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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
GSSC icon
726
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.09B
$990K ﹤0.01%
10,850
+90
+0.8% +$7.57K
EFV icon
727
iShares MSCI EAFE Value ETF
EFV
$32.2B
$984K ﹤0.01%
12,859
+1,552
+14% +$120K
NUBD icon
728
Nuveen ESG US Aggregate Bond ETF
NUBD
$489M
$979K ﹤0.01%
44,238
+739
+2% +$16.4K
AOS icon
729
A.O. Smith
AOS
$8.22B
$975K ﹤0.01%
15,541
-276
-2% -$16.7K
APTV icon
730
Aptiv
APTV
$9.96B
$972K ﹤0.01%
15,833
-1,122
-7% -$68.6K
GEN icon
731
Gen Digital
GEN
$18.3B
$965K ﹤0.01%
38,785
+13,524
+54% +$302K
ENFR icon
732
Alerian Energy Infrastructure ETF
ENFR
$546M
$962K ﹤0.01%
25,259
+404
+2% +$15.4K
AMLP icon
733
Alerian MLP ETF
AMLP
$13.5B
$959K ﹤0.01%
18,503
+1,645
+10% +$86.3K
ZS icon
734
Zscaler
ZS
$27.7B
$938K ﹤0.01%
6,645
-521
-7% -$72.6K
SHE icon
735
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$334M
$934K ﹤0.01%
6,050
-226
-4% -$33.2K
HEI icon
736
HEICO Corp
HEI
$45.5B
$934K ﹤0.01%
2,623
-230
-8% -$70K
EWW icon
737
iShares MSCI Mexico ETF
EWW
$1.8B
$934K ﹤0.01%
12,411
-1,932
-13% -$150K
HIMS icon
738
Hims & Hers Health
HIMS
$6.47B
$934K ﹤0.01%
26,931
-657
-2% -$17.6K
RIOT icon
739
Riot Platforms
RIOT
$8.18B
$932K ﹤0.01%
34,036
-6,026
-15% -$136K
GPN icon
740
Global Payments
GPN
$24.5B
$926K ﹤0.01%
12,762
-3,353
-21% -$231K
IXUS icon
741
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$922K ﹤0.01%
9,665
+3,566
+58% +$335K
OKTA icon
742
Okta
OKTA
$29.8B
$920K ﹤0.01%
6,741
-988
-13% -$92.9K
IEX icon
743
IDEX
IEX
$16.5B
$912K ﹤0.01%
4,019
+114
+3% +$24.1K
HSIC icon
744
Henry Schein
HSIC
$10B
$909K ﹤0.01%
10,879
+213
+2% +$16.3K
QQEW icon
745
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.86B
$898K ﹤0.01%
5,624
-529
-9% -$76.7K
BR icon
746
Broadridge
BR
$19.7B
$874K ﹤0.01%
6,385
-1,654
-21% -$250K
NWSA icon
747
News Corp Class A
NWSA
$16.3B
$860K ﹤0.01%
34,640
+1,143
+3% +$29.6K
IDEV icon
748
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$860K ﹤0.01%
9,657
+5,938
+160% +$526K
CCJ icon
749
Cameco
CCJ
$43.9B
$857K ﹤0.01%
8,412
+987
+13% +$111K
SMIN icon
750
iShares MSCI India Small-Cap ETF
SMIN
$778M
$851K ﹤0.01%
12,031
-1,696
-12% -$113K
28 29
30
31 32

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.