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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
+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
ARES icon
451
Ares Management
ARES
$31.6B
$4.52M 0.01%
40,640
-2,942
-7% -$353K
ABNB icon
452
Airbnb
ABNB
$107B
$4.52M 0.01%
31,581
+1,890
+6% +$258K
EXPD icon
453
Expeditors International
EXPD
$24.5B
$4.47M 0.01%
27,421
+387
+1% +$59.8K
VHT icon
454
Vanguard Health Care ETF
VHT
$19.4B
$4.47M 0.01%
14,937
+189
+1% +$52.5K
Q
455
Qnity Electronics Inc
Q
$25.2B
$4.44M 0.01%
27,157
+782
+3% +$115K
MSCI icon
456
MSCI
MSCI
$41.7B
$4.42M 0.01%
7,894
+715
+10% +$417K
ICE icon
457
Intercontinental Exchange
ICE
$90.5B
$4.38M 0.01%
35,568
-15,367
-30% -$2.31M
WAT icon
458
Waters Corp
WAT
$40.2B
$4.37M 0.01%
11,659
+4,066
+54% +$1.39M
BURL icon
459
Burlington
BURL
$16.7B
$4.37M 0.01%
13,790
-2,253
-14% -$727K
REGN icon
460
Regeneron Pharmaceuticals
REGN
$85.2B
$4.37M 0.01%
7,006
-1,338
-16% -$911K
CMG icon
461
Chipotle Mexican Grill
CMG
$46.8B
$4.36M 0.01%
128,191
-4,622
-3% -$151K
INDA icon
462
iShares MSCI India ETF
INDA
$6.77B
$4.35M 0.01%
88,089
+8,113
+10% +$396K
DVY icon
463
iShares Select Dividend ETF
DVY
$23.9B
$4.33M 0.01%
27,702
-471
-2% -$72.5K
GOVT icon
464
iShares US Treasury Bond ETF
GOVT
$41.7B
$4.33M 0.01%
189,877
+18,248
+11% +$416K
PCY icon
465
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$4.32M 0.01%
199,509
-3,876
-2% -$83.3K
PAVE icon
466
Global X US Infrastructure Development ETF
PAVE
$13.7B
$4.31M 0.01%
73,087
+24,795
+51% +$1.39M
SNOW icon
467
Snowflake
SNOW
$117B
$4.3M 0.01%
16,898
+504
+3% +$92.7K
IAGG icon
468
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$4.3M 0.01%
84,929
+4,445
+6% +$223K
DIA icon
469
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$4.28M 0.01%
8,194
-1,005
-11% -$502K
ACWI icon
470
iShares MSCI ACWI ETF
ACWI
$33.5B
$4.26M 0.01%
27,120
+1,858
+7% +$284K
TMFC icon
471
Motley Fool 100 Index ETF
TMFC
$2.09B
$4.25M 0.01%
55,819
-2,361
-4% -$176K
SOFI icon
472
SoFi Technologies
SOFI
$23.5B
$4.24M 0.01%
236,417
+52,189
+28% +$884K
PYPL icon
473
PayPal
PYPL
$47B
$4.24M 0.01%
98,081
+11,174
+13% +$508K
IWL icon
474
iShares Russell Top 200 ETF
IWL
$2.21B
$4.21M 0.01%
22,773
+599
+3% +$108K
QYLD icon
475
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$4.2M 0.01%
227,828
-12,111
-5% -$217K
17 18
19
20 21

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Janney Montgomery Scott
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Korea Investment Corp
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TCI Fund Management
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Connor, Clark & Lunn Investment Management (CC&L)
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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
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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.