WANY
AVDV icon

Wealthspire Advisors (New York)’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-285
Closed -$25.4K – 1181
2025
Q3 		$25.4K Buy
+285
New +$24K ﹤0.01% 1549

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2025, closing a stake of 285 shares — an estimated $25.4K sold.

Wealthspire Advisors (New York) first reported a position in AVDV in Q3 2025 and held it in 1 quarter. The position peaked at $25.4K in Q3 2025. 585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantis International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 285 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $25.4K.
  • Wealthspire Advisors (New York) first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantis International Small Cap Value ETF position peaked at $25.4K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

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