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Wealthspire Advisors (New York)’s Yelp YELP Stock Holding History

Wealthspire Advisors (New York)’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25
Closed -$780 – 2945
2025
Q3 		$780 Buy
+25
New +$819 ﹤0.01% 2777

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Yelp (YELP) in Q4 2025, closing a stake of 25 shares — an estimated $780 sold.

Wealthspire Advisors (New York) first reported a position in YELP in Q3 2025 and held it in 1 quarter. The position peaked at $780 in Q3 2025. 316 funds tracked by Wall St. Rank hold YELP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Yelp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 25 Yelp shares in Q4 2025, an estimated $780.
  • Wealthspire Advisors (New York) first reported a position in Yelp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Yelp position peaked at $780 in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Yelp as of Q4 2025.

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