Wealthspire Advisors (New York)’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BIP Stock Details BIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Buy	6,517 +227	+4%	+$8.48K	﹤0.01%	1099
2026 Q1	$227K	Buy	+6,290	New	+$231K	﹤0.01%	816
2025 Q4	–	Sell	-3,745	Closed	-$123K	–	1248
2025 Q3	$123K	Buy	+3,745	New	+$118K	﹤0.01%	947

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Wealthspire Advisors (New York) increased its Brookfield Infrastructure Partners (BIP) stake by 3.6% in Q2 2026, buying an estimated $8.48K and bringing the position to 6,517 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Wealthspire Advisors (New York) first reported a position in BIP in Q3 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold BIP as of Q2 2026.

Wealthspire Advisors (New York) held 6,517 shares of Brookfield Infrastructure Partners worth $238K as of Q2 2026.
Wealthspire Advisors (New York) bought 227 Brookfield Infrastructure Partners shares in Q2 2026, an estimated $8.48K.
Brookfield Infrastructure Partners made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1099 holding.
Wealthspire Advisors (New York) first reported a position in Brookfield Infrastructure Partners in Q3 2025 and has held it in 3 quarters since.
354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2026.

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