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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
HON icon
176
Honeywell
HON
$74.6B
$14.9M 0.03%
76,417
+1,030
+1% +$201K
USB icon
177
US Bancorp
USB
$101B
$14.9M 0.03%
279,015
-2,210
-0.8% -$109K
NEM icon
178
Newmont
NEM
$124B
$14.9M 0.03%
148,873
+23,043
+18% +$2.08M
EXC icon
179
Exelon
EXC
$46.6B
$14.7M 0.03%
337,385
-8,670
-3% -$396K
PLD icon
180
Prologis
PLD
$134B
$14.5M 0.03%
113,893
+30,420
+36% +$3.79M
SPG icon
181
Simon Property Group
SPG
$71.4B
$14.5M 0.03%
78,135
+5,132
+7% +$932K
SO icon
182
Southern Company
SO
$106B
$14.4M 0.03%
164,689
-7,403
-4% -$676K
ORLY icon
183
O'Reilly Automotive
ORLY
$74.5B
$14.3M 0.03%
157,120
+9,027
+6% +$882K
DIS icon
184
Walt Disney
DIS
$178B
$14.2M 0.03%
124,788
-15,854
-11% -$1.75M
ED icon
185
Consolidated Edison
ED
$39.9B
$14.2M 0.03%
142,786
+13,067
+10% +$1.3M
PH icon
186
Parker-Hannifin
PH
$135B
$14.2M 0.03%
16,126
+1,795
+13% +$1.47M
HCA icon
187
HCA Healthcare
HCA
$89.8B
$14.1M 0.03%
30,303
+8,463
+39% +$3.93M
ADP icon
188
Automatic Data Processing
ADP
$107B
$14M 0.03%
54,615
+9,416
+21% +$2.51M
SYK icon
189
Stryker
SYK
$133B
$14M 0.03%
39,709
-1,151
-3% -$419K
ETR icon
190
Entergy
ETR
$50.3B
$13.9M 0.03%
150,140
-4,378
-3% -$415K
ADI icon
191
Analog Devices
ADI
$187B
$13.8M 0.03%
50,947
+3,604
+8% +$905K
WM icon
192
Waste Management
WM
$90.5B
$13.8M 0.03%
62,886
+4,962
+9% +$1.06M
D icon
193
Dominion Energy
D
$59.8B
$13.8M 0.03%
234,965
-7,635
-3% -$460K
DE icon
194
Deere & Co
DE
$167B
$13.8M 0.03%
29,536
+970
+3% +$455K
TXN icon
195
Texas Instruments
TXN
$253B
$13.7M 0.03%
79,094
+8,168
+12% +$1.4M
AEP icon
196
American Electric Power
AEP
$67.9B
$13.6M 0.03%
118,183
+2,290
+2% +$270K
DHR icon
197
Danaher
DHR
$145B
$13.6M 0.03%
59,363
+18,519
+45% +$4.07M
DG icon
198
Dollar General
DG
$26.4B
$13.6M 0.03%
102,190
-8,728
-8% -$974K
CNC icon
199
Centene
CNC
$33.1B
$13.5M 0.03%
326,941
+53,764
+20% +$2.01M
VLO icon
200
Valero Energy
VLO
$95.1B
$13.4M 0.03%
82,207
-1,210
-1% -$205K
6 7
8
9 10

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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.