Wealthfront Advisers LLC

CIK 0001763921 · Q2 2026

13F Equity AUM

$52.0B

+14.2% QoQ

Positions

1,116

+43 QoQ

AUM Rank

#180

Top 2%

Skill Alpha (FF)

-2.7%/yr

Underperformer

Rank #6,564 · Top 79%

vs S&P -5.5%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 39.0%Top 10: 56.1%Top 20: 70.6%

VTI13.0%

VEA8.0%

IEMG6.5%

SCHF6.2%

VWO5.3%

ITOT4.7%

VIG4.3%

SCHB2.9%

LQD2.6%

DGRO2.6%

Others (1106)43.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.1%

Technology7.1%

Other9.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1116Median: 0.01%Avg: 0.09%

0–0.5%

1088(23.8%)

0.5–1%

12(9.4%)

1–3%

9(18.8%)

3–5%

2(9.0%)

5%+

5(39.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,116vs 20 funds

0%Low

1,116

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New66Increased608Decreased443Exited23

New Positions

HONEYWELL INTL INC0.0%

+44K

HONEYWELL AEROSPACE …0.0%

+54K

SPACE EXPLORATION TE…0.0%

+58K

CARNIVAL CORP LTD0.0%

+146K

SHM0.0%

+8K

NVT0.0%

+2K

KRMN0.0%

+5K

LFUS0.0%

+533

PFF0.0%

+12K

EFAX0.0%

+4K

Increased

LQD2.6%

+1.7M(+16%)

VTIP0.6%

+1.3M(+26%)

VTEB2.5%

+1.2M(+5%)

CMF0.8%

+1.1M(+17%)

SCHP1.8%

+1.0M(+3%)

SUSC0.2%

+850K(+23%)

SHYG0.2%

+750K(+39%)

ITOT4.7%

+614K(+4%)

VWO5.3%

+599K(+1%)

VUG0.1%

+535K(+523%)

Decreased

SJNK0.2%

-1,556,067(-29%)

SCHB2.9%

-1,121,129(-2%)

VCIT0.9%

-847,509(-13%)

RKT0.0%

-442,934(-58%)

HYLB0.1%

-277,492(-18%)

FLRN0.3%

-251,677(-5%)

GBIL0.1%

-205,522(-23%)

T0.1%

-202,762(-13%)

SCHD0.8%

-188,634(-1%)

PFE0.0%

-151,684(-18%)

Exited

-89,071

-136,320

-165,091

-61,471

-12,374

-3,809

-8,050

-42,567

MDLN

-10,574

WOOD

-2,853

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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