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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
+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
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
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
UTHR icon
876
United Therapeutics
UTHR
$21.9B
$378K ﹤0.01%
775
-14
-2% -$6.52K
BWA icon
877
BorgWarner
BWA
$14B
$377K ﹤0.01%
8,370
+6
+0.1% +$263
SW
878
Smurfit Westrock
SW
$25.8B
$377K ﹤0.01%
9,744
+2,650
+37% +$101K
AES icon
879
AES
AES
$10.5B
$375K ﹤0.01%
26,134
+5,257
+25% +$74.1K
LEN.B icon
880
Lennar Class B
LEN.B
$20.1B
$370K ﹤0.01%
3,895
-15,986
-80% -$1.81M
IVW icon
881
iShares S&P 500 Growth ETF
IVW
$77.3B
$364K ﹤0.01%
2,952
+1,028
+53% +$126K
ECNS icon
882
iShares MSCI China Small-Cap ETF
ECNS
$66.6M
$364K ﹤0.01%
11,098
+2,704
+32% +$96.7K
EXE
883
Expand Energy Corp
EXE
$22.3B
$362K ﹤0.01%
3,284
+1,245
+61% +$138K
RVTY icon
884
Revvity
RVTY
$13.2B
$362K ﹤0.01%
3,742
+833
+29% +$80K
LCID icon
885
Lucid Motors
LCID
$2.58B
$361K ﹤0.01%
34,200
+7,206
+27% +$115K
SOLS
886
Solstice Advanced Materials
SOLS
$9.88B
$360K ﹤0.01%
+7,419
New +$349K
UDR icon
887
UDR
UDR
$12B
$360K ﹤0.01%
9,815
-118
-1% -$4.2K
OBDC icon
888
Blue Owl Capital
OBDC
$5.75B
$359K ﹤0.01%
28,890
-75
-0.3% -$954
ICVT icon
889
iShares Convertible Bond ETF
ICVT
$7.62B
$357K ﹤0.01%
3,625
-2,304
-39% -$232K
EOSE icon
890
Eos Energy Enterprises
EOSE
$1.54B
$356K ﹤0.01%
31,047
+13,436
+76% +$193K
EWS icon
891
iShares MSCI Singapore ETF
EWS
$1.16B
$355K ﹤0.01%
12,920
+2,928
+29% +$82.4K
LII icon
892
Lennox International
LII
$14.5B
$353K ﹤0.01%
727
+243
+50% +$122K
UPST icon
893
Upstart Holdings
UPST
$2.83B
$351K ﹤0.01%
8,032
+2,329
+41% +$107K
TIP icon
894
iShares TIPS Bond ETF
TIP
$14.7B
$347K ﹤0.01%
+3,159
New +$350K
CCEP icon
895
Coca-Cola Europacific Partners
CCEP
$47.3B
$344K ﹤0.01%
+3,796
New +$343K
CROX icon
896
Crocs
CROX
$6.26B
$344K ﹤0.01%
4,020
-80
-2% -$6.69K
NLY icon
897
Annaly Capital Management
NLY
$17.4B
$342K ﹤0.01%
15,290
+91
+0.6% +$1.98K
KRE icon
898
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
$342K ﹤0.01%
5,271
-2,297
-30% -$144K
UFOX
899
Defiance Space and Connective Tech ETF
UFOX
$922M
$339K ﹤0.01%
5,309
-2,274
-30% -$147K
TEM
900
Tempus AI
TEM
$9.85B
$337K ﹤0.01%
+5,704
New +$446K
34 35
36
37 38

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SCP
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RIM
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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.