WealthNavi Inc.
CIK
1774552
Location
SHINAGAWA-KU, TOKYO, M0
Portfolio Value
Large
$12,762,861,802
Diversification
Highly concentrated
Filing Date
Global Rank
#466
/ 8,793
▲ 26
· as of Jun 2026
3Y Alpha vs SPY
-1.5%
Period ended 3 months ago
Filed Jul 23, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
7 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
37.2%
−8.7 pts
Top 5
97.7%
−2.2 pts
Top 10
100.0%
0.0 pts
HHI
2,672
Highly concentrated−815
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $12,762,861,802 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +1,516,579 | 1,614,358 | $128,212,312 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +731,030 | 25,598,586 | $2,694,762,096 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +521,371 | 16,623,315 | $992,245,672 | |
| VEA | Vanguard FTSE Developed Markets ETF | +2,210 | 49,483,539 | $3,525,702,153 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
3 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 tracked positions ·
$12,762,861,802 total
· filing declares
11 positions · $12,762,862
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 12,831,750 | $4,748,260,770 | 37.20% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 49,483,539 | $3,525,702,153 | 27.62% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 25,598,586 | $2,694,762,096 | 21.11% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 16,623,315 | $992,245,672 | 7.77% | |
| IAU |
Ishares Gold Trust
|
Reduced | 6,653,240 | $502,386,152 | 3.94% | |
| GLD |
Spdr Gold Trust
|
Reduced | 464,989 | $171,292,647 | 1.34% | |
| GLDM |
World Gold Trust
|
Added | 1,614,358 | $128,212,312 | 1.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.