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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
REG icon
601
Regency Centers
REG
$13.8B
$2.13M ﹤0.01%
26,705
+828
+3% +$65K
GXC icon
602
State Street SPDR S&P China ETF
GXC
$473M
$2.11M ﹤0.01%
24,386
+7,582
+45% +$710K
VG
603
Venture Global Inc
VG
$36.1B
$2.11M ﹤0.01%
+189,419
New +$2.4M
GDXJ icon
604
VanEck Junior Gold Miners ETF
GDXJ
$9.59B
$2.09M ﹤0.01%
21,248
-2,255
-10% -$261K
NXPI icon
605
NXP Semiconductors
NXPI
$57.5B
$2.09M ﹤0.01%
7,426
+1,099
+17% +$303K
VCLT icon
606
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.9B
$2.08M ﹤0.01%
27,663
+3,791
+16% +$284K
XLI icon
607
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$2.07M ﹤0.01%
11,177
+1,882
+20% +$327K
MSTR icon
608
Strategy Inc
MSTR
$56.7B
$2.06M ﹤0.01%
23,692
-10,088
-30% -$1.46M
AVDE icon
609
Avantis International Equity ETF
AVDE
$19.4B
$2.06M ﹤0.01%
23,042
+907
+4% +$81.3K
ARM icon
610
Arm
ARM
$269B
$2.05M ﹤0.01%
5,782
+3,180
+122% +$846K
MTD icon
611
Mettler-Toledo International
MTD
$27B
$2.04M ﹤0.01%
1,593
-86
-5% -$104K
FOXA icon
612
Fox Class A
FOXA
$27.5B
$2.03M ﹤0.01%
38,982
-22,668
-37% -$1.4M
UHS icon
613
Universal Health Services
UHS
$10B
$1.99M ﹤0.01%
13,389
-499
-4% -$81.1K
QCLN icon
614
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$564M
$1.98M ﹤0.01%
32,234
-2,264
-7% -$133K
DD icon
615
DuPont de Nemours
DD
$17.8B
$1.96M ﹤0.01%
14,486
+1,207
+9% +$171K
NVR icon
616
NVR
NVR
$16.8B
$1.95M ﹤0.01%
286
+52
+22% +$330K
SMCI icon
617
Super Micro Computer
SMCI
$26B
$1.95M ﹤0.01%
66,405
-794
-1% -$25.3K
IFF icon
618
International Flavors & Fragrances
IFF
$22B
$1.94M ﹤0.01%
24,545
+6,813
+38% +$507K
VPU
619
Vanguard Utilities ETF
VPU
$8.33B
$1.93M ﹤0.01%
9,886
+2,770
+39% +$543K
ULTA icon
620
Ulta Beauty
ULTA
$24.1B
$1.92M ﹤0.01%
4,248
-4,974
-54% -$2.53M
FLKR icon
621
Franklin FTSE South Korea ETF
FLKR
$1.75B
$1.91M ﹤0.01%
28,840
+10,702
+59% +$612K
DIVO icon
622
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.99B
$1.89M ﹤0.01%
41,325
-959
-2% -$43.9K
BLOK icon
623
Amplify Blockchain Technology ETF
BLOK
$1.15B
$1.88M ﹤0.01%
29,966
-2,197
-7% -$136K
INSM icon
624
Insmed
INSM
$27.6B
$1.87M ﹤0.01%
17,511
-893
-5% -$108K
RDDT icon
625
Reddit
RDDT
$29.7B
$1.86M ﹤0.01%
10,688
+1,394
+15% +$223K
23 24
25
26 27

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.