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Wealthspire Advisors (New York)’s Empire State Realty Series ES ESBA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,169
Closed -$8.7K – 1595
2025
Q3 		$8.7K Buy
+1,169
New +$8.71K ﹤0.01% 2084

Other funds holding ESBA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Empire State Realty Series ES (ESBA) in Q4 2025, closing a stake of 1,169 shares — an estimated $8.7K sold.

Wealthspire Advisors (New York) first reported a position in ESBA in Q3 2025 and held it in 1 quarter. The position peaked at $8.7K in Q3 2025. 39 funds tracked by Wall St. Rank hold ESBA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Empire State Realty Series ES position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,169 Empire State Realty Series ES shares in Q4 2025, an estimated $8.7K.
  • Wealthspire Advisors (New York) first reported a position in Empire State Realty Series ES in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Empire State Realty Series ES position peaked at $8.7K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2025.

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