WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Sells

1 +$119M
2 +$25.7M
3 +$19.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$17.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$16M

Sector Composition

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
FBRT
2951
Franklin BSP Realty Trust
FBRT
$863M
$163 ﹤0.01%
+15
AIN icon
2952
Albany International
AIN
$1.41B
$160 ﹤0.01%
+3
SEZL icon
2953
Sezzle
SEZL
$2.37B
$159 ﹤0.01%
+2
TLCI
2954
Touchstone International Equity ETF
TLCI
$102M
$159 ﹤0.01%
+6
ONL
2955
Orion Office REIT
ONL
$115M
$157 ﹤0.01%
+58
JPY
2956
Lazard Japanese Equity ETF
JPY
$65.6M
$157 ﹤0.01%
+5
TLRY icon
2957
Tilray
TLRY
$938M
$156 ﹤0.01%
+90
BTZ icon
2958
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
$155 ﹤0.01%
+14
EMLC icon
2959
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.12B
$154 ﹤0.01%
+6
CHPT icon
2960
ChargePoint
CHPT
$224M
$153 ﹤0.01%
+14
WNS
2961
DELISTED
WNS Holdings
WNS
$153 ﹤0.01%
+2
LCTX icon
2962
Lineage Cell Therapeutics
LCTX
$401M
$149 ﹤0.01%
+88
DIN icon
2963
Dine Brands
DIN
$501M
$148 ﹤0.01%
+6
HURN icon
2964
Huron Consulting
HURN
$2.98B
$147 ﹤0.01%
+1
CLNE icon
2965
Clean Energy Fuels
CLNE
$500M
$142 ﹤0.01%
+55
TDUP icon
2966
ThredUp
TDUP
$1.06B
$142 ﹤0.01%
+15
SYBT icon
2967
Stock Yards Bancorp
SYBT
$1.98B
$140 ﹤0.01%
+2
CATX icon
2968
Perspective Therapeutics
CATX
$187M
$138 ﹤0.01%
+40
UTF.RT
2969
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$136 ﹤0.01%
+1,740
SNDL icon
2970
Sundial Growers
SNDL
$440M
$134 ﹤0.01%
+50
PRMB
2971
Primo Brands
PRMB
$5.77B
$134 ﹤0.01%
+6
CRCL
2972
Circle Internet Group
CRCL
$20.9B
$133 ﹤0.01%
+1
TPC
2973
Tutor Perini Cor
TPC
$3.62B
$131 ﹤0.01%
+2
KNDI
2974
Kandi Technologies Group
KNDI
$77.5M
$121 ﹤0.01%
+100
RARE icon
2975
Ultragenyx Pharmaceutical
RARE
$3.5B
$120 ﹤0.01%
+4