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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
+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 | |
|---|---|---|---|---|---|---|
426
Comcast
CMCSA
$90.4B
| $4.5M | 0.01% |
150,459
-64,050
| -30% | -$1.83M |
|
427
Nasdaq
NDAQ
$53.5B
| $4.48M | 0.01% |
46,161
+7,873
| +21% | +$708K |
|
428
AST SpaceMobile
ASTS
$22.3B
| $4.46M | 0.01% |
61,463
+7,906
| +15% | +$564K |
|
429
Las Vegas Sands
LVS
$29.6B
| $4.39M | 0.01% |
67,446
+19,488
| +41% | +$1.19M |
|
430
SoFi Technologies
SOFI
$23.2B
| $4.36M | 0.01% |
166,634
+18,672
| +13% | +$520K |
|
431
Carrier Global
CARR
$52B
| $4.35M | 0.01% |
82,289
-3,939
| -5% | -$219K |
|
|
CTRA
432
DELISTED
Coterra Energy
CTRA
| $4.29M | 0.01% |
163,065
+1,068
| +0.7% | +$26.9K |
|
433
Masco
MAS
$14.7B
| $4.26M | 0.01% |
67,187
-21,200
| -24% | -$1.38M |
|
434
Vanguard Morningstar Mid-Cap ETF
VO
$110B
| $4.22M | 0.01% |
58,104
-1,252
| -2% | -$91.1K |
|
435
Lennar Class A
LEN
$20.5B
| $4.21M | 0.01% |
40,955
-17,343
| -30% | -$2.09M |
|
436
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
| $4.16M | 0.01% |
39,386
-132
| -0.3% | -$14.5K |
|
437
Shopify
SHOP
$194B
| $4.15M | 0.01% |
25,759
+6,000
| +30% | +$963K |
|
438
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
| $4.11M | 0.01% |
55,488
+21,072
| +61% | +$1.55M |
|
439
iShares Global Clean Energy ETF
ICLN
$2.12B
| $4.11M | 0.01% |
250,137
+3,436
| +1% | +$57.3K |
|
440
Carnival Corporation Ltd
CCL
$37.9B
| $4.08M | 0.01% |
133,615
-56,635
| -30% | -$1.58M |
|
441
Vanguard Russell 2000 ETF
VTWO
$17.4B
| $4.08M | 0.01% |
40,954
+3,544
| +9% | +$352K |
|
442
Vanguard Health Care ETF
VHT
$19B
| $4.07M | 0.01% |
14,149
+837
| +6% | +$234K |
|
443
Vanguard Total International Bond ETF
BNDX
$82.9B
| $4.05M | 0.01% |
83,875
-2,252
| -3% | -$111K |
|
444
Quest Diagnostics
DGX
$26.2B
| $4.04M | 0.01% |
23,300
-630
| -3% | -$115K |
|
445
Expeditors International
EXPD
$24B
| $4.02M | 0.01% |
26,995
+1,339
| +5% | +$182K |
|
446
Equity Residential
EQR
$24.2B
| $4.02M | 0.01% |
63,737
+21,462
| +51% | +$1.32M |
|
447
Air Products & Chemicals
APD
$67.7B
| $3.98M | 0.01% |
16,106
-663
| -4% | -$168K |
|
448
Raymond James Financial
RJF
$34.9B
| $3.97M | 0.01% |
24,725
+7,164
| +41% | +$1.16M |
|
449
SS&C Technologies
SSNC
$18.8B
| $3.96M | 0.01% |
45,347
+3,329
| +8% | +$284K |
|
450
Xylem
XYL
$28.5B
| $3.96M | 0.01% |
29,091
-512
| -2% | -$73.6K |
|
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.