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Wealthfront Advisers Portfolio holdings
AUM
$45.6B
1-Year Est. Return
18.83%
This Fund
S&P 500
This Quarter
Est. Return
-0.32%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
(+1.8%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32
Top Buys
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$197M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$82.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$65.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$49.2M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$40.8M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
526
Insmed
INSM
$23.5B
| $3.01M | 0.01% |
18,404
+8,413
| +84% | +$1.29M |
|
527
Invesco FTSE RAFI US 1000 ETF
PRF
$9.78B
| $3.01M | 0.01% |
63,242
+13,751
| +28% | +$668K |
|
528
Nike
NKE
$65.2B
| $3M | 0.01% |
56,736
-38,447
| -40% | -$2.33M |
|
529
First Trust Cloud Computing ETF
SKYY
$2.82B
| $3M | 0.01% |
27,396
+2,511
| +10% | +$292K |
|
530
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
| $2.99M | 0.01% |
25,226
+8,004
| +46% | +$955K |
|
531
iShares Russell 2000 Growth ETF
IWO
$14.7B
| $2.99M | 0.01% |
9,519
+12
| +0.1% | +$3.99K |
|
532
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
| $2.98M | 0.01% |
103,688
-13,943
| -12% | -$409K |
|
533
Global X Lithium & Battery Tech ETF
LIT
$1.51B
| $2.97M | 0.01% |
39,992
+4,629
| +13% | +$331K |
|
534
Ingersoll Rand
IR
$32.7B
| $2.97M | 0.01% |
37,099
+1,143
| +3% | +$101K |
|
535
CRH
CRH
$69.5B
| $2.96M | 0.01% |
28,172
+12,162
| +76% | +$1.43M |
|
536
Fair Isaac
FICO
$28.5B
| $2.94M | 0.01% |
2,753
-113
| -4% | -$155K |
|
537
Fox Class B
FOX
$21.5B
| $2.93M | 0.01% |
55,184
-1,744
| -3% | -$101K |
|
538
SoFi Technologies
SOFI
$21.9B
| $2.93M | 0.01% |
184,228
+17,594
| +11% | +$371K |
|
|
DFSV
539
Dimensional US Small Cap Value ETF
DFSV
$8.1B
| $2.92M | 0.01% |
83,377
+8,308
| +11% | +$294K |
|
540
Edwards Lifesciences
EW
$49.5B
| $2.92M | 0.01% |
36,432
+4,116
| +13% | +$339K |
|
541
Tractor Supply
TSCO
$16.2B
| $2.9M | 0.01% |
64,053
-2,804
| -4% | -$143K |
|
542
LPL Financial
LPLA
$26.3B
| $2.89M | 0.01% |
9,614
+3,230
| +51% | +$1.08M |
|
543
Biogen
BIIB
$30.5B
| $2.87M | 0.01% |
15,679
+128
| +0.8% | +$23.6K |
|
544
iShares Core S&P 500 ETF
IVV
$884B
| $2.83M | 0.01% |
4,329
+1,369
| +46% | +$935K |
|
545
VanEck Junior Gold Miners ETF
GDXJ
$6.68B
| $2.82M | 0.01% |
23,503
+5,229
| +29% | +$683K |
|
546
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $2.81M | 0.01% |
68,986
+16,335
| +31% | +$722K |
|
547
Invitation Homes
INVH
$18B
| $2.79M | 0.01% |
112,174
+98,268
| +707% | +$2.57M |
|
548
iShares Russell Mid-Cap ETF
IWR
$56.6B
| $2.76M | 0.01% |
28,337
+5,311
| +23% | +$531K |
|
549
Textron
TXT
$16B
| $2.75M | 0.01% |
31,391
-51
| -0.2% | -$4.76K |
|
550
Lennar Class A
LEN
$20.4B
| $2.69M | 0.01% |
30,922
-10,033
| -24% | -$1.08M |
|
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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.