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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
+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
(+14%)
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$185M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$117M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$109M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$97.4M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$64.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$70M |
| 2 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$39M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$31.4M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$20.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
476
Carnival Corporation Ltd
CCL
$32.2B
| $4.18M | 0.01% |
146,333
+10,013
| +7% | +$274K |
|
477
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.36B
| $4.13M | 0.01% |
83,867
+1,192
| +1% | +$64.1K |
|
478
Markel Group
MKL
$22.6B
| $4.07M | 0.01% |
2,084
+353
| +20% | +$659K |
|
479
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
| $4.07M | 0.01% |
35,389
-35
| -0.1% | -$3.88K |
|
480
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $4.06M | 0.01% |
77,414
-12,025
| -13% | -$630K |
|
481
Vanguard ESG International Stock ETF
VSGX
$6.93B
| $4.02M | 0.01% |
48,816
+4,546
| +10% | +$361K |
|
482
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
| $4M | 0.01% |
28,223
-430
| -2% | -$59.4K |
|
483
Estee Lauder
EL
$37.6B
| $4M | 0.01% |
50,692
-30,550
| -38% | -$2.47M |
|
484
Live Nation Entertainment
LYV
$40.4B
| $3.98M | 0.01% |
21,723
-780
| -3% | -$128K |
|
485
Sempra
SRE
$55B
| $3.96M | 0.01% |
42,756
-1,835
| -4% | -$171K |
|
486
Vulcan Materials
VMC
$34B
| $3.94M | 0.01% |
13,360
-704
| -5% | -$202K |
|
487
Public Service Enterprise Group
PEG
$36.7B
| $3.91M | 0.01% |
48,132
-7,146
| -13% | -$571K |
|
488
Raymond James Financial
RJF
$34.3B
| $3.87M | 0.01% |
25,439
+1,859
| +8% | +$282K |
|
489
L3Harris
LHX
$47.8B
| $3.86M | 0.01% |
13,284
-6,807
| -34% | -$2.16M |
|
490
Keurig Dr Pepper
KDP
$44.3B
| $3.85M | 0.01% |
117,680
-38,548
| -25% | -$1.12M |
|
491
Viatris
VTRS
$19.4B
| $3.82M | 0.01% |
240,584
+6,730
| +3% | +$104K |
|
492
ALPS Clean Energy ETF
ACES
$110M
| $3.82M | 0.01% |
107,745
+10,715
| +11% | +$392K |
|
493
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.68B
| $3.8M | 0.01% |
11,352
-650
| -5% | -$186K |
|
494
First Trust Cloud Computing ETF
SKYY
$3.34B
| $3.78M | 0.01% |
28,121
+725
| +3% | +$92.1K |
|
495
iShares MSCI China ETF
MCHI
$6.33B
| $3.77M | 0.01% |
73,942
-23,242
| -24% | -$1.3M |
|
496
Las Vegas Sands
LVS
$28.7B
| $3.77M | 0.01% |
81,541
+1,761
| +2% | +$91.3K |
|
497
Kimco Realty
KIM
$15.8B
| $3.76M | 0.01% |
148,253
+2,708
| +2% | +$65K |
|
498
iShares Russell 2000 Growth ETF
IWO
$14.7B
| $3.69M | 0.01% |
9,375
-144
| -2% | -$52.5K |
|
499
First Solar
FSLR
$22B
| $3.69M | 0.01% |
15,637
-1,918
| -11% | -$450K |
|
500
Vanguard High Dividend Yield ETF
VYM
$83.3B
| $3.68M | 0.01% |
23,295
+1,606
| +7% | +$251K |
|
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DB
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.