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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
ROKT icon
951
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$187M
$354K ﹤0.01%
2,967
+299
+11% +$34.8K
EG icon
952
Everest Group
EG
$14.6B
$353K ﹤0.01%
987
+152
+18% +$52K
HYMB icon
953
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$349K ﹤0.01%
13,713
+1,287
+10% +$32.3K
ACHR icon
954
Archer Aviation
ACHR
$4.4B
$349K ﹤0.01%
73,695
+6,170
+9% +$35.9K
DPZ icon
955
Domino's
DPZ
$11.3B
$345K ﹤0.01%
1,165
-3,364
-74% -$1.11M
KTOS icon
956
Kratos Defense & Security Solutions
KTOS
$8.98B
$344K ﹤0.01%
6,893
+1,982
+40% +$120K
BLBD icon
957
Blue Bird Corp
BLBD
$2.02B
$338K ﹤0.01%
+4,282
New +$291K
METV icon
958
Roundhill Ball Metaverse ETF
METV
$224M
$338K ﹤0.01%
18,297
-46
-0.3% -$831
BJ icon
959
BJs Wholesale Club
BJ
$11.8B
$335K ﹤0.01%
3,842
+561
+17% +$51.4K
EWX icon
960
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$689M
$332K ﹤0.01%
4,462
-101
-2% -$7.37K
EMN icon
961
Eastman Chemical
EMN
$8.14B
$329K ﹤0.01%
4,911
-142
-3% -$10.4K
HRL icon
962
Hormel Foods
HRL
$11.9B
$329K ﹤0.01%
13,242
-47,855
-78% -$1.06M
SCZ icon
963
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$327K ﹤0.01%
3,976
+747
+23% +$62.6K
JKHY icon
964
Jack Henry & Associates
JKHY
$11.6B
$326K ﹤0.01%
2,364
-6,860
-74% -$973K
AGNC icon
965
AGNC Investment
AGNC
$12.6B
$325K ﹤0.01%
+29,792
New +$314K
EWL icon
966
iShares MSCI Switzerland ETF
EWL
$2.43B
$324K ﹤0.01%
5,155
+44
+0.9% +$2.71K
ECNS icon
967
iShares MSCI China Small-Cap ETF
ECNS
$65.7M
$324K ﹤0.01%
11,498
+244
+2% +$7.85K
PNR icon
968
Pentair
PNR
$9.61B
$323K ﹤0.01%
4,210
-1,250
-23% -$98.9K
OSCR icon
969
Oscar Health
OSCR
$9.95B
$321K ﹤0.01%
11,270
-5,748
-34% -$124K
RVMD icon
970
Revolution Medicines
RVMD
$45B
$320K ﹤0.01%
+1,710
New +$250K
PZT icon
971
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
$320K ﹤0.01%
14,073
-607
-4% -$13.6K
FDS icon
972
Factset
FDS
$10.7B
$320K ﹤0.01%
1,389
-160
-10% -$36.7K
FRT icon
973
Federal Realty Investment Trust
FRT
$10.2B
$316K ﹤0.01%
2,556
+500
+24% +$58.2K
AYI icon
974
Acuity Brands
AYI
$10B
$313K ﹤0.01%
831
+17
+2% +$5.04K
AMCR icon
975
Amcor
AMCR
$20.9B
$312K ﹤0.01%
+7,206
New +$286K
37 38
39
40 41

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Korea Investment Corp
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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.