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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 | |
|---|---|---|---|---|---|---|
|
AXON
501
Axon Enterprise
AXON
$48.7B
| $3.26M | 0.01% |
5,733
-3,133
| -35% | -$1.94M |
|
502
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
| $3.25M | 0.01% |
14,112
+472
| +3% | +$108K |
|
503
First Trust Cloud Computing ETF
SKYY
$3.25B
| $3.24M | 0.01% |
24,885
-130
| -0.5% | -$17.4K |
|
504
HP
HPQ
$26.8B
| $3.23M | 0.01% |
145,033
+46,456
| +47% | +$1.18M |
|
505
Keysight
KEYS
$60.6B
| $3.21M | 0.01% |
15,796
+1,245
| +9% | +$231K |
|
506
Broadridge
BR
$19.3B
| $3.21M | 0.01% |
14,366
-5,178
| -26% | -$1.18M |
|
507
Burlington
BURL
$22.3B
| $3.18M | 0.01% |
11,017
-474
| -4% | -$129K |
|
508
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
| $3.17M | 0.01% |
11,758
+123
| +1% | +$33.7K |
|
509
Veralto
VLTO
$23.6B
| $3.13M | 0.01% |
31,393
+7,714
| +33% | +$780K |
|
510
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $3.12M | 0.01% |
40,221
+9,678
| +32% | +$755K |
|
511
Universal Health Services
UHS
$10.2B
| $3.08M | 0.01% |
14,141
-63
| -0.4% | -$13.9K |
|
512
ALPS Clean Energy ETF
ACES
$124M
| $3.08M | 0.01% |
94,918
+484
| +0.5% | +$16.4K |
|
513
iShares Russell 2000 Growth ETF
IWO
$15B
| $3.07M | 0.01% |
9,507
+1,123
| +13% | +$365K |
|
514
Ulta Beauty
ULTA
$22.9B
| $3.06M | 0.01% |
5,064
+425
| +9% | +$234K |
|
515
Otis Worldwide
OTIS
$28.2B
| $3.04M | 0.01% |
34,855
-1,324
| -4% | -$118K |
|
516
Live Nation Entertainment
LYV
$43.2B
| $3.04M | 0.01% |
21,329
-4,651
| -18% | -$668K |
|
517
Agilent Technologies
A
$41.9B
| $3.02M | 0.01% |
22,190
+820
| +4% | +$118K |
|
518
iShares Russell 2000 Value ETF
IWN
$14.6B
| $3M | 0.01% |
16,533
+2,573
| +18% | +$462K |
|
519
EQT Corp
EQT
$33.8B
| $2.98M | 0.01% |
55,675
+1
| +0% | +$56 |
|
520
Vanguard ESG International Stock ETF
VSGX
$6.81B
| $2.97M | 0.01% |
41,472
+6,922
| +20% | +$488K |
|
521
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
| $2.97M | 0.01% |
10,630
-900
| -8% | -$258K |
|
522
ResMed
RMD
$32.8B
| $2.94M | 0.01% |
12,196
-1,643
| -12% | -$420K |
|
523
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
| $2.88M | 0.01% |
12,530
+1,189
| +10% | +$277K |
|
524
Amplify Blockchain Technology ETF
BLOK
$1.07B
| $2.87M | 0.01% |
50,532
-765
| -1% | -$49.4K |
|
525
FlexShares International Quality Dividend Index Fund
IQDF
$1.18B
| $2.86M | 0.01% |
94,182
-15
| -0% | -$441 |
|
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.