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
+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
Cap. Flow
+$1.17B
Cap. Flow %
2.26%
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$185M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$117M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$97.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$64.5M

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$70M
2
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$39M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.6M
5
HYLB icon
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
APA icon
526
APA Corp
APA
$15B
$3.28M 0.01%
100,734
-658
-0.6% -$24.7K
CBRE icon
527
CBRE Group
CBRE
$42.8B
$3.27M 0.01%
24,305
-5,761
-19% -$794K
LIT icon
528
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$3.26M 0.01%
41,639
+1,647
+4% +$136K
BSX icon
529
Boston Scientific
BSX
$69.3B
$3.25M 0.01%
76,210
-22,894
-23% -$1.24M
ANGL icon
530
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$3.18M 0.01%
108,595
+4,907
+5% +$143K
FICO icon
531
Fair Isaac
FICO
$20.1B
$3.14M 0.01%
2,629
-124
-5% -$139K
IVV icon
532
iShares Core S&P 500 ETF
IVV
$875B
$3.11M 0.01%
4,155
-174
-4% -$127K
ADSK icon
533
Autodesk
ADSK
$45.5B
$3.09M 0.01%
15,882
-2,631
-14% -$601K
NDAQ icon
534
Nasdaq
NDAQ
$54.2B
$3.08M 0.01%
39,091
-20,575
-34% -$1.8M
A icon
535
Agilent Technologies
A
$42.5B
$3.05M 0.01%
22,930
+2,682
+13% +$327K
IWR icon
536
iShares Russell Mid-Cap ETF
IWR
$56.9B
$3.04M 0.01%
27,518
-819
-3% -$86.1K
ETHE
537
Grayscale Ethereum Staking ETF Shares
ETHE
$1.87B
$3.02M 0.01%
237,019
-35,295
-13% -$589K
PULS icon
538
PGIM Ultra Short Bond ETF
PULS
$18.8B
$3.02M 0.01%
60,985
-7,558
-11% -$375K
SLVP icon
539
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.03B
$3.01M 0.01%
97,628
-19,917
-17% -$710K
OWL icon
540
Blue Owl Capital
OWL
$8.04B
$3.01M 0.01%
343,584
+54,758
+19% +$520K
IXC icon
541
iShares Global Energy ETF
IXC
$2.86B
$3M 0.01%
61,109
-6,791
-10% -$367K
HACK icon
542
Amplify Cybersecurity ETF
HACK
$2.88B
$2.99M 0.01%
28,451
-2,640
-8% -$233K
XLF icon
543
State Street Financial Select Sector SPDR ETF
XLF
$55B
$2.98M 0.01%
55,602
+4,032
+8% +$210K
SPYM
544
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$2.98M 0.01%
33,910
+7,203
+27% +$615K
EWY icon
545
iShares MSCI South Korea ETF
EWY
$28.8B
$2.98M 0.01%
14,750
+2,184
+17% +$385K
PKG icon
546
Packaging Corp of America
PKG
$21.1B
$2.96M 0.01%
12,438
+708
+6% +$155K
SIL icon
547
Global X Silver Miners ETF NEW
SIL
$5.31B
$2.93M 0.01%
37,842
-884
-2% -$79.4K
ARKW icon
548
ARK Web x.0 ETF
ARKW
$1.86B
$2.93M 0.01%
20,206
-925
-4% -$130K
CINF icon
549
Cincinnati Financial
CINF
$26.3B
$2.92M 0.01%
15,790
+1,765
+13% +$293K
PCG icon
550
PG&E
PCG
$31.5B
$2.92M 0.01%
173,462
+23,185
+15% +$390K
20 21
22
23 24

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 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.