Wealthnavi Inc.

Investment Portfolio & 13F Holdings Analysis

About

WealthNavi Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $9.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 10
Total Value: 8986970
Accession Number: 0001104659-25-034358
Form Type: 13F-HR
CIK: 0001774552
Manager Name: Wealthnavi Inc.

Data Enrichment

60% identified

6 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $8,986.97K total value

10 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908769

VTI|922908769

11457212(+3.1%)

Value:

$3.1B(-2.2%)

921943858

VEA|921943858

49789539(+0.7%)

Value:

$2.5B(+7.1%)

464287226

10341692(+2.7%)

Value:

$1.0B(+4.8%)

922042858

VWO|922042858

16822932(+4.1%)

Value:

$761.4M(+6.9%)

464287739

IYR|464287739

4696857(+5.4%)

Value:

$449.7M(+8.4%)

464285204

6049600(+2.1%)

Value:

$356.7M(+21.6%)

SPDR GOLD TRUST

GLD|78463V107

880806(-10.4%)

Value:

$253.8M(+6.7%)

464287200

IVV|464287200

362456(+27.8%)

Value:

$203.7M(+22.0%)

46435G672

3408794(+33.3%)

Value:

$170.4M(+33.5%)

464287176

797453(-5.2%)

Value:

$88.6M(-1.2%)

Instrument	Shares		Other Manager	Value
(VTIcusip922908769)	11.5M	QoQ +3.11% (-345.7K) YoY +8.58% (+905.8K)	All Managers (Combined)	$3.1B	QoQ -2.21% (-$71) YoY +14.82% (+$407)
(VEAcusip921943858)	49.8M	QoQ +0.73% (+362.5K) YoY +19.22% (+8.0M)	All Managers (Combined)	$2.5B	QoQ +7.07% (+$167) YoY +20.79% (+$436)
(cusip464287226)✕	10.3M	QoQ +2.69% (+271.1K) YoY +9.18% (+869.6K)	All Managers (Combined)	$1.0B	QoQ +4.83% (+$47) YoY +10.27% (+$95)
(VWOcusip922042858)	16.8M	QoQ +4.06% (+657.4K) YoY +0.73% (+122.2K)	All Managers (Combined)	$761.4M	QoQ +6.94% (+$49) YoY +9.14% (+$64)
(IYRcusip464287739)	4.7M	QoQ +5.40% (+240.9K) YoY +13.62% (+563.2K)	All Managers (Combined)	$449.7M	QoQ +8.45% (+$35) YoY +21.01% (+$78)
(cusip464285204)✕	6.0M	QoQ +2.12% (+125.6K) YoY +15.24% (+800.2K)	All Managers (Combined)	$356.7M	QoQ +21.61% (+$63) YoY +61.74% (+$136)
Spdr Gold Trust(GLDcusip78463V107)	880.8K	QoQ -10.37% (-102.0K) YoY -32.92% (-432.4K)	All Managers (Combined)	$253.8M	QoQ +6.65% (-$16) YoY -6.05% (-$16)
(IVVcusip464287200)	362.5K	QoQ +27.81% (+78.9K) YoY +474.91% (+299.4K)	All Managers (Combined)	$203.7M	QoQ +21.99% (+$37) YoY +514.46% (+$171)
(cusip46435G672)✕	3.4M	QoQ +33.29% (+851.5K) YoY +277.03% (+2.5M)	All Managers (Combined)	$170.4M	QoQ +33.48% (+$43) YoY +277.33% (+$125)
(cusip464287176)✕	797.5K	QoQ -5.23% (-44.1K) YoY -20.81% (-209.6K)	All Managers (Combined)	$88.6M	QoQ -1.19% (-$1) YoY -18.10% (-$20)