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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
STNC icon
2651
Hennessy Sustainable ETF
STNC
$93M
– –
-976
Closed -$31.9K
STOK icon
2652
Stoke Therapeutics
STOK
$2.08B
– –
-50
Closed -$1.18K
STPZ icon
2653
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-211
Closed -$11.4K
STRA icon
2654
Strategic Education
STRA
$1.84B
– –
-19
Closed -$1.63K
STRL icon
2655
Sterling Infrastructure
STRL
$16.2B
– –
-58
Closed -$19.7K
STWD icon
2656
Starwood Property Trust
STWD
$6.16B
– –
-4,540
Closed -$87.9K
STZ icon
2657
Constellation Brands
STZ
$22.8B
– –
-274
Closed -$36.9K
SUI icon
2658
Sun Communities
SUI
$14.4B
– –
-121
Closed -$15.6K
SUPN icon
2659
Supernus Pharmaceuticals
SUPN
$2.74B
– –
-44
Closed -$2.1K
SUZ icon
2660
Suzano
SUZ
$10B
– –
-444
Closed -$4.17K
SVIX icon
2661
-1x Short VIX Futures ETF
SVIX
$165M
– –
-1,096
Closed -$23.4K
SWBI icon
2662
Smith & Wesson
SWBI
$636M
– –
-632
Closed -$6.21K
SWKS icon
2663
Skyworks Solutions
SWKS
$10.4B
– –
-119
Closed -$9.18K
SWX icon
2664
Southwest Gas
SWX
$6.56B
– –
-1,515
Closed -$119K
SXC icon
2665
SunCoke Energy
SXC
$799M
– –
-684
Closed -$5.58K
SXI icon
2666
Standex International
SXI
$3.98B
– –
-203
Closed -$43K
SXT icon
2667
Sensient Technologies
SXT
$5.51B
– –
-122
Closed -$11.4K
SYBT icon
2668
Stock Yards Bancorp
SYBT
$2.58B
– –
-2
Closed -$140
SYNA icon
2669
Synaptics
SYNA
$4.09B
– –
-271
Closed -$18.5K
SYM icon
2670
Symbotic
SYM
$5.21B
– –
-147
Closed -$7.92K
TAFM icon
2671
AB Tax-Aware Intermediate Municipal ETF
TAFM
$721M
– –
-2,149
Closed -$54.6K
TAL icon
2672
TAL Education Group
TAL
$6.93B
– –
-30
Closed -$336
TALO icon
2673
Talos Energy
TALO
$2.6B
– –
-21
Closed -$201
TAN icon
2674
Invesco Solar ETF
TAN
$1.36B
– –
-3,803
Closed -$166K
TAP icon
2675
Molson Coors Class B
TAP
$7.93B
– –
-80
Closed -$3.63K
105 106
107
108 109

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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.