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
+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
Avg Time Held
16.1 quarters
Top 10 Avg Time Held
23.2 quarters
Top 20 Avg Time Held
19 quarters

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 Miscellaneous 81.47%
2 Technology 6.2%
3 Financials 2.51%
4 Communication Services 2.05%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AMZN icon
26
Amazon
AMZN
$2.83T
$276M 0.62%
1,195,364
+50,213
+4% +$11.5M
2018 Q4
28 quarters
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.3T
$252M 0.56%
805,215
+57,606
+8% +$16.5M
2018 Q4
28 quarters
VV icon
28
Vanguard Morningstar Large-Cap ETF
VV
$55.2B
$226M 0.51%
717,802
-23,962
-3% -$7.48M
2018 Q4
28 quarters
META icon
29
Meta Platforms (Facebook)
META
$1.83T
$221M 0.49%
334,651
+15,220
+5% +$10.2M
2018 Q4
28 quarters
AVGO icon
30
Broadcom
AVGO
$1.73T
$212M 0.47%
612,521
+29,867
+5% +$10.7M
2018 Q4
28 quarters
ESGV icon
31
Vanguard ESG US Stock ETF
ESGV
$13.7B
$191M 0.43%
1,575,578
+77,842
+5% +$9.34M
2021 Q2
18 quarters
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.25T
$188M 0.42%
599,071
+33,414
+6% +$9.57M
2018 Q4
28 quarters
TSLA icon
33
Tesla
TSLA
$1.51T
$184M 0.41%
408,545
+14,419
+4% +$6.39M
2020 Q4
20 quarters
VWOB icon
34
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$183M 0.41%
+2,718,619
New +$183M
2025 Q4
0 quarters
VTIP icon
35
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20B
$180M 0.4%
3,633,423
+2,900,809
+396% +$145M
2018 Q4
28 quarters
SHV icon
36
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
$178M 0.4%
1,617,465
-343,212
-18% -$37.8M
2023 Q1
11 quarters
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$833B
$168M 0.38%
246,715
+7,001
+3% +$4.73M
2018 Q4
28 quarters
FLRN icon
38
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.06B
$152M 0.34%
4,935,059
+848,337
+21% +$26.1M
2023 Q2
10 quarters
GBIL icon
39
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.91B
$132M 0.29%
1,319,398
+617,174
+88% +$61.8M
2021 Q4
16 quarters
BND icon
40
Vanguard Total Bond Market
BND
$159B
$130M 0.29%
1,753,658
+85,128
+5% +$6.34M
2018 Q4
28 quarters
LLY icon
41
Eli Lilly
LLY
$1.05T
$124M 0.28%
115,280
+4,662
+4% +$4.46M
2018 Q4
28 quarters
FLTR icon
42
VanEck IG Floating Rate ETF
FLTR
$3.41B
$121M 0.27%
4,748,728
-187,687
-4% -$4.79M
2022 Q4
12 quarters
SHYG icon
43
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.63B
$121M 0.27%
2,813,101
+182,964
+7% +$7.85M
2023 Q1
11 quarters
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$119M 0.27%
1,247,288
+78,247
+7% +$7.38M
2021 Q2
18 quarters
JPM icon
45
JPMorgan Chase
JPM
$885B
$116M 0.26%
359,778
+1,879
+0.5% +$582K
2018 Q4
28 quarters
QQQ icon
46
Invesco QQQ Trust
QQQ
$507B
$113M 0.25%
184,756
-42,109
-19% -$25.8M
2018 Q4
28 quarters
ESGE icon
47
iShares ESG Aware MSCI EM ETF
ESGE
$6.92B
$113M 0.25%
2,568,072
+70,663
+3% +$3.12M
2021 Q2
18 quarters
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
$110M 0.25%
2,454,566
+8,176
+0.3% +$364K
2018 Q4
28 quarters
VDE icon
49
Vanguard Energy ETF
VDE
$11B
$105M 0.24%
835,630
-17,247
-2% -$2.17M
2018 Q4
28 quarters
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.1T
$104M 0.23%
206,973
+5,112
+3% +$2.54M
2018 Q4
28 quarters
1
2
3 4 5

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 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 Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

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.