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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 | |
|---|---|---|---|---|---|---|
2576
Tennant Co
TNC
$1.16B
| $2.19K | ﹤0.01% |
+27
| New | +$2.21K |
|
2577
Cosan
CSAN
$2.59B
| $2.18K | ﹤0.01% |
+474
| New | +$2.19K |
|
2578
Pilgrim's Pride
PPC
$6.32B
| $2.18K | ﹤0.01% |
+54
| New | +$2.45K |
|
2579
Aegon
AEG
$13.9B
| $2.17K | ﹤0.01% |
+272
| New | +$2.03K |
|
2580
Phillips Edison & Co
PECO
$5.1B
| $2.16K | ﹤0.01% |
+63
| New | +$2.18K |
|
2581
Pitney Bowes
PBI
$2.32B
| $2.15K | ﹤0.01% |
+188
| New | +$2.19K |
|
2582
Gibraltar Industries
ROCK
$1.46B
| $2.13K | ﹤0.01% |
+34
| New | +$2.13K |
|
2583
LXP Industrial Trust
LXP
$3.58B
| $2.12K | ﹤0.01% |
+47
| New | +$2.02K |
|
2584
KraneShares Global Carbon Strategy ETF
KRBN
$132M
| $2.12K | ﹤0.01% |
+65
| New | +$2.02K |
|
2585
BOK Financial
BOKF
$8.73B
| $2.12K | ﹤0.01% |
+19
| New | +$2.03K |
|
|
MREO
2586
Mereo BioPharma
MREO
$54.8M
| $2.11K | ﹤0.01% |
+1,026
| New | +$1.89K |
|
2587
Grab
GRAB
$15.5B
| $2.11K | ﹤0.01% |
+350
| New | +$1.86K |
|
2588
PennyMac Financial
PFSI
$3.94B
| $2.11K | ﹤0.01% |
+17
| New | +$1.84K |
|
2589
Agilysys
AGYS
$3.02B
| $2.1K | ﹤0.01% |
+20
| New | +$2.21K |
|
2590
Supernus Pharmaceuticals
SUPN
$2.78B
| $2.1K | ﹤0.01% |
+44
| New | +$1.77K |
|
|
MDRR
2591
Medalist Diversified Inc
MDRR
| $2.1K | ﹤0.01% |
+155
| New | +$1.86K |
|
2592
Alamo Group
ALG
$2.1B
| $2.1K | ﹤0.01% |
+11
| New | +$2.36K |
|
2593
CAE Inc. Common Shares
CAE
$8.72B
| $2.08K | ﹤0.01% |
+70
| New | +$1.97K |
|
|
INN
2594
Summit Hotel Properties
INN
$664M
| $2.07K | ﹤0.01% |
+377
| New | +$2.06K |
|
2595
Clearfield
CLFD
$387M
| $2.06K | ﹤0.01% |
+60
| New | +$2.23K |
|
2596
HealthStream
HSTM
$852M
| $2.06K | ﹤0.01% |
+73
| New | +$2.01K |
|
|
WSR
2597
DELISTED
Whitestone REIT
WSR
| $2.05K | ﹤0.01% |
+167
| New | +$2.1K |
|
2598
Blend Labs
BLND
$341M
| $2.04K | ﹤0.01% |
+560
| New | +$2.01K |
|
2599
Kohl's
KSS
$2.11B
| $2.03K | ﹤0.01% |
+132
| New | +$1.76K |
|
2600
AvePoint
AVPT
$2.75B
| $2.03K | ﹤0.01% |
+135
| New | +$2.27K |
|
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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.