We are live on ! Find out more
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
NTAP icon
401
NetApp
NTAP
$36.5B
$6.22M 0.01%
40,173
+6,562
+20% +$858K
CI icon
402
Cigna
CI
$74.7B
$6.14M 0.01%
22,282
+3,482
+19% +$984K
VCEB icon
403
Vanguard ESG US Corporate Bond ETF
VCEB
$1.2B
$6.14M 0.01%
97,864
-108,672
-53% -$6.82M
MET icon
404
MetLife
MET
$62B
$6.13M 0.01%
72,433
+11,286
+18% +$910K
RIVN icon
405
Rivian
RIVN
$22.8B
$6.08M 0.01%
350,365
+30,508
+10% +$476K
TEL icon
406
TE Connectivity
TEL
$60.4B
$6.07M 0.01%
30,100
-1,982
-6% -$422K
ASTS icon
407
AST SpaceMobile
ASTS
$18.7B
$6.05M 0.01%
68,052
+7,690
+13% +$671K
HPE icon
408
Hewlett Packard
HPE
$69B
$6.04M 0.01%
133,988
+54,131
+68% +$1.95M
VCSH icon
409
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$6.03M 0.01%
76,305
+8,609
+13% +$681K
EQIX icon
410
Equinix
EQIX
$102B
$6.01M 0.01%
5,762
+302
+6% +$323K
MAA icon
411
Mid-America Apartment Communities
MAA
$14.9B
$6M 0.01%
43,211
-12,089
-22% -$1.58M
WTW icon
412
Willis Towers Watson
WTW
$31.1B
$5.97M 0.01%
22,825
+3,332
+17% +$891K
WPC icon
413
W.P. Carey
WPC
$16B
$5.77M 0.01%
80,736
-2,445
-3% -$179K
XYZ
414
Block Inc
XYZ
$49.7B
$5.74M 0.01%
75,548
-1,675
-2% -$118K
FTV icon
415
Fortive
FTV
$17.2B
$5.66M 0.01%
92,714
+1,318
+1% +$79.1K
HUBB icon
416
Hubbell
HUBB
$24.3B
$5.64M 0.01%
10,779
-362
-3% -$183K
SCHG icon
417
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$5.62M 0.01%
166,117
-4,926
-3% -$163K
ICLN icon
418
iShares Global Clean Energy ETF
ICLN
$2.07B
$5.56M 0.01%
271,592
+13,424
+5% +$278K
TTWO icon
419
Take-Two Interactive
TTWO
$40.1B
$5.53M 0.01%
22,133
+4,008
+22% +$884K
NI icon
420
NiSource
NI
$19.8B
$5.52M 0.01%
116,147
+2,548
+2% +$121K
ZTS icon
421
Zoetis
ZTS
$31.3B
$5.47M 0.01%
76,113
+33,873
+80% +$3.19M
DTE icon
422
DTE Energy
DTE
$28.3B
$5.46M 0.01%
35,856
+2,464
+7% +$360K
XLV icon
423
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$5.46M 0.01%
34,392
+1,211
+4% +$180K
XLU icon
424
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$5.46M 0.01%
120,319
+8,576
+8% +$388K
VTWO icon
425
Vanguard Russell 2000 ETF
VTWO
$17.4B
$5.45M 0.01%
44,922
+1,465
+3% +$166K
15 16
17
18 19

Similar funds

Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
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.