WANY
PEO

Wealthspire Advisors (New York)’s Adams Natural Resources Fund PEO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-253
Closed -$5.45K – 2346
2025
Q3 		$5.45K Buy
+253
New +$5.46K ﹤0.01% 2300

Other funds holding PEO

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Adams Natural Resources Fund (PEO) in Q4 2025, closing a stake of 253 shares — an estimated $5.45K sold.

Wealthspire Advisors (New York) first reported a position in PEO in Q3 2025 and held it in 1 quarter. The position peaked at $5.45K in Q3 2025. 86 funds tracked by Wall St. Rank hold PEO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Adams Natural Resources Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 253 Adams Natural Resources Fund shares in Q4 2025, an estimated $5.45K.
  • Wealthspire Advisors (New York) first reported a position in Adams Natural Resources Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Adams Natural Resources Fund position peaked at $5.45K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q4 2025.

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