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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
-0.32%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
(+1.8%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$411M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$251M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$129M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$124M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$105M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$197M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$82.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$65.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$49.2M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$40.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.79% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.93% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
HEICO Corp Class A
HEI.A
$37.2B
| $596K | ﹤0.01% |
2,823
-63
| -2% | -$15.5K |
|
802
Genuine Parts
GPC
$18.7B
| $594K | ﹤0.01% |
5,621
-13,995
| -71% | -$1.73M |
|
803
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
| $594K | ﹤0.01% |
41,132
+5,120
| +14% | +$108K |
|
804
Healthpeak Properties
DOC
$14.8B
| $591K | ﹤0.01% |
35,984
+3,734
| +12% | +$64K |
|
805
Corebridge Financial
CRBG
$15B
| $590K | ﹤0.01% |
24,746
-14,989
| -38% | -$420K |
|
806
Spotify
SPOT
$100B
| $588K | ﹤0.01% |
1,212
-17
| -1% | -$8.53K |
|
807
Ball Corp
BALL
$16.8B
| $587K | ﹤0.01% |
9,927
+967
| +11% | +$58.8K |
|
808
MGM Resorts International
MGM
$11.2B
| $578K | ﹤0.01% |
15,611
+1,397
| +10% | +$49.8K |
|
809
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.71B
| $577K | ﹤0.01% |
13,580
+3,105
| +30% | +$134K |
|
810
Hims & Hers Health
HIMS
$7.31B
| $573K | ﹤0.01% |
27,588
+11,201
| +68% | +$265K |
|
811
Williams-Sonoma
WSM
$29.6B
| $570K | ﹤0.01% |
3,125
+349
| +13% | +$69.7K |
|
812
iShares US Medical Devices ETF
IHI
$3.38B
| $565K | ﹤0.01% |
10,585
-567
| -5% | -$33.3K |
|
813
Ondas Inc
ONDS
$5.19B
| $562K | ﹤0.01% |
62,137
+47,137
| +314% | +$513K |
|
814
State Street SPDR S&P Bank ETF
KBE
$1.66B
| $550K | ﹤0.01% |
9,238
+2,403
| +35% | +$150K |
|
815
iShares MSCI EAFE ETF
EFA
$80.2B
| $549K | ﹤0.01% |
5,650
+1,396
| +33% | +$140K |
|
|
ETH
816
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
| $545K | ﹤0.01% |
27,442
-1,041
| -4% | -$23.6K |
|
817
United Therapeutics
UTHR
$23.1B
| $543K | ﹤0.01% |
915
+140
| +18% | +$69.7K |
|
818
H&R Block
HRB
$5.86B
| $541K | ﹤0.01% |
17,045
-297
| -2% | -$10.3K |
|
819
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
| $541K | ﹤0.01% |
2,253
+78
| +4% | +$19.6K |
|
820
Royal Gold
RGLD
$19.5B
| $536K | ﹤0.01% |
2,106
-363
| -15% | -$96.4K |
|
821
Invesco Solar ETF
TAN
$1.49B
| $536K | ﹤0.01% |
9,620
+1,411
| +17% | +$78.1K |
|
|
ECHO
822
EchoStar
ECHO
$26.2B
| $535K | ﹤0.01% |
4,571
+2,621
| +134% | +$301K |
|
|
SW
823
Smurfit Westrock
SW
$25.3B
| $534K | ﹤0.01% |
13,406
+3,662
| +38% | +$158K |
|
824
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
| $528K | ﹤0.01% |
+6,099
| New | +$543K |
|
825
Molina Healthcare
MOH
$10.3B
| $525K | ﹤0.01% |
3,942
-53,156
| -93% | -$8.46M |
|
Similar funds
SCP
Wealthfront Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Wealthfront Advisers held 1,108 positions worth $45.6B, up 1.8% from $44.7B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.38B of net new capital in Q1 2026, opening 56 new positions and adding to 704 existing holdings. Its largest new stake was Mercado Libre: 396 shares worth $685K.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $197M trimmed.
- Wealthfront Advisers's largest Q1 2026 buy was Mercado Libre: 396 shares worth $685K.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $411M increase.
- Wealthfront Advisers's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $197M.
- Wealthfront Advisers fully exited Warner Music in Q1 2026, selling an estimated $1.93M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $45.6B portfolio in Q1 2026.
- Wealthfront Advisers opened 56 new positions and closed 32 in Q1 2026.
- Wealthfront Advisers's portfolio value rose 1.8% quarter-over-quarter to $45.6B.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.