WANY
EFC

Wealthspire Advisors (New York)’s Ellington Financial EFC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-59
Closed -$769 – 1549
2025
Q3 		$769 Buy
+59
New +$786 ﹤0.01% 2778

Other funds holding EFC

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Ellington Financial (EFC) in Q4 2025, closing a stake of 59 shares — an estimated $769 sold.

Wealthspire Advisors (New York) first reported a position in EFC in Q3 2025 and held it in 1 quarter. The position peaked at $769 in Q3 2025. 250 funds tracked by Wall St. Rank hold EFC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ellington Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 59 Ellington Financial shares in Q4 2025, an estimated $769.
  • Wealthspire Advisors (New York) first reported a position in Ellington Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ellington Financial position peaked at $769 in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2025.

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