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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
WES icon
2876
Western Midstream Partners
WES
$19.6B
– –
-300
Closed -$11.8K
WEST icon
2877
Westrock Coffee
WEST
$796M
– –
-1,060
Closed -$292
WEX icon
2878
WEX
WEX
$6.35B
– –
-71
Closed -$11.2K
WEYS icon
2879
Weyco Group
WEYS
$441M
– –
-2,061
Closed -$62K
WF icon
2880
Woori Financial
WF
$17B
– –
-43
Closed -$2.41K
WFRD icon
2881
Weatherford International
WFRD
$6.66B
– –
-263
Closed -$18K
WGO icon
2882
Winnebago Industries
WGO
$906M
– –
-409
Closed -$13.7K
WH icon
2883
Wyndham Hotels & Resorts
WH
$5.29B
– –
-538
Closed -$43K
WHD icon
2884
Cactus
WHD
$5.7B
– –
-146
Closed -$5.76K
WHR icon
2885
Whirlpool
WHR
$2.75B
– –
-51
Closed -$4.01K
WING icon
2886
Wingstop
WING
$3.2B
– –
-89
Closed -$22.4K
WIX icon
2887
WIX.com
WIX
$2.61B
– –
-13
Closed -$2.31K
WK icon
2888
Workiva
WK
$3.66B
– –
-7
Closed -$603
WKC icon
2889
World Kinect Corp
WKC
$1.89B
– –
-11
Closed -$285
WLK icon
2890
Westlake Corp
WLK
$10.1B
– –
-37
Closed -$2.85K
WLY icon
2891
John Wiley & Sons Class A
WLY
$2.62B
– –
-75
Closed -$3.04K
WMG icon
2892
Warner Music
WMG
$13.8B
– –
-986
Closed -$33.6K
WMK icon
2893
Weis Markets
WMK
$1.78B
– –
-4
Closed -$287
WMS icon
2894
Advanced Drainage Systems
WMS
$10.7B
– –
-229
Closed -$31.8K
WNS
2895
DELISTED
WNS Holdings
WNS
– –
-2
Closed -$153
WOOD icon
2896
iShares Global Timber & Forestry ETF
WOOD
$272M
– –
-337
Closed -$24.7K
WOR icon
2897
Worthington Enterprises
WOR
$2.79B
– –
-137
Closed -$7.6K
WS icon
2898
Worthington Steel
WS
$1.94B
– –
-20
Closed -$608
WSBC icon
2899
WesBanco
WSBC
$4B
– –
-3,810
Closed -$122K
WSC icon
2900
WillScot Mobile Mini Holdings
WSC
$4.18B
– –
-133
Closed -$2.81K
114 115
116
117 118

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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.