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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
(+1.3%)
Cap. Flow
+$367M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
1,124
New
92
Increased
262
Reduced
503
Closed
191
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Aon
AON
|
+$236M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$82.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$64.7M |
| 4 |
Vanguard Growth ETF
VUG
|
+$36.1M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$35.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$27.4M |
| 2 |
Apple
AAPL
|
+$20.2M |
| 3 |
Microsoft
MSFT
|
+$19.1M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$18.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
601
DTE Energy
DTE
$31.1B
| $454K | ﹤0.01% |
3,105
-1,940
| -38% | -$273K |
|
|
EFSI
602
Eagle Financial Services Inc
EFSI
$219M
| $450K | ﹤0.01% |
12,873
+3,132
| +32% | +$116K |
|
603
Host Hotels & Resorts
HST
$16.8B
| $450K | ﹤0.01% |
+23,493
| New | +$448K |
|
604
Regal Rexnord
RRX
$14.2B
| $447K | ﹤0.01% |
2,387
-267
| -10% | -$49.6K |
|
605
Johnson Controls International
JCI
$87.5B
| $447K | ﹤0.01% |
3,412
-2,812
| -45% | -$363K |
|
606
Enbridge
ENB
$124B
| $447K | ﹤0.01% |
8,252
-1,830
| -18% | -$93.2K |
|
607
iShares Global Tech ETF
IXN
$8.7B
| $445K | ﹤0.01% |
4,456
| – | – |
|
608
FVCBankcorp
FVCB
$324M
| $445K | ﹤0.01% |
+29,302
| New | +$440K |
|
609
iShares US Basic Materials ETF
IYM
$1.16B
| $444K | ﹤0.01% |
2,523
-43
| -2% | -$7.52K |
|
610
iShares Morningstar Growth ETF
ILCG
$3.1B
| $442K | ﹤0.01% |
4,633
-14
| -0.3% | -$1.42K |
|
611
iShares Dow Jones US ETF
IYY
$2.92B
| $441K | ﹤0.01% |
2,786
-619
| -18% | -$102K |
|
612
iShares Expanded Tech Sector ETF
IGM
$9.94B
| $440K | ﹤0.01% |
3,714
-4,163
| -53% | -$524K |
|
613
Iron Mountain
IRM
$38.2B
| $438K | ﹤0.01% |
+4,284
| New | +$426K |
|
614
Sempra
SRE
$60.8B
| $437K | ﹤0.01% |
4,495
-1,907
| -30% | -$174K |
|
615
WisdomTree US MidCap Fund
EZM
$937M
| $434K | ﹤0.01% |
6,454
-70
| -1% | -$4.84K |
|
616
iShares Core MSCI Europe ETF
IEUR
$8.66B
| $433K | ﹤0.01% |
6,165
| – | – |
|
617
Church & Dwight Co
CHD
$23.1B
| $432K | ﹤0.01% |
4,634
-3,931
| -46% | -$378K |
|
618
FNB Corp
FNB
$6.78B
| $431K | ﹤0.01% |
25,783
+5,276
| +26% | +$91.2K |
|
|
NCIQ
619
Hashdex Nasdaq CME Crypto Index ETF
NCIQ
$91M
| $428K | ﹤0.01% |
+24,860
| New | +$488K |
|
620
GE HealthCare
GEHC
$27.6B
| $427K | ﹤0.01% |
6,001
-3,850
| -39% | -$304K |
|
621
Markel Group
MKL
$25B
| $427K | ﹤0.01% |
223
-27
| -11% | -$54.8K |
|
|
BPRE
622
Bluerock Private Real Estate Fund
BPRE
| $426K | ﹤0.01% |
25,671
-1,644
| -6% | -$27.4K |
|
623
Vanguard Russell 2000 ETF
VTWO
$17.3B
| $425K | ﹤0.01% |
4,241
+736
| +21% | +$76.7K |
|
624
Louisiana-Pacific
LPX
$5.2B
| $422K | ﹤0.01% |
5,804
-661
| -10% | -$55.7K |
|
|
MUNY
625
Vanguard New York Tax-Exempt Bond ETF
MUNY
$438M
| $422K | ﹤0.01% |
4,119
+2,026
| +97% | +$210K |
|
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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.