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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$12.7B
1-Year Est. Return
17.31%
This Fund
S&P 500
This Quarter
Est. Return
+6.7%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$19.1B
AUM Growth
+$1.33B
(+7.5%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$133M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$42.1M |
| 3 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$41.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.1M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$32.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$117M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$25.2M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$19.1M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$16.6M |
| 5 |
Johnson & Johnson
JNJ
|
+$14.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.08% |
| 2 | Financials | 1.73% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Communication Services | 0.62% |
| 5 | Healthcare | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Evertec
EVTC
$1.77B
| $2.97K | ﹤0.01% |
+88
| New | +$3.07K |
|
2477
NCR Voyix
VYX
$1.12B
| $2.96K | ﹤0.01% |
+236
| New | +$3.11K |
|
|
GTY
2478
Getty Realty Corp
GTY
$2.01B
| $2.95K | ﹤0.01% |
+110
| New | +$3.07K |
|
2479
Arlo Technologies
ARLO
$1.58B
| $2.95K | ﹤0.01% |
+174
| New | +$2.96K |
|
|
MSSM
2480
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$732M
| $2.95K | ﹤0.01% |
+58
| New | +$2.84K |
|
|
SILA
2481
DELISTED
Sila Realty Trust
SILA
| $2.94K | ﹤0.01% |
+117
| New | +$2.91K |
|
2482
Ichor Holdings
ICHR
$2.48B
| $2.93K | ﹤0.01% |
+167
| New | +$3.17K |
|
2483
Fidelity MSCI Real Estate Index ETF
FREL
$1.46B
| $2.92K | ﹤0.01% |
+105
| New | +$2.89K |
|
2484
NETSCOUT
NTCT
$2.82B
| $2.92K | ﹤0.01% |
+113
| New | +$2.67K |
|
2485
Viking Therapeutics
VKTX
$3.96B
| $2.89K | ﹤0.01% |
+110
| New | +$3.28K |
|
2486
Sabesp
SBS
$17.7B
| $2.89K | ﹤0.01% |
+598
| New | +$2.52K |
|
2487
Xeris Biopharma Holdings
XERS
$1.53B
| $2.88K | ﹤0.01% |
+354
| New | +$2.35K |
|
2488
Otter Tail
OTTR
$3.99B
| $2.87K | ﹤0.01% |
+35
| New | +$2.84K |
|
2489
Freshpet
FRPT
$3.49B
| $2.87K | ﹤0.01% |
+52
| New | +$3.22K |
|
2490
Live Oak Bancshares
LOB
$1.98B
| $2.85K | ﹤0.01% |
+81
| New | +$2.79K |
|
2491
Westlake Corp
WLK
$10.2B
| $2.85K | ﹤0.01% |
+37
| New | +$3.08K |
|
2492
APA Corp
APA
$14.4B
| $2.84K | ﹤0.01% |
+117
| New | +$2.47K |
|
2493
Global X Autonomous & Electric Vehicles ETF
DRIV
$391M
| $2.83K | ﹤0.01% |
+100
| New | +$2.56K |
|
2494
WillScot Mobile Mini Holdings
WSC
$4.19B
| $2.81K | ﹤0.01% |
+133
| New | +$3.43K |
|
|
INVX
2495
Innovex International
INVX
$2.09B
| $2.8K | ﹤0.01% |
+151
| New | +$2.51K |
|
2496
Upwork
UPWK
$1.05B
| $2.79K | ﹤0.01% |
+150
| New | +$2.23K |
|
|
DMC
2497
Del Monte Corp
DMC
$1.45B
| $2.78K | ﹤0.01% |
+80
| New | +$2.83K |
|
2498
Wipro
WIT
$19.5B
| $2.78K | ﹤0.01% |
+1,056
| New | +$2.97K |
|
2499
Oil States International
OIS
$533M
| $2.78K | ﹤0.01% |
+458
| New | +$2.51K |
|
2500
Hertz
HTZ
$937M
| $2.77K | ﹤0.01% |
+408
| New | +$2.62K |
|
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Wealthspire Advisors (New York)'s Q3 2025 Portfolio in Review
As of Q3 2025, Wealthspire Advisors (New York) held 3,078 positions worth $19.1B, up 7.5% from $17.8B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Wealthspire Advisors (New York)'s Q3 2025 filing shows 2,229 new, 233 increased, 500 reduced and 17 closed positions. Its largest new stake was Rocket Companies: 877,997 shares worth $17M. The largest sale was Microsoft, an estimated $117M.
By sector, the portfolio is most concentrated in Technology at 2.1% of assets, down from 2.8% a quarter earlier, followed by Financials and Consumer Discretionary.
- Wealthspire Advisors (New York)'s largest Q3 2025 buy was Rocket Companies: 877,997 shares worth $17M.
- Wealthspire Advisors (New York) added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $133M increase.
- Wealthspire Advisors (New York)'s biggest Q3 2025 reduction was Microsoft, cutting an estimated $117M.
- Wealthspire Advisors (New York) fully exited Reaves Utility Income Fund in Q3 2025, selling an estimated $3.53M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 58% of its $19.1B portfolio in Q3 2025.
- Wealthspire Advisors (New York) opened 2,229 new positions and closed 17 in Q3 2025.
- Wealthspire Advisors (New York)'s portfolio value rose 7.5% quarter-over-quarter to $19.1B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.