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

Wealthspire Advisors (New York)’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-339
Closed -$13.9K – 1249
2025
Q3 		$13.9K Buy
+339
New +$13.7K ﹤0.01% 1860

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Brookfield Infrastructure (BIPC) in Q4 2025, closing a stake of 339 shares — an estimated $13.9K sold.

Wealthspire Advisors (New York) first reported a position in BIPC in Q3 2025 and held it in 1 quarter. The position peaked at $13.9K in Q3 2025. 374 funds tracked by Wall St. Rank hold BIPC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brookfield Infrastructure position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 339 Brookfield Infrastructure shares in Q4 2025, an estimated $13.9K.
  • Wealthspire Advisors (New York) first reported a position in Brookfield Infrastructure in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Brookfield Infrastructure position peaked at $13.9K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2025.

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