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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
IBIT icon
76
iShares Bitcoin Trust
IBIT
$58.6B
$58.6M 0.11%
1,760,650
+300,119
+21% +$12.2M
BAC icon
77
Bank of America
BAC
$436B
$56.7M 0.11%
995,089
+68,003
+7% +$3.62M
CSCO icon
78
Cisco
CSCO
$433B
$56.4M 0.11%
479,918
+27,425
+6% +$2.87M
MA icon
79
Mastercard
MA
$521B
$55M 0.11%
107,159
-880
-0.8% -$439K
VUG icon
80
Vanguard Morningstar Growth ETF
VUG
$228B
$54.9M 0.11%
637,823
+23,873
+4% +$2.01M
NFLX icon
81
Netflix
NFLX
$340B
$54.9M 0.11%
769,128
-28,687
-4% -$2.53M
GS icon
82
Goldman Sachs
GS
$301B
$53.7M 0.1%
53,116
+783
+1% +$763K
IWB icon
83
iShares Russell 1000 ETF
IWB
$49.1B
$52.8M 0.1%
128,979
-185
-0.1% -$73.3K
STX icon
84
Seagate
STX
$188B
$51.5M 0.1%
53,393
+1,043
+2% +$796K
USHY icon
85
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$50.1M 0.1%
1,354,616
+167,692
+14% +$6.21M
UNH icon
86
UnitedHealth
UNH
$353B
$49.3M 0.09%
118,689
+19,885
+20% +$7.37M
ABBV icon
87
AbbVie
ABBV
$451B
$47.9M 0.09%
190,484
+7,550
+4% +$1.62M
GEV icon
88
GE Vernova
GEV
$243B
$47.7M 0.09%
40,606
+1,000
+3% +$1.02M
HYLB icon
89
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$45.9M 0.09%
1,258,046
-277,492
-18% -$10.1M
XLK icon
90
State Street Technology Select Sector SPDR ETF
XLK
$121B
$42.4M 0.08%
222,792
-3,781
-2% -$646K
HD icon
91
Home Depot
HD
$329B
$42M 0.08%
119,059
-3,060
-3% -$995K
GLTR icon
92
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.77B
$41.5M 0.08%
229,307
+43,328
+23% +$9.16M
GLD icon
93
SPDR Gold Trust
GLD
$149B
$41.5M 0.08%
112,615
-13,288
-11% -$5.5M
CVX icon
94
Chevron
CVX
$396B
$41M 0.08%
247,455
+8,050
+3% +$1.5M
MRK icon
95
Merck
MRK
$366B
$40.8M 0.08%
317,659
+6,380
+2% +$747K
KO icon
96
Coca-Cola
KO
$386B
$40.8M 0.08%
501,901
+36,982
+8% +$2.92M
PG icon
97
Procter & Gamble
PG
$334B
$39.2M 0.08%
267,186
+17,218
+7% +$2.51M
SOXX icon
98
iShares Semiconductor ETF
SOXX
$41.5B
$39.2M 0.08%
61,114
+12,772
+26% +$6.48M
MS icon
99
Morgan Stanley
MS
$337B
$38.6M 0.07%
184,586
+7,913
+4% +$1.57M
PM icon
100
Philip Morris
PM
$299B
$38.1M 0.07%
210,718
+10,748
+5% +$1.86M
2 3
4
5 6

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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.