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 Q2	$354K	Buy	+18,000	New	+$334K	﹤0.01%	931
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wealthspire Advisors (New York) opened a new position in Zeta Global (ZETA) in Q2 2026: 18,000 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in ZETA as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in ZETA in Q3 2022 and has held it in 4 quarters since. The position peaked at $722K in Q3 2022. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Wealthspire Advisors (New York) held 18,000 shares of Zeta Global worth $354K as of Q2 2026.
Zeta Global was a new Wealthspire Advisors (New York) position in Q2 2026.
Zeta Global made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #931 holding.
Wealthspire Advisors (New York) first reported a position in Zeta Global in Q3 2022 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Zeta Global position peaked at $722K in Q3 2022.
418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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