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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
+1.9%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$44.7B
AUM Growth
+$2.15B
(+5%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$183M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$156M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$145M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$186M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$39.9M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$37.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$25.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.2% |
| 2 | Financials | 2.51% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Healthcare | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVO
851
Novo Nordisk
NVO
$203B
| $430K | ﹤0.01% |
+8,457
| New | +$432K |
|
852
SoundHound AI
SOUN
$3.29B
| $430K | ﹤0.01% |
43,122
+24,536
| +132% | +$353K |
|
853
State Street SPDR S&P Insurance ETF
KIE
$676M
| $428K | ﹤0.01% |
7,121
-296
| -4% | -$17.4K |
|
854
AstraZeneca
AZN
$246B
| $422K | ﹤0.01% |
+2,293
| New | +$402K |
|
855
Fortune Brands Innovations
FBIN
$5.83B
| $421K | ﹤0.01% |
8,425
-1,019
| -11% | -$51.1K |
|
856
Enbridge
ENB
$112B
| $417K | ﹤0.01% |
8,714
+85
| +1% | +$4.06K |
|
857
State Street SPDR S&P Bank ETF
KBE
$1.74B
| $415K | ﹤0.01% |
6,835
+287
| +4% | +$16.9K |
|
858
Invesco New York AMT-Free Municipal Bond ETF
PZT
$140M
| $410K | ﹤0.01% |
18,360
-309
| -2% | -$6.93K |
|
859
Kratos Defense & Security Solutions
KTOS
$12B
| $409K | ﹤0.01% |
5,384
+873
| +19% | +$71.5K |
|
860
iShares MSCI EAFE ETF
EFA
$80.2B
| $409K | ﹤0.01% |
4,254
-25
| -0.6% | -$2.37K |
|
861
Moderna
MRNA
$25.4B
| $405K | ﹤0.01% |
13,736
-3,712
| -21% | -$101K |
|
862
Invesco Solar ETF
TAN
$1.37B
| $403K | ﹤0.01% |
8,209
+1,307
| +19% | +$62.9K |
|
863
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| $402K | ﹤0.01% |
10,313
+153
| +2% | +$5.91K |
|
864
iShares S&P 500 Value ETF
IVE
$50B
| $402K | ﹤0.01% |
1,897
+651
| +52% | +$136K |
|
865
Camden Property Trust
CPT
$10.9B
| $397K | ﹤0.01% |
3,605
+886
| +33% | +$92.1K |
|
866
Pinduoduo
PDD
$127B
| $395K | ﹤0.01% |
+3,482
| New | +$432K |
|
867
iShares MSCI South Korea ETF
EWY
$27.2B
| $395K | ﹤0.01% |
+4,061
| New | +$371K |
|
868
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
| $392K | ﹤0.01% |
4,543
+1,130
| +33% | +$96.6K |
|
869
iShares MSCI Chile ETF
ECH
$1.03B
| $389K | ﹤0.01% |
9,624
+756
| +9% | +$27.4K |
|
870
Global X US Preferred ETF
PFFD
$2.17B
| $388K | ﹤0.01% |
20,538
+4,289
| +26% | +$82K |
|
871
Invitation Homes
INVH
$17.7B
| $386K | ﹤0.01% |
13,906
+6,555
| +89% | +$183K |
|
872
iShares MSCI Germany ETF
EWG
$1.67B
| $386K | ﹤0.01% |
9,085
-3,808
| -30% | -$158K |
|
873
Franklin FTSE United Kingdom ETF
FLGB
$928M
| $385K | ﹤0.01% |
11,406
+4
| +0% | +$132 |
|
874
BigBear.ai
BBAI
$1.56B
| $380K | ﹤0.01% |
70,282
+19,369
| +38% | +$127K |
|
875
VanEck Agribusiness ETF
MOO
$974M
| $378K | ﹤0.01% |
5,199
+360
| +7% | +$26.2K |
|
Similar funds
SCP
RIM
Wealthfront Advisers's Q4 2025 Portfolio in Review
As of Q4 2025, Wealthfront Advisers held 1,077 positions worth $44.7B, up 5% from $42.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.51B of net new capital in Q4 2025, opening 70 new positions and adding to 641 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $186M trimmed.
- Wealthfront Advisers's largest Q4 2025 buy was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $156M increase.
- Wealthfront Advisers's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $186M.
- Wealthfront Advisers fully exited Kellanova in Q4 2025, selling an estimated $8.85M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $44.7B portfolio in Q4 2025.
- Wealthfront Advisers opened 70 new positions and closed 25 in Q4 2025.
- Wealthfront Advisers's portfolio value rose 5% quarter-over-quarter to $44.7B.
Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.