Wealthspire Advisors (New York)
DCOR icon

Wealthspire Advisors (New York)’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Sell
64,537
-1,825
-3% -$145K 0.03% 255
2026
Q1 		$4.78M Sell
66,362
-2
-0% -$149 0.04% 168
2025
Q4 		$4.89M Sell
66,364
-17,002
-20% -$1.24M 0.04% 166
2025
Q3 		$6M Buy
83,366
+14
+0% +$974 0.03% 150
2025
Q2 		$5.57M Buy
83,352
+33,582
+67% +$2.09M 0.03% 154
2025
Q1 		$3.05M Buy
49,770
+8,604
+21% +$554K 0.02% 207
2024
Q4 		$2.64M Buy
41,166
+23,334
+131% +$1.52M 0.03% 209
2024
Q3 		$1.13M Buy
+17,832
New +$1.09M 0.01% 352

Other funds holding DCOR

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BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

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

Wealthspire Advisors (New York) reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 2.8% in Q2 2026, selling an estimated $145K and leaving 64,537 shares worth $5.29M. The position accounts for 0.03% of the portfolio, ranked #255.

Wealthspire Advisors (New York) first reported a position in DCOR in Q3 2024 and has held it in 8 quarters since. The position peaked at $6M in Q3 2025. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Wealthspire Advisors (New York) held 64,537 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $5.29M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 1,825 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $145K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #255 holding.
  • Wealthspire Advisors (New York) first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $6M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

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