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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 | |
|---|---|---|---|---|---|---|
626
DaVita
DVA
$15.2B
| $1.71M | ﹤0.01% |
11,145
-136
| -1% | -$18.4K |
|
627
Otis Worldwide
OTIS
$28.8B
| $1.69M | ﹤0.01% |
21,913
-12,942
| -37% | -$1.13M |
|
628
VanEck Energy Income ETF
EINC
$114M
| $1.67M | ﹤0.01% |
14,182
-1,002
| -7% | -$109K |
|
629
Global X S&P 500 Covered Call ETF
XYLD
$3.23B
| $1.63M | ﹤0.01% |
41,712
+4,164
| +11% | +$168K |
|
630
Domino's
DPZ
$10.9B
| $1.62M | ﹤0.01% |
4,529
-697
| -13% | -$275K |
|
631
Roblox
RBLX
$37.5B
| $1.61M | ﹤0.01% |
28,553
-20,214
| -41% | -$1.36M |
|
632
The Mosaic Company
MOS
$7.19B
| $1.61M | ﹤0.01% |
63,325
+1,679
| +3% | +$46K |
|
633
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $1.6M | ﹤0.01% |
16,798
+5,008
| +42% | +$482K |
|
634
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$671M
| $1.6M | ﹤0.01% |
34,498
+110
| +0.3% | +$5.36K |
|
635
Amplify Blockchain Technology ETF
BLOK
$1.08B
| $1.6M | ﹤0.01% |
32,163
-18,369
| -36% | -$1.03M |
|
636
PPG Industries
PPG
$26.6B
| $1.59M | ﹤0.01% |
14,909
+344
| +2% | +$39K |
|
637
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
| $1.59M | ﹤0.01% |
19,775
+1,136
| +6% | +$94.3K |
|
638
State Street SPDR S&P China ETF
GXC
$441M
| $1.56M | ﹤0.01% |
16,804
+3,210
| +24% | +$317K |
|
639
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
| $1.56M | ﹤0.01% |
22,572
+1,328
| +6% | +$93.8K |
|
640
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$732M
| $1.55M | ﹤0.01% |
18,983
+7,090
| +60% | +$611K |
|
641
iShares MSCI South Korea ETF
EWY
$19.4B
| $1.55M | ﹤0.01% |
12,566
+8,505
| +209% | +$1.06M |
|
642
NVR
NVR
$18.1B
| $1.54M | ﹤0.01% |
234
-19
| -8% | -$138K |
|
643
Super Micro Computer
SMCI
$15.8B
| $1.53M | ﹤0.01% |
67,199
-8,834
| -12% | -$265K |
|
644
Sun Communities
SUI
$15B
| $1.52M | ﹤0.01% |
12,065
-15,068
| -56% | -$1.95M |
|
645
Atmos Energy
ATO
$29.9B
| $1.51M | ﹤0.01% |
8,153
+65
| +0.8% | +$11.5K |
|
646
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
| $1.5M | ﹤0.01% |
9,295
+1,388
| +18% | +$233K |
|
647
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.7B
| $1.5M | ﹤0.01% |
30,262
-1,624
| -5% | -$82K |
|
648
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.83B
| $1.5M | ﹤0.01% |
30,133
+1,647
| +6% | +$81.7K |
|
649
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
| $1.5M | ﹤0.01% |
56,007
+18,907
| +51% | +$516K |
|
650
iShares USD Green Bond ETF
BGRN
$496M
| $1.48M | ﹤0.01% |
31,218
+700
| +2% | +$33.5K |
|
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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.