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Wealthspire Advisors (New York)’s Tradeweb Markets TW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14
Closed -$1.55K – 2764
2025
Q3 		$1.55K Buy
+14
New +$1.8K ﹤0.01% 2669

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CCM
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Grantham, Mayo, Van Otterloo & Co (GMO)
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CG
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Wealthspire Advisors (New York)'s TW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Tradeweb Markets (TW) in Q4 2025, closing a stake of 14 shares — an estimated $1.55K sold.

Wealthspire Advisors (New York) first reported a position in TW in Q3 2025 and held it in 1 quarter. The position peaked at $1.55K in Q3 2025. 552 funds tracked by Wall St. Rank hold TW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Tradeweb Markets position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14 Tradeweb Markets shares in Q4 2025, an estimated $1.55K.
  • Wealthspire Advisors (New York) first reported a position in Tradeweb Markets in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Tradeweb Markets position peaked at $1.55K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2025.

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