Wealthfront Advisers LLC

Q1 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
1,076
Total value ($000)
$45,560,958
Net value change ($000)
+815,584 (1.8%)
New positions
55
Sold out positions
33
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 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)
ITOT 320,616 18.6%
DGRO 255,830 26.5%
IEMG 223,291 8.5%
SCHWAB STRATEGIC TRUST 199,399 7.4%
VCIT 98,036 21.2%
VTIP 62,800 34.9%
CMF 58,911 20.1%
SHV 47,919 26.9%
XLE 42,395 38.6%
SJNK 41,313 44.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -278,559 -4.6%
VIG -236,323 -10.9%
MSFT -118,095 -28.9%
SCHB -85,832 -6.1%
VWO -66,216 -2.6%
MUB -53,267 -10.1%
GBIL -40,539 -30.7%
SHYG -38,859 -32.2%
NVDA -38,552 -4.8%
LQD -36,762 -3.0%
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