Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Better Home & Finance Holding BETR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,719
Closed -$265K – 1228
2025
Q3 		$265K Buy
+4,719
New +$105K ﹤0.01% 711

Other funds holding BETR

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SoftBank Group
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Better Home & Finance Holding (BETR) in Q4 2025, closing a stake of 4,719 shares — an estimated $265K sold.

Wealthspire Advisors (New York) first reported a position in BETR in Q3 2025 and held it in 1 quarter. The position peaked at $265K in Q3 2025. 77 funds tracked by Wall St. Rank hold BETR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Better Home & Finance Holding position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,719 Better Home & Finance Holding shares in Q4 2025, an estimated $265K.
  • Wealthspire Advisors (New York) first reported a position in Better Home & Finance Holding in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Better Home & Finance Holding position peaked at $265K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q4 2025.

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