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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
UHS icon
2776
Universal Health Services
UHS
$10.5B
– –
-72
Closed -$14.7K
UHT
2777
Universal Health Realty Income Trust
UHT
$576M
– –
-307
Closed -$12K
UMBF icon
2778
UMB Financial
UMBF
$11.1B
– –
-697
Closed -$82.5K
UNF icon
2779
Unifirst Corp
UNF
$5.24B
– –
-19
Closed -$3.18K
UNFI icon
2780
United Natural Foods
UNFI
$2.8B
– –
-327
Closed -$12.3K
UNIT
2781
Uniti Group
UNIT
$2.28B
– –
-164
Closed -$1K
UP icon
2782
Wheels Up
UP
$191M
– –
-344
Closed -$12.7K
UPBD icon
2783
Upbound Group
UPBD
$1.12B
– –
-200
Closed -$4.73K
UPRO icon
2784
ProShares UltraPro S&P 500
UPRO
$5.76B
– –
-38
Closed -$4.24K
UPST icon
2785
Upstart Holdings
UPST
$2.94B
– –
-16
Closed -$813
UPWK icon
2786
Upwork
UPWK
$1.21B
– –
-150
Closed -$2.79K
URE icon
2787
ProShares Ultra Real Estate
URE
$58.1M
– –
-1,694
Closed -$109K
URBN icon
2788
Urban Outfitters
URBN
$6.81B
– –
-297
Closed -$21.2K
USIG icon
2789
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-1,006
Closed -$52.5K
USHY icon
2790
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-4,217
Closed -$159K
AD
2791
Array Digital Infrastructure
AD
$3.03B
– –
-5
Closed -$250
USLM icon
2792
United States Lime & Minerals
USLM
$3.45B
– –
-4
Closed -$526
USNA icon
2793
Usana Health Sciences
USNA
$265M
– –
-56
Closed -$1.54K
USO icon
2794
United States Oil Fund
USO
$1.78B
– –
-439
Closed -$32.4K
USPH icon
2795
US Physical Therapy
USPH
$1.24B
– –
-3
Closed -$255
UTF icon
2796
Cohen & Steers Infrastructure Fund
UTF
$3.04B
– –
-1,740
Closed -$43.2K
UTES icon
2797
Virtus Reaves Utilities ETF
UTES
$1.28B
– –
-6,492
Closed -$542K
UTL icon
2798
Unitil
UTL
$966M
– –
-10
Closed -$479
UTZ icon
2799
Utz Brands
UTZ
$1.25B
– –
-32
Closed -$389
UUUU icon
2800
Energy Fuels
UUUU
$3.57B
– –
-250
Closed -$3.84K
110 111
112
113 114

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ZIG
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
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.