Wealthspire Advisors (New York)’s Oklo OKLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,327	Closed	-$148K	–	2983
2025 Q3	$148K	Buy	+1,327	New	+$104K	﹤0.01%	891

Other funds holding OKLO

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Oklo (OKLO) in Q4 2025, closing a stake of 1,327 shares — an estimated $148K sold.

Wealthspire Advisors (New York) first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,327 Oklo shares in Q4 2025, an estimated $148K.
Wealthspire Advisors (New York) first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Oklo position peaked at $148K in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

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