WANY
PPLI

Wealthspire Advisors (New York)’s People Inc PPLI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,128
Closed -$38.4K – 1875
2025
Q3 		$38.4K Buy
+1,128
New +$42.1K ﹤0.01% 1344

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of People Inc (PPLI) in Q4 2025, closing a stake of 1,128 shares — an estimated $38.4K sold.

Wealthspire Advisors (New York) first reported a position in PPLI in Q3 2025 and held it in 1 quarter. The position peaked at $38.4K in Q3 2025. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,128 People Inc shares in Q4 2025, an estimated $38.4K.
  • Wealthspire Advisors (New York) first reported a position in People Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s People Inc position peaked at $38.4K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

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