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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
NUEM icon
101
Nuveen ESG Emerging Markets Equity ETF
NUEM
$418M
$37.9M 0.07%
892,927
+4,169
+0.5% +$171K
IBM icon
102
IBM
IBM
$222B
$37.3M 0.07%
132,528
-1,619
-1% -$408K
MRVL icon
103
Marvell Technology
MRVL
$195B
$37.3M 0.07%
125,070
+48,897
+64% +$9.8M
GLDM icon
104
SPDR Gold MiniShares Trust
GLDM
$31B
$36.4M 0.07%
458,933
+411
+0.1% +$36.7K
WFC icon
105
Wells Fargo
WFC
$262B
$34.7M 0.07%
420,371
-1,762
-0.4% -$142K
PGR icon
106
Progressive
PGR
$127B
$34.5M 0.07%
157,731
+69,677
+79% +$14M
TXN icon
107
Texas Instruments
TXN
$236B
$34.1M 0.07%
114,510
+14,288
+14% +$3.96M
C icon
108
Citigroup
C
$223B
$34M 0.07%
243,164
+17,190
+8% +$2.24M
VGT icon
109
Vanguard Information Technology ETF
VGT
$147B
$34M 0.07%
284,640
+15,600
+6% +$1.71M
PANW icon
110
Palo Alto Networks
PANW
$303B
$33.6M 0.06%
98,573
+24,308
+33% +$5.56M
LIN icon
111
Linde
LIN
$226B
$33.4M 0.06%
64,305
+2,021
+3% +$1.02M
WDC icon
112
Western Digital
WDC
$166B
$33.3M 0.06%
52,197
+6,345
+14% +$3.09M
ORCL icon
113
Oracle
ORCL
$435B
$32.5M 0.06%
221,822
-1,257
-0.6% -$228K
BIV icon
114
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$31.5M 0.06%
410,897
-11,279
-3% -$866K
AXP icon
115
American Express
AXP
$225B
$31.5M 0.06%
93,076
+5,724
+7% +$1.83M
AMGN icon
116
Amgen
AMGN
$234B
$30.5M 0.06%
84,152
-6,410
-7% -$2.19M
VT icon
117
Vanguard Total World Stock ETF
VT
$81.2B
$30.3M 0.06%
192,757
+25,892
+16% +$3.95M
GILD icon
118
Gilead Sciences
GILD
$181B
$30.3M 0.06%
239,441
-5,047
-2% -$665K
MGK icon
119
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$30M 0.06%
341,174
-7,646
-2% -$653K
ANET icon
120
Arista Networks
ANET
$246B
$29.7M 0.06%
174,820
+7,744
+5% +$1.22M
APH icon
121
Amphenol
APH
$194B
$29.3M 0.06%
165,894
-10,368
-6% -$1.49M
CB icon
122
Chubb
CB
$131B
$29.1M 0.06%
85,452
+33,124
+63% +$10.8M
TJX icon
123
TJX Companies
TJX
$149B
$28.7M 0.06%
189,675
-13,928
-7% -$2.2M
CL icon
124
Colgate-Palmolive
CL
$72.3B
$28M 0.05%
305,090
+41,712
+16% +$3.65M
DELL icon
125
Dell
DELL
$295B
$27.8M 0.05%
64,441
+4,016
+7% +$1.16M
3 4
5
6 7

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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.