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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
(+7.5%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$133M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$42.1M |
| 3 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$41.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.1M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$32.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$117M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$25.2M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$19.1M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$16.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Alibaba
BABA
$311B
| $519K | ﹤0.01% |
2,904
-368
| -11% | -$48.2K |
|
|
BDVL
527
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.77B
| $516K | ﹤0.01% |
+20,634
| New | +$514K |
|
528
Donaldson
DCI
$11.3B
| $515K | ﹤0.01% |
6,296
-767
| -11% | -$57.8K |
|
529
Ford
F
$55.1B
| $514K | ﹤0.01% |
42,962
-8,075
| -16% | -$93K |
|
|
LNKB
530
DELISTED
LINKBANCORP
LNKB
| $512K | ﹤0.01% |
71,831
| – | – |
|
531
HP
HPQ
$27.8B
| $512K | ﹤0.01% |
18,794
-1,484
| -7% | -$39.5K |
|
532
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $512K | ﹤0.01% |
23,744
-102
| -0.4% | -$2.13K |
|
533
AES
AES
$10.5B
| $504K | ﹤0.01% |
+38,328
| New | +$498K |
|
534
ProShares UltraPro QQQ
TQQQ
$37.4B
| $504K | ﹤0.01% |
9,754
-1,770
| -15% | -$80.7K |
|
535
Coinbase
COIN
$39.6B
| $503K | ﹤0.01% |
1,492
+435
| +41% | +$147K |
|
536
Bank of Marin Bancorp
BMRC
$456M
| $498K | ﹤0.01% |
20,525
| – | – |
|
537
GE HealthCare
GEHC
$32.7B
| $497K | ﹤0.01% |
6,621
+166
| +3% | +$12.4K |
|
538
Blackstone Secured Lending
BXSL
$5.63B
| $492K | ﹤0.01% |
18,882
| – | – |
|
539
Manulife Financial
MFC
$73.6B
| $490K | ﹤0.01% |
15,746
-795
| -5% | -$24.5K |
|
540
Freeport-McMoran
FCX
$97.3B
| $489K | ﹤0.01% |
12,472
-3,439
| -22% | -$149K |
|
541
iShares Micro-Cap ETF
IWC
$1.5B
| $489K | ﹤0.01% |
+3,280
| New | +$455K |
|
542
Air Products & Chemicals
APD
$68.1B
| $489K | ﹤0.01% |
1,792
+110
| +7% | +$31.8K |
|
543
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
| $484K | ﹤0.01% |
+3,875
| New | +$477K |
|
544
iShares Morningstar Growth ETF
ILCG
$3.28B
| $483K | ﹤0.01% |
4,632
+6
| +0.1% | +$603 |
|
545
JPMorgan BetaBuilders Japan ETF
BBJP
$18.8B
| $482K | ﹤0.01% |
7,262
-2,651
| -27% | -$169K |
|
546
Employers Holdings
EIG
$880M
| $479K | ﹤0.01% |
11,269
+38
| +0.3% | +$1.65K |
|
547
Dick's Sporting Goods
DKS
$19.1B
| $478K | ﹤0.01% |
2,153
-195
| -8% | -$42.4K |
|
548
Cigna
CI
$74.7B
| $478K | ﹤0.01% |
1,657
-228
| -12% | -$67.5K |
|
|
DOCU
549
DocuSign
DOCU
$11.4B
| $477K | ﹤0.01% |
6,620
-655
| -9% | -$50.5K |
|
550
Corning
GLW
$140B
| $477K | ﹤0.01% |
5,813
-611
| -10% | -$39.9K |
|
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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.