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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
+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
(+14%)
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$185M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$117M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$109M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$97.4M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$64.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$70M |
| 2 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$39M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$31.4M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$20.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.12B
| $1.37M | ﹤0.01% |
49,252
-3,826
| -7% | -$109K |
|
677
Brown & Brown
BRO
$23.9B
| $1.37M | ﹤0.01% |
21,347
+8,015
| +60% | +$489K |
|
678
Atmos Energy
ATO
$28.3B
| $1.37M | ﹤0.01% |
7,927
-226
| -3% | -$40.5K |
|
679
DexCom
DXCM
$33.2B
| $1.36M | ﹤0.01% |
20,250
-786
| -4% | -$52.4K |
|
680
Vanguard FTSE Pacific ETF
VPL
$8.8B
| $1.36M | ﹤0.01% |
11,776
+927
| +9% | +$102K |
|
681
Impact Shares NAACP Minority Empowerment ETF
NACP
$75.6M
| $1.36M | ﹤0.01% |
22,367
-1,217
| -5% | -$68.5K |
|
682
Invesco WilderHill Clean Energy ETF
PBW
$392M
| $1.36M | ﹤0.01% |
34,862
+13,402
| +62% | +$521K |
|
683
Astera Labs
ALAB
$53.8B
| $1.35M | ﹤0.01% |
2,794
+131
| +5% | +$34.8K |
|
|
GAP
684
The Gap Inc
GAP
$7.88B
| $1.32M | ﹤0.01% |
70,845
-1,633
| -2% | -$37.7K |
|
685
Trimble
TRMB
$13.9B
| $1.32M | ﹤0.01% |
25,855
-29,922
| -54% | -$1.77M |
|
686
D-Wave Quantum Inc
QBTS
$6.18B
| $1.31M | ﹤0.01% |
54,679
+13,547
| +33% | +$297K |
|
687
The Mosaic Company
MOS
$8.22B
| $1.31M | ﹤0.01% |
61,854
-1,471
| -2% | -$34K |
|
688
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
| $1.3M | ﹤0.01% |
26,843
-688
| -2% | -$33.2K |
|
689
iShares Emerging Markets Dividend ETF
DVYE
$1.29B
| $1.28M | ﹤0.01% |
39,786
-12,546
| -24% | -$431K |
|
690
NOV
NOV
$7.63B
| $1.28M | ﹤0.01% |
69,049
-1,863
| -3% | -$37.1K |
|
691
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.11B
| $1.24M | ﹤0.01% |
48,674
-28,441
| -37% | -$726K |
|
692
Schwab Fundamental US Small Company Index ETF
FNDA
$9.15B
| $1.24M | ﹤0.01% |
32,636
-644
| -2% | -$23K |
|
693
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
| $1.23M | ﹤0.01% |
24,206
+1,977
| +9% | +$101K |
|
694
VanEck Biotech ETF
BBH
$486M
| $1.22M | ﹤0.01% |
5,984
-1,020
| -15% | -$192K |
|
|
CPTL
695
Global X Morningstar Capital Allocation Leaders ETF
CPTL
$115M
| $1.21M | ﹤0.01% |
25,704
-2,354
| -8% | -$109K |
|
696
Equifax
EFX
$20.8B
| $1.2M | ﹤0.01% |
7,540
-284
| -4% | -$48.4K |
|
697
iShares MSCI EAFE Growth ETF
EFG
$17B
| $1.19M | ﹤0.01% |
9,529
-432
| -4% | -$52.1K |
|
698
Franklin FTSE Japan ETF
FLJP
$4.22B
| $1.18M | ﹤0.01% |
29,810
+4,701
| +19% | +$183K |
|
699
Ares Capital
ARCC
$14.4B
| $1.17M | ﹤0.01% |
63,286
-3,136
| -5% | -$58.5K |
|
700
Veeva Systems
VEEV
$44.5B
| $1.17M | ﹤0.01% |
6,591
+761
| +13% | +$125K |
|
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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.