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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
Cap. Flow
+$184M
Cap. Flow %
0.96%
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$133M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$42.1M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$41.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.5M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$117M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$25.2M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.1M
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$16.6M
5
JNJ icon
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
NG icon
2751
NovaGold Resources
NG
$3.35B
$880 ﹤0.01%
+100
New +$612
TECL icon
2752
Direxion Daily Technology Bull 3x ETF
TECL
$6.05B
$877 ﹤0.01%
+7
New +$735
PTCT icon
2753
PTC Therapeutics
PTCT
$6.23B
$859 ﹤0.01%
+14
New +$729
BLCN
2754
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$858 ﹤0.01%
+31
New +$770
HLF icon
2755
Herbalife
HLF
$1.21B
$844 ﹤0.01%
+100
New +$943
FTAI icon
2756
FTAI Aviation
FTAI
$22.1B
$835 ﹤0.01%
+5
New +$711
COTY icon
2757
Coty
COTY
$2.51B
$832 ﹤0.01%
+206
New +$944
TDAY
2758
USA Today Co
TDAY
$1.05B
$826 ﹤0.01%
+200
New +$804
ASX icon
2759
ASE Group
ASX
$82.7B
$821 ﹤0.01%
+74
New +$775
SEDG icon
2760
SolarEdge
SEDG
$1.98B
$814 ﹤0.01%
+22
New +$657
UPST icon
2761
Upstart Holdings
UPST
$2.94B
$813 ﹤0.01%
+16
New +$1.13K
MMI icon
2762
Marcus & Millichap
MMI
$1.16B
$792 ﹤0.01%
+27
New +$848
FOLD
2763
DELISTED
Amicus Therapeutics
FOLD
$788 ﹤0.01%
+100
New +$712
SBET icon
2764
Sharplink Inc
SBET
$1.3B
$783 ﹤0.01%
+46
New +$903
EBC icon
2765
Eastern Bankshares
EBC
$5.24B
$780 ﹤0.01%
+43
New +$709
YELP icon
2766
Yelp
YELP
$1.33B
$780 ﹤0.01%
+25
New +$819
EFC
2767
Ellington Financial
EFC
$1.72B
$769 ﹤0.01%
+59
New +$786
VCYT icon
2768
Veracyte
VCYT
$3.72B
$756 ﹤0.01%
+22
New +$631
NIXX
2769
Nixxy Inc
NIXX
$15.9M
$748 ﹤0.01%
+530
New +$948
LILA icon
2770
Liberty Latin America Class A
LILA
$1.67B
$747 ﹤0.01%
+132
New +$660
STC icon
2771
Stewart Information Services
STC
$2.01B
$733 ﹤0.01%
+10
New +$688
NMRK icon
2772
Newmark Group
NMRK
$2.52B
$727 ﹤0.01%
+39
New +$633
MGPI icon
2773
MGP Ingredients
MGPI
$381M
$726 ﹤0.01%
+30
New +$870
NVTS icon
2774
Navitas Semiconductor
NVTS
$3.44B
$722 ﹤0.01%
+100
New +$669
PCRX icon
2775
Pacira BioSciences
PCRX
$974M
$722 ﹤0.01%
+28
New +$688
109 110
111
112 113

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IMPI
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AIM
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TRSOTSOK
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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.