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Wealthfront Advisers Portfolio holdings
AUM
$52B
Turnover
7.12%
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
(+14%)
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19
Avg Time Held
4.2
years
Top 10 Avg Time Held
5.5
years
Top 20 Avg Time Held
5.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$185M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$117M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$109M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$97.4M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$64.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$70M |
| 2 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$39M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$31.4M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$20.6M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
976
Brookfield
BN
$82.2B
| $310K | ﹤0.01% |
7,289
+592
| +9% | +$26.5K |
2025 Q2
4 quarters
|
|
977
Gartner
IT
$13.1B
| $310K | ﹤0.01% |
2,392
-37,303
| -94% | -$5.62M |
2021 Q1
21 quarters
|
|
978
Rubrik
RBRK
$24.6B
| $310K | ﹤0.01% |
+3,858
| New | +$243K |
2026 Q2
0 quarters
|
|
979
Quantum Computing Inc
QUBT
$1.55B
| $309K | ﹤0.01% |
31,827
+6,486
| +26% | +$63.1K |
2025 Q2
4 quarters
|
|
980
Zeta Global
ZETA
$8.42B
| $308K | ﹤0.01% |
15,672
+4,104
| +35% | +$76.1K |
2026 Q1
1 quarter
|
|
981
Intellia Therapeutics
NTLA
$1.59B
| $308K | ﹤0.01% |
18,196
+3,746
| +26% | +$52.4K |
2025 Q4
2 quarters
|
|
982
iShares Russell 1000 Value ETF
IWD
$83.7B
| $308K | ﹤0.01% |
1,269
+40
| +3% | +$9.32K |
2024 Q4
6 quarters
|
|
983
Absci
ABSI
$1.52B
| $304K | ﹤0.01% |
+26,223
| New | +$148K |
2026 Q2
0 quarters
|
|
984
Columbia Banking Systems
COLB
$8.1B
| $304K | ﹤0.01% |
9,477
-9
| -0.1% | -$267 |
2024 Q3
7 quarters
|
|
985
iShares Core S&P Small-Cap ETF
IJR
$103B
| $303K | ﹤0.01% |
+2,042
| New | +$280K |
2026 Q2
0 quarters
|
|
986
Thomson Reuters
TRI
$46.7B
| $302K | ﹤0.01% |
3,695
-55
| -1% | -$4.8K |
2025 Q4
2 quarters
|
|
987
Amprius Technologies
AMPX
$1.23B
| $301K | ﹤0.01% |
21,743
+10,682
| +97% | +$191K |
2025 Q4
2 quarters
|
|
988
MasTec
MTZ
$15.4B
| $301K | ﹤0.01% |
724
+39
| +6% | +$14.9K |
2026 Q1
1 quarter
|
|
989
Beta Technologies Inc
BETA
$4.4B
| $301K | ﹤0.01% |
17,958
+500
| +3% | +$8.32K |
2026 Q1
1 quarter
|
|
990
Baxter International
BAX
$13.3B
| $300K | ﹤0.01% |
+14,080
| New | +$262K |
2026 Q2
0 quarters
|
|
991
Tenet Healthcare
THC
$22.2B
| $299K | ﹤0.01% |
+1,597
| New | +$294K |
2026 Q2
0 quarters
|
|
992
DT Midstream
DTM
$12.1B
| $298K | ﹤0.01% |
2,034
+26
| +1% | +$3.68K |
2024 Q4
6 quarters
|
|
993
SoundHound AI
SOUN
$2.17B
| $298K | ﹤0.01% |
46,115
+13,289
| +40% | +$103K |
2025 Q3
3 quarters
|
|
994
First Trust Water ETF
FIW
$1.76B
| $297K | ﹤0.01% |
2,715
-93
| -3% | -$9.81K |
2024 Q2
8 quarters
|
|
995
KraneShares Global Carbon Strategy ETF
KRBN
$137M
| $297K | ﹤0.01% |
8,959
-3
| -0% | -$96 |
2022 Q2
16 quarters
|
|
996
Vicor
VICR
$10.1B
| $294K | ﹤0.01% |
+774
| New | +$211K |
2026 Q2
0 quarters
|
|
997
JPMorgan BetaBuilders Canada ETF
BBCA
$11.4B
| $293K | ﹤0.01% |
2,944
+495
| +20% | +$49.2K |
2025 Q3
3 quarters
|
|
998
Transmedics
TMDX
$2.65B
| $292K | ﹤0.01% |
+4,401
| New | +$373K |
2026 Q2
0 quarters
|
|
999
Curtiss-Wright
CW
$18.5B
| $292K | ﹤0.01% |
385
+10
| +3% | +$7.33K |
2025 Q4
2 quarters
|
|
1000
Rithm Capital
RITM
$4.86B
| $289K | ﹤0.01% |
30,826
-5,682
| -16% | -$54.2K |
2024 Q2
8 quarters
|
|
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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.