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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
+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
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
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
IWB icon
76
iShares Russell 1000 ETF
IWB
$50.2B
$43.1M 0.1%
115,305
+2,234
+2% +$827K
ORCL icon
77
Oracle
ORCL
$442B
$42.2M 0.09%
216,643
+3,193
+1% +$760K
ABBV icon
78
AbbVie
ABBV
$440B
$41.1M 0.09%
180,003
+4,603
+3% +$1.05M
WFC icon
79
Wells Fargo
WFC
$269B
$40.8M 0.09%
437,932
+8,914
+2% +$774K
CAT icon
80
Caterpillar
CAT
$393B
$40.3M 0.09%
70,350
+4,090
+6% +$2.27M
HD icon
81
Home Depot
HD
$342B
$40M 0.09%
116,346
-2,790
-2% -$1.02M
IBM icon
82
IBM
IBM
$222B
$38.7M 0.09%
130,666
+4,920
+4% +$1.47M
VXUS icon
83
Vanguard Total International Stock ETF
VXUS
$164B
$36.8M 0.08%
487,630
+93,623
+24% +$6.99M
PG icon
84
Procter & Gamble
PG
$335B
$35.2M 0.08%
245,869
-4,944
-2% -$729K
T icon
85
AT&T
T
$166B
$34.8M 0.08%
1,401,599
-9,432
-0.7% -$239K
PEP icon
86
PepsiCo
PEP
$189B
$34.6M 0.08%
241,210
+30,901
+15% +$4.54M
MU icon
87
Micron Technology
MU
$1.03T
$34.3M 0.08%
120,295
+24,899
+26% +$5.71M
SMH icon
88
VanEck Semiconductor ETF
SMH
$72B
$33.8M 0.08%
93,804
+2,294
+3% +$805K
AXP icon
89
American Express
AXP
$232B
$32.4M 0.07%
87,504
+4,334
+5% +$1.55M
CSCO icon
90
Cisco
CSCO
$488B
$32.2M 0.07%
417,912
+43,144
+12% +$3.2M
XLK icon
91
State Street Technology Select Sector SPDR ETF
XLK
$124B
$32.1M 0.07%
223,279
-6,137
-3% -$886K
UNH icon
92
UnitedHealth
UNH
$364B
$31.8M 0.07%
96,224
+5,637
+6% +$1.91M
KO icon
93
Coca-Cola
KO
$373B
$31.6M 0.07%
451,752
+92,112
+26% +$6.42M
GLTR icon
94
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.72B
$31.4M 0.07%
152,578
+16,997
+13% +$3.12M
PM icon
95
Philip Morris
PM
$290B
$31M 0.07%
193,143
-17,439
-8% -$2.7M
CVX icon
96
Chevron
CVX
$386B
$31M 0.07%
203,130
-9,730
-5% -$1.48M
BIV icon
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$30.6M 0.07%
393,184
+43,564
+12% +$3.41M
GLDM icon
98
SPDR Gold MiniShares Trust
GLDM
$30.2B
$30.2M 0.07%
353,855
+332,515
+1,558% +$27.3M
INTU icon
99
Intuit
INTU
$91.6B
$29.4M 0.07%
44,345
+1,883
+4% +$1.24M
NUEM icon
100
Nuveen ESG Emerging Markets Equity ETF
NUEM
$397M
$29.3M 0.07%
823,773
+25,939
+3% +$943K
2 3
4
5 6

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SCP
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Ensign Peak Advisors
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Tudor Investment Corp
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Financial Engines Advisors
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RIM
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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.