WANY
GTM

Wealthspire Advisors (New York)’s ZoomInfo Technologies GTM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-209
Closed -$2.28K – 2955
2025
Q3 		$2.28K Buy
+209
New +$2.24K ﹤0.01% 2573

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 209 shares — an estimated $2.28K sold.

Wealthspire Advisors (New York) first reported a position in GTM in Q3 2025 and held it in 1 quarter. The position peaked at $2.28K in Q3 2025. 359 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 209 ZoomInfo Technologies shares in Q4 2025, an estimated $2.28K.
  • Wealthspire Advisors (New York) first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ZoomInfo Technologies position peaked at $2.28K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

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