We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
1051
AstraZeneca
AZN
$261B
| $228K | ﹤0.01% |
1,203
+32
| +3% | +$6.02K |
2025 Q4
2 quarters
|
|
1052
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$490M
| $228K | ﹤0.01% |
+4,214
| New | +$223K |
2026 Q2
0 quarters
|
|
1053
Hut 8
HUT
$8.55B
| $228K | ﹤0.01% |
+1,975
| New | +$191K |
2026 Q2
0 quarters
|
|
1054
T1 Energy
TE
$824M
| $227K | ﹤0.01% |
+23,972
| New | +$170K |
2026 Q2
0 quarters
|
|
1055
Opendoor
OPEN
$2.11B
| $227K | ﹤0.01% |
49,052
+13,734
| +39% | +$65.7K |
2023 Q1
13 quarters
|
|
1056
Upstart Holdings
UPST
$2.26B
| $226K | ﹤0.01% |
+6,385
| New | +$197K |
2026 Q2
0 quarters
|
|
1057
BitMine Immersion Technologies
BMNR
$13.6B
| $226K | ﹤0.01% |
16,948
+4,737
| +39% | +$91.6K |
2026 Q1
1 quarter
|
|
1058
Wynn Resorts
WYNN
$7.81B
| $225K | ﹤0.01% |
2,321
+160
| +7% | +$16.5K |
2025 Q3
3 quarters
|
|
1059
Plug Power
PLUG
$2.04B
| $225K | ﹤0.01% |
82,927
+13,218
| +19% | +$41.5K |
2023 Q2
12 quarters
|
|
1060
Ubiquiti
UI
$37B
| $224K | ﹤0.01% |
420
+114
| +37% | +$86K |
2026 Q1
1 quarter
|
|
1061
Celcuity
CELC
$2.99B
| $221K | ﹤0.01% |
+2,111
| New | +$244K |
2026 Q2
0 quarters
|
|
1062
Viasat
VSAT
$8.31B
| $220K | ﹤0.01% |
+2,449
| New | +$162K |
2026 Q2
0 quarters
|
|
1063
Excelerate Energy
EE
$1.02B
| $220K | ﹤0.01% |
+5,779
| New | +$199K |
2026 Q2
0 quarters
|
|
1064
Woodward
WWD
$19.5B
| $219K | ﹤0.01% |
+515
| New | +$195K |
2026 Q2
0 quarters
|
|
1065
Lumen Technologies, Inc. Common Stock
LUMN
$4.68B
| $218K | ﹤0.01% |
28,326
+11,909
| +73% | +$104K |
2025 Q4
2 quarters
|
|
1066
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$176M
| $214K | ﹤0.01% |
+3,957
| New | +$203K |
2026 Q2
0 quarters
|
|
1067
Fidelity MSCI Utilities Index ETF
FUTY
$2.22B
| $214K | ﹤0.01% |
+3,667
| New | +$215K |
2026 Q2
0 quarters
|
|
1068
Schwab US Large-Cap Value ETF
SCHV
$15.5B
| $211K | ﹤0.01% |
+6,072
| New | +$200K |
2026 Q2
0 quarters
|
|
1069
Aeluma Inc
ALMU
$171M
| $211K | ﹤0.01% |
9,549
-6,668
| -41% | -$143K |
2026 Q1
1 quarter
|
|
1070
Red Cat Holdings
RCAT
$736M
| $210K | ﹤0.01% |
19,728
+6,769
| +52% | +$78K |
2025 Q4
2 quarters
|
|
1071
Global X DAX Germany ETF
DAX
$212M
| $210K | ﹤0.01% |
4,752
-587
| -11% | -$26.3K |
2025 Q2
4 quarters
|
|
1072
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.02B
| $209K | ﹤0.01% |
+1,521
| New | +$193K |
2026 Q2
0 quarters
|
|
1073
Reliance Steel & Aluminium
RS
$20.7B
| $208K | ﹤0.01% |
+557
| New | +$204K |
2026 Q2
0 quarters
|
|
1074
BlackBerry
BB
$4.93B
| $206K | ﹤0.01% |
16,297
+5,906
| +57% | +$41.2K |
2026 Q1
1 quarter
|
|
1075
Nextpower Inc. Common Stock
NXT
$12.6B
| $204K | ﹤0.01% |
+1,710
| New | +$211K |
2026 Q2
0 quarters
|
|
Similar funds
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.