WealthNavi Inc.

Q4 2025 13F-HR Holdings

Location
Shinagawa Ku, Tokyo, M0
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$11,316
Net value change ($000)
+527 (4.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 171 5.8%
VTI 99 2.4%
AGG 71 6.8%
IAU 56 10.8%
IVV 51 15.2%
IYR 34 6.6%
IAGG 29 13.0%
VWO 22 2.7%
Top Reduces (Value $000, Stocks/ETFs)
TIP -5 -6.2%
GLD -1 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type