$234K
TPR icon
374
Tapestry
TPR
$24.4B
$7.2M 0.01%
49,211
+229
+0.5% +$32.8K
CARR icon
375
Carrier Global
CARR
$49.2B
$7.17M 0.01%
97,737
+4,995
+5% +$326K
13 14
15
16 17

Similar funds

Zurich Cantonal Bank
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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.