Wealthspire Advisors (New York)’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-216	Closed	-$2.59K	–	1525
2025 Q3	$2.59K	Buy	+216	New	+$3.2K	﹤0.01%	2534

Other funds holding DV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of DoubleVerify (DV) in Q4 2025, closing a stake of 216 shares — an estimated $2.59K sold.

Wealthspire Advisors (New York) first reported a position in DV in Q3 2025 and held it in 1 quarter. The position peaked at $2.59K in Q3 2025. 294 funds tracked by Wall St. Rank hold DV as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining DoubleVerify position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 216 DoubleVerify shares in Q4 2025, an estimated $2.59K.
Wealthspire Advisors (New York) first reported a position in DoubleVerify in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s DoubleVerify position peaked at $2.59K in Q3 2025.
294 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2025.

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