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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 | |
|---|---|---|---|---|---|---|
2601
Papa John's
PZZA
$782M
| $2.02K | ﹤0.01% |
+42
| New | +$1.95K |
|
2602
BlackSky Technology
BKSY
$1.18B
| $2.02K | ﹤0.01% |
+100
| New | +$1.95K |
|
2603
Universal Corp
UVV
$1.17B
| $2.01K | ﹤0.01% |
+36
| New | +$1.99K |
|
2604
Domo
DOMO
$187M
| $1.98K | ﹤0.01% |
+125
| New | +$1.94K |
|
2605
Dave & Buster's
PLAY
$346M
| $1.96K | ﹤0.01% |
+108
| New | +$2.84K |
|
2606
AMC Entertainment Holdings
AMC
$2.2B
| $1.94K | ﹤0.01% |
+669
| New | +$1.99K |
|
2607
Portillo's
PTLO
$329M
| $1.94K | ﹤0.01% |
+300
| New | +$2.53K |
|
2608
Unity
U
$19B
| $1.92K | ﹤0.01% |
+48
| New | +$1.78K |
|
2609
Insperity
NSP
$1.96B
| $1.92K | ﹤0.01% |
+39
| New | +$2.13K |
|
|
WYFI
2610
WhiteFiber Inc
WYFI
$921M
| $1.9K | ﹤0.01% |
+70
| New | +$1.37K |
|
2611
Beyond Air
XAIR
$3.79M
| $1.9K | ﹤0.01% |
+41
| New | +$2.28K |
|
2612
Saba Closed-End Funds ETF
CEFS
$437M
| $1.89K | ﹤0.01% |
+83
| New | +$1.87K |
|
2613
B&G Foods
BGS
$284M
| $1.88K | ﹤0.01% |
+425
| New | +$1.86K |
|
2614
Amphastar Pharmaceuticals
AMPH
$861M
| $1.87K | ﹤0.01% |
+70
| New | +$1.81K |
|
2615
SharkNinja
SN
$26.8B
| $1.86K | ﹤0.01% |
+18
| New | +$2.06K |
|
2616
Arbor Realty Trust
ABR
$1.01B
| $1.86K | ﹤0.01% |
+152
| New | +$1.77K |
|
2617
Arcturus Therapeutics
ARCT
$214M
| $1.84K | ﹤0.01% |
+100
| New | +$1.61K |
|
|
NSA
2618
DELISTED
National Storage Affiliates Trust
NSA
| $1.84K | ﹤0.01% |
+61
| New | +$1.9K |
|
2619
Fiverr
FVRR
$328M
| $1.83K | ﹤0.01% |
+75
| New | +$1.84K |
|
2620
Lindsay Corp
LNN
$1.17B
| $1.83K | ﹤0.01% |
+13
| New | +$1.81K |
|
2621
EPAM Systems
EPAM
$5.16B
| $1.81K | ﹤0.01% |
+12
| New | +$1.97K |
|
2622
Alpha Metallurgical Resources
AMR
$1.94B
| $1.8K | ﹤0.01% |
+11
| New | +$1.52K |
|
2623
Central Garden & Pet Co Class A
CENTA
$2.38B
| $1.77K | ﹤0.01% |
+60
| New | +$2K |
|
2624
LCI Industries
LCII
$2.59B
| $1.77K | ﹤0.01% |
+19
| New | +$1.9K |
|
2625
Simply Good Foods
SMPL
$957M
| $1.76K | ﹤0.01% |
+71
| New | +$2.1K |
|
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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.