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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 | |
|---|---|---|---|---|---|---|
2526
CEVA Inc
CEVA
$849M
| $2.56K | ﹤0.01% |
+97
| New | +$2.26K |
|
2527
Hilton Grand Vacations
HGV
$3.38B
| $2.55K | ﹤0.01% |
+61
| New | +$2.81K |
|
2528
Reynolds Consumer Products
REYN
$5.49B
| $2.55K | ﹤0.01% |
+104
| New | +$2.35K |
|
2529
Payoneer
PAYO
$2.4B
| $2.55K | ﹤0.01% |
+421
| New | +$2.82K |
|
2530
Shutterstock
SSTK
$206M
| $2.54K | ﹤0.01% |
+122
| New | +$2.49K |
|
2531
Xtrackers International Real Estate ETF
HAUZ
$1.07B
| $2.54K | ﹤0.01% |
+108
| New | +$2.51K |
|
2532
Imperial Oil
IMO
$62.9B
| $2.54K | ﹤0.01% |
+28
| New | +$2.42K |
|
2533
Vishay Intertechnology
VSH
$5.08B
| $2.54K | ﹤0.01% |
+166
| New | +$2.63K |
|
2534
LeMaitre Vascular
LMAT
$1.85B
| $2.54K | ﹤0.01% |
+29
| New | +$2.59K |
|
2535
Atlas Energy Solutions
AESI
$1.51B
| $2.52K | ﹤0.01% |
+222
| New | +$2.72K |
|
2536
Tootsie Roll Industries
TR
$2.99B
| $2.52K | ﹤0.01% |
+62
| New | +$2.35K |
|
2537
LivaNova
LIVN
$4.26B
| $2.51K | ﹤0.01% |
+48
| New | +$2.42K |
|
2538
Korea Electric Power
KEP
$15.9B
| $2.49K | ﹤0.01% |
+191
| New | +$2.6K |
|
2539
Gladstone Investment Corp
GAIN
$659M
| $2.48K | ﹤0.01% |
+180
| New | +$2.54K |
|
2540
DHT Holdings
DHT
$2.91B
| $2.47K | ﹤0.01% |
+207
| New | +$2.4K |
|
2541
Buckle
BKE
$2.37B
| $2.46K | ﹤0.01% |
+42
| New | +$2.27K |
|
|
STEL
2542
DELISTED
Stellar Bancorp
STEL
| $2.46K | ﹤0.01% |
+81
| New | +$2.46K |
|
|
TPH
2543
DELISTED
Tri Pointe Homes
TPH
| $2.45K | ﹤0.01% |
+72
| New | +$2.45K |
|
2544
Hilltop Holdings
HTH
$2.25B
| $2.44K | ﹤0.01% |
+73
| New | +$2.38K |
|
|
NLOP
2545
Net Lease Office Properties
NLOP
$171M
| $2.43K | ﹤0.01% |
+82
| New | +$2.57K |
|
2546
Teck Resources
TECK
$32.6B
| $2.41K | ﹤0.01% |
+55
| New | +$2K |
|
2547
Woori Financial
WF
$17.1B
| $2.41K | ﹤0.01% |
+43
| New | +$2.34K |
|
2548
Core Laboratories
CLB
$568M
| $2.41K | ﹤0.01% |
+195
| New | +$2.29K |
|
2549
Advance Auto Parts
AAP
$3.29B
| $2.4K | ﹤0.01% |
+39
| New | +$2.31K |
|
2550
MIND Technology
MIND
$44.5M
| $2.38K | ﹤0.01% |
+294
| New | +$2.64K |
|
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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.