WANY
AKRE

Wealthspire Advisors (New York)’s Akre Focus ETF AKRE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03M Sell
57,252
-1,660
-3% -$96.4K 0.02% 226
2025
Q4 		$3.86M Buy
+58,912
New +$3.81M 0.03% 186

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s AKRE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Akre Focus ETF (AKRE) stake by 2.8% in Q1 2026, selling an estimated $96.4K and leaving 57,252 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #226.

Wealthspire Advisors (New York) first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.86M in Q4 2025. 459 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • Wealthspire Advisors (New York) held 57,252 shares of Akre Focus ETF worth $3.03M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,660 Akre Focus ETF shares in Q1 2026, an estimated $96.4K.
  • Akre Focus ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #226 holding.
  • Wealthspire Advisors (New York) first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • Wealthspire Advisors (New York)'s Akre Focus ETF position peaked at $3.86M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.