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Wealthspire Advisors (New York)’s Hercules Capital HTGC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,505
Closed -$142K – 1859
2025
Q3 		$142K Buy
+7,505
New +$144K ﹤0.01% 908
2024
Q4 		– Sell
-15,010
Closed -$295K – 811
2024
Q3 		$295K Buy
+15,010
New +$296K ﹤0.01% 624

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LPL Financial
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UBS Group
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
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Wealthspire Advisors (New York)'s HTGC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hercules Capital (HTGC) in Q4 2025, closing a stake of 7,505 shares — an estimated $142K sold.

Wealthspire Advisors (New York) first reported a position in HTGC in Q3 2024 and held it in 2 quarters. The position peaked at $295K in Q3 2024. 354 funds tracked by Wall St. Rank hold HTGC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hercules Capital position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,505 Hercules Capital shares in Q4 2025, an estimated $142K.
  • Wealthspire Advisors (New York) first reported a position in Hercules Capital in Q3 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Hercules Capital position peaked at $295K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2025.

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