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Wealthspire Advisors (New York)’s Hancock Whitney HWC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-235
Closed -$14.7K – 1867
2025
Q3 		$14.7K Buy
+235
New +$14.4K ﹤0.01% 1839

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Hancock Whitney (HWC) in Q4 2025, closing a stake of 235 shares — an estimated $14.7K sold.

Wealthspire Advisors (New York) first reported a position in HWC in Q3 2025 and held it in 1 quarter. The position peaked at $14.7K in Q3 2025. 370 funds tracked by Wall St. Rank hold HWC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hancock Whitney position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 235 Hancock Whitney shares in Q4 2025, an estimated $14.7K.
  • Wealthspire Advisors (New York) first reported a position in Hancock Whitney in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Hancock Whitney position peaked at $14.7K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2025.

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