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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
GEHC icon
626
GE HealthCare
GEHC
$31.1B
$1.85M ﹤0.01%
28,950
-5,715
-16% -$376K
CPAY icon
627
Corpay
CPAY
$27.3B
$1.83M ﹤0.01%
5,499
+1,568
+40% +$521K
CPRT icon
628
Copart
CPRT
$31.2B
$1.82M ﹤0.01%
64,598
-91,962
-59% -$2.97M
EWT icon
629
iShares MSCI Taiwan ETF
EWT
$12.2B
$1.81M ﹤0.01%
16,634
+9,918
+148% +$928K
VDC icon
630
Vanguard Consumer Staples ETF
VDC
$7.82B
$1.8M ﹤0.01%
7,996
-51
-0.6% -$11.6K
SYM icon
631
Symbotic
SYM
$5.58B
$1.8M ﹤0.01%
40,016
-31,232
-44% -$1.59M
IQV icon
632
IQVIA
IQV
$44.1B
$1.79M ﹤0.01%
9,249
-3,575
-28% -$623K
EINC icon
633
VanEck Energy Income ETF
EINC
$80.8M
$1.76M ﹤0.01%
14,758
+576
+4% +$68.1K
XYLD icon
634
Global X S&P 500 Covered Call ETF
XYLD
$3.35B
$1.74M ﹤0.01%
42,770
+1,058
+3% +$42.6K
MLPA icon
635
Global X MLP ETF
MLPA
$2.39B
$1.74M ﹤0.01%
32,763
-1,808
-5% -$97.4K
WY icon
636
Weyerhaeuser
WY
$16.6B
$1.74M ﹤0.01%
72,522
+16,710
+30% +$406K
SPYG icon
637
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
$1.72M ﹤0.01%
14,480
+3,087
+27% +$353K
FXR icon
638
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$732M
$1.72M ﹤0.01%
18,868
-115
-0.6% -$9.97K
RMD icon
639
ResMed
RMD
$32.9B
$1.7M ﹤0.01%
8,748
-1,766
-17% -$366K
IWM icon
640
iShares Russell 2000 ETF
IWM
$80.5B
$1.68M ﹤0.01%
5,597
-74
-1% -$20.8K
DEM icon
641
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.29B
$1.68M ﹤0.01%
31,212
+1,079
+4% +$57.6K
TWLO icon
642
Twilio
TWLO
$35.8B
$1.67M ﹤0.01%
8,097
+641
+9% +$114K
SPYX icon
643
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.86B
$1.67M ﹤0.01%
27,304
+734
+3% +$43.5K
POWR
644
iShares U.S. Power Infrastructure ETF
POWR
$462M
$1.67M ﹤0.01%
59,637
+15,263
+34% +$417K
CRH icon
645
CRH
CRH
$62.7B
$1.65M ﹤0.01%
15,417
-12,755
-45% -$1.4M
IONQ icon
646
IonQ
IONQ
$16B
$1.65M ﹤0.01%
30,913
+9,308
+43% +$472K
SGOL icon
647
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$1.64M ﹤0.01%
42,846
-1,770
-4% -$76.1K
RBLX icon
648
Roblox
RBLX
$30.9B
$1.63M ﹤0.01%
29,890
+1,337
+5% +$66.5K
JBHT icon
649
JB Hunt Transport Services
JBHT
$25.7B
$1.62M ﹤0.01%
5,590
+151
+3% +$38.8K
SNAP icon
650
Snap
SNAP
$9.25B
$1.61M ﹤0.01%
363,552
-9,409
-3% -$51.5K
24 25
26
27 28

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.