Wealthspire Advisors (New York)’s Zeta Global ZETA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ZETA Stock Details ZETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,355	Closed	-$211K	–	1115
2025 Q4	$211K	Buy	10,355 +9,226	+817%	+$172K	﹤0.01%	956
2025 Q3	$22.4K	Buy	+1,129	New	+$20.3K	﹤0.01%	1624
2022 Q4	–	Sell	-109,259	Closed	-$722K	–	604
2022 Q3	$722K	Buy	+109,259	New	+$675K	0.02%	279

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 10,355 shares — an estimated $211K sold.

Wealthspire Advisors (New York) first reported a position in ZETA in Q3 2022 and held it in 3 quarters. The position peaked at $722K in Q3 2022. 399 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10,355 Zeta Global shares in Q1 2026, an estimated $211K.
Wealthspire Advisors (New York) first reported a position in Zeta Global in Q3 2022 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Zeta Global position peaked at $722K in Q3 2022.
399 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

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