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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
IDA icon
1076
Idacorp
IDA
$7.85B
$204K ﹤0.01%
1,346
-83
-6% -$12K
ITB icon
1077
iShares US Home Construction ETF
ITB
$2.25B
$201K ﹤0.01%
1,923
-786
-29% -$74.6K
UEC icon
1078
Uranium Energy
UEC
$6.14B
$190K ﹤0.01%
17,801
+4,518
+34% +$60.6K
OBDC icon
1079
Blue Owl Capital
OBDC
$5.57B
$188K ﹤0.01%
17,296
+3,629
+27% +$40.6K
RXT icon
1080
Rackspace Technology
RXT
$803M
$184K ﹤0.01%
+28,157
New +$110K
LYFT icon
1081
Lyft
LYFT
$6.7B
$180K ﹤0.01%
12,308
-1,465
-11% -$20.5K
EQX icon
1082
Equinox Gold
EQX
$15.2B
$150K ﹤0.01%
15,412
-2,428
-14% -$31.3K
EWZS icon
1083
iShares MSCI Brazil Small-Cap ETF
EWZS
$214M
$144K ﹤0.01%
11,098
+89
+0.8% +$1.28K
BTG icon
1084
B2Gold
BTG
$7.48B
$143K ﹤0.01%
38,358
-3,994
-9% -$18.3K
AUR icon
1085
Aurora
AUR
$11.7B
$142K ﹤0.01%
20,852
+3,223
+18% +$19.7K
RR icon
1086
Richtech Robotics
RR
$412M
$131K ﹤0.01%
61,961
+25,092
+68% +$60.9K
YOLO icon
1087
AdvisorShares Pure Cannabis ETF
YOLO
$36.4M
$124K ﹤0.01%
42,757
-91,277
-68% -$270K
PSEC icon
1088
Prospect Capital
PSEC
$1.15B
$122K ﹤0.01%
52,683
+939
+2% +$2.31K
EVH icon
1089
Evolent Health
EVH
$520M
$111K ﹤0.01%
20,536
-7,547
-27% -$28.9K
SG icon
1090
Sweetgreen
SG
$830M
$110K ﹤0.01%
12,537
-133
-1% -$1.01K
EOSE icon
1091
Eos Energy Enterprises
EOSE
$1.19B
$107K ﹤0.01%
18,223
+2,884
+19% +$20.1K
SERV
1092
Serve Robotics
SERV
$436M
$102K ﹤0.01%
15,472
+681
+5% +$5.69K
PTON icon
1093
Peloton Interactive
PTON
$2.39B
$101K ﹤0.01%
17,093
-2,025
-11% -$10.9K
IBRX icon
1094
ImmunityBio
IBRX
$8.53B
$101K ﹤0.01%
11,528
-4,476
-28% -$33.9K
XRX icon
1095
Xerox
XRX
$402M
$99.7K ﹤0.01%
31,868
+1,654
+5% +$4.13K
HNST icon
1096
The Honest Company
HNST
$608M
$94.5K ﹤0.01%
25,827
+317
+1% +$1.07K
ENVX icon
1097
Enovix
ENVX
$737M
$93.5K ﹤0.01%
15,408
+1,608
+12% +$10.7K
BYND icon
1098
Beyond Meat
BYND
$238M
$88.9K ﹤0.01%
+3,951
New +$92.1K
UAMY icon
1099
United States Antimony
UAMY
$726M
$85.3K ﹤0.01%
11,747
+1,507
+15% +$13.6K
ASPI icon
1100
ASP Isotopes
ASPI
$595M
$82K ﹤0.01%
13,188
+3,039
+30% +$17.9K
42 43
44
45 46

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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.