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Wealthspire Advisors (New York)’s ePlus PLUS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-82
Closed -$5.82K – 2379
2025
Q3 		$5.82K Buy
+82
New +$5.78K ﹤0.01% 2265

Other funds holding PLUS

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of ePlus (PLUS) in Q4 2025, closing a stake of 82 shares — an estimated $5.82K sold.

Wealthspire Advisors (New York) first reported a position in PLUS in Q3 2025 and held it in 1 quarter. The position peaked at $5.82K in Q3 2025. 273 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ePlus position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 82 ePlus shares in Q4 2025, an estimated $5.82K.
  • Wealthspire Advisors (New York) first reported a position in ePlus in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ePlus position peaked at $5.82K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

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