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Wealthspire Advisors (New York)’s Weis Markets WMK Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$287 – 2903
2025
Q3 		$287 Buy
+4
New +$292 ﹤0.01% 2901

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BlackRock
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Weis Markets (WMK) in Q4 2025, closing a stake of 4 shares — an estimated $287 sold.

Wealthspire Advisors (New York) first reported a position in WMK in Q3 2025 and held it in 1 quarter. The position peaked at $287 in Q3 2025. 169 funds tracked by Wall St. Rank hold WMK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Weis Markets position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4 Weis Markets shares in Q4 2025, an estimated $287.
  • Wealthspire Advisors (New York) first reported a position in Weis Markets in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Weis Markets position peaked at $287 in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Weis Markets as of Q4 2025.

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