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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
+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
(+5%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$183M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$156M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$145M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$186M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$39.9M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$37.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
951
Brookfield
BN
$110B
| $271K | ﹤0.01% |
5,895
+406
| +7% | +$18.5K |
|
952
American Airlines Group
AAL
$9.88B
| $270K | ﹤0.01% |
17,590
-1,468
| -8% | -$19.8K |
|
953
Bio-Techne
TECH
$11.3B
| $269K | ﹤0.01% |
4,572
+728
| +19% | +$44.2K |
|
954
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
| $268K | ﹤0.01% |
+5,700
| New | +$269K |
|
955
Columbia Banking Systems
COLB
$9.12B
| $267K | ﹤0.01% |
9,547
-13
| -0.1% | -$352 |
|
956
iShares MSCI Spain ETF
EWP
$2.22B
| $266K | ﹤0.01% |
+4,941
| New | +$253K |
|
957
Lumentum
LITE
$72.5B
| $266K | ﹤0.01% |
+722
| New | +$185K |
|
958
NuScale Power
SMR
$3.94B
| $264K | ﹤0.01% |
18,647
+10,092
| +118% | +$289K |
|
959
First Trust Water ETF
FIW
$1.92B
| $264K | ﹤0.01% |
2,426
-54
| -2% | -$6.02K |
|
960
Thomson Reuters
TRI
$44.5B
| $259K | ﹤0.01% |
+1,936
| New | +$280K |
|
961
iShares US Home Construction ETF
ITB
$2.34B
| $259K | ﹤0.01% |
2,689
-87
| -3% | -$8.79K |
|
962
Builders FirstSource
BLDR
$7.79B
| $257K | ﹤0.01% |
2,500
-40
| -2% | -$4.5K |
|
963
Global X DAX Germany ETF
DAX
$236M
| $257K | ﹤0.01% |
5,634
-517
| -8% | -$23K |
|
964
Bloom Energy
BE
$69.9B
| $255K | ﹤0.01% |
+2,938
| New | +$309K |
|
965
Global X Video Games & Esports ETF
HERO
$67.3M
| $254K | ﹤0.01% |
8,536
-774
| -8% | -$24.5K |
|
|
PSKY
966
Paramount Skydance Corp
PSKY
$10.7B
| $253K | ﹤0.01% |
18,904
-737
| -4% | -$11.5K |
|
967
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
| $252K | ﹤0.01% |
3,254
-370
| -10% | -$28.4K |
|
968
Planet Labs
PL
$8.73B
| $251K | ﹤0.01% |
12,715
+657
| +5% | +$9.42K |
|
969
JPMorgan BetaBuilders Canada ETF
BBCA
$11.3B
| $248K | ﹤0.01% |
2,668
-38
| -1% | -$3.38K |
|
970
Align Technology
ALGN
$12.4B
| $248K | ﹤0.01% |
+1,587
| New | +$227K |
|
971
DigitalOcean
DOCN
$15.7B
| $245K | ﹤0.01% |
+5,101
| New | +$225K |
|
972
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
| $245K | ﹤0.01% |
+5,235
| New | +$246K |
|
973
DT Midstream
DTM
$13.9B
| $244K | ﹤0.01% |
2,042
-29
| -1% | -$3.33K |
|
974
Equinox Gold
EQX
$13.5B
| $244K | ﹤0.01% |
+17,347
| New | +$219K |
|
975
US Global Jets ETF
JETS
$825M
| $243K | ﹤0.01% |
8,665
-1,798
| -17% | -$46.7K |
|
Similar funds
SCP
RIM
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.