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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 | |
|---|---|---|---|---|---|---|
851
TKO Group
TKO
$13.6B
| $469K | ﹤0.01% |
2,324
+89
| +4% | +$18.2K |
|
852
VanEck Agribusiness ETF
MOO
$969M
| $467K | ﹤0.01% |
5,526
+327
| +6% | +$26.7K |
|
853
iShares Core US Aggregate Bond ETF
AGG
$138B
| $466K | ﹤0.01% |
4,691
-975
| -17% | -$97.5K |
|
854
Ralph Lauren
RL
$23.6B
| $465K | ﹤0.01% |
1,351
+7
| +0.5% | +$2.49K |
|
855
Allegion
ALLE
$14.4B
| $460K | ﹤0.01% |
3,163
-137
| -4% | -$21.8K |
|
856
Roku
ROKU
$22.7B
| $459K | ﹤0.01% |
4,847
-14
| -0.3% | -$1.36K |
|
857
McCormick & Company Non-Voting
MKC
$14.2B
| $457K | ﹤0.01% |
9,068
-12,012
| -57% | -$765K |
|
858
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
| $451K | ﹤0.01% |
4,568
-658
| -13% | -$72.1K |
|
859
BorgWarner
BWA
$13.9B
| $442K | ﹤0.01% |
8,139
-231
| -3% | -$12.2K |
|
860
AES
AES
$10.5B
| $440K | ﹤0.01% |
31,206
+5,072
| +19% | +$75.5K |
|
861
Franklin FTSE United Kingdom ETF
FLGB
$903M
| $439K | ﹤0.01% |
12,626
+1,220
| +11% | +$43K |
|
862
Lemonade
LMND
$4.1B
| $438K | ﹤0.01% |
6,992
-1,312
| -16% | -$90.8K |
|
863
Joby Aviation
JOBY
$8.55B
| $436K | ﹤0.01% |
52,842
+13,864
| +36% | +$156K |
|
864
iShares TIPS Bond ETF
TIP
$14.5B
| $429K | ﹤0.01% |
3,889
+730
| +23% | +$80.8K |
|
865
LKQ Corp
LKQ
$6.29B
| $424K | ﹤0.01% |
14,440
-775
| -5% | -$24.9K |
|
866
Hasbro
HAS
$13.2B
| $423K | ﹤0.01% |
4,518
+603
| +15% | +$56.3K |
|
867
Norwegian Cruise Line
NCLH
$8.84B
| $420K | ﹤0.01% |
22,446
+1,659
| +8% | +$36.2K |
|
868
Amplify Mobile Payments ETF
IPAY
$182M
| $419K | ﹤0.01% |
9,792
+917
| +10% | +$43.1K |
|
869
J.M. Smucker
SJM
$12.8B
| $418K | ﹤0.01% |
4,339
+1,112
| +34% | +$116K |
|
870
Southern Copper
SCCO
$166B
| $418K | ﹤0.01% |
+2,455
| New | +$449K |
|
871
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
| $417K | ﹤0.01% |
4,564
+21
| +0.5% | +$1.9K |
|
872
Celsius Holdings
CELH
$7.03B
| $417K | ﹤0.01% |
11,745
+251
| +2% | +$11.9K |
|
873
CDW
CDW
$17B
| $415K | ﹤0.01% |
3,426
+59
| +2% | +$7.46K |
|
874
Skyworks Solutions
SWKS
$10.6B
| $414K | ﹤0.01% |
7,727
-13,932
| -64% | -$811K |
|
875
Pinterest
PINS
$13.4B
| $409K | ﹤0.01% |
22,317
-21,055
| -49% | -$439K |
|
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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.