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Wealthspire Advisors (New York)’s Woodward WWD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-996
Closed -$301K – 1109
2025
Q4 		$301K Buy
996
+317
+47% +$87.2K ﹤0.01% 797
2025
Q3 		$172K Buy
+679
New +$169K ﹤0.01% 848

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s WWD Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Woodward (WWD) in Q1 2026, closing a stake of 996 shares — an estimated $301K sold.

Wealthspire Advisors (New York) first reported a position in WWD in Q3 2025 and held it in 2 quarters. The position peaked at $301K in Q4 2025. 733 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Woodward position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 996 Woodward shares in Q1 2026, an estimated $301K.
  • Wealthspire Advisors (New York) first reported a position in Woodward in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Woodward position peaked at $301K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.