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Wealthspire Advisors (New York)’s XWELL XWEL Stock Holding History

Wealthspire Advisors (New York)’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
+105,102
New +$131K ﹤0.01% 1217

Other funds holding XWEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wealthspire Advisors (New York)'s XWEL Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in XWELL (XWEL) in Q2 2026: 105,102 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings.

19 funds tracked by Wall St. Rank hold XWEL as of Q2 2026.

  • Wealthspire Advisors (New York) held 105,102 shares of XWELL worth $109K as of Q2 2026.
  • XWELL was a new Wealthspire Advisors (New York) position in Q2 2026.
  • XWELL made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1217 holding.
  • 19 funds tracked by Wall St. Rank held XWELL as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.