WANY
AAMI

Wealthspire Advisors (New York)’s Acadian Asset Management AAMI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47
Closed -$2.26K – 3032
2025
Q3 		$2.26K Buy
+47
New +$2.1K ﹤0.01% 2576

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s AAMI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Acadian Asset Management (AAMI) in Q4 2025, closing a stake of 47 shares — an estimated $2.26K sold.

Wealthspire Advisors (New York) first reported a position in AAMI in Q3 2025 and held it in 1 quarter. The position peaked at $2.26K in Q3 2025. 257 funds tracked by Wall St. Rank hold AAMI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Acadian Asset Management position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 47 Acadian Asset Management shares in Q4 2025, an estimated $2.26K.
  • Wealthspire Advisors (New York) first reported a position in Acadian Asset Management in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Acadian Asset Management position peaked at $2.26K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.