Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- Latest filing
- Aug 7, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 21, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 762
- +73 vs. Q3 2021
- Portfolio value
- $23.6B
- +$2.07B (+9.6%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,251,507 | $2.96B | 12.5% | +56,407+0.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,237,799 | $2.92B | 12.4% | −1,799,785−3.0% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 42,500,202 | $2.10B | 8.9% | −1,534,802−3.5% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 42,683,866 | $1.66B | 7.0% | +4,054,026+10.5% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 14,522,602 | $1.64B | 6.9% | +1,688,244+13.2% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,739,198 | $1.58B | 6.7% | −2,575,947−8.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,515,123 | $1.29B | 5.4% | +4,962,514+30.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,718,085 | $982.1M | 4.2% | −264,019−4.4% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,028,826 | $891.5M | 3.8% | +1,112,612+11.2% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,795,850 | $672.4M | 2.8% | −66,155−1.1% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 12,395,847 | $641.2M | 2.7% | +4,821,492+63.7% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,612,643 | $611.3M | 2.6% | +320,828+7.5% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,074,584 | $562.2M | 2.4% | −410,749−11.8% | Reduced | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,271,329 | $465.8M | 2.0% | +298,344+7.5% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,207,583 | $272.9M | 1.2% | +119,243+11.0% | Added | – |
| AAPLApple Inc. | Stock | 1,182,365 | $210.0M | 0.9% | +103,278+9.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 619,675 | $208.4M | 0.9% | +27,482+4.6% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 907,289 | $200.5M | 0.8% | +232,469+34.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 369,355 | $161.2M | 0.7% | +24,762+7.2% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 1,529,401 | $118.7M | 0.5% | −50,951−3.2% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,045,403 | $113.5M | 0.5% | −127,138−5.9% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 29,528 | $98.5M | 0.4% | +1,050+3.7% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 998,114 | $84.6M | 0.4% | −29,667−2.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 276,579 | $81.3M | 0.3% | +7,953+3.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 20,257 | $58.7M | 0.2% | +606+3.1% | Added | History |
| TSLATesla, Inc. | Stock | 53,964 | $57.0M | 0.2% | +11,852+28.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 161,424 | $54.3M | 0.2% | −6,343−3.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 18,648 | $54.0M | 0.2% | +484+2.7% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 440,186 | $47.5M | 0.2% | +206,556+88.4% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 614,262 | $38.6M | 0.2% | +177,745+40.7% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 72,263 | $36.3M | 0.2% | +4,768+7.1% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 408,239 | $35.9M | 0.2% | +285,776+233.4% | Added | – |
| HDHome Depot, Inc. | Stock | 83,665 | $34.7M | 0.1% | +6,514+8.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 204,126 | $32.3M | 0.1% | +5,206+2.6% | Added | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 587,299 | $30.2M | 0.1% | +98,905+20.3% | Added | – |
| BACBank of America Corp | Stock | 670,914 | $29.8M | 0.1% | +120,845+22.0% | Added | History |
| PGProcter & Gamble Co | Stock | 179,144 | $29.3M | 0.1% | +8,955+5.3% | Added | History |
| NFLXNetflix Inc | Stock | 46,908 | $28.3M | 0.1% | −57−0.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 93,710 | $28.0M | 0.1% | +6,516+7.5% | Added | History |
| PFEPfizer Inc | Stock | 429,565 | $25.4M | 0.1% | +132,478+44.6% | Added | History |
| JNJJohnson & Johnson | Stock | 148,212 | $25.4M | 0.1% | +14,541+10.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 43,836 | $24.9M | 0.1% | +1,247+2.9% | Added | History |
| ADBEAdobe Inc. | Stock | 43,134 | $24.5M | 0.1% | −289−0.7% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 298,548 | $23.7M | 0.1% | +156,734+110.5% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 35,267 | $23.5M | 0.1% | +5,500+18.5% | Added | History |
| MAMastercard Inc | Stock | 64,411 | $23.1M | 0.1% | +8,038+14.3% | Added | History |
| VVisa Inc. | Stock | 104,860 | $22.7M | 0.1% | −2,377−2.2% | Reduced | History |
| ACNAccenture plc | Stock | 54,538 | $22.6M | 0.1% | +3,349+6.5% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 114,341 | $21.6M | 0.1% | +5,307+4.9% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 502,022 | $20.0M | 0.1% | +253,068+101.7% | Added | – |
| ABTAbbott Laboratories | Stock | 141,362 | $19.9M | 0.1% | +21,778+18.2% | Added | History |
| DHRDanaher Corp | Stock | 60,309 | $19.8M | 0.1% | +5,468+10.0% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 209,875 | $19.5M | 0.1% | −30,594−12.7% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 28,945 | $19.3M | 0.1% | +9,839+51.5% | Added | History |
| LLYEli Lilly & Co | Stock | 68,509 | $18.9M | 0.1% | +8,217+13.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 302,873 | $18.5M | 0.1% | +66,169+28.0% | Added | History |
| NEENextera Energy Inc | Stock | 198,323 | $18.5M | 0.1% | +17,783+9.8% | Added | History |
| DISWalt Disney Co | Stock | 117,539 | $18.2M | 0.1% | +15,798+15.5% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 154,153 | $17.9M | 0.1% | −2,605−1.7% | Reduced | – |
| PEPPepsiCo Inc | Stock | 102,872 | $17.9M | 0.1% | +15,182+17.3% | Added | History |
| DVNDevon Energy Corp | Stock | 393,751 | $17.3M | 0.1% | +15,669+4.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 128,015 | $17.3M | 0.1% | +10,538+9.0% | Added | History |
| MCDMcDonalds Corp | Stock | 63,415 | $17.0M | 0.1% | +3,636+6.1% | Added | History |
| LOWLowes Companies Inc | Stock | 61,568 | $15.9M | 0.1% | +6,140+11.1% | Added | History |
| CVXChevron Corp | Stock | 134,438 | $15.8M | 0.1% | +23,995+21.7% | Added | History |
| NKENIKE, Inc. | Stock | 93,075 | $15.5M | 0.1% | +23,128+33.1% | Added | History |
| QCOMQualcomm Inc | Stock | 84,555 | $15.5M | 0.1% | +5,334+6.7% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 566,535 | $15.5M | 0.1% | +309,447+120.4% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 105,136 | $15.1M | 0.1% | +23,101+28.2% | Added | History |
| TXNTexas Instruments Inc | Stock | 77,437 | $14.6M | 0.1% | −2,588−3.2% | Reduced | History |
| VZVerizon Communications Inc | Stock | 279,162 | $14.5M | 0.1% | +26,180+10.3% | Added | History |
| WMTWalmart Inc. | Stock | 99,831 | $14.4M | 0.1% | +5,414+5.7% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 163,537 | $14.3M | 0.1% | −22,286−12.0% | Reduced | – |
| WFCWells Fargo & Company | Stock | 292,422 | $14.0M | 0.1% | +61,306+26.5% | Added | History |
| Schwab U.S. REIT ETF808524847 | ETF | 265,068 | $14.0M | 0.1% | +11,672+4.6% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 214,086 | $13.6M | 0.1% | +36,101+20.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 51,827 | $13.2M | 0.1% | −3,800−6.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 51,429 | $13.0M | 0.1% | +10,050+24.3% | Added | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 413,801 | $12.8M | 0.1% | +310,888+302.1% | Added | – |
| MSMorgan Stanley | Stock | 129,542 | $12.7M | 0.1% | +5,717+4.6% | Added | History |
| INTUIntuit Inc. | Stock | 19,423 | $12.5M | 0.1% | +3,287+20.4% | Added | History |
| SPGSimon Property Group Inc. | REIT | 77,685 | $12.4M | 0.1% | +4,309+5.9% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 383,172 | $12.4M | 0.1% | +309,340+419.0% | Added | – |
| AMATApplied Materials Inc | Stock | 77,670 | $12.2M | 0.1% | +17,926+30.0% | Added | History |
| KOCoca Cola Co | Stock | 205,376 | $12.2M | 0.1% | +12,660+6.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 31,785 | $12.2M | 0.1% | +2,456+8.4% | Added | History |
| ARK Innovation ETF00214Q104 | ETF | 127,946 | $12.1M | 0.1% | −16,189−11.2% | Reduced | – |
| TAT&T Inc. | Stock | 485,505 | $11.9M | 0.1% | +93,191+23.8% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 411,000 | $11.9M | 0.1% | +7,079+1.8% | Added | History |
| TGTTarget Corp | Stock | 51,087 | $11.8M | <0.1% | −2,059−3.9% | Reduced | History |
| BLKBlackRock, Inc. | COM | 12,884 | $11.8M | <0.1% | +1,051+8.9% | Added | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 186,015 | $11.3M | <0.1% | +83,380+81.2% | Added | – |
| NOWServiceNow, Inc. | Stock | 16,972 | $11.0M | <0.1% | +1,072+6.7% | Added | History |
| HONHoneywell International Inc | COM | 52,140 | $10.9M | <0.1% | +835+1.6% | Added | History |
| CMCSAComcast Corp | Stock | 207,534 | $10.4M | <0.1% | −39,204−15.9% | Reduced | History |
| ORCLOracle Corp | Stock | 117,745 | $10.3M | <0.1% | −4,075−3.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 133,826 | $10.3M | <0.1% | −7,716−5.5% | Reduced | History |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 365,445 | $9.94M | <0.1% | +142,568+64.0% | Added | History |
| CCitigroup Inc | Stock | 164,170 | $9.91M | <0.1% | −7,281−4.2% | Reduced | History |
| HBANHuntington Bancshares Inc | COM | 642,257 | $9.90M | <0.1% | +9,911+1.6% | Added | History |
Sold out since Q3 2021 (19)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| XECCimarex Energy Co | COM | 31,078 | $2.71M | <0.1% | History |
| RNGRingCentral, Inc. | CL A | 9,511 | $2.07M | <0.1% | History |
| KSUKansas City Southern | COM NEW | 6,045 | $1.64M | <0.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 18,514 | $1.61M | <0.1% | History |
| CVNACarvana Co. | CL A | 4,002 | $1.21M | <0.1% | History |
| TDOCTeladoc Health, Inc. | COM | 9,040 | $1.15M | <0.1% | History |
| NVCRNovoCure Ltd | ORD SHS | 6,947 | $807.0K | <0.1% | History |
| OKTAOkta, Inc. | CL A | 2,974 | $706.0K | <0.1% | History |
| WUWestern Union CO | Stock | 33,129 | $670.0K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 11,880 | $605.0K | <0.1% | History |
| TXG10x Genomics, Inc. | CL A COM | 3,380 | $492.0K | <0.1% | History |
| GMEGameStop Corp. | Stock | 1,579 | $277.0K | <0.1% | History |
| UPSTUpstart Holdings, Inc. | COM | 822 | $260.0K | <0.1% | History |
| Global X FDS37954Y814 | FINTECH ETF | 5,425 | $260.0K | <0.1% | – |
| AIZAssurant, Inc. | Stock | 1,503 | $237.0K | <0.1% | History |
| CACICACI International Inc | CL A | 832 | $218.0K | <0.1% | History |
| DXCDXC Technology Co | Stock | 6,455 | $217.0K | <0.1% | History |
| PNWPinnacle West Capital Corp | COM | 2,974 | $215.0K | <0.1% | History |
| PLANAnaplan, Inc. | COM | 3,526 | $215.0K | <0.1% | History |