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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
AON icon
376
Aon
AON
$68.5B
$7.17M 0.01%
21,602
+5,930
+38% +$1.91M
DHR icon
377
Danaher
DHR
$146B
$7.11M 0.01%
37,321
-11,587
-24% -$2.1M
HCA icon
378
HCA Healthcare
HCA
$87.7B
$7.09M 0.01%
18,176
-7,028
-28% -$2.97M
ON icon
379
ON Semiconductor
ON
$29B
$6.95M 0.01%
73,484
+31,503
+75% +$3.23M
INVH icon
380
Invitation Homes
INVH
$16.9B
$6.91M 0.01%
228,816
+116,642
+104% +$3.3M
USFR icon
381
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$6.9M 0.01%
137,104
+1,339
+1% +$67.5K
L icon
382
Loews
L
$22.3B
$6.88M 0.01%
60,804
+3,963
+7% +$429K
IDXX icon
383
Idexx Laboratories
IDXX
$42.2B
$6.86M 0.01%
13,026
-5,576
-30% -$3.13M
UNM icon
384
Unum
UNM
$15.2B
$6.76M 0.01%
75,586
-1,548
-2% -$128K
AMP icon
385
Ameriprise Financial
AMP
$49.5B
$6.74M 0.01%
14,702
+278
+2% +$127K
APO icon
386
Apollo Global Management
APO
$78.9B
$6.74M 0.01%
56,931
+605
+1% +$76.1K
VOOG icon
387
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$6.71M 0.01%
81,250
+16,306
+25% +$1.29M
MDB icon
388
MongoDB
MDB
$29.7B
$6.6M 0.01%
19,662
+11,748
+148% +$3.52M
HPQ icon
389
HP
HPQ
$29.4B
$6.59M 0.01%
300,378
+85,842
+40% +$1.9M
SCHA icon
390
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$6.57M 0.01%
181,800
+4,375
+2% +$145K
DIV icon
391
Global X SuperDividend US ETF
DIV
$794M
$6.55M 0.01%
343,937
+11,823
+4% +$227K
CCI icon
392
Crown Castle
CCI
$32.3B
$6.54M 0.01%
86,394
-57,527
-40% -$5.05M
WCN
393
Waste Connections
WCN
$41.5B
$6.48M 0.01%
38,901
+19,456
+100% +$3.08M
EAGG icon
394
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.07B
$6.44M 0.01%
135,801
+6,761
+5% +$320K
VGK icon
395
Vanguard FTSE Europe ETF
VGK
$31.1B
$6.43M 0.01%
72,617
+4,224
+6% +$370K
MDT icon
396
Medtronic
MDT
$120B
$6.36M 0.01%
81,269
-4,994
-6% -$403K
EA
397
DELISTED
Electronic Arts
EA
$6.35M 0.01%
30,964
+786
+3% +$159K
DOV icon
398
Dover
DOV
$26B
$6.28M 0.01%
28,013
-1,827
-6% -$398K
YUM icon
399
Yum! Brands
YUM
$41.1B
$6.25M 0.01%
39,074
-670
-2% -$104K
FIX icon
400
Comfort Systems
FIX
$56.7B
$6.22M 0.01%
3,137
+371
+13% +$673K
14 15
16
17 18

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Korea Investment Corp
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TCI Fund Management
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Connor, Clark & Lunn Investment Management (CC&L)
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DB
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GQG Partners
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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.