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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 | |
|---|---|---|---|---|---|---|
476
Trimble
TRMB
$13.1B
| $3.62M | 0.01% |
46,259
+4,620
| +11% | +$368K |
|
477
Rockwell Automation
ROK
$50.1B
| $3.61M | 0.01% |
9,285
+992
| +12% | +$373K |
|
478
iShares Select Dividend ETF
DVY
$23.7B
| $3.59M | 0.01% |
25,470
+1,968
| +8% | +$278K |
|
|
WCN
479
Waste Connections
WCN
$41.6B
| $3.58M | 0.01% |
20,391
-6,696
| -25% | -$1.16M |
|
480
Targa Resources
TRGP
$57.6B
| $3.55M | 0.01% |
19,256
+4,602
| +31% | +$775K |
|
481
DTE Energy
DTE
$28.9B
| $3.54M | 0.01% |
27,415
+1,579
| +6% | +$214K |
|
482
Avantis International Small Cap Value ETF
AVDV
$19.9B
| $3.47M | 0.01% |
36,887
+3,970
| +12% | +$360K |
|
483
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $3.45M | 0.01% |
117,631
+12,663
| +12% | +$373K |
|
484
Ferguson
FERG
$47.4B
| $3.44M | 0.01% |
15,455
-115
| -0.7% | -$27.5K |
|
485
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
| $3.41M | 0.01% |
26,502
-5,315
| -17% | -$679K |
|
486
iShares US Aerospace & Defense ETF
ITA
$15B
| $3.41M | 0.01% |
15,883
+2,090
| +15% | +$438K |
|
487
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $3.4M | 0.01% |
79,622
+17,980
| +29% | +$796K |
|
488
Equinix
EQIX
$105B
| $3.37M | 0.01% |
4,398
-538
| -11% | -$422K |
|
489
Sun Communities
SUI
$14.4B
| $3.36M | 0.01% |
27,133
-695
| -2% | -$87K |
|
490
Tradeweb Markets
TW
$21.9B
| $3.36M | 0.01% |
31,262
-5,249
| -14% | -$564K |
|
491
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$976M
| $3.36M | 0.01% |
98,073
-3,541
| -3% | -$104K |
|
492
Tractor Supply
TSCO
$19B
| $3.34M | 0.01% |
66,857
-37,080
| -36% | -$2M |
|
493
Fidelity National Financial
FNF
$12.8B
| $3.33M | 0.01% |
61,083
-6,579
| -10% | -$374K |
|
494
Sempra
SRE
$56.2B
| $3.3M | 0.01% |
37,422
+2,585
| +7% | +$235K |
|
495
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
| $3.29M | 0.01% |
71,827
+9,144
| +15% | +$406K |
|
496
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $3.28M | 0.01% |
59,944
+704
| +1% | +$37.5K |
|
497
Reddit
RDDT
$29.5B
| $3.27M | 0.01% |
14,231
+10,164
| +250% | +$2.14M |
|
498
GE HealthCare
GEHC
$32.6B
| $3.27M | 0.01% |
39,878
+6,741
| +20% | +$525K |
|
499
iShares Russell Top 200 ETF
IWL
$2.28B
| $3.27M | 0.01% |
19,141
-168
| -0.9% | -$28.4K |
|
500
Edison International
EIX
$26.7B
| $3.26M | 0.01% |
54,261
+10,967
| +25% | +$629K |
|
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.