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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
-0.97%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$12.7B
AUM Growth
+$168M
Cap. Flow
+$367M
Cap. Flow %
2.89%
Top 10 Hldgs %
47.08%
Holding
1,124
New
92
Increased
262
Reduced
503
Closed
191

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$236M
2
VV icon
Vanguard Large-Cap ETF
VV
+$82.1M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$64.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$36.1M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$35.9M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.4M
2
AAPL icon
Apple
AAPL
+$20.2M
3
MSFT icon
Microsoft
MSFT
+$19.1M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$18.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.8M

Sector Composition

Rank Sector Weight
1 Financials 4.72%
2 Technology 3.27%
3 Consumer Discretionary 1.58%
4 Communication Services 1.27%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROK icon
276
Rockwell Automation
ROK
$51.4B
$2.2M 0.02%
6,137
+2,376
+63% +$938K
DON icon
277
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$2.17M 0.02%
41,307
+332
+0.8% +$17.9K
AUB icon
278
Atlantic Union Bankshares
AUB
$5.99B
$2.16M 0.02%
60,575
+54,709
+933% +$2.06M
RDIV icon
279
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.36B
$2.16M 0.02%
38,796
– –
FNDB icon
280
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.4B
$2.16M 0.02%
79,329
+555
+0.7% +$15.4K
QCOM icon
281
Qualcomm
QCOM
$176B
$2.1M 0.02%
16,306
+944
+6% +$138K
IQLT icon
282
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$2.09M 0.02%
45,260
-3,177
-7% -$150K
SHOP icon
283
Shopify
SHOP
$148B
$2.09M 0.02%
17,623
-2,737
-13% -$360K
LIN icon
284
Linde
LIN
$237B
$2.07M 0.02%
4,179
-746
-15% -$352K
PIPR icon
285
Piper Sandler
PIPR
$5.14B
$2.06M 0.02%
+26,936
New +$2.21M
GBIL icon
286
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$2.04M 0.02%
20,324
-3,644
-15% -$365K
GALT icon
287
Galectin Therapeutics
GALT
$229M
$2.01M 0.02%
721,788
+119,815
+20% +$364K
TJX icon
288
TJX Companies
TJX
$170B
$2M 0.02%
12,501
-12,623
-50% -$1.97M
SHEL icon
289
Shell
SHEL
$245B
$1.98M 0.02%
21,334
-733
-3% -$59.2K
ATRO icon
290
Astronics
ATRO
$3.45B
$1.96M 0.02%
35,321
– –
JSMD icon
291
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.05B
$1.96M 0.02%
24,721
+1
+0% +$84
AEP icon
292
American Electric Power
AEP
$73.7B
$1.96M 0.02%
14,959
-2,997
-17% -$375K
TMO icon
293
Thermo Fisher Scientific
TMO
$211B
$1.94M 0.02%
3,942
-2,177
-36% -$1.18M
BNY
294
Bank of New York Mellon
BNY
$108B
$1.92M 0.02%
16,187
-4,089
-20% -$486K
PNC icon
295
PNC Financial Services
PNC
$100B
$1.91M 0.02%
9,183
-3,190
-26% -$695K
IDXX icon
296
Idexx Laboratories
IDXX
$42.9B
$1.91M 0.02%
3,396
-1,465
-30% -$939K
IJS icon
297
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$1.89M 0.01%
15,996
-152
-0.9% -$18.4K
MMS icon
298
Maximus
MMS
$3.14B
$1.88M 0.01%
29,275
-91
-0.3% -$7.39K
VONV icon
299
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$1.86M 0.01%
19,858
+1,146
+6% +$110K
MMM icon
300
3M
MMM
$89B
$1.85M 0.01%
12,751
-1,264
-9% -$201K
10 11
12
13 14

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Wealthspire Advisors (New York)'s Q1 2026 Portfolio in Review

As of Q1 2026, Wealthspire Advisors (New York) held 1,124 positions worth $12.7B, up 1.3% from $12.6B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Wealthspire Advisors (New York)'s Q1 2026 filing shows 92 new, 262 increased, 503 reduced and 191 closed positions. Its largest new stake was Beazer Homes USA: 1,117,138 shares worth $21.5M. The largest sale was Alphabet (Google) Class C, an estimated $27.4M.

By sector, the portfolio is most concentrated in Financials at 4.7% of assets, up from 3.2% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Wealthspire Advisors (New York)'s largest Q1 2026 buy was Beazer Homes USA: 1,117,138 shares worth $21.5M.
  • Wealthspire Advisors (New York) added most to Aon in Q1 2026, an estimated $236M increase.
  • Wealthspire Advisors (New York)'s biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $27.4M.
  • Wealthspire Advisors (New York) fully exited Huntington Bancshares in Q1 2026, selling an estimated $6.49M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.7B portfolio in Q1 2026.
  • Wealthspire Advisors (New York) opened 92 new positions and closed 191 in Q1 2026.
  • Wealthspire Advisors (New York)'s portfolio value rose 1.3% quarter-over-quarter to $12.7B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.