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Wealthspire Advisors (New York)’s FlexShares Quality Dividend Index Fund QDF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio QDF Stock Details QDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7M Buy
147,998
+92
+0.1% +$7.52K 0.09% 104
2025
Q4 		$12M Buy
147,906
+162
+0.1% +$13K 0.1% 105
2025
Q3 		$11.7M Sell
147,744
-161
-0.1% -$12.3K 0.06% 106
2025
Q2 		$10.8M Sell
147,905
-44
-0% -$3.01K 0.06% 106
2025
Q1 		$10.1M Buy
147,949
+388
+0.3% +$27.5K 0.06% 112
2024
Q4 		$10.4M Buy
147,561
+387
+0.3% +$27.9K 0.1% 95
2024
Q3 		$10.6M Buy
147,174
+190
+0.1% +$13.1K 0.11% 94
2024
Q2 		$9.78M Sell
146,984
-3,272
-2% -$212K 0.13% 82
2024
Q1 		$9.9M Sell
150,256
-7,517
-5% -$476K 0.13% 74
2023
Q4 		$9.71M Sell
157,773
-6,819
-4% -$394K 0.14% 73
2023
Q3 		$9.18M Sell
164,592
-9,537
-5% -$555K 0.15% 68
2023
Q2 		$10.1M Buy
174,129
+349
+0.2% +$19.3K 0.16% 67
2023
Q1 		$9.46M Sell
173,780
-3,705
-2% -$201K 0.16% 67
2022
Q4 		$9.34M Sell
177,485
-1,617
-0.9% -$84.4K 0.17% 73
2022
Q3 		$8.46M Sell
179,102
-18,767
-9% -$989K 0.18% 71
2022
Q2 		$10M Buy
+197,869
New +$10.9M 0.21% 59
2021
Q4 		– Sell
-194,035
Closed -$10.8M – 605
2021
Q3 		$10.8M Buy
+194,035
New +$11.1M 0.22% 51

Other funds holding QDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s QDF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its FlexShares Quality Dividend Index Fund (QDF) stake by 0.06% in Q1 2026, buying an estimated $7.52K and bringing the position to 147,998 shares worth $11.7M. The position accounts for 0.09% of the portfolio, ranked #104.

Wealthspire Advisors (New York) first reported a position in QDF in Q3 2021 and has held it in 17 quarters since. The position peaked at $12M in Q4 2025. 176 funds tracked by Wall St. Rank hold QDF as of Q1 2026.

  • Wealthspire Advisors (New York) held 147,998 shares of FlexShares Quality Dividend Index Fund worth $11.7M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 92 FlexShares Quality Dividend Index Fund shares in Q1 2026, an estimated $7.52K.
  • FlexShares Quality Dividend Index Fund made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #104 holding.
  • Wealthspire Advisors (New York) first reported a position in FlexShares Quality Dividend Index Fund in Q3 2021 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s FlexShares Quality Dividend Index Fund position peaked at $12M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held FlexShares Quality Dividend Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.