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Wealthspire Advisors (New York)’s Webster Financial WBS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,463
Closed -$87K – 2878
2025
Q3 		$87K Buy
+1,463
New +$87.2K ﹤0.01% 1051

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 WBS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 1,463 shares — an estimated $87K sold.

Wealthspire Advisors (New York) first reported a position in WBS in Q3 2025 and held it in 1 quarter. The position peaked at $87K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,463 Webster Financial shares in Q4 2025, an estimated $87K.
  • Wealthspire Advisors (New York) first reported a position in Webster Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Webster Financial position peaked at $87K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

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