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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
CI icon
201
Cigna
CI
$73.3B
$13.1M 0.03%
47,661
+17,154
+56% +$4.81M
DHI icon
202
D.R. Horton
DHI
$40.8B
$13M 0.03%
90,248
+234
+0.3% +$35.6K
UNP icon
203
Union Pacific
UNP
$174B
$13M 0.03%
56,192
+2,201
+4% +$502K
TMUS icon
204
T-Mobile US
TMUS
$190B
$12.9M 0.03%
63,532
+2,584
+4% +$548K
CRWD icon
205
CrowdStrike
CRWD
$226B
$12.8M 0.03%
108,948
+5,040
+5% +$642K
ITW icon
206
Illinois Tool Works
ITW
$83.3B
$12.4M 0.03%
50,282
+6,535
+15% +$1.63M
WMB icon
207
Williams Companies
WMB
$90.1B
$12.4M 0.03%
205,970
+1,800
+0.9% +$109K
NOC icon
208
Northrop Grumman
NOC
$82B
$12.4M 0.03%
21,692
+3,750
+21% +$2.18M
SPYD icon
209
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.69B
$12.4M 0.03%
285,747
-2,879
-1% -$125K
PANW icon
210
Palo Alto Networks
PANW
$315B
$12.3M 0.03%
66,974
+64
+0.1% +$12.9K
AWK icon
211
American Water Works
AWK
$26.8B
$12.3M 0.03%
94,385
+18,213
+24% +$2.43M
STX icon
212
Seagate
STX
$199B
$12.2M 0.03%
44,451
+2,870
+7% +$745K
OXY icon
213
Occidental Petroleum
OXY
$58.5B
$12.2M 0.03%
296,368
-22,580
-7% -$942K
CMS icon
214
CMS Energy
CMS
$22B
$12.1M 0.03%
173,398
+5,187
+3% +$377K
MMM icon
215
3M
MMM
$94.8B
$12.1M 0.03%
75,638
+2,039
+3% +$333K
SOXX icon
216
iShares Semiconductor ETF
SOXX
$46.2B
$12.1M 0.03%
40,158
+5,141
+15% +$1.52M
BSX icon
217
Boston Scientific
BSX
$74.5B
$12M 0.03%
126,284
-20,222
-14% -$1.98M
ES icon
218
Eversource Energy
ES
$26.9B
$12M 0.03%
177,872
+2,590
+1% +$182K
RF icon
219
Regions Financial
RF
$26.9B
$12M 0.03%
441,486
-18,600
-4% -$475K
RSG icon
220
Republic Services
RSG
$65.6B
$11.9M 0.03%
56,317
+870
+2% +$187K
TFC icon
221
Truist Financial
TFC
$64.3B
$11.9M 0.03%
241,880
-213
-0.1% -$9.81K
PCAR icon
222
PACCAR
PCAR
$69B
$11.9M 0.03%
108,578
+14,760
+16% +$1.51M
ARKK icon
223
ARK Innovation ETF
ARKK
$6.44B
$11.8M 0.03%
153,177
+2,318
+2% +$192K
CAH icon
224
Cardinal Health
CAH
$54.5B
$11.8M 0.03%
57,299
+4,015
+8% +$756K
BX icon
225
Blackstone
BX
$110B
$11.7M 0.03%
76,047
+5,702
+8% +$866K
7 8
9
10 11

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SCP
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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.