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Wealthspire Advisors (New York)’s Lumentum LITE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
+1,288
New +$1.15M 0.01% 537
2025
Q4 		– Sell
-147
Closed -$23.9K – 2074
2025
Q3 		$23.9K Buy
+147
New +$18.3K ﹤0.01% 1587

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s LITE Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Lumentum (LITE) in Q2 2026: 1,288 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in LITE as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in LITE in Q3 2025 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,288 shares of Lumentum worth $1.11M as of Q2 2026.
  • Lumentum was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Lumentum made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #537 holding.
  • Wealthspire Advisors (New York) first reported a position in Lumentum in Q3 2025 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.