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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
-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
Cap. Flow
+$1.38B
Cap. Flow %
3.03%
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$411M
2
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$251M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$129M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$124M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$105M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$197M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$82.9M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$49.2M
5
GBIL icon
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
COR icon
201
Cencora
COR
$61.2B
$13.9M 0.03%
44,313
-5,225
-11% -$1.82M
KMI icon
202
Kinder Morgan
KMI
$68.7B
$13.8M 0.03%
411,809
+22,312
+6% +$697K
HSY icon
203
Hershey
HSY
$36.6B
$13.4M 0.03%
64,226
+290
+0.5% +$61.2K
EVRG icon
204
Evergy
EVRG
$19.2B
$13.3M 0.03%
162,656
+8,503
+6% +$672K
CVS icon
205
CVS Health
CVS
$122B
$13M 0.03%
181,517
-30,784
-15% -$2.37M
PSX icon
206
Phillips 66
PSX
$81.4B
$13M 0.03%
71,498
+977
+1% +$153K
VCEB icon
207
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$13M 0.03%
206,536
+118,903
+136% +$7.56M
TGT icon
208
Target
TGT
$68B
$13M 0.03%
106,893
+36,578
+52% +$4.12M
SPYD icon
209
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.78B
$12.9M 0.03%
282,431
-3,316
-1% -$152K
FE icon
210
FirstEnergy
FE
$27.5B
$12.9M 0.03%
253,702
+36,039
+17% +$1.75M
TPL icon
211
Texas Pacific Land
TPL
$23.5B
$12.8M 0.03%
27,063
+230
+0.9% +$98.8K
RSG icon
212
Republic Services
RSG
$66B
$12.8M 0.03%
58,475
+2,158
+4% +$473K
TFC icon
213
Truist Financial
TFC
$64B
$12.8M 0.03%
277,634
+35,754
+15% +$1.77M
PCAR icon
214
PACCAR
PCAR
$70.1B
$12.7M 0.03%
110,058
+1,480
+1% +$179K
WEC icon
215
WEC Energy
WEC
$35.1B
$12.7M 0.03%
109,525
+7,838
+8% +$881K
DVN icon
216
Devon Energy
DVN
$47.3B
$12.6M 0.03%
251,157
+3,074
+1% +$132K
GLW icon
217
Corning
GLW
$143B
$12.6M 0.03%
92,425
+24,589
+36% +$2.97M
DIS icon
218
Walt Disney
DIS
$181B
$12.5M 0.03%
130,050
+5,262
+4% +$556K
ES icon
219
Eversource Energy
ES
$27.2B
$12.4M 0.03%
179,188
+1,316
+0.7% +$93K
WDC icon
220
Western Digital
WDC
$150B
$12.4M 0.03%
45,852
+12,506
+38% +$3.26M
RKLB icon
221
Rocket Lab Corp
RKLB
$51.8B
$12.3M 0.03%
191,529
+73,867
+63% +$5.57M
CAH icon
222
Cardinal Health
CAH
$55.4B
$12.3M 0.03%
58,177
+878
+2% +$189K
DHI icon
223
D.R. Horton
DHI
$42.3B
$12.3M 0.03%
89,423
-825
-0.9% -$125K
TT icon
224
Trane Technologies
TT
$106B
$12.2M 0.03%
29,225
+1,120
+4% +$475K
ABT icon
225
Abbott
ABT
$187B
$12.1M 0.03%
117,993
-45,803
-28% -$5.17M
7 8
9
10 11

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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.