Wealthfront Advisers LLC
Filing Date
Global Rank
#461
/ 8,578
▼ 2
Top Industry
Semiconductors
14.6%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed May 5, 2026 · 42d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.7%
SPY
+78.1%
Annualised alpha
-2.4%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
712 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.7%
−0.5 pts
Top 5
22.4%
−2.7 pts
Top 10
31.8%
−3.8 pts
HHI
167
Diversified−29
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $2,635,510,971 |
| Financial Services | 12.0% | $1,048,897,982 |
| Consumer Cyclical | 9.0% | $786,651,015 |
| Industrials | 8.2% | $718,566,768 |
| Healthcare | 8.2% | $711,768,751 |
| Communication Services | 7.9% | $692,505,859 |
| Unclassified | 6.2% | $541,150,665 |
| Consumer Defensive | 6.0% | $521,105,975 |
| Energy | 4.4% | $381,213,511 |
| Utilities | 3.7% | $326,415,355 |
| Real Estate | 2.2% | $194,422,474 |
| Basic Materials | 1.8% | $152,792,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +366,092 | 1,227,230 | $19,427,050 | |
| IBIT | iShares Bitcoin Trust ETF | +344,030 | 1,460,531 | $56,113,601 | |
| SNAP | Snap Inc | +294,048 | 372,961 | $1,715,620 | |
| OWL | Blue Owl Capital Inc. | +208,331 | 288,826 | $2,636,981 | |
| INTC | Intel Corp | +146,794 | 590,059 | $26,039,303 | |
| PFE | Pfizer Inc | +134,523 | 824,349 | $23,147,719 | |
| CMCSA | Comcast Corp | +132,669 | 283,128 | $8,128,604 | |
| T | At&T Inc. | +122,558 | 1,524,157 | $44,185,311 | |
| GLDM | World Gold Trust | +104,667 | 458,522 | $42,500,404 | |
| INVH | Invitation Homes Inc. | +98,268 | 112,174 | $2,787,523 | |
| ALIT | Alight, Inc. / Delaware | +76,947 | 126,650 | $73,836 | |
| NVDA | Nvidia Corp | +76,404 | 4,363,766 | $761,040,790 | |
| LUV | Southwest Airlines Co | +75,260 | 107,577 | $4,041,667 | |
| RKLB | Rocket Lab Corp | +73,867 | 191,529 | $12,299,992 | |
| BMY | Bristol Myers Squibb Co | +72,630 | 427,748 | $25,942,916 | |
| HPQ | Hp Inc | +69,503 | 214,536 | $4,121,236 | |
| PPL | PPL Corp | +64,023 | 300,722 | $11,487,580 | |
| PAYX | Paychex Inc | +62,437 | 87,924 | $8,099,558 | |
| DOW | Dow Inc. | +62,261 | 278,988 | $11,619,850 | |
| KMB | Kimberly Clark Corp | +59,338 | 218,372 | $21,066,346 | |
| SLV | iShares Silver Trust | +57,070 | 375,833 | $25,609,260 | |
| KHC | Kraft Heinz Co | +56,506 | 322,124 | $7,244,568 | |
| GIS | General Mills Inc | +55,345 | 389,260 | $14,488,257 | |
| DG | Dollar General Corp | +54,156 | 156,346 | $18,562,960 | |
| MRK | Merck & Co., Inc. | +54,035 | 311,279 | $37,443,750 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HRL | Hormel Foods Corp /De/ | −628,544 | 61,097 | $1,383,847 | |
| BBY | Best Buy Co Inc | −60,468 | 27,997 | $1,797,407 | |
| MSFT | Microsoft Corp | −60,247 | 784,119 | $290,257,330 | |
| MOH | Molina Healthcare, Inc. | −53,156 | 3,942 | $525,468 | |
| ABT | Abbott Laboratories | −45,803 | 117,993 | $12,114,341 | |
| NKE | NIKE, Inc. | −38,447 | 56,736 | $2,996,795 | |
| CNC | Centene Corp | −36,716 | 290,225 | $9,501,966 | |
| KDP | Keurig Dr Pepper Inc. | −32,634 | 156,228 | $4,113,483 | |
| SSNC | SS&C Technologies Holdings Inc | −31,094 | 14,253 | $963,075 | |
| CVS | CVS HEALTH Corp | −30,784 | 181,517 | $13,036,550 | |
| CI | Cigna Group | −28,861 | 18,800 | $5,014,900 | |
| KKR | KKR & Co. Inc. | −28,725 | 28,874 | $2,670,845 | |
| HBAN | Huntington Bancshares Inc /Md/ | −27,874 | 503,448 | $7,878,961 | |
| BXP | BXP, Inc. | −27,488 | 14,890 | $772,791 | |
| BSX | Boston Scientific Corp | −27,180 | 99,104 | $6,218,776 | |
| CTSH | Cognizant Technology Solutions Corp | −26,693 | 31,741 | $1,947,310 | |
| CCI | Crown Castle Inc. | −25,062 | 143,921 | $11,702,216 | |
| RR | Richtech Robotics Inc. | −22,443 | 36,869 | $77,056 | |
| PINS | Pinterest, Inc. | −21,055 | 22,317 | $409,293 | |
| RBLX | Roblox Corp | −20,214 | 28,553 | $1,614,957 | |
| MDLZ | Mondelez International, Inc. | −19,843 | 196,980 | $11,353,927 | |
| MET | Metlife Inc | −19,732 | 61,147 | $4,324,315 | |
| INTU | Intuit Inc. | −19,487 | 24,858 | $10,748,102 | |
| NWSA | News Corp | −18,122 | 33,497 | $835,080 | |
| ETHE | Grayscale Ethereum Staking ETF | −15,881 | 272,314 | $4,648,399 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MELI | Mercadolibre Inc | 396 | $684,691 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 10,473 | $681,687 | |
| AEM | Agnico Eagle Mines Ltd | 2,387 | $484,513 | |
| MDLN | Medline Inc. | 10,574 | $470,543 | |
| SCCO | Southern Copper Corp/ | 2,431 | $418,277 | |
| AAOI | Applied Optoelectronics, Inc. | 4,663 | $394,443 | |
| ARM | Arm Holdings PLC /Uk | 2,602 | $393,630 | |
| AVAV | AeroVironment Inc | 1,647 | $301,483 | |
| FLUT | Flutter Entertainment plc | 2,789 | $284,338 | |
| FIG | Figma, Inc. | 13,285 | $280,844 | |
| GNRC | Generac Holdings Inc. | 1,389 | $271,313 | |
| STRL | Sterling Infrastructure, Inc. | 656 | $267,169 | |
| BEN | Franklin Resources Inc | 11,028 | $260,481 | |
| BETA | BETA Technologies, Inc. | 17,458 | $256,632 | |
| UI | Ubiquiti Inc. | 306 | $241,828 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 12,211 | $241,533 | |
| AZN | Astrazeneca PLC | 1,171 | $230,944 | |
| PNW | Pinnacle West Capital Corp | 2,194 | $221,045 | |
| MTZ | Mastec Inc | 685 | $220,391 | |
| AMKR | Amkor Technology, Inc. | 4,890 | $220,196 | |
| FRT | Federal Realty Investment Trust | 2,056 | $218,367 | |
| BWXT | BWX Technologies, Inc. | 1,067 | $218,190 | |
| CHWY | Chewy, Inc. | 8,050 | $217,350 | |
| BABA | Alibaba Group Holding Ltd | 1,698 | $213,031 | |
| ALMU | Aeluma, Inc. | 16,217 | $212,280 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FUBO | FuboTV Inc. | 93,519 | $2,828,014 | |
| WMG | Warner Music Group Corp. | 62,811 | $1,926,413 | |
| BAX | Baxter International Inc | 33,171 | $633,897 | |
| EXAS | EXACT SCIENCES CORP | 4,680 | $475,300 | |
| HOG | Harley-Davidson, Inc. | 21,452 | $439,551 | |
| UPST | Upstart Holdings, Inc. | 8,032 | $351,239 | |
| CROX | Crocs, Inc. | 4,020 | $343,790 | |
| BSY | Bentley Systems Inc | 8,412 | $321,043 | |
| EPAM | EPAM Systems, Inc. | 1,345 | $275,563 | |
| CRCL | Circle Internet Group, Inc. | 3,428 | $271,840 | |
| BLDR | Builders FirstSource, Inc. | 2,500 | $257,225 | |
| MANH | Manhattan Associates Inc | 1,351 | $234,141 | |
| RUN | Sunrun Inc. | 12,365 | $227,516 | |
| AN | Autonation, Inc. | 1,000 | $206,480 | |
| SGI | Somnigroup International Inc. | 2,249 | $200,790 | |
| POOL | Pool Corp | 876 | $200,385 | |
| CLSK | Cleanspark, Inc. | 18,994 | $192,219 | |
| BYND | Beyond Meat, Inc. | 131,429 | $107,771 | |
| UAA | Under Armour, Inc. | 19,488 | $96,855 | |
| TE | T1 Energy Inc. | 12,350 | $82,498 | |
| BZAI | Blaize Holdings, Inc. | 10,326 | $20,135 | |
| DVLT | Datavault AI Inc. | 15,944 | $10,363 | |
| No positions match the current search. | ||||
83 positions ·
$711,768,751 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 117,458 | $108,034,344 | 15.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 345,011 | $84,334,488 | 11.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 182,934 | $39,786,315 | 5.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 311,279 | $37,443,750 | 5.26% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 244,488 | $34,074,292 | 4.79% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 90,562 | $31,864,239 | 4.48% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 98,804 | $26,735,374 | 3.76% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 427,748 | $25,942,916 | 3.64% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 27,965 | $24,199,792 | 3.40% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 824,349 | $23,147,719 | 3.25% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 47,988 | $22,121,988 | 3.11% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 46,395 | $20,717,223 | 2.91% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 50,755 | $16,677,585 | 2.34% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 32,268 | $15,860,690 | 2.23% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 44,313 | $13,920,485 | 1.96% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 181,517 | $13,036,550 | 1.83% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 58,177 | $12,293,381 | 1.73% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 117,993 | $12,114,341 | 1.70% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 25,204 | $11,927,540 | 1.68% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Added | 18,602 | $10,452,277 | 1.47% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 33,855 | $9,911,051 | 1.39% | |
| CNC |
Centene Corp
Healthcare
|
Reduced | 290,225 | $9,501,966 | 1.33% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 48,908 | $9,272,956 | 1.30% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 86,263 | $7,474,688 | 1.05% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 8,344 | $6,446,908 | 0.91% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 99,104 | $6,218,776 | 0.87% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 18,800 | $5,014,900 | 0.70% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 42,240 | $4,993,190 | 0.70% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Added | 24,884 | $4,876,766 | 0.69% | |
| HOLX |
HOLOGIC INC
Healthcare
|
Added | 61,471 | $4,646,592 | 0.65% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Reduced | 11,587 | $3,833,790 | 0.54% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 21,389 | $3,362,992 | 0.47% | |
| VTRS |
Viatris Inc
Healthcare
|
Added | 233,854 | $3,159,367 | 0.44% | |
| INSM |
INSMED Inc
Healthcare
|
Added | 18,404 | $3,009,422 | 0.42% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 36,432 | $2,917,474 | 0.41% | |
| BIIB |
Biogen Inc.
Healthcare
|
Added | 15,679 | $2,874,431 | 0.40% | |
| UHS |
Universal Health Services Inc
Healthcare
|
Reduced | 13,888 | $2,485,535 | 0.35% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 34,665 | $2,467,454 | 0.35% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 8,894 | $2,373,008 | 0.33% | |
| RMD |
Resmed Inc
Healthcare
|
Reduced | 10,514 | $2,360,182 | 0.33% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Reduced | 20,248 | $2,307,867 | 0.32% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 7,593 | $2,261,195 | 0.32% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 12,824 | $2,187,004 | 0.31% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Reduced | 1,679 | $2,117,554 | 0.30% | |
| DVA |
Davita Inc.
Healthcare
|
Reduced | 11,145 | $1,712,875 | 0.24% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Added | 5,503 | $1,379,271 | 0.19% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 6,167 | $1,363,708 | 0.19% | |
| DXCM |
Dexcom Inc
Healthcare
|
Added | 21,036 | $1,321,060 | 0.19% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Added | 13,261 | $1,199,059 | 0.17% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Added | 20,244 | $1,028,395 | 0.14% |