Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- Latest filing
- Aug 7, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 772
- +10 vs. Q4 2021
- Portfolio value
- $22.8B
- −$832.5M (−3.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,941,742 | $2.95B | 12.9% | +690,235+5.6% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,561,777 | $2.52B | 11.1% | −4,676,022−8.2% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,578,877 | $2.01B | 8.8% | +1,078,675+2.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 46,975,150 | $1.72B | 7.6% | +4,291,284+10.1% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 28,076,551 | $1.50B | 6.6% | −968,653−3.3% | ReducedConverted for a 2-for-1 split | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,258,268 | $1.18B | 5.2% | −256,855−1.2% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,060,137 | $1.14B | 5.0% | −6,679,061−23.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,942,941 | $963.7M | 4.2% | +224,856+3.9% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 19,560,791 | $936.6M | 4.1% | +7,164,944+57.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,399,603 | $820.4M | 3.6% | −629,223−5.7% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,861,357 | $635.2M | 2.8% | +65,507+1.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,752,359 | $574.8M | 2.5% | +139,716+3.0% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,094,892 | $512.7M | 2.2% | +20,308+0.7% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,462,411 | $436.2M | 1.9% | +191,082+4.5% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,121,423 | $238.3M | 1.0% | −86,160−7.1% | Reduced | – |
| AAPLApple Inc. | Stock | 1,241,599 | $216.8M | 1.0% | +59,234+5.0% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,024,170 | $213.5M | 0.9% | +116,881+12.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 644,373 | $198.7M | 0.9% | +24,698+4.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 471,934 | $195.9M | 0.9% | +102,579+27.8% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 1,436,670 | $153.8M | 0.7% | −92,731−6.1% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,918,102 | $146.6M | 0.6% | −127,301−6.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 28,490 | $92.9M | 0.4% | −1,038−3.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 291,703 | $79.6M | 0.3% | +15,124+5.5% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 967,128 | $76.9M | 0.3% | −30,986−3.1% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 757,114 | $76.7M | 0.3% | +316,928+72.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 22,356 | $62.2M | 0.3% | +2,099+10.4% | Added | History |
| TSLATesla, Inc. | Stock | 54,172 | $58.4M | 0.3% | +208+0.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 20,766 | $58.0M | 0.3% | +2,118+11.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 84,578 | $43.1M | 0.2% | +12,315+17.0% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 513,368 | $41.6M | 0.2% | +105,129+25.8% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 772,732 | $39.6M | 0.2% | +185,433+31.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 110,490 | $39.0M | 0.2% | +16,780+17.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 170,656 | $37.9M | 0.2% | +9,232+5.7% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 596,261 | $36.2M | 0.2% | −18,001−2.9% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 473,208 | $34.9M | 0.2% | +174,660+58.5% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 871,381 | $32.0M | 0.1% | +369,359+73.6% | Added | – |
| COSTCostco Wholesale Corp | Stock | 53,052 | $30.5M | 0.1% | +9,216+21.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 362,991 | $30.0M | 0.1% | +60,118+19.8% | Added | History |
| PGProcter & Gamble Co | Stock | 195,560 | $29.9M | 0.1% | +16,416+9.2% | Added | History |
| JNJJohnson & Johnson | Stock | 157,094 | $27.8M | 0.1% | +8,882+6.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 188,499 | $25.7M | 0.1% | −15,627−7.7% | Reduced | History |
| CVXChevron Corp | Stock | 155,705 | $25.4M | 0.1% | +21,267+15.8% | Added | History |
| HDHome Depot, Inc. | Stock | 84,546 | $25.3M | 0.1% | +881+1.1% | Added | History |
| LLYEli Lilly & Co | Stock | 83,315 | $23.9M | 0.1% | +14,806+21.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 37,201 | $23.4M | 0.1% | +8,256+28.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 141,058 | $22.9M | 0.1% | +13,043+10.2% | Added | History |
| DVNDevon Energy Corp | Stock | 382,657 | $22.6M | 0.1% | −11,094−2.8% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 394,285 | $22.4M | 0.1% | −16,715−4.1% | Reduced | History |
| VVisa Inc. | Stock | 100,744 | $22.3M | 0.1% | −4,116−3.9% | Reduced | History |
| BACBank of America Corp | Stock | 533,530 | $22.0M | 0.1% | −137,384−20.5% | Reduced | History |
| PFEPfizer Inc | Stock | 422,925 | $21.9M | 0.1% | −6,640−1.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 35,978 | $21.3M | 0.1% | +711+2.0% | Added | History |
| MAMastercard Inc | Stock | 57,475 | $20.5M | 0.1% | −6,936−10.8% | Reduced | History |
| DHRDanaher Corp | Stock | 69,788 | $20.5M | 0.1% | +9,479+15.7% | Added | History |
| NEENextera Energy Inc | Stock | 238,130 | $20.2M | 0.1% | +39,807+20.1% | Added | History |
| ACNAccenture plc | Stock | 58,944 | $19.9M | 0.1% | +4,406+8.1% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 782,551 | $19.7M | 0.1% | +216,016+38.1% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 651,262 | $18.7M | 0.1% | +237,461+57.4% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 203,353 | $17.5M | 0.1% | −6,522−3.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 144,835 | $17.1M | 0.1% | +3,473+2.5% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 206,424 | $16.9M | 0.1% | +42,887+26.2% | Added | – |
| PEPPepsiCo Inc | Stock | 99,644 | $16.7M | 0.1% | −3,228−3.1% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 145,583 | $16.0M | 0.1% | −8,570−5.6% | Reduced | – |
| ADBEAdobe Inc. | Stock | 34,940 | $15.9M | 0.1% | −8,194−19.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 138,141 | $15.1M | 0.1% | +33,005+31.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 80,179 | $14.7M | 0.1% | +2,742+3.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 201,378 | $14.7M | 0.1% | +81,853+68.5% | Added | History |
| LOWLowes Companies Inc | Stock | 72,303 | $14.6M | 0.1% | +10,735+17.4% | Added | History |
| COPConocoPhillips | Stock | 145,957 | $14.6M | 0.1% | +24,072+19.7% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 476,323 | $14.5M | 0.1% | +93,151+24.3% | Added | – |
| MCDMcDonalds Corp | Stock | 56,990 | $14.1M | 0.1% | −6,425−10.1% | Reduced | History |
| DISWalt Disney Co | Stock | 100,195 | $13.7M | 0.1% | −17,344−14.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 37,655 | $13.7M | 0.1% | +13,824+58.0% | Added | – |
| MRKMerck & Co., Inc. | Stock | 166,078 | $13.6M | 0.1% | +32,252+24.1% | Added | History |
| KOCoca Cola Co | Stock | 217,732 | $13.5M | 0.1% | +12,356+6.0% | Added | History |
| WMTWalmart Inc. | Stock | 89,500 | $13.3M | 0.1% | −10,331−10.3% | Reduced | History |
| RTXRTX Corp | Stock | 133,276 | $13.2M | 0.1% | +49,385+58.9% | Added | History |
| QCOMQualcomm Inc | Stock | 85,934 | $13.1M | 0.1% | +1,379+1.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 47,728 | $13.0M | 0.1% | −3,701−7.2% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 112,128 | $13.0M | 0.1% | −2,213−1.9% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 513,750 | $12.8M | 0.1% | −16,386−3.1% | ReducedConverted for a 2-for-1 split | – |
| SOSouthern Co | Stock | 170,826 | $12.4M | 0.1% | +50,507+42.0% | Added | History |
| WFCWells Fargo & Company | Stock | 250,974 | $12.2M | 0.1% | −41,448−14.2% | Reduced | History |
| DUKDuke Energy CORP | Stock | 107,673 | $12.0M | 0.1% | +37,815+54.1% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 87,654 | $12.0M | 0.1% | −3,699−4.0% | Reduced | History |
| TGTTarget Corp | Stock | 56,351 | $12.0M | 0.1% | +5,264+10.3% | Added | History |
| VZVerizon Communications Inc | Stock | 234,056 | $11.9M | 0.1% | −45,106−16.2% | Reduced | History |
| HONHoneywell International Inc | COM | 60,949 | $11.9M | 0.1% | +8,809+16.9% | Added | History |
| ORCLOracle Corp | Stock | 136,573 | $11.3M | <0.1% | +18,828+16.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 53,181 | $11.3M | <0.1% | +1,354+2.6% | Added | History |
| NFLXNetflix Inc | Stock | 29,228 | $10.9M | <0.1% | −17,680−37.7% | Reduced | History |
| MDTMedtronic plc | Stock | 96,480 | $10.7M | <0.1% | +34,461+55.6% | Added | History |
| SLBSLB Limited | Stock | 258,429 | $10.7M | <0.1% | −11,039−4.1% | Reduced | History |
| ARK Innovation ETF00214Q104 | ETF | 159,703 | $10.6M | <0.1% | +31,757+24.8% | Added | – |
| EDConsolidated Edison Inc | Stock | 110,139 | $10.4M | <0.1% | +6,863+6.6% | Added | History |
| CMCSAComcast Corp | Stock | 214,037 | $10.0M | <0.1% | +6,503+3.1% | Added | History |
| PLDPrologis, Inc. | REIT | 61,828 | $9.98M | <0.1% | +27,367+79.4% | Added | History |
| BLKBlackRock, Inc. | COM | 12,946 | $9.89M | <0.1% | +62+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 176,967 | $9.87M | <0.1% | −37,119−17.3% | Reduced | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 177,260 | $9.85M | <0.1% | −8,755−4.7% | Reduced | – |
Sold out since Q4 2021 (59)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| INFOIHS Markit Ltd. | SHS | 28,796 | $3.83M | <0.1% | History |
| CARAvis Budget Group, Inc. | COM | 18,447 | $3.83M | <0.1% | History |
| HFCHollyFrontier Corp | COM | 66,380 | $2.18M | <0.1% | History |
| NVAXNovavax Inc | COM NEW | 14,623 | $2.09M | <0.1% | History |
| XLNXXilinx Inc | COM | 9,305 | $1.97M | <0.1% | History |
| VICIVici Properties Inc. | COM | 52,457 | $1.58M | <0.1% | History |
| WSMWilliams Sonoma Inc | COM | 6,944 | $1.17M | <0.1% | History |
| DTDynatrace, Inc. | Stock | 9,402 | $568.0K | <0.1% | History |
| NUANNuance Communications, Inc. | COM | 10,189 | $564.0K | <0.1% | History |
| MASIMasimo Corp | COM | 1,743 | $511.0K | <0.1% | History |
| EXASExact Sciences Corp | COM | 6,145 | $478.0K | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 5,101 | $477.0K | <0.1% | History |
| SUISun Communities Inc | COM | 2,152 | $452.0K | <0.1% | History |
| WTRGEssential Utilities, Inc. | COM | 7,182 | $386.0K | <0.1% | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,954 | $357.0K | <0.1% | – |
| RGENRepligen Corp | COM | 1,244 | $330.0K | <0.1% | History |
| ALLYAlly Financial Inc. | Stock | 6,905 | $329.0K | <0.1% | History |
| TREXTrex Co Inc | COM | 2,405 | $324.0K | <0.1% | History |
| LBRDKLiberty Broadband Corp | COM SER C | 2,011 | $324.0K | <0.1% | History |
| WSOWatsco Inc | COM | 989 | $310.0K | <0.1% | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,571 | $305.0K | <0.1% | – |
| CONECyrusOne Holdco LLC | COM | 3,405 | $305.0K | <0.1% | History |
| FIVEFive Below, Inc | COM | 1,415 | $293.0K | <0.1% | History |
| PNRPENTAIR plc | SHS | 3,972 | $290.0K | <0.1% | History |
| CIENCiena Corp | COM NEW | 3,757 | $289.0K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 1,261 | $272.0K | <0.1% | History |
| GXOGXO Logistics, Inc. | Stock | 2,982 | $271.0K | <0.1% | History |
| LIILennox International Inc | COM | 836 | $271.0K | <0.1% | History |
| LYFTLyft, Inc. | CL A COM | 6,350 | $271.0K | <0.1% | History |
| WDCWestern Digital Corp | COM | 4,069 | $266.0K | <0.1% | History |
| DECKDeckers Outdoor Corp | COM | 720 | $263.0K | <0.1% | History |
| RPMRPM International Inc | COM | 2,591 | $262.0K | <0.1% | History |
| LFUSLittelfuse Inc | COM | 822 | $259.0K | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 2,826 | $242.0K | <0.1% | History |
| SCIService Corp International | COM | 3,400 | $241.0K | <0.1% | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,426 | $238.0K | <0.1% | – |
| XRAYDentsply Sirona Inc. | Stock | 4,195 | $234.0K | <0.1% | History |
| ACMAecom | COM | 2,991 | $232.0K | <0.1% | History |
| ITTItt Inc. | COM | 2,209 | $226.0K | <0.1% | History |
| GGGGraco Inc | COM | 2,759 | $223.0K | <0.1% | History |
| LAMRLamar Advertising Co | REIT | 1,819 | $221.0K | <0.1% | History |
| CHDNChurchill Downs Inc | COM | 911 | $219.0K | <0.1% | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,451 | $219.0K | <0.1% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 3,580 | $218.0K | <0.1% | History |
| MKSIMKS Inc | COM | 1,245 | $217.0K | <0.1% | History |
| PTCPTC Inc. | Stock | 1,751 | $213.0K | <0.1% | History |
| TTCToro Co | COM | 2,133 | $213.0K | <0.1% | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,216 | $212.0K | <0.1% | – |
| JLLJones Lang Lasalle Inc | COM | 785 | $212.0K | <0.1% | History |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 3,382 | $211.0K | <0.1% | – |
| BLDQXO Insulation, LLC | Stock | 762 | $210.0K | <0.1% | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,394 | $208.0K | <0.1% | – |
| WYNNWynn Resorts Ltd | COM | 2,437 | $207.0K | <0.1% | History |
| EGPEastgroup Properties Inc | COM | 908 | $206.0K | <0.1% | History |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 3,536 | $204.0K | <0.1% | – |
| OMCLOmnicell, Inc. | COM | 1,109 | $200.0K | <0.1% | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 3,176 | $200.0K | <0.1% | History |
| VTRSViatris Inc | Stock | 14,396 | $195.0K | <0.1% | History |
| SIRISirius XM Holdings Inc. | COM | 12,437 | $79.0K | <0.1% | History |