WealthNavi Inc.

Q1 2026 13F-HR Holdings

Location
Shinagawa Ku, Tokyo, M0
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$11,538
Net value change ($000)
+222 (2.0%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 76 2.5%
IAGG 51 20.2%
IAU 35 6.1%
IVV 33 8.5%
AGG 28 2.5%
IYR 20 3.6%
VWO 18 2.1%
GLDM 9 NEW
Top Reduces (Value $000, Stocks/ETFs)
GLD -38 -14.6%
VTI -6 -0.1%
TIP -4 -5.3%
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