We are live on ! Find out more
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
SHYG icon
51
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.68B
$114M 0.22%
2,681,442
+749,531
+39% +$31.8M
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.08T
$106M 0.2%
212,601
-3,090
-1% -$1.49M
SUSC icon
53
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$104M 0.2%
4,479,955
+849,919
+23% +$19.7M
AMAT icon
54
Applied Materials
AMAT
$366B
$97.4M 0.19%
134,717
+4,135
+3% +$1.91M
SJNK icon
55
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$95.3M 0.18%
3,809,219
-1,556,067
-29% -$39M
INTC icon
56
Intel
INTC
$473B
$95.2M 0.18%
681,668
+91,609
+16% +$9.26M
QQQM icon
57
Invesco NASDAQ 100 ETF
QQQM
$104B
$89M 0.17%
293,890
+34,283
+13% +$9.71M
JNJ icon
58
Johnson & Johnson
JNJ
$646B
$85.6M 0.16%
337,182
-7,829
-2% -$1.82M
LRCX icon
59
Lam Research
LRCX
$378B
$84M 0.16%
193,835
+7,652
+4% +$2.32M
CAT icon
60
Caterpillar
CAT
$368B
$81.4M 0.16%
76,480
+1,716
+2% +$1.51M
SMH icon
61
VanEck Semiconductor ETF
SMH
$65.6B
$77.7M 0.15%
118,496
+20,125
+20% +$11M
SHY icon
62
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$74.8M 0.14%
910,823
-103,955
-10% -$8.55M
ONEQ icon
63
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$73.4M 0.14%
711,227
+21,291
+3% +$2.12M
XOM icon
64
ExxonMobil
XOM
$644B
$72.4M 0.14%
529,339
+28,884
+6% +$4.32M
SCHO icon
65
Schwab Short-Term US Treasury ETF
SCHO
$13B
$71.9M 0.14%
2,980,324
+1,730
+0.1% +$41.8K
GBIL icon
66
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$70.7M 0.14%
705,962
-205,522
-23% -$20.6M
WMT icon
67
Walmart Inc
WMT
$820B
$70.3M 0.14%
620,690
-20,825
-3% -$2.59M
V icon
68
Visa
V
$712B
$68.5M 0.13%
199,654
+4,504
+2% +$1.45M
NUDM icon
69
Nuveen ESG International Developed Markets Equity ETF
NUDM
$732M
$65.9M 0.13%
1,646,694
+9,076
+0.6% +$350K
SNDK
70
Sandisk
SNDK
$217B
$65.6M 0.13%
28,870
+6,799
+31% +$9.71M
PLTR icon
71
Palantir
PLTR
$448B
$62.4M 0.12%
534,909
-29,452
-5% -$4.02M
VXUS icon
72
Vanguard Total International Stock ETF
VXUS
$163B
$62M 0.12%
725,063
+116,570
+19% +$9.76M
KLAC icon
73
KLA
KLAC
$229B
$61M 0.12%
202,045
+10,845
+6% +$2.15M
GE icon
74
GE Aerospace
GE
$355B
$59M 0.11%
157,751
-267
-0.2% -$83.6K
COST icon
75
Costco
COST
$419B
$58.7M 0.11%
62,782
-3,454
-5% -$3.44M
1 2
3
4 5

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.