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Wealthspire Advisors (New York)’s Tidewater TDW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-160
Closed -$8.53K – 2699
2025
Q3 		$8.53K Buy
+160
New +$8.77K ﹤0.01% 2098

Other funds holding TDW

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Tidewater (TDW) in Q4 2025, closing a stake of 160 shares — an estimated $8.53K sold.

Wealthspire Advisors (New York) first reported a position in TDW in Q3 2025 and held it in 1 quarter. The position peaked at $8.53K in Q3 2025. 335 funds tracked by Wall St. Rank hold TDW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Tidewater position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 160 Tidewater shares in Q4 2025, an estimated $8.53K.
  • Wealthspire Advisors (New York) first reported a position in Tidewater in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Tidewater position peaked at $8.53K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Tidewater as of Q4 2025.

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