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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
+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
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
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
TSN icon
401
Tyson Foods
TSN
$19.6B
$5.1M 0.01%
87,080
-37,622
-30% -$2.07M
ADSK icon
402
Autodesk
ADSK
$52.7B
$5.1M 0.01%
17,226
-574
-3% -$174K
CMG icon
403
Chipotle Mexican Grill
CMG
$41.3B
$5.1M 0.01%
137,778
+11,343
+9% +$410K
AON icon
404
Aon
AON
$74.7B
$5.09M 0.01%
14,410
+1,027
+8% +$359K
DOW icon
405
Dow Inc
DOW
$22.1B
$5.07M 0.01%
216,727
+23,555
+12% +$542K
TTWO icon
406
Take-Two Interactive
TTWO
$45.4B
$5.02M 0.01%
19,600
+387
+2% +$96.5K
INDA icon
407
iShares MSCI India ETF
INDA
$6.58B
$4.99M 0.01%
92,346
+1,239
+1% +$66.7K
USFR icon
408
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$4.97M 0.01%
98,768
+20,494
+26% +$1.03M
EOG icon
409
EOG Resources
EOG
$75.1B
$4.96M 0.01%
47,254
-11,773
-20% -$1.26M
MAA icon
410
Mid-America Apartment Communities
MAA
$15.4B
$4.88M 0.01%
35,165
+4,043
+13% +$539K
SCHA icon
411
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$4.88M 0.01%
171,185
-6,025
-3% -$170K
VGIT icon
412
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$4.87M 0.01%
81,342
+24,414
+43% +$1.47M
CTSH icon
413
Cognizant
CTSH
$26.2B
$4.85M 0.01%
58,434
-5,999
-9% -$449K
FICO icon
414
Fair Isaac
FICO
$22.6B
$4.85M 0.01%
2,866
+215
+8% +$370K
HUBB icon
415
Hubbell
HUBB
$27.1B
$4.83M 0.01%
10,886
-56
-0.5% -$24.5K
STLD icon
416
Steel Dynamics
STLD
$37.7B
$4.72M 0.01%
27,856
+981
+4% +$156K
CBRE icon
417
CBRE Group
CBRE
$42.7B
$4.71M 0.01%
29,278
+4,576
+19% +$719K
IAGG icon
418
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$4.7M 0.01%
93,926
+30,720
+49% +$1.58M
IT icon
419
Gartner
IT
$11.3B
$4.68M 0.01%
18,544
-6,622
-26% -$1.59M
PCY icon
420
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$4.68M 0.01%
215,862
-141,858
-40% -$3.09M
CSX icon
421
CSX Corp
CSX
$92.8B
$4.65M 0.01%
128,173
+18,462
+17% +$661K
BSV icon
422
Vanguard Short-Term Bond ETF
BSV
$45.6B
$4.62M 0.01%
58,606
+17,732
+43% +$1.4M
LNG icon
423
Cheniere Energy
LNG
$55.4B
$4.57M 0.01%
23,535
-2,458
-9% -$516K
ODFL icon
424
Old Dominion Freight Line
ODFL
$44.1B
$4.56M 0.01%
29,059
+2,911
+11% +$417K
HOLX
425
DELISTED
Hologic
HOLX
$4.54M 0.01%
60,910
+230
+0.4% +$16.8K
15 16
17
18 19

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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.