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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
SCHW
151
Charles Schwab
SCHW
$189B
$17.2M 0.04%
172,371
-11,850
-6% -$1.12M
AMT icon
152
American Tower
AMT
$79.4B
$17.2M 0.04%
97,961
+9,302
+10% +$1.69M
PFE icon
153
Pfizer
PFE
$150B
$17.2M 0.04%
689,826
+110,462
+19% +$2.79M
JEPQ icon
154
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$17M 0.04%
293,227
+26,389
+10% +$1.53M
BA icon
155
Boeing
BA
$183B
$17M 0.04%
78,461
-7,413
-9% -$1.52M
MO icon
156
Altria Group
MO
$107B
$16.9M 0.04%
292,598
-12,212
-4% -$737K
CVS icon
157
CVS Health
CVS
$121B
$16.8M 0.04%
212,301
+24,417
+13% +$1.92M
COR icon
158
Cencora
COR
$60B
$16.7M 0.04%
49,538
+12,214
+33% +$4.16M
COP icon
159
ConocoPhillips
COP
$153B
$16.7M 0.04%
178,346
-15,256
-8% -$1.38M
NEE icon
160
NextEra Energy
NEE
$179B
$16.5M 0.04%
205,858
+15,404
+8% +$1.28M
INTC icon
161
Intel
INTC
$509B
$16.4M 0.04%
443,265
+173,460
+64% +$6.55M
HRL icon
162
Hormel Foods
HRL
$13.4B
$16.3M 0.04%
689,641
+232,975
+51% +$5.44M
TMO icon
163
Thermo Fisher Scientific
TMO
$223B
$16.3M 0.04%
28,123
+5,738
+26% +$3.24M
KMB icon
164
Kimberly-Clark
KMB
$36.2B
$16M 0.04%
159,034
+69,723
+78% +$7.63M
O icon
165
Realty Income
O
$59.2B
$15.9M 0.04%
281,477
+25,179
+10% +$1.46M
GIS icon
166
General Mills
GIS
$20.4B
$15.5M 0.03%
333,915
+51,550
+18% +$2.45M
MPC icon
167
Marathon Petroleum
MPC
$97.8B
$15.5M 0.03%
95,332
-2,251
-2% -$421K
ELV icon
168
Elevance Health
ELV
$86.6B
$15.4M 0.03%
44,072
+9,030
+26% +$3.05M
CEG icon
169
Constellation Energy
CEG
$98.7B
$15.4M 0.03%
43,726
+5,540
+15% +$2.01M
VTV icon
170
Vanguard Morningstar Value ETF
VTV
$193B
$15.4M 0.03%
80,847
+6,878
+9% +$1.29M
WELL icon
171
Welltower
WELL
$166B
$15.3M 0.03%
82,248
+4,313
+6% +$806K
CB icon
172
Chubb
CB
$132B
$15.2M 0.03%
48,801
+2,773
+6% +$811K
RKT icon
173
Rocket Companies
RKT
$39.8B
$15.1M 0.03%
781,227
+185,993
+31% +$3.33M
CCI icon
174
Crown Castle
CCI
$31.5B
$15M 0.03%
168,983
+12,258
+8% +$1.13M
COIN icon
175
Coinbase
COIN
$39.3B
$14.9M 0.03%
66,005
-3,019
-4% -$900K
5 6
7
8 9

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SCP
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Tudor Investment Corp
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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.