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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$18.2B
1-Year Est. Return
21.48%
This Fund
S&P 500
This Quarter
Est. Return
+12.6%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$18.2B
AUM Growth
+$5.43B
(+43%)
Cap. Flow
+$3.72B
Cap. Flow
% of AUM
20.47%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
1,344
New
412
Increased
553
Reduced
243
Closed
46
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$431M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$222M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$144M |
| 4 |
iShares Gold Trust
IAU
|
+$138M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$120M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$147M |
| 2 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$92.6M |
| 3 |
Aon
AON
|
+$83.1M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$34.2M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$11.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.83% |
| 2 | Financials | 3.71% |
| 3 | Technology | 3.12% |
| 4 | Consumer Discretionary | 1.63% |
| 5 | Communication Services | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$889B
| $2.15B | 11.83% |
2,868,273
+198,310
| +7% | +$144M |
|
2
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $1.12B | 6.14% |
15,662,182
+1,099,481
| +8% | +$76.6M |
|
3
Vanguard S&P 500 ETF
VOO
$1.03T
| $793M | 4.37% |
1,154,326
+24,199
| +2% | +$16.1M |
|
4
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $614M | 3.38% |
7,961,778
+252,348
| +3% | +$18.5M |
|
5
Vanguard Total International Stock ETF
VXUS
$165B
| $551M | 3.03% |
6,446,651
+111,689
| +2% | +$9.35M |
|
|
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
| $510M | 2.81% |
5,799,266
+5,047,815
| +672% | +$431M |
|
|
7
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
| $481M | 2.65% |
1,299,198
+336,188
| +35% | +$120M |
|
8
Schwab US Dividend Equity ETF
SCHD
$112B
| $430M | 2.37% |
13,574,503
+263,057
| +2% | +$8.35M |
|
9
Vanguard Morningstar Growth ETF
VUG
$228B
| $380M | 2.09% |
4,415,332
+351,238
| +9% | +$29.6M |
|
10
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $375M | 2.07% |
502,627
+61,495
| +14% | +$44.6M |
|
11
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
| $335M | 1.84% |
7,548,752
+43,777
| +0.6% | +$1.87M |
|
12
Vanguard FTSE Emerging Markets ETF
VWO
$128B
| $310M | 1.71% |
5,198,174
+300,752
| +6% | +$17.7M |
|
|
13
Schwab International Equity ETF
SCHF
$70.1B
| $303M | 1.67% |
10,939,617
-1,269,463
| -10% | -$34.2M |
|
14
iShares Core S&P Small-Cap ETF
IJR
$110B
| $300M | 1.65% |
2,025,543
+84,483
| +4% | +$11.6M |
|
15
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
| $253M | 1.4% |
5,045,602
+589,734
| +13% | +$29.6M |
|
16
iShares Core Universal USD Bond ETF
IUSB
$43.5B
| $253M | 1.39% |
5,483,050
+755,807
| +16% | +$34.9M |
|
|
17
Aon
AON
$68.5B
| $241M | 1.33% |
726,424
-257,651
| -26% | -$83.1M |
|
|
18
CALL
Apple
AAPL
$4.67T
| $227M | 1.25% |
+784,975
| New | +$225M |
|
|
19
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
| $224M | 1.23% |
2,224,301
+2,209,289
| +14,717% | +$222M |
|
20
Vanguard Extended Market ETF
VXF
$31.3B
| $206M | 1.14% |
838,191
+14,641
| +2% | +$3.36M |
|
21
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $189M | 1.04% |
2,345,040
-128,992
| -5% | -$10M |
|
|
22
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
| $182M | 1% |
530,162
-277,621
| -34% | -$92.6M |
|
23
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
| $148M | 0.82% |
1,791,433
+103,953
| +6% | +$8.29M |
|
24
NVIDIA
NVDA
$5.56T
| $128M | 0.71% |
641,006
+323,653
| +102% | +$66.5M |
|
25
Microsoft
MSFT
$3.71T
| $128M | 0.7% |
342,187
+104,523
| +44% | +$42.3M |
|
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Wealthspire Advisors (New York)'s Q2 2026 Portfolio in Review
As of Q2 2026, Wealthspire Advisors (New York) held 1,344 positions worth $18.2B, up 43% from $12.7B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Wealthspire Advisors (New York) deployed $3.72B of net new capital in Q2 2026, opening 412 new positions and adding to 553 existing holdings. Its largest new stake was State Street SPDR Portfolio Aggregate Bond ETF: 2,058,853 shares worth $52.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $92.6M trimmed.
- Wealthspire Advisors (New York)'s largest Q2 2026 buy was State Street SPDR Portfolio Aggregate Bond ETF: 2,058,853 shares worth $52.5M.
- Wealthspire Advisors (New York) added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $431M increase.
- Wealthspire Advisors (New York)'s biggest Q2 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $92.6M.
- Wealthspire Advisors (New York) fully exited Apple in Q2 2026, selling an estimated $147M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 41% of its $18.2B portfolio in Q2 2026.
- Wealthspire Advisors (New York) opened 412 new positions and closed 46 in Q2 2026.
- Wealthspire Advisors (New York)'s portfolio value rose 43% quarter-over-quarter to $18.2B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.