We are live on
!
Find out more
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
(+5%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$183M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$156M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$145M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$186M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$39.9M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$37.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Halliburton
HAL
$27.7B
| $5.61M | 0.01% |
198,635
+1,093
| +0.6% | +$28.9K |
|
377
Iron Mountain
IRM
$37B
| $5.59M | 0.01% |
67,439
-6,762
| -9% | -$633K |
|
378
iShares MSCI Global Gold Miners ETF
RING
$2.48B
| $5.58M | 0.01% |
75,734
+13,476
| +22% | +$910K |
|
379
Vanguard ESG US Corporate Bond ETF
VCEB
$1.15B
| $5.58M | 0.01% |
87,633
+2,448
| +3% | +$157K |
|
380
Principal Financial Group
PFG
$24.4B
| $5.57M | 0.01% |
63,177
+7,992
| +14% | +$675K |
|
381
Fox Class A
FOXA
$26.5B
| $5.54M | 0.01% |
75,819
+4,233
| +6% | +$277K |
|
382
iShares MSCI China ETF
MCHI
$6.21B
| $5.53M | 0.01% |
92,082
-2,312
| -2% | -$145K |
|
383
Vanguard FTSE Europe ETF
VGK
$31B
| $5.53M | 0.01% |
66,090
-258
| -0.4% | -$21K |
|
384
Ventas
VTR
$45.7B
| $5.48M | 0.01% |
70,767
+1,966
| +3% | +$148K |
|
385
W.P. Carey
WPC
$16.1B
| $5.47M | 0.01% |
84,959
-2,403
| -3% | -$160K |
|
386
AutoZone
AZO
$49.7B
| $5.44M | 0.01% |
1,604
+55
| +4% | +$208K |
|
387
Strategy Inc
MSTR
$37.3B
| $5.42M | 0.01% |
35,697
-17,861
| -33% | -$4.11M |
|
388
Fortive
FTV
$18.6B
| $5.39M | 0.01% |
97,569
+16,055
| +20% | +$833K |
|
389
Dover
DOV
$28B
| $5.36M | 0.01% |
27,463
+2,760
| +11% | +$503K |
|
390
PGIM Ultra Short Bond ETF
PULS
$18.4B
| $5.32M | 0.01% |
107,333
+64,140
| +148% | +$3.19M |
|
391
Kenvue
KVUE
$36.5B
| $5.29M | 0.01% |
306,713
+165,868
| +118% | +$2.71M |
|
392
Keurig Dr Pepper
KDP
$40.2B
| $5.29M | 0.01% |
188,862
-17,823
| -9% | -$489K |
|
393
Microchip Technology
MCHP
$43.1B
| $5.28M | 0.01% |
82,846
-4,606
| -5% | -$284K |
|
394
Nucor
NUE
$61.9B
| $5.25M | 0.01% |
32,187
+2,552
| +9% | +$384K |
|
395
Norfolk Southern
NSC
$75.3B
| $5.23M | 0.01% |
18,099
+932
| +5% | +$270K |
|
396
Motley Fool 100 Index ETF
TMFC
$2.11B
| $5.2M | 0.01% |
72,469
+2,815
| +4% | +$201K |
|
397
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $5.17M | 0.01% |
33,416
+3,902
| +13% | +$584K |
|
398
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
| $5.16M | 0.01% |
158,283
+23,086
| +17% | +$751K |
|
399
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $5.16M | 0.01% |
26,952
+1,974
| +8% | +$375K |
|
400
Snowflake
SNOW
$115B
| $5.15M | 0.01% |
23,468
+2,498
| +12% | +$610K |
|
Similar funds
SCP
RIM
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.