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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
+2.11%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$12.6B
AUM Growth
-$6.56B
Cap. Flow
-$6.86B
Cap. Flow %
-54.57%
Top 10 Hldgs %
47.31%
Holding
3,079
New
21
Increased
693
Reduced
242
Closed
2,043

Top Buys

Rank Stock Value
1
PCLG
Polen Focus Growth ETF
PCLG
+$54.4M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.7M
3
AAPL icon
Apple
AAPL
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$716M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$401M

Sector Composition

Rank Sector Weight
1 Technology 4.4%
2 Financials 3.21%
3 Communication Services 1.81%
4 Consumer Discretionary 1.24%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
2576
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-38
Closed -$5.12K
SLAB icon
2577
Silicon Laboratories
SLAB
$7.2B
– –
-67
Closed -$8.79K
SLGN icon
2578
Silgan Holdings
SLGN
$4.35B
– –
-1,298
Closed -$55.8K
SLM icon
2579
SLM Corp
SLM
$5.14B
– –
-992
Closed -$27.5K
SLVM icon
2580
Sylvamo
SLVM
$1.6B
– –
-11
Closed -$486
SLVP icon
2581
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
– –
-80
Closed -$2.19K
SM icon
2582
SM Energy
SM
$7.55B
– –
-1,739
Closed -$43.4K
SMCI icon
2583
Super Micro Computer
SMCI
$20.4B
– –
-695
Closed -$33.3K
SMDV icon
2584
ProShares Russell 2000 Dividend Growers ETF
SMDV
$702M
– –
-435
Closed -$29K
SMG icon
2585
ScottsMiracle-Gro
SMG
$3.63B
– –
-514
Closed -$29.3K
SMMT icon
2586
Summit Therapeutics
SMMT
$11.9B
– –
-10
Closed -$207
SMP icon
2587
Standard Motor Products
SMP
$885M
– –
-43
Closed -$1.75K
SMPL icon
2588
Simply Good Foods
SMPL
$956M
– –
-71
Closed -$1.76K
SMTC icon
2589
Semtech
SMTC
$12.2B
– –
-134
Closed -$9.57K
SMTI icon
2590
Sanara MedTech
SMTI
$315M
– –
-6,109
Closed -$194K
SN icon
2591
SharkNinja
SN
$26.2B
– –
-18
Closed -$1.86K
SNAP icon
2592
Snap
SNAP
$9.05B
– –
-1,000
Closed -$7.71K
SNCY
2593
DELISTED
Sun Country Airlines
SNCY
– –
-36
Closed -$425
SNDR icon
2594
Schneider National
SNDR
$6.18B
– –
-266
Closed -$5.63K
SNDL icon
2595
Sundial Growers
SNDL
$318M
– –
-50
Closed -$134
SNEX icon
2596
StoneX
SNEX
$7.81B
– –
-479
Closed -$21.5K
SNN icon
2597
Smith & Nephew
SNN
$12.6B
– –
-161
Closed -$5.84K
SNPE icon
2598
Xtrackers S&P 500 ESG ETF
SNPE
$2.77B
– –
-375
Closed -$22.5K
SNV
2599
DELISTED
Synovus
SNV
– –
-443
Closed -$21.7K
SNX icon
2600
TD Synnex
SNX
$20.3B
– –
-711
Closed -$116K
102 103
104
105 106

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IMPI
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Fundsmith LLP
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AIM
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ECM
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TRSOTSOK
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Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review

As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.

  • Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
  • Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
  • Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
  • Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
  • Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
  • Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.