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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
+14.58%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$52B
AUM Growth
+$6.48B
Cap. Flow
+$1.17B
Cap. Flow %
2.26%
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$185M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$117M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$109M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$97.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$64.5M

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$70M
2
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$39M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$20.6M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.1M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.91%
2 Technology 7.11%
3 Financials 2.31%
4 Communication Services 1.83%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UFOX
901
Defiance Space and Connective Tech ETF
UFOX
$854M
$452K ﹤0.01%
4,754
-358
-7% -$31.8K
JOBY icon
902
Joby Aviation
JOBY
$6.67B
$450K ﹤0.01%
50,492
-2,350
-4% -$22.7K
EWS icon
903
iShares MSCI Singapore ETF
EWS
$1.3B
$450K ﹤0.01%
15,201
+874
+6% +$25.5K
ZBRA icon
904
Zebra Technologies
ZBRA
$17.2B
$450K ﹤0.01%
1,708
+260
+18% +$61.1K
KRE icon
905
State Street SPDR S&P Regional Banking ETF
KRE
$4.35B
$447K ﹤0.01%
5,969
-4,031
-40% -$282K
FITE
906
State Street SPDR S&P Kensho Future Security ETF
FITE
$146M
$444K ﹤0.01%
3,947
-190
-5% -$19.3K
IPO icon
907
Renaissance IPO ETF
IPO
$152M
$441K ﹤0.01%
7,420
+1,106
+18% +$57K
RGLD icon
908
Royal Gold
RGLD
$22.2B
$440K ﹤0.01%
2,203
+97
+5% +$22.6K
SPLV icon
909
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$439K ﹤0.01%
5,864
-2,772
-32% -$204K
NCLH icon
910
Norwegian Cruise Line
NCLH
$7.15B
$435K ﹤0.01%
20,625
-1,821
-8% -$34K
SOLV icon
911
Solventum
SOLV
$15.6B
$433K ﹤0.01%
5,609
+2,021
+56% +$147K
SWK icon
912
Stanley Black & Decker
SWK
$14.7B
$427K ﹤0.01%
4,542
+288
+7% +$22.6K
FIG
913
Figma
FIG
$12.9B
$427K ﹤0.01%
23,596
+10,311
+78% +$207K
ECH icon
914
iShares MSCI Chile ETF
ECH
$1.05B
$426K ﹤0.01%
10,718
-2,156
-17% -$88.6K
SPEM icon
915
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$422K ﹤0.01%
8,158
+3,017
+59% +$154K
VKTX icon
916
Viking Therapeutics
VKTX
$4.07B
$422K ﹤0.01%
10,822
+1,001
+10% +$32.3K
KVYO icon
917
Klaviyo
KVYO
$5.3B
$416K ﹤0.01%
+27,531
New +$456K
TIP icon
918
iShares TIPS Bond ETF
TIP
$14.9B
$415K ﹤0.01%
3,796
-93
-2% -$10.3K
HYG icon
919
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.4B
$413K ﹤0.01%
5,163
+1,769
+52% +$142K
LII icon
920
Lennox International
LII
$13.5B
$405K ﹤0.01%
706
+128
+22% +$65.2K
DRIV icon
921
Global X Autonomous & Electric Vehicles ETF
DRIV
$375M
$400K ﹤0.01%
10,377
+20
+0.2% +$755
VONG icon
922
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$400K ﹤0.01%
3,128
+541
+21% +$67.1K
KIE icon
923
State Street SPDR S&P Insurance ETF
KIE
$642M
$399K ﹤0.01%
6,543
-556
-8% -$31.8K
COKE icon
924
Coca-Cola Consolidated
COKE
$12.6B
$398K ﹤0.01%
2,087
+218
+12% +$40.6K
SJM icon
925
J.M. Smucker
SJM
$13.5B
$396K ﹤0.01%
3,522
-817
-19% -$83.2K
35 36
37
38 39

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Korea Investment Corp
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TCI Fund Management
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Connor, Clark & Lunn Investment Management (CC&L)
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Daiwa Securities Group
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DB
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GQG Partners
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Wealthfront Advisers's Q2 2026 Portfolio in Review

As of Q2 2026, Wealthfront Advisers held 1,138 positions worth $52B, up 14% from $45.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers's Q2 2026 filing shows 62 new, 608 increased, 447 reduced and 19 closed positions. Its largest new stake was Honeywell Aerospace: 54,444 shares worth $12M. The largest sale was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $70M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.

  • Wealthfront Advisers's largest Q2 2026 buy was Honeywell Aerospace: 54,444 shares worth $12M.
  • Wealthfront Advisers added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026, an estimated $185M increase.
  • Wealthfront Advisers's biggest Q2 2026 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $70M.
  • Wealthfront Advisers fully exited Coterra Energy in Q2 2026, selling an estimated $5.8M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $52B portfolio in Q2 2026.
  • Wealthfront Advisers opened 62 new positions and closed 19 in Q2 2026.
  • Wealthfront Advisers's portfolio value rose 14% quarter-over-quarter to $52B.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.