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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 | |
|---|---|---|---|---|---|---|
|
EA
376
DELISTED
Electronic Arts
EA
| $6.15M | 0.01% |
30,178
+1,931
| +7% | +$390K |
|
377
AutoZone
AZO
$51.1B
| $6.15M | 0.01% |
1,820
+216
| +13% | +$775K |
|
378
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
| $6.14M | 0.01% |
129,040
-158
| -0.1% | -$7.57K |
|
379
Kenvue
KVUE
$36.9B
| $6.1M | 0.01% |
354,075
+47,362
| +15% | +$843K |
|
380
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
| $6.08M | 0.01% |
20,126
+1,267
| +7% | +$398K |
|
381
Loews
L
$23.6B
| $6.07M | 0.01% |
56,841
+1,653
| +3% | +$177K |
|
382
Targa Resources
TRGP
$55.1B
| $6.06M | 0.01% |
24,187
+4,931
| +26% | +$1.07M |
|
383
CSX Corp
CSX
$93.1B
| $6.05M | 0.01% |
147,492
+19,319
| +15% | +$757K |
|
384
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $5.99M | 0.01% |
31,185
+4,233
| +16% | +$839K |
|
385
Edison International
EIX
$26.4B
| $5.98M | 0.01% |
81,733
+27,472
| +51% | +$1.85M |
|
386
Ventas
VTR
$47.9B
| $5.86M | 0.01% |
71,674
+907
| +1% | +$74.2K |
|
387
Estee Lauder
EL
$32B
| $5.83M | 0.01% |
81,242
+14,101
| +21% | +$1.44M |
|
388
iShares Gold Trust
IAU
$67.5B
| $5.83M | 0.01% |
66,081
+20,442
| +45% | +$1.88M |
|
|
CTRA
389
DELISTED
Coterra Energy
CTRA
| $5.8M | 0.01% |
165,091
+2,026
| +1% | +$60.9K |
|
390
Willis Towers Watson
WTW
$32B
| $5.67M | 0.01% |
19,493
+2,222
| +13% | +$682K |
|
391
Tyson Foods
TSN
$20.4B
| $5.66M | 0.01% |
88,289
+1,209
| +1% | +$75.1K |
|
392
W.P. Carey
WPC
$16.4B
| $5.65M | 0.01% |
83,181
-1,778
| -2% | -$125K |
|
393
Vanguard FTSE Europe ETF
VGK
$31.4B
| $5.64M | 0.01% |
68,393
+2,303
| +3% | +$198K |
|
394
Unum
UNM
$14.3B
| $5.63M | 0.01% |
77,134
-1,680
| -2% | -$125K |
|
395
American International
AIG
$41.3B
| $5.57M | 0.01% |
74,040
-695
| -0.9% | -$53.2K |
|
396
Nucor
NUE
$62.1B
| $5.56M | 0.01% |
32,870
+683
| +2% | +$119K |
|
397
Air Products & Chemicals
APD
$67.6B
| $5.54M | 0.01% |
19,074
+2,968
| +18% | +$818K |
|
398
Hubbell
HUBB
$27.2B
| $5.47M | 0.01% |
11,141
+255
| +2% | +$125K |
|
399
iShares MSCI China ETF
MCHI
$6.38B
| $5.46M | 0.01% |
97,184
+5,102
| +6% | +$306K |
|
400
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $5.37M | 0.01% |
67,696
-5,794
| -8% | -$462K |
|
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.