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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
+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
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 | |
|---|---|---|---|---|---|---|
1001
Zillow
Z
$8.02B
| $289K | ﹤0.01% |
9,171
-20,576
| -69% | -$791K |
|
1002
VanEck Africa Index ETF
AFK
$108M
| $289K | ﹤0.01% |
11,227
+1,402
| +14% | +$38.1K |
|
1003
iShares MSCI Agriculture Producers ETF
VEGI
$154M
| $281K | ﹤0.01% |
6,366
-221
| -3% | -$9.9K |
|
1004
Antero Midstream
AM
$10.6B
| $280K | ﹤0.01% |
12,319
-297
| -2% | -$6.45K |
|
1005
AXT Inc
AXTI
$3.84B
| $280K | ﹤0.01% |
+3,881
| New | +$350K |
|
1006
Kinross Gold
KGC
$37.1B
| $279K | ﹤0.01% |
11,800
-1,052
| -8% | -$30.9K |
|
1007
American Airlines Group
AAL
$9.03B
| $279K | ﹤0.01% |
15,415
-6,119
| -28% | -$81.9K |
|
1008
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
| $277K | ﹤0.01% |
11,073
+808
| +8% | +$20.2K |
|
1009
Franklin FTSE Brazil ETF
FLBR
$556M
| $275K | ﹤0.01% |
12,826
-1,734
| -12% | -$40.7K |
|
1010
Modine Manufacturing
MOD
$9.43B
| $274K | ﹤0.01% |
+1,025
| New | +$270K |
|
|
PSKY
1011
Paramount Skydance Corp
PSKY
$12.2B
| $273K | ﹤0.01% |
27,648
-1,326
| -5% | -$14K |
|
1012
Ouster
OUST
$2.5B
| $271K | ﹤0.01% |
+4,342
| New | +$146K |
|
1013
American States Water
AWR
$3.56B
| $271K | ﹤0.01% |
3,285
-45
| -1% | -$3.49K |
|
1014
STMicroelectronics
STM
$44B
| $270K | ﹤0.01% |
+3,610
| New | +$217K |
|
1015
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$87.8M
| $267K | ﹤0.01% |
5,107
-290
| -5% | -$15K |
|
1016
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
| $266K | ﹤0.01% |
5,485
+346
| +7% | +$17K |
|
1017
Fortune Brands Innovations
FBIN
$5.43B
| $265K | ﹤0.01% |
4,828
-2,113
| -30% | -$84.6K |
|
1018
CACI
CACI
$13.9B
| $265K | ﹤0.01% |
572
-7
| -1% | -$3.57K |
|
1019
Brown-Forman Class B
BF.B
$12.5B
| $261K | ﹤0.01% |
9,781
+1,676
| +21% | +$45.2K |
|
1020
Ryder
R
$9.43B
| $260K | ﹤0.01% |
987
-14
| -1% | -$3.42K |
|
1021
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
| $260K | ﹤0.01% |
2,410
+116
| +5% | +$12K |
|
1022
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $259K | ﹤0.01% |
3,354
-439
| -12% | -$32.2K |
|
|
KRMN
1023
Karman Holdings
KRMN
$6.04B
| $254K | ﹤0.01% |
+5,083
| New | +$329K |
|
1024
Main Street Capital
MAIN
$5.47B
| $253K | ﹤0.01% |
+4,876
| New | +$257K |
|
1025
Carlisle Companies
CSL
$14.2B
| $253K | ﹤0.01% |
697
+2
| +0.3% | +$701 |
|
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DB
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.