Data as of Q4 2025 (Dec 31, 2025)

Wealthfront Advisers LLC

•CIK: 1763921•Filing: Q4 2025

Wealthfront Advisers LLC, a robo-advisory hedge fund, manages $44.7B across 1,052 positions, with a focus on diversified ETFs like VTI and VEA. Recently, the fund has made notable moves by adding GLDM and VTIP significantly, while exiting positions in KEL and ARE, reflecting a strategy of capitalizing on growth and value opportunities.

Total AUM
$44.7B
QoQ Performance
+5.0%
Positions
750
Top 10 Concentration
60.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VEA
SCHF
IEMG
VWO
VTI13.5%
VEA8.2%
SCHF6.0%
IEMG5.8%
VWO5.7%
VIG4.9%
ITOT3.9%
SCHB3.1%

📈 Biggest Buys

VWOB
VANGUARD WHITEHALL FDS
NEW
0.4% of portfolio
ITOT
ISHARES TR
+10.0%
3.9% of portfolio
VTIP
VANGUARD MALVERN FDS
+396.0%
0.4% of portfolio
VTEB
VANGUARD MUN BD FDS
+8.5%
2.7% of portfolio
LQD
ISHARES TR
+8.2%
2.7% of portfolio

📉 Biggest Sells

EMB
ISHARES TR
-89.8%
0.0% of portfolio
SCHB
SCHWAB STRATEGIC TR
-2.8%
3.1% of portfolio
SHV
ISHARES TR
-17.5%
0.4% of portfolio
SCHP
SCHWAB STRATEGIC TR
-3.2%
2.0% of portfolio
NDQ
INVESCO QQQ TR
-18.6%
0.3% of portfolio

Sector Breakdown

Other85.9%
Technology6.8%
Consumer1.6%
ETF1.6%
Financial1.5%
Healthcare1.1%
Industrial0.4%
Communication0.3%

🚪 Exited Positionssold since Q3 2025

MIGA
STRATEGY INC
SOLD
$17.3M
DHI
D R HORTON INC
SOLD
$15.3M
OXY
OCCIDENTAL PETE CORP
SOLD
$15.1M
TMUS
T-MOBILE US INC
SOLD
$14.6M
BSX
BOSTON SCIENTIFIC CORP
SOLD
$14.3M
+803 more exited positions

Changes from Q3 2025

NEW1 new position
↑156 increased
↓43 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI13.5%
VANGUARD INDEX FDS
$6.0B
VEA8.2%
VANGUARD TAX-MANAGED FDS
$3.7B
SCHF6.0%
SCHWAB STRATEGIC TR
$2.7B
IEMG5.8%
ISHARES INC
$2.6B
VWO5.7%
VANGUARD INTL EQUITY INDEX F
$2.5B

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