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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 | |
|---|---|---|---|---|---|---|
2626
Viper Energy
VNOM
$15.2B
| $1.76K | ﹤0.01% |
+46
| New | +$1.75K |
|
2627
Standard Motor Products
SMP
$899M
| $1.75K | ﹤0.01% |
+43
| New | +$1.57K |
|
2628
Affirm
AFRM
$25.6B
| $1.75K | ﹤0.01% |
+24
| New | +$1.83K |
|
2629
Emergent Biosolutions
EBS
$227M
| $1.74K | ﹤0.01% |
+197
| New | +$1.53K |
|
2630
Coeur Mining
CDE
$18.7B
| $1.73K | ﹤0.01% |
+92
| New | +$1.13K |
|
2631
Leonardo DRS
DRS
$11.9B
| $1.73K | ﹤0.01% |
+38
| New | +$1.66K |
|
2632
First Interstate BancSystem
FIBK
$3.58B
| $1.72K | ﹤0.01% |
+54
| New | +$1.68K |
|
2633
Arcus Biosciences
RCUS
$3.62B
| $1.71K | ﹤0.01% |
+126
| New | +$1.31K |
|
2634
ProShares UltraPro Dow 30
UDOW
$947M
| $1.71K | ﹤0.01% |
+32
| New | +$1.59K |
|
2635
Pediatrix Medical
MD
$2.15B
| $1.71K | ﹤0.01% |
+102
| New | +$1.53K |
|
2636
TripAdvisor
TRIP
$1.29B
| $1.71K | ﹤0.01% |
+105
| New | +$1.83K |
|
|
THRO
2637
iShares U.S. Thematic Rotation Active ETF
THRO
$6.75B
| $1.7K | ﹤0.01% |
+45
| New | +$1.65K |
|
|
TEM
2638
Tempus AI
TEM
$9.77B
| $1.7K | ﹤0.01% |
+21
| New | +$1.47K |
|
|
HTFL
2639
Heartflow Inc
HTFL
$2.56B
| $1.68K | ﹤0.01% |
+50
| New | +$1.61K |
|
2640
Griffon
GFF
$4.86B
| $1.68K | ﹤0.01% |
+22
| New | +$1.7K |
|
2641
Cracker Barrel
CBRL
$1.26B
| $1.67K | ﹤0.01% |
+38
| New | +$2.2K |
|
|
SAFE
2642
Safehold
SAFE
$1.1B
| $1.67K | ﹤0.01% |
+108
| New | +$1.67K |
|
|
CURB
2643
Curbline Properties
CURB
$3.43B
| $1.67K | ﹤0.01% |
+75
| New | +$1.69K |
|
2644
Laureate Education
LAUR
$5.14B
| $1.67K | ﹤0.01% |
+53
| New | +$1.39K |
|
2645
AdvanSix
ASIX
$460M
| $1.67K | ﹤0.01% |
+86
| New | +$1.81K |
|
2646
Crinetics Pharmaceuticals
CRNX
$8.94B
| $1.67K | ﹤0.01% |
+40
| New | +$1.28K |
|
2647
NexGen Energy
NXE
$7B
| $1.66K | ﹤0.01% |
+185
| New | +$1.36K |
|
2648
CTS Corp
CTS
$1.87B
| $1.64K | ﹤0.01% |
+41
| New | +$1.7K |
|
2649
Strategic Education
STRA
$1.85B
| $1.63K | ﹤0.01% |
+19
| New | +$1.53K |
|
2650
Mobileye
MBLY
$7.61B
| $1.62K | ﹤0.01% |
+115
| New | +$1.71K |
|
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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.