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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 | |
|---|---|---|---|---|---|---|
551
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
| $2.56M | 0.01% |
49,836
+7,375
| +17% | +$348K |
|
552
iShares Core MSCI Europe ETF
IEUR
$9.14B
| $2.55M | 0.01% |
35,960
-3,782
| -10% | -$262K |
|
553
Invesco Senior Loan ETF
BKLN
$6.75B
| $2.52M | 0.01% |
120,006
+3,791
| +3% | +$79.3K |
|
554
APA Corp
APA
$14B
| $2.51M | 0.01% |
102,477
-659
| -0.6% | -$15.9K |
|
555
iShares MSCI ACWI ETF
ACWI
$33.4B
| $2.48M | 0.01% |
17,549
+4,177
| +31% | +$586K |
|
|
DFSV
556
Dimensional US Small Cap Value ETF
DFSV
$8.4B
| $2.47M | 0.01% |
75,069
+27,408
| +58% | +$882K |
|
557
Public Service Enterprise Group
PEG
$37.8B
| $2.47M | 0.01% |
30,738
+264
| +0.9% | +$21.5K |
|
558
WisdomTree India Earnings Fund ETF
EPI
$2.04B
| $2.44M | 0.01% |
52,651
-4,118
| -7% | -$189K |
|
559
Leidos
LDOS
$17.6B
| $2.43M | 0.01% |
13,493
-278
| -2% | -$52.7K |
|
560
iShares Russell Mid-Cap Growth ETF
IWP
$21B
| $2.42M | 0.01% |
17,662
+3,290
| +23% | +$460K |
|
561
Zscaler
ZS
$28.7B
| $2.41M | 0.01% |
10,734
+2,437
| +29% | +$688K |
|
562
Genuine Parts
GPC
$18.5B
| $2.41M | 0.01% |
19,616
-4,532
| -19% | -$587K |
|
563
Mettler-Toledo International
MTD
$28.8B
| $2.39M | 0.01% |
1,715
+468
| +38% | +$654K |
|
|
BTC
564
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
| $2.36M | 0.01% |
61,048
-3,082
| -5% | -$137K |
|
565
Vanguard High Dividend Yield ETF
VYM
$84B
| $2.36M | 0.01% |
16,462
+3,240
| +25% | +$461K |
|
566
Macy's
M
$6.26B
| $2.35M | 0.01% |
106,612
-1,485
| -1% | -$30.4K |
|
567
Northern Trust
NTRS
$35B
| $2.32M | 0.01% |
17,007
-5,897
| -26% | -$774K |
|
568
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $2.32M | 0.01% |
49,491
+2,878
| +6% | +$133K |
|
569
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $2.3M | 0.01% |
46,249
+3,530
| +8% | +$178K |
|
570
Global X Lithium & Battery Tech ETF
LIT
$1.61B
| $2.29M | 0.01% |
35,363
-1,318
| -4% | -$81.2K |
|
571
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
| $2.28M | 0.01% |
22,059
-18
| -0.1% | -$1.84K |
|
572
Cincinnati Financial
CINF
$26.5B
| $2.28M | 0.01% |
13,979
+627
| +5% | +$102K |
|
573
LPL Financial
LPLA
$29.7B
| $2.28M | 0.01% |
6,384
+1,261
| +25% | +$446K |
|
574
Packaging Corp of America
PKG
$22.8B
| $2.28M | 0.01% |
11,054
+432
| +4% | +$87.9K |
|
575
Invesco
IVZ
$13.9B
| $2.27M | 0.01% |
86,224
+501
| +0.6% | +$12.2K |
|
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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.