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Kazuhisa Shibayama

Wealthnavi Inc.

Assets Managed
$11.538B
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
1.96%(2Q avg: 3.43%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthnavi Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Wealthnavi Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 11.538B in assets, with a quarterly growth rate of 1.96% and a 2-quarter average growth rate of 3.43%. The portfolio is managed by Kazuhisa Shibayama, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.36%
35.97%
$4.15B
12.935M shares@ $320.82 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.11%
27.49%
$3.171B
49.481M shares@ $64.09 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 3.18%
9.91%
$1.143B
11.513M shares@ $99.27 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.55%
7.55%
$870.31M
16.102M shares@ $54.05 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.36%
5.29%
$610.223M
6.922M shares@ $88.16 avg price
IYR
Ishares Us Real Estate Etf
Recent Activity
Increased 2.94%
4.93%
$568.329M
6.01M shares@ $94.56 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.77%
3.63%
$418.515M
640,705 shares@ $653.22 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 19.86%
2.63%
$302.658M
6.048M shares@ $50.05 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -21.26%
1.94%
$222.789M
517,765 shares@ $430.29 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -5.42%
0.63%
$72.279M
654,936 shares@ $110.37 avg price

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