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Wealthspire Advisors (New York)’s SoFi Social 50 ETF SFYF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-120
Closed -$6.58K – 2562
2025
Q3 		$6.58K Buy
+120
New +$6.03K ﹤0.01% 2217

Other funds holding SFYF

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of SoFi Social 50 ETF (SFYF) in Q4 2025, closing a stake of 120 shares — an estimated $6.58K sold.

Wealthspire Advisors (New York) first reported a position in SFYF in Q3 2025 and held it in 1 quarter. The position peaked at $6.58K in Q3 2025. 15 funds tracked by Wall St. Rank hold SFYF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SoFi Social 50 ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 120 SoFi Social 50 ETF shares in Q4 2025, an estimated $6.58K.
  • Wealthspire Advisors (New York) first reported a position in SoFi Social 50 ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SoFi Social 50 ETF position peaked at $6.58K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q4 2025.

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