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
+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
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
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
VTRS icon
526
Viatris
VTRS
$18.5B
$2.86M 0.01%
229,790
-1,115
-0.5% -$12K
BXP icon
527
Boston Properties
BXP
$10.8B
$2.86M 0.01%
42,378
-1,132
-3% -$80.5K
PAYX icon
528
Paychex
PAYX
$42.8B
$2.86M 0.01%
25,487
+6,446
+34% +$754K
NTAP icon
529
NetApp
NTAP
$39.6B
$2.86M 0.01%
26,697
+4,911
+23% +$561K
IR icon
530
Ingersoll Rand
IR
$32.9B
$2.85M 0.01%
35,956
-291
-0.8% -$23K
KIM icon
531
Kimco Realty
KIM
$16.2B
$2.82M 0.01%
139,063
-6,161
-4% -$128K
QQQJ icon
532
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
$2.79M 0.01%
75,673
+5,119
+7% +$187K
BLV icon
533
Vanguard Long-Term Bond ETF
BLV
$5.7B
$2.76M 0.01%
39,765
+1,342
+3% +$95K
EW icon
534
Edwards Lifesciences
EW
$53.6B
$2.75M 0.01%
32,316
+2,654
+9% +$218K
TXT icon
535
Textron
TXT
$15.3B
$2.74M 0.01%
31,442
-421
-1% -$35.2K
BIIB icon
536
Biogen
BIIB
$30.9B
$2.74M 0.01%
15,551
+4,227
+37% +$691K
ARKW icon
537
ARK Web x.0 ETF
ARKW
$1.78B
$2.74M 0.01%
18,519
+1,032
+6% +$167K
AVUS icon
538
Avantis US Equity ETF
AVUS
$14.4B
$2.73M 0.01%
24,458
+1,609
+7% +$177K
ABNB icon
539
Airbnb
ABNB
$108B
$2.72M 0.01%
20,010
+3,171
+19% +$395K
WDAY icon
540
Workday
WDAY
$43.3B
$2.71M 0.01%
12,602
-739
-6% -$168K
IQV icon
541
IQVIA
IQV
$39.8B
$2.7M 0.01%
11,989
+5,040
+73% +$1.1M
HACK icon
542
Amplify Cybersecurity ETF
HACK
$3B
$2.7M 0.01%
33,616
+2,488
+8% +$211K
IEFA icon
543
iShares Core MSCI EAFE ETF
IEFA
$196B
$2.69M 0.01%
30,117
+2,119
+8% +$187K
OMC icon
544
Omnicom Group
OMC
$23.5B
$2.69M 0.01%
33,328
+9,518
+40% +$727K
ARKF icon
545
ARK Blockchain & Fintech Innovation ETF
ARKF
$758M
$2.67M 0.01%
55,993
+4,306
+8% +$225K
TDY icon
546
Teledyne Technologies
TDY
$31.8B
$2.63M 0.01%
5,153
+791
+18% +$417K
JPST icon
547
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$2.63M 0.01%
51,898
+1,967
+4% +$99.7K
VIGI icon
548
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
$2.58M 0.01%
28,174
+5,225
+23% +$472K
WAT icon
549
Waters Corp
WAT
$40.9B
$2.57M 0.01%
6,778
+2,176
+47% +$801K
GNR icon
550
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$2.57M 0.01%
41,347
+4,256
+11% +$256K
20 21
22
23 24

Similar funds

Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM

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.