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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
SEZL
926
Sezzle
SEZL
$4.06B
$396K ﹤0.01%
+2,307
New +$243K
IPAY icon
927
Amplify Mobile Payments ETF
IPAY
$180M
$395K ﹤0.01%
8,575
-1,217
-12% -$55.2K
ETH
928
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.06B
$395K ﹤0.01%
26,294
-1,148
-4% -$22.4K
CLX icon
929
Clorox
CLX
$11.3B
$394K ﹤0.01%
4,128
+438
+12% +$42K
PODD icon
930
Insulet
PODD
$10.2B
$392K ﹤0.01%
2,577
-2,191
-46% -$365K
CRL icon
931
Charles River Laboratories
CRL
$13.8B
$390K ﹤0.01%
1,720
+111
+7% +$19.8K
TECH icon
932
Bio-Techne
TECH
$11.4B
$389K ﹤0.01%
5,509
+549
+11% +$29.6K
BBAI icon
933
BigBear.ai
BBAI
$1.4B
$387K ﹤0.01%
105,545
+24,996
+31% +$100K
EEM icon
934
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$386K ﹤0.01%
5,642
+884
+19% +$57.7K
EIRL icon
935
iShares MSCI Ireland ETF
EIRL
$80.7M
$385K ﹤0.01%
4,910
+216
+5% +$16.1K
IVW icon
936
iShares S&P 500 Growth ETF
IVW
$77.2B
$381K ﹤0.01%
2,767
+58
+2% +$7.66K
PNW icon
937
Pinnacle West Capital
PNW
$11.8B
$378K ﹤0.01%
3,532
+1,338
+61% +$137K
U icon
938
Unity
U
$18.3B
$377K ﹤0.01%
13,199
-3,949
-23% -$105K
PFF icon
939
iShares Preferred and Income Securities ETF
PFF
$12.9B
$373K ﹤0.01%
+12,231
New +$381K
ALGN icon
940
Align Technology
ALGN
$11.3B
$368K ﹤0.01%
2,179
+119
+6% +$20.7K
EEMV icon
941
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.7B
$367K ﹤0.01%
4,880
+434
+10% +$31.2K
BG icon
942
Bunge Global
BG
$22.8B
$367K ﹤0.01%
3,438
-342
-9% -$42K
HAS icon
943
Hasbro
HAS
$13.1B
$366K ﹤0.01%
4,432
-86
-2% -$7.74K
LUNR icon
944
Intuitive Machines
LUNR
$2.38B
$365K ﹤0.01%
+17,086
New +$480K
NVT icon
945
nVent Electric
NVT
$25.3B
$365K ﹤0.01%
+2,150
New +$335K
AMC icon
946
AMC Entertainment Holdings
AMC
$2.37B
$365K ﹤0.01%
191,862
-4,968
-3% -$8.55K
SHM icon
947
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$364K ﹤0.01%
+7,585
New +$363K
MORT icon
948
VanEck Mortgage REIT Income ETF
MORT
$364M
$363K ﹤0.01%
34,996
-13,872
-28% -$142K
SCCO icon
949
Southern Copper
SCCO
$168B
$361K ﹤0.01%
2,096
-389
-16% -$69.9K
IPAC icon
950
iShares Core MSCI Pacific ETF
IPAC
$2.85B
$356K ﹤0.01%
4,341
+202
+5% +$16.4K
36 37
38
39 40

Similar funds

Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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.