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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
M icon
576
Macy's
M
$6.06B
$2.38M ﹤0.01%
101,257
-2,686
-3% -$56.2K
LH icon
577
Labcorp
LH
$26.5B
$2.37M ﹤0.01%
8,474
-420
-5% -$110K
VOE icon
578
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$2.36M ﹤0.01%
11,953
-389
-3% -$75.3K
DVA icon
579
DaVita
DVA
$11.7B
$2.36M ﹤0.01%
10,596
-549
-5% -$99.8K
DFAE icon
580
Dimensional Emerging Core Equity Market ETF
DFAE
$10.3B
$2.34M ﹤0.01%
58,251
+1,961
+3% +$75.9K
WDAY icon
581
Workday
WDAY
$47.2B
$2.34M ﹤0.01%
19,105
+5,804
+44% +$735K
VRSN icon
582
VeriSign
VRSN
$26.4B
$2.34M ﹤0.01%
9,294
+464
+5% +$129K
IR icon
583
Ingersoll Rand
IR
$29.6B
$2.33M ﹤0.01%
28,418
-8,681
-23% -$672K
ICSH icon
584
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.65B
$2.32M ﹤0.01%
45,934
+8,958
+24% +$453K
SDIV icon
585
Global X SuperDividend ETF
SDIV
$1.24B
$2.32M ﹤0.01%
94,808
-981
-1% -$24.8K
WST icon
586
West Pharmaceutical
WST
$23.9B
$2.31M ﹤0.01%
6,440
+937
+17% +$286K
ARKF icon
587
ARK Blockchain & Fintech Innovation ETF
ARKF
$834M
$2.31M ﹤0.01%
58,541
+1,387
+2% +$56.5K
FNF icon
588
Fidelity National Financial
FNF
$12.3B
$2.31M ﹤0.01%
48,920
-1,670
-3% -$80.9K
ARKG icon
589
ARK Genomic Revolution ETF
ARKG
$2.02B
$2.3M ﹤0.01%
54,659
+268
+0.5% +$8.54K
IVZ icon
590
Invesco
IVZ
$14.6B
$2.28M ﹤0.01%
86,439
-937
-1% -$24.8K
EPI icon
591
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$2.26M ﹤0.01%
52,881
-16,105
-23% -$687K
NKE icon
592
Nike
NKE
$57B
$2.26M ﹤0.01%
55,025
-1,711
-3% -$75.3K
FISV
593
Fiserv Inc
FISV
$28.2B
$2.24M ﹤0.01%
45,735
+164
+0.4% +$9.17K
HYD icon
594
VanEck High Yield Muni ETF
HYD
$4.26B
$2.24M ﹤0.01%
43,539
+3,032
+7% +$155K
ILTB icon
595
iShares Core 10+ Year USD Bond ETF
ILTB
$591M
$2.2M ﹤0.01%
44,692
-3,154
-7% -$155K
PPG icon
596
PPG Industries
PPG
$25B
$2.16M ﹤0.01%
17,834
+2,925
+20% +$326K
VNQI icon
597
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$2.16M ﹤0.01%
48,224
+15,761
+49% +$726K
FDXF
598
FedEx Freight
FDXF
$19.4B
$2.14M ﹤0.01%
+14,193
New +$2.32M
JMOM icon
599
JPMorgan US Momentum Factor ETF
JMOM
$2.7B
$2.14M ﹤0.01%
24,992
+3,889
+18% +$305K
LUV icon
600
Southwest Airlines
LUV
$19.4B
$2.13M ﹤0.01%
41,418
-66,159
-61% -$2.78M
22 23
24
25 26

Similar funds

Zurich Cantonal Bank
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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.