Wealthspire Advisors (New York)’s Houlihan Lokey HLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-481	Closed	-$98.7K	–	1841
2025 Q3	$98.7K	Buy	+481	New	+$94.3K	﹤0.01%	1017
2022 Q1	–	Sell	-6,682	Closed	-$692K	–	486
2021 Q4	$692K	Buy	+6,682	New	+$713K	0.02%	269
2020 Q4	–	Sell	-35,658	Closed	-$2.11M	–	584
2020 Q3	$2.11M	Hold	35,658	–	–	0.13%	83
2020 Q2	$1.98M	Hold	35,658	–	–	0.14%	68
2020 Q1	$1.86M	Buy	+35,658	New	+$1.85M	0.08%	133

Other funds holding HLI

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 481 shares — an estimated $98.7K sold.

Wealthspire Advisors (New York) first reported a position in HLI in Q1 2020 and held it in 5 quarters. The position peaked at $2.11M in Q3 2020. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 481 Houlihan Lokey shares in Q4 2025, an estimated $98.7K.
Wealthspire Advisors (New York) first reported a position in Houlihan Lokey in Q1 2020 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Houlihan Lokey position peaked at $2.11M in Q3 2020.
576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

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