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 Q2	$3.09M	Buy	58,033 +781	+1%	+$42.2K	0.02%	340
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 $22.8B AUM 25.09% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s AKRE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Akre Focus ETF (AKRE) stake by 1.4% in Q2 2026, buying an estimated $42.2K and bringing the position to 58,033 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #340.

Wealthspire Advisors (New York) first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.86M in Q4 2025. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

Wealthspire Advisors (New York) held 58,033 shares of Akre Focus ETF worth $3.09M as of Q2 2026.
Wealthspire Advisors (New York) bought 781 Akre Focus ETF shares in Q2 2026, an estimated $42.2K.
Akre Focus ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #340 holding.
Wealthspire Advisors (New York) first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
Wealthspire Advisors (New York)'s Akre Focus ETF position peaked at $3.86M in Q4 2025.
443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.