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Wealthspire Advisors (New York)’s Otter Tail OTTR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35
Closed -$2.87K – 2309
2025
Q3 		$2.87K Buy
+35
New +$2.84K ﹤0.01% 2499

Other funds holding OTTR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 35 shares — an estimated $2.87K sold.

Wealthspire Advisors (New York) first reported a position in OTTR in Q3 2025 and held it in 1 quarter. The position peaked at $2.87K in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 35 Otter Tail shares in Q4 2025, an estimated $2.87K.
  • Wealthspire Advisors (New York) first reported a position in Otter Tail in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Otter Tail position peaked at $2.87K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

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