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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 | |
|---|---|---|---|---|---|---|
876
Global X FinTech ETF
FINX
$170M
| $409K | ﹤0.01% |
17,712
+1,754
| +11% | +$45.4K |
|
877
CRISPR Therapeutics
CRSP
$5.17B
| $406K | ﹤0.01% |
8,545
-602
| -7% | -$31.8K |
|
878
iShares Convertible Bond ETF
ICVT
$7.35B
| $406K | ﹤0.01% |
3,993
+368
| +10% | +$38.1K |
|
879
iShares MSCI Singapore ETF
EWS
$1.08B
| $404K | ﹤0.01% |
14,327
+1,407
| +11% | +$39.7K |
|
880
Nordson
NDSN
$17.3B
| $400K | ﹤0.01% |
1,504
+126
| +9% | +$34.7K |
|
881
Cipher Digital
CIFR
$7.13B
| $396K | ﹤0.01% |
30,788
+17,548
| +133% | +$278K |
|
882
Applied Optoelectronics
AAOI
$11.5B
| $394K | ﹤0.01% |
+4,663
| New | +$298K |
|
883
Arm
ARM
$302B
| $394K | ﹤0.01% |
+2,602
| New | +$316K |
|
884
Revvity
RVTY
$12.8B
| $392K | ﹤0.01% |
4,479
+737
| +20% | +$73K |
|
885
Kinross Gold
KGC
$32.8B
| $392K | ﹤0.01% |
12,852
+1,860
| +17% | +$60.9K |
|
886
State Street SPDR S&P Insurance ETF
KIE
$639M
| $390K | ﹤0.01% |
7,099
-22
| -0.3% | -$1.26K |
|
887
Invesco Water Resources ETF
PHO
$2.09B
| $390K | ﹤0.01% |
5,835
-493
| -8% | -$35.1K |
|
888
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.81B
| $390K | ﹤0.01% |
6,670
+1,576
| +31% | +$98.5K |
|
889
Annaly Capital Management
NLY
$17.4B
| $390K | ﹤0.01% |
18,417
+3,127
| +20% | +$71.2K |
|
890
Eastman Chemical
EMN
$8.42B
| $386K | ﹤0.01% |
5,053
-103
| -2% | -$7.42K |
|
891
Clorox
CLX
$12.7B
| $382K | ﹤0.01% |
3,690
+575
| +18% | +$65.2K |
|
892
Lucid Motors
LCID
$2.77B
| $382K | ﹤0.01% |
40,084
+5,884
| +17% | +$61.1K |
|
893
Powell Industries
POWL
$7.71B
| $377K | ﹤0.01% |
2,091
+108
| +5% | +$17.7K |
|
894
Unity
U
$18.9B
| $376K | ﹤0.01% |
17,148
+3,157
| +23% | +$87.6K |
|
895
Coca-Cola Europacific Partners
CCEP
$47.9B
| $376K | ﹤0.01% |
4,144
+348
| +9% | +$33.4K |
|
896
NuScale Power
SMR
$4.03B
| $374K | ﹤0.01% |
34,473
+15,826
| +85% | +$241K |
|
|
EXE
897
Expand Energy Corp
EXE
$21.5B
| $369K | ﹤0.01% |
3,365
+81
| +2% | +$8.65K |
|
898
Pinduoduo
PDD
$131B
| $369K | ﹤0.01% |
3,609
+127
| +4% | +$13.3K |
|
899
iShares MSCI China Small-Cap ETF
ECNS
$66.4M
| $366K | ﹤0.01% |
11,254
+156
| +1% | +$5.4K |
|
900
TransUnion
TRU
$15.3B
| $365K | ﹤0.01% |
5,279
-6,774
| -56% | -$518K |
|
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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.