Latest WealthNavi Inc. Stock Portfolio
WealthNavi Inc. Performance:
2025 Q4: 2.48%YTD: 20.03%2024: 9.67%
Performance for 2025 Q4 is 2.48%, and YTD is 20.03%, and 2024 is 9.67%.
About WealthNavi Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WealthNavi Inc. reported an equity portfolio of $11.3 Billions as of 31 Dec, 2025.
The top stock holdings of WealthNavi Inc. are VB, VEA, IJR. The fund has invested 36.7% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 27.4% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF.
They significantly reduced their stock positions in SPDR GOLD SHARES (GLD), ISHARES TIPS BOND ETF (IJR) and ISHARES GOLD TRUST (IAU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (AGT), ISHARES CORE S&P 500 ETF (IJR) and VANGUARD FTSE EMERGING MARKETS ETF (VEU).
The top stock holdings of WealthNavi Inc. are VB, VEA, IJR. The fund has invested 36.7% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 27.4% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF.
They significantly reduced their stock positions in SPDR GOLD SHARES (GLD), ISHARES TIPS BOND ETF (IJR) and ISHARES GOLD TRUST (IAU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (AGT), ISHARES CORE S&P 500 ETF (IJR) and VANGUARD FTSE EMERGING MARKETS ETF (VEU).
WealthNavi Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that WealthNavi Inc. made a return of 2.48% in the last quarter. In trailing 12 months, it's portfolio return was 20.03%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares core international aggregate bond etf | 15.87 |
| ishares core s&p 500 etf | 12.51 |
| ishares u.s. real estate etf | 10.2 |
| ishares core u.s. aggregate bond etf | 7.18 |
| vanguard ftse emerging markets etf | 3.57 |
| vanguard ftse developed markets etf | 1.52 |
| vanguard total stock market etf | 0.26 |
Additions to existing portfolio by WealthNavi Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr gold shares | -10.89 |
| ishares tips bond etf | -4.77 |
| ishares gold trust | -0.58 |
WealthNavi Inc. reduced stake in above stock
Sold off
Sector Distribution
WealthNavi Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
WealthNavi Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by WealthNavi Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IAU | 11.5 % | |
| GLD | 10.9 % | |
| VEA | 4.2 % | |
| IJR | 2.2 % | |
| VB | 2.2 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | 125.4 M | |
| VB | 87.9 M | |
| IAU | 59.7 M | |
| GLD | 28.5 M | |
| IJR | 8.3 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| IJR | -3.1 % | |
| AGT | -2.2 % | |
| IJR | -1.1 % | |
| VEU | -0.8 % | |
| IJR | -0.4 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | -17.8 M | |
| VEU | -6.5 M | |
| AGT | -5.7 M | |
| IJR | -4.0 M | |
| IJR | -0.9 M | |
WealthNavi Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WealthNavi Inc.
WealthNavi Inc. has 10 stocks in it's portfolio. IJR proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for WealthNavi Inc. last quarter.
Last Reported on: 15 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGT | ishares core international aggregate bond etf | 2.23 | 5,046,330 | 252,367,000 | added | 15.87 | ||
| GLD | spdr gold shares | 2.30 | 657,586 | 260,608,000 | reduced | -10.89 | ||
| IAU | ishares gold trust | 5.08 | 7,089,250 | 575,434,000 | reduced | -0.58 | ||
| IJR | ishares core u.s. aggregate bond etf | 9.85 | 11,159,100 | 1,114,570,000 | added | 7.18 | ||
| IJR | ishares u.s. real estate etf | 4.84 | 5,838,940 | 548,218,000 | added | 10.2 | ||
| IJR | ishares core s&p 500 etf | 3.41 | 563,199 | 385,758,000 | added | 12.51 | ||
| IJR | ishares tips bond etf | 0.67 | 692,532 | 76,116,000 | reduced | -4.77 | ||
| VB | vanguard total stock market etf | 36.72 | 12,394,800 | 4,155,600,000 | added | 0.26 | ||
| VEA | vanguard ftse developed markets etf | 27.35 | 49,538,900 | 3,094,690,000 | added | 1.52 | ||
| VEU | vanguard ftse emerging markets etf | 7.53 | 15,857,100 | 852,480,000 | added | 3.57 | ||