WANY
CWAN

Wealthspire Advisors (New York)’s Clearwater Analytics CWAN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$613 – 1457
2025
Q3 		$613 Buy
+34
New +$689 ﹤0.01% 2805

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BAMCO Inc
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Geode Capital Management
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State Street
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Wealthspire Advisors (New York)'s CWAN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Clearwater Analytics (CWAN) in Q4 2025, closing a stake of 34 shares — an estimated $613 sold.

Wealthspire Advisors (New York) first reported a position in CWAN in Q3 2025 and held it in 1 quarter. The position peaked at $613 in Q3 2025. 384 funds tracked by Wall St. Rank hold CWAN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Clearwater Analytics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 34 Clearwater Analytics shares in Q4 2025, an estimated $613.
  • Wealthspire Advisors (New York) first reported a position in Clearwater Analytics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Clearwater Analytics position peaked at $613 in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Clearwater Analytics as of Q4 2025.

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