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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
SPXC icon
2626
SPX Corp
SPXC
$10.6B
– –
-164
Closed -$30.6K
SPYI icon
2627
NEOS S&P 500 High Income ETF
SPYI
$11.3B
– –
-1,227
Closed -$64.2K
SQEW
2628
DELISTED
LeaderShares Equity Skew ETF
SQEW
– –
-1,641
Closed -$59.1K
SQQQ icon
2629
ProShares UltraPro Short QQQ
SQQQ
$1.75B
– –
-50
Closed -$3.82K
SR icon
2630
Spire
SR
$4.79B
– –
-246
Closed -$20.1K
SRAD icon
2631
Sportradar
SRAD
$3.95B
– –
-1,025
Closed -$27.6K
SROI icon
2632
Calamos Antetokounmpo Global Sustainable Equities ETF
SROI
$19.1M
– –
-160
Closed -$5.29K
SRPT icon
2633
Sarepta Therapeutics
SRPT
$1.81B
– –
-593
Closed -$11.4K
SSB icon
2634
SouthState Bank Corp
SSB
$10.5B
– –
-320
Closed -$31.6K
SSD icon
2635
Simpson Manufacturing
SSD
$8.03B
– –
-126
Closed -$21.1K
SSNC icon
2636
SS&C Technologies
SSNC
$18.7B
– –
-381
Closed -$33.8K
SSO icon
2637
ProShares Ultra S&P500
SSO
$8.41B
– –
-2,196
Closed -$123K
SSRM icon
2638
SSR Mining
SSRM
$6.4B
– –
-128
Closed -$3.13K
SSTK icon
2639
Shutterstock
SSTK
$217M
– –
-122
Closed -$2.54K
STAA icon
2640
STAAR Surgical
STAA
$1.25B
– –
-146
Closed -$3.92K
ST icon
2641
Sensata Technologies
ST
$6.66B
– –
-171
Closed -$5.22K
SSYS icon
2642
Stratasys
SSYS
$769M
– –
-500
Closed -$5.6K
STAG icon
2643
STAG Industrial
STAG
$7.09B
– –
-1,188
Closed -$41.9K
STC icon
2644
Stewart Information Services
STC
$2.01B
– –
-10
Closed -$733
STEL
2645
DELISTED
Stellar Bancorp
STEL
– –
-81
Closed -$2.46K
STEP icon
2646
StepStone Group
STEP
$3.8B
– –
-426
Closed -$27.8K
STEM icon
2647
Stem
STEM
$50.9M
– –
-723
Closed -$12.7K
STGW icon
2648
Stagwell
STGW
$2.22B
– –
-2,729
Closed -$15.4K
STLA icon
2649
Stellantis
STLA
$21B
– –
-1
Closed -$10
STM icon
2650
STMicroelectronics
STM
$48.5B
– –
-2,095
Closed -$59.2K
104 105
106
107 108

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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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GC
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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.