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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
-0.32%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
(+1.8%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$411M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$251M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$129M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$124M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$105M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$197M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$82.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$65.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$49.2M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$40.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.79% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.93% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
NextEra Energy
NEE
$177B
| $22.3M | 0.05% |
240,288
+34,430
| +17% | +$3.06M |
|
127
Amphenol
APH
$209B
| $22.3M | 0.05% |
176,262
+8,022
| +5% | +$1.13M |
|
128
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
| $22.2M | 0.05% |
241,853
+46,018
| +23% | +$4.21M |
|
129
Intuitive Surgical
ISRG
$134B
| $22.1M | 0.05% |
47,988
+1,732
| +4% | +$876K |
|
130
Howmet Aerospace
HWM
$113B
| $21.3M | 0.05% |
92,532
+2,615
| +3% | +$609K |
|
131
Duke Energy
DUK
$97.3B
| $21.3M | 0.05% |
162,446
+8,604
| +6% | +$1.08M |
|
132
Salesforce
CRM
$158B
| $21.2M | 0.05% |
113,644
+5,796
| +5% | +$1.2M |
|
133
Uber
UBER
$153B
| $21.1M | 0.05% |
293,481
-14,002
| -5% | -$1.08M |
|
134
Kimberly-Clark
KMB
$36.5B
| $21.1M | 0.05% |
218,372
+59,338
| +37% | +$6.07M |
|
135
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
| $21M | 0.05% |
223,465
+4,510
| +2% | +$433K |
|
136
Newmont
NEM
$119B
| $20.8M | 0.05% |
192,147
+43,274
| +29% | +$4.99M |
|
137
Analog Devices
ADI
$190B
| $20.7M | 0.05% |
65,200
+14,253
| +28% | +$4.54M |
|
138
Vertex Pharmaceuticals
VRTX
$126B
| $20.7M | 0.05% |
46,395
+3,226
| +7% | +$1.5M |
|
139
Eaton
ETN
$174B
| $20.7M | 0.05% |
57,916
+3,686
| +7% | +$1.31M |
|
140
Arista Networks
ANET
$238B
| $20.5M | 0.05% |
167,076
+17,985
| +12% | +$2.41M |
|
141
Seagate
STX
$184B
| $20.5M | 0.05% |
52,350
+7,899
| +18% | +$3.01M |
|
142
Altria Group
MO
$114B
| $20.5M | 0.04% |
310,052
+17,454
| +6% | +$1.12M |
|
143
Valero Energy
VLO
$85.9B
| $20.4M | 0.04% |
82,634
+427
| +0.5% | +$88K |
|
144
Honeywell
HON
$78B
| $20.1M | 0.04% |
89,071
+12,654
| +17% | +$2.89M |
|
145
Blackrock
BLK
$176B
| $20.1M | 0.04% |
20,923
+341
| +2% | +$359K |
|
146
Lowe's Companies
LOW
$125B
| $19.8M | 0.04% |
83,970
-657
| -0.8% | -$171K |
|
147
Warner Bros
WBD
$67.1B
| $19.8M | 0.04% |
719,616
+13,665
| +2% | +$383K |
|
148
Southern Company
SO
$107B
| $19.7M | 0.04% |
204,145
+39,456
| +24% | +$3.65M |
|
149
CME Group
CME
$94.8B
| $19.6M | 0.04% |
66,300
+1,393
| +2% | +$414K |
|
150
Texas Instruments
TXN
$261B
| $19.5M | 0.04% |
100,222
+21,128
| +27% | +$4.28M |
|
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SCP
Wealthfront Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Wealthfront Advisers held 1,108 positions worth $45.6B, up 1.8% from $44.7B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.38B of net new capital in Q1 2026, opening 56 new positions and adding to 704 existing holdings. Its largest new stake was Mercado Libre: 396 shares worth $685K.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $197M trimmed.
- Wealthfront Advisers's largest Q1 2026 buy was Mercado Libre: 396 shares worth $685K.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $411M increase.
- Wealthfront Advisers's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $197M.
- Wealthfront Advisers fully exited Warner Music in Q1 2026, selling an estimated $1.93M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $45.6B portfolio in Q1 2026.
- Wealthfront Advisers opened 56 new positions and closed 32 in Q1 2026.
- Wealthfront Advisers's portfolio value rose 1.8% quarter-over-quarter to $45.6B.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.