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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
+1.9%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$44.7B
AUM Growth
+$2.15B
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 6.2%
2 Financials 2.51%
3 Communication Services 2.05%
4 Consumer Discretionary 1.88%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
126
S&P Global
SPGI
$121B
$21.6M 0.05%
41,421
+1,353
+3% +$669K
EMB icon
127
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$21.1M 0.05%
218,955
-1,933,321
-90% -$186M
KLAC icon
128
KLA
KLAC
$272B
$20.8M 0.05%
171,550
+16,960
+11% +$1.99M
QCOM icon
129
Qualcomm
QCOM
$171B
$20.8M 0.05%
121,828
+10,927
+10% +$1.87M
LIN icon
130
Linde
LIN
$221B
$20.5M 0.05%
48,162
-5,161
-10% -$2.21M
SLV icon
131
iShares Silver Trust
SLV
$31.8B
$20.5M 0.05%
318,763
+65,349
+26% +$3.27M
ABT icon
132
Abbott
ABT
$192B
$20.5M 0.05%
163,796
+337
+0.2% +$42.9K
LOW icon
133
Lowe's Companies
LOW
$121B
$20.4M 0.05%
84,627
+6,545
+8% +$1.57M
WBD icon
134
Warner Bros
WBD
$69.3B
$20.3M 0.05%
705,951
+35,438
+5% +$828K
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$133B
$19.6M 0.04%
43,169
+5,796
+16% +$2.5M
ANET icon
136
Arista Networks
ANET
$265B
$19.5M 0.04%
149,091
+7,960
+6% +$1.1M
ETHA
137
iShares Ethereum Trust ETF
ETHA
$5.53B
$19.3M 0.04%
861,138
+308,001
+56% +$8.06M
ADBE icon
138
Adobe
ADBE
$103B
$19.3M 0.04%
55,179
+6,426
+13% +$2.19M
BMY icon
139
Bristol-Myers Squibb
BMY
$130B
$19.2M 0.04%
355,118
+21,704
+7% +$1.04M
CL icon
140
Colgate-Palmolive
CL
$73.6B
$19.1M 0.04%
241,222
+33,805
+16% +$2.65M
VT icon
141
Vanguard Total World Stock ETF
VT
$81.4B
$19M 0.04%
134,831
+10,894
+9% +$1.52M
HWM icon
142
Howmet Aerospace
HWM
$112B
$18.4M 0.04%
89,917
+419
+0.5% +$83.4K
DUK icon
143
Duke Energy
DUK
$96.3B
$18M 0.04%
153,842
+15,527
+11% +$1.9M
BIL icon
144
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$17.9M 0.04%
195,835
+15,381
+9% +$1.41M
HOOD icon
145
Robinhood
HOOD
$85.3B
$17.9M 0.04%
158,090
+2,124
+1% +$276K
CME icon
146
CME Group
CME
$94.3B
$17.7M 0.04%
64,907
+5,823
+10% +$1.58M
PGR icon
147
Progressive
PGR
$121B
$17.5M 0.04%
76,630
-2,969
-4% -$670K
ACN icon
148
Accenture
ACN
$110B
$17.4M 0.04%
65,007
+14,982
+30% +$3.81M
DASH icon
149
DoorDash
DASH
$92.1B
$17.4M 0.04%
76,737
+3,275
+4% +$768K
ETN icon
150
Eaton
ETN
$179B
$17.3M 0.04%
54,230
-1,500
-3% -$532K
4 5
6
7 8

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SCP
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Betterment LLC
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Ensign Peak Advisors
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Tudor Investment Corp
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Financial Engines Advisors
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RIM
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Wealthfront Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Wealthfront Advisers held 1,077 positions worth $44.7B, up 5% from $42.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers deployed $1.51B of net new capital in Q4 2025, opening 70 new positions and adding to 641 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 6.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $186M trimmed.

  • Wealthfront Advisers's largest Q4 2025 buy was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
  • Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $156M increase.
  • Wealthfront Advisers's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $186M.
  • Wealthfront Advisers fully exited Kellanova in Q4 2025, selling an estimated $8.85M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $44.7B portfolio in Q4 2025.
  • Wealthfront Advisers opened 70 new positions and closed 25 in Q4 2025.
  • Wealthfront Advisers's portfolio value rose 5% quarter-over-quarter to $44.7B.

Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.