Data as of Q4 2025 (Dec 31, 2025)

WealthNavi Inc.

•CIK: 1774552•Filing: Q4 2025

WealthNavi Inc., managed by a team known for its quantitative, AI-driven investment strategies, currently holds $11.3 billion in assets, with a notable focus on diversified ETFs, particularly VTI and VEA. The fund's top holdings reflect a strategy emphasizing broad market exposure and international diversification, with VTI and VEA comprising over 63% of its portfolio.

Total AUM
$11.3B
QoQ Performance
+4.9%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VEA
AGG
VWO
IAU*
VTI36.7%
VEA27.3%
AGG9.8%
VWO7.5%
IAU*5.1%
IYR4.8%
IVV3.4%
GQ92.3%

📈 Biggest Buys

AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+7.2%
9.8% of portfolio
IYR
ISHARES U.S. REAL ESTATE ETF
+10.2%
4.8% of portfolio
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+1.5%
27.3% of portfolio
IVV
ISHARES CORE S&P 500 ETF
+12.5%
3.4% of portfolio
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+15.9%
2.2% of portfolio

📉 Biggest Sells

GQ9
SPDR GOLD SHARES
-10.9%
2.3% of portfolio
TIP
ISHARES TIPS BOND ETF
-4.8%
0.7% of portfolio
IAU*
ISHARES GOLD TRUST
-0.6%
5.1% of portfolio

Sector Breakdown

Other96.6%
ETF3.4%

Changes from Q3 2025

↑7 increased
↓3 decreased

Historical Filings

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

📌 Top Holdings

VTI36.7%
VANGUARD TOTAL STOCK MARKET ETF
$4.2B
VEA27.3%
VANGUARD FTSE DEVELOPED MARKETS ETF
$3.1B
AGG9.8%
ISHARES CORE U.S. AGGREGATE BOND ETF
$1.1B
VWO7.5%
VANGUARD FTSE EMERGING MARKETS ETF
$852.5M
IAU*5.1%
ISHARES GOLD TRUST
$575.4M

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