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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
-0.32%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
Cap. Flow
+$1.38B
Cap. Flow %
3.03%
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$411M
2
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$251M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$129M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$124M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$105M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$197M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$82.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$49.2M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$40.8M

Sector Composition

Rank Sector Weight
1 Technology 5.79%
2 Financials 2.3%
3 Communication Services 1.93%
4 Consumer Discretionary 1.73%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.96T
$256M 0.56%
1,230,756
+35,392
+3% +$7.79M
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.33T
$243M 0.53%
846,668
+41,453
+5% +$13M
VTIP icon
28
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$243M 0.53%
4,855,031
+1,221,608
+34% +$60.7M
SHV icon
29
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$226M 0.5%
2,048,039
+430,574
+27% +$47.5M
VV icon
30
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$221M 0.48%
738,555
+20,753
+3% +$6.49M
ESGV icon
31
Vanguard ESG US Stock ETF
ESGV
$13.6B
$201M 0.44%
1,790,108
+214,530
+14% +$25.5M
AVGO icon
32
Broadcom
AVGO
$2.04T
$197M 0.43%
635,173
+22,652
+4% +$7.45M
META icon
33
Meta Platforms (Facebook)
META
$1.51T
$193M 0.42%
336,576
+1,925
+0.6% +$1.23M
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.32T
$181M 0.4%
629,806
+30,735
+5% +$9.66M
VWOB icon
35
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
$174M 0.38%
2,648,379
-70,240
-3% -$4.72M
FLRN icon
36
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.09B
$164M 0.36%
5,319,203
+384,144
+8% +$11.8M
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$159M 0.35%
244,508
-2,207
-0.9% -$1.5M
TSLA icon
38
Tesla
TSLA
$1.3T
$157M 0.34%
422,436
+13,891
+3% +$5.72M
XLE icon
39
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$152M 0.33%
2,483,501
+28,935
+1% +$1.55M
VDE icon
40
Vanguard Energy ETF
VDE
$9.74B
$140M 0.31%
807,650
-27,980
-3% -$4.23M
SJNK icon
41
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
$134M 0.29%
5,365,286
+1,703,692
+47% +$43M
BND icon
42
Vanguard Total Bond Market
BND
$158B
$128M 0.28%
1,733,719
-19,939
-1% -$1.48M
FLTR icon
43
VanEck IG Floating Rate ETF
FLTR
$2.97B
$116M 0.26%
4,563,379
-185,349
-4% -$4.73M
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$116M 0.25%
1,208,522
-38,766
-3% -$3.84M
ESGE icon
45
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
$114M 0.25%
2,504,524
-63,548
-2% -$3M
JPM icon
46
JPMorgan Chase
JPM
$950B
$109M 0.24%
369,745
+9,967
+3% +$3.02M
LLY icon
47
Eli Lilly
LLY
$1.06T
$108M 0.24%
117,458
+2,178
+2% +$2.21M
QQQ icon
48
Invesco QQQ Trust
QQQ
$484B
$104M 0.23%
180,262
-4,494
-2% -$2.73M
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.13T
$103M 0.23%
215,691
+8,718
+4% +$4.28M
SGOV icon
50
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$99.9M 0.22%
992,541
+116,781
+13% +$11.7M
1
2
3 4 5

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Wealthfront Advisers's Q1 2026 Portfolio in Review

As of Q1 2026, Wealthfront Advisers held 1,108 positions worth $45.6B, up 1.8% from $44.7B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers deployed $1.38B of net new capital in Q1 2026, opening 56 new positions and adding to 704 existing holdings. Its largest new stake was Mercado Libre: 396 shares worth $685K.

By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $197M trimmed.

  • Wealthfront Advisers's largest Q1 2026 buy was Mercado Libre: 396 shares worth $685K.
  • Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $411M increase.
  • Wealthfront Advisers's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $197M.
  • Wealthfront Advisers fully exited Warner Music in Q1 2026, selling an estimated $1.93M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $45.6B portfolio in Q1 2026.
  • Wealthfront Advisers opened 56 new positions and closed 32 in Q1 2026.
  • Wealthfront Advisers's portfolio value rose 1.8% quarter-over-quarter to $45.6B.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.