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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 | |
|---|---|---|---|---|---|---|
626
Steris
STE
$23.1B
| $1.61M | ﹤0.01% |
6,362
+782
| +14% | +$196K |
|
627
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
| $1.61M | ﹤0.01% |
31,886
+5,213
| +20% | +$267K |
|
|
VPU
628
Vanguard Utilities ETF
VPU
$8.48B
| $1.6M | ﹤0.01% |
8,630
+680
| +9% | +$131K |
|
629
Symbotic
SYM
$5.35B
| $1.58M | ﹤0.01% |
+26,572
| New | +$1.75M |
|
630
Constellation Brands
STZ
$22.9B
| $1.58M | ﹤0.01% |
11,424
+5,272
| +86% | +$723K |
|
631
Humana
HUM
$46.7B
| $1.56M | ﹤0.01% |
6,097
+635
| +12% | +$166K |
|
632
DuPont de Nemours
DD
$19.5B
| $1.54M | ﹤0.01% |
12,789
-19,901
| -61% | -$2.24M |
|
633
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$632M
| $1.53M | ﹤0.01% |
34,388
-753
| -2% | -$33.9K |
|
634
Darden Restaurants
DRI
$25.9B
| $1.53M | ﹤0.01% |
8,317
+181
| +2% | +$33K |
|
635
Essex Property Trust
ESS
$18.1B
| $1.53M | ﹤0.01% |
5,839
+160
| +3% | +$41.4K |
|
636
Global X MLP ETF
MLPA
$2.29B
| $1.53M | ﹤0.01% |
31,531
+7,434
| +31% | +$358K |
|
637
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
| $1.53M | ﹤0.01% |
37,548
+9,073
| +32% | +$363K |
|
638
West Pharmaceutical
WST
$24.8B
| $1.51M | ﹤0.01% |
5,479
+1,007
| +23% | +$275K |
|
639
ARK Genomic Revolution ETF
ARKG
$1.79B
| $1.5M | ﹤0.01% |
51,847
+2,202
| +4% | +$66.1K |
|
640
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
| $1.5M | ﹤0.01% |
70,134
+22,225
| +46% | +$473K |
|
641
PPG Industries
PPG
$25.5B
| $1.49M | ﹤0.01% |
14,565
-7,510
| -34% | -$754K |
|
642
The Mosaic Company
MOS
$7.18B
| $1.49M | ﹤0.01% |
61,646
-158
| -0.3% | -$4.25K |
|
643
iShares USD Green Bond ETF
BGRN
$501M
| $1.46M | ﹤0.01% |
30,518
+2,107
| +7% | +$101K |
|
644
VanEck Energy Income ETF
EINC
$79.5M
| $1.46M | ﹤0.01% |
15,184
-2,638
| -15% | -$252K |
|
645
Dimensional Emerging Core Equity Market ETF
DFAE
$9.82B
| $1.45M | ﹤0.01% |
44,639
+4,753
| +12% | +$153K |
|
646
NXP Semiconductors
NXPI
$58.9B
| $1.45M | ﹤0.01% |
6,687
+747
| +13% | +$160K |
|
|
SPYM
647
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
| $1.44M | ﹤0.01% |
18,007
+6,587
| +58% | +$524K |
|
648
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
| $1.44M | ﹤0.01% |
25,626
-681
| -3% | -$37.9K |
|
649
McCormick & Company Non-Voting
MKC
$14.2B
| $1.44M | ﹤0.01% |
21,080
+1,766
| +9% | +$117K |
|
650
Avantis Emerging Markets Equity ETF
AVEM
$26.9B
| $1.44M | ﹤0.01% |
18,639
+1,367
| +8% | +$105K |
|
Similar funds
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.