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 | |
|---|---|---|---|---|---|---|---|
1076
Idacorp
IDA
$7.91B
| $204K | ﹤0.01% |
1,346
-83
| -6% | -$12K |
2026 Q1
1 quarter
|
|
1077
iShares US Home Construction ETF
ITB
$2.42B
| $201K | ﹤0.01% |
1,923
-786
| -29% | -$74.6K |
2025 Q3
3 quarters
|
|
1078
Uranium Energy
UEC
$4.05B
| $190K | ﹤0.01% |
17,801
+4,518
| +34% | +$60.6K |
2026 Q1
1 quarter
|
|
1079
Blue Owl Capital
OBDC
$5.1B
| $188K | ﹤0.01% |
17,296
+3,629
| +27% | +$40.6K |
2025 Q2
4 quarters
|
|
1080
Rackspace Technology
RXT
$813M
| $184K | ﹤0.01% |
+28,157
| New | +$110K |
2026 Q2
0 quarters
|
|
1081
Lyft
LYFT
$6.5B
| $180K | ﹤0.01% |
12,308
-1,465
| -11% | -$20.5K |
2026 Q1
1 quarter
|
|
1082
Equinox Gold
EQX
$13B
| $150K | ﹤0.01% |
15,412
-2,428
| -14% | -$31.3K |
2025 Q4
2 quarters
|
|
1083
iShares MSCI Brazil Small-Cap ETF
EWZS
$319M
| $144K | ﹤0.01% |
11,098
+89
| +0.8% | +$1.28K |
2025 Q4
2 quarters
|
|
1084
B2Gold
BTG
$6.84B
| $143K | ﹤0.01% |
38,358
-3,994
| -9% | -$18.3K |
2025 Q4
2 quarters
|
|
1085
Aurora
AUR
$10.8B
| $142K | ﹤0.01% |
20,852
+3,223
| +18% | +$19.7K |
2026 Q1
1 quarter
|
|
1086
Richtech Robotics
RR
$320M
| $131K | ﹤0.01% |
61,961
+25,092
| +68% | +$60.9K |
2025 Q3
3 quarters
|
|
1087
AdvisorShares Pure Cannabis ETF
YOLO
$30.3M
| $124K | ﹤0.01% |
42,757
-91,277
| -68% | -$270K |
2021 Q4
18 quarters
|
|
1088
Prospect Capital
PSEC
$870M
| $122K | ﹤0.01% |
52,683
+939
| +2% | +$2.31K |
2023 Q4
10 quarters
|
|
1089
Evolent Health
EVH
$551M
| $111K | ﹤0.01% |
20,536
-7,547
| -27% | -$28.9K |
2025 Q4
2 quarters
|
|
1090
Sweetgreen
SG
$1.26B
| $110K | ﹤0.01% |
12,537
-133
| -1% | -$1.01K |
2025 Q4
2 quarters
|
|
1091
Eos Energy Enterprises
EOSE
$787M
| $107K | ﹤0.01% |
18,223
+2,884
| +19% | +$20.1K |
2025 Q2
4 quarters
|
|
1092
Serve Robotics
SERV
$303M
| $102K | ﹤0.01% |
15,472
+681
| +5% | +$5.69K |
2025 Q3
3 quarters
|
|
1093
Peloton Interactive
PTON
$2.34B
| $101K | ﹤0.01% |
17,093
-2,025
| -11% | -$10.9K |
2024 Q1
9 quarters
|
|
1094
ImmunityBio
IBRX
$10.6B
| $101K | ﹤0.01% |
11,528
-4,476
| -28% | -$33.9K |
2026 Q1
1 quarter
|
|
1095
Xerox
XRX
$352M
| $99.7K | ﹤0.01% |
31,868
+1,654
| +5% | +$4.13K |
2025 Q4
2 quarters
|
|
1096
The Honest Company
HNST
$549M
| $94.5K | ﹤0.01% |
25,827
+317
| +1% | +$1.07K |
2025 Q3
3 quarters
|
|
1097
Enovix
ENVX
$588M
| $93.5K | ﹤0.01% |
15,408
+1,608
| +12% | +$10.7K |
2025 Q4
2 quarters
|
|
1098
Beyond Meat
BYND
$123M
| $88.9K | ﹤0.01% |
+3,951
| New | +$92.1K |
2026 Q2
0 quarters
|
|
1099
United States Antimony
UAMY
$416M
| $85.3K | ﹤0.01% |
11,747
+1,507
| +15% | +$13.6K |
2025 Q4
2 quarters
|
|
1100
ASP Isotopes
ASPI
$339M
| $82K | ﹤0.01% |
13,188
+3,039
| +30% | +$17.9K |
2026 Q1
1 quarter
|
|
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.