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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
HEI.A icon
801
HEICO Corp Class A
HEI.A
$33.6B
$695K ﹤0.01%
2,693
-130
-5% -$29.7K
STE icon
802
Steris
STE
$21.9B
$686K ﹤0.01%
3,259
-2,908
-47% -$623K
CTSH icon
803
Cognizant
CTSH
$28.1B
$686K ﹤0.01%
17,705
-14,036
-44% -$739K
MARA icon
804
Marathon Digital Holdings
MARA
$4.37B
$686K ﹤0.01%
49,365
-29,321
-37% -$367K
VLTO icon
805
Veralto
VLTO
$23.5B
$680K ﹤0.01%
7,664
-38,666
-83% -$3.36M
CRBG icon
806
Corebridge Financial
CRBG
$15.4B
$679K ﹤0.01%
23,706
-1,040
-4% -$28.1K
NVO
807
Novo Nordisk
NVO
$206B
$674K ﹤0.01%
14,049
+244
+2% +$10.5K
ONDS icon
808
Ondas Inc
ONDS
$4.35B
$663K ﹤0.01%
80,490
+18,353
+30% +$181K
ECHO
809
EchoStar
ECHO
$26.1B
$655K ﹤0.01%
6,453
+1,882
+41% +$230K
CRDO icon
810
Credo Technology Group
CRDO
$32.1B
$650K ﹤0.01%
2,390
-665
-22% -$131K
EFA icon
811
iShares MSCI EAFE ETF
EFA
$80.1B
$650K ﹤0.01%
6,255
+605
+11% +$62.2K
NWS icon
812
News Corp Class B
NWS
$18.2B
$645K ﹤0.01%
22,985
-645
-3% -$19.2K
TAP icon
813
Molson Coors Class B
TAP
$7.55B
$643K ﹤0.01%
16,514
-186
-1% -$7.77K
TYL icon
814
Tyler Technologies
TYL
$14.9B
$643K ﹤0.01%
2,197
-142
-6% -$44.9K
XHB icon
815
State Street SPDR S&P Homebuilders ETF
XHB
$1.41B
$638K ﹤0.01%
5,519
+951
+21% +$99.6K
HRB icon
816
H&R Block
HRB
$6.05B
$637K ﹤0.01%
16,720
-325
-2% -$11.3K
PFFD icon
817
Global X US Preferred ETF
PFFD
$2.14B
$629K ﹤0.01%
33,656
+16,387
+95% +$309K
XHE icon
818
State Street SPDR S&P Health Care Equipment ETF
XHE
$179M
$622K ﹤0.01%
7,389
+1,025
+16% +$83K
LPLA icon
819
LPL Financial
LPLA
$28.3B
$622K ﹤0.01%
2,208
-7,406
-77% -$2.22M
ROKU icon
820
Roku
ROKU
$23.1B
$619K ﹤0.01%
4,480
-367
-8% -$44.8K
WCLD
821
WisdomTree Cloud Computing Fund
WCLD
$339M
$614K ﹤0.01%
19,158
-10,842
-36% -$316K
NLY icon
822
Annaly Capital Management
NLY
$17.2B
$612K ﹤0.01%
27,373
+8,956
+49% +$198K
COO icon
823
Cooper Companies
COO
$13.6B
$605K ﹤0.01%
8,430
-2,778
-25% -$182K
PHO icon
824
Invesco Water Resources ETF
PHO
$2B
$605K ﹤0.01%
8,751
+2,916
+50% +$197K
SWKS icon
825
Skyworks Solutions
SWKS
$11.1B
$602K ﹤0.01%
8,877
+1,150
+15% +$78.3K
31 32
33
34 35

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Janney Montgomery Scott
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Korea Investment Corp
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TCI Fund Management
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Connor, Clark & Lunn Investment Management (CC&L)
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DB
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GQG Partners
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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.