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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
BSX icon
676
Boston Scientific
BSX
$65.8B
$362K ﹤0.01%
5,765
-7,894
-58% -$632K
HPQ icon
677
HP
HPQ
$23.5B
$361K ﹤0.01%
18,759
-9,962
-35% -$194K
JMUB icon
678
JPMorgan Municipal ETF
JMUB
$8.19B
$357K ﹤0.01%
7,148
-150
-2% -$7.61K
OMC icon
679
Omnicom Group
OMC
$22.7B
$357K ﹤0.01%
4,736
-2,226
-32% -$173K
CTVA icon
680
Corteva
CTVA
$59.7B
$355K ﹤0.01%
4,238
-4,803
-53% -$362K
LYB icon
681
LyondellBasell Industries
LYB
$19.5B
$351K ﹤0.01%
4,360
-3,565
-45% -$211K
GVI icon
682
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$351K ﹤0.01%
3,291
– –
IBDR icon
683
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$347K ﹤0.01%
14,305
– –
GEM icon
684
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.63B
$347K ﹤0.01%
8,025
– –
COIN icon
685
Coinbase
COIN
$41.7B
$346K ﹤0.01%
1,980
-858
-30% -$169K
ARCC icon
686
Ares Capital
ARCC
$13.5B
$345K ﹤0.01%
+19,148
New +$371K
MSI icon
687
Motorola Solutions
MSI
$69.4B
$340K ﹤0.01%
783
-853
-52% -$369K
TD icon
688
Toronto Dominion Bank
TD
$198B
$339K ﹤0.01%
3,637
-1,828
-33% -$174K
GH icon
689
Guardant Health
GH
$19.5B
$338K ﹤0.01%
3,655
-231
-6% -$23.2K
FDL icon
690
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.72B
$336K ﹤0.01%
6,617
+52
+0.8% +$2.54K
KKR icon
691
KKR & Co
KKR
$89.2B
$336K ﹤0.01%
3,630
-3,705
-51% -$391K
ICUI icon
692
ICU Medical
ICUI
$3.93B
$335K ﹤0.01%
2,591
-245
-9% -$35.2K
AMX icon
693
America Movil
AMX
$78.1B
$333K ﹤0.01%
13,064
-1,606
-11% -$36.6K
CLOZ icon
694
Panagram BBB-B CLO ETF
CLOZ
$773M
$331K ﹤0.01%
12,922
– –
AVY icon
695
Avery Dennison
AVY
$12.3B
$329K ﹤0.01%
1,908
-517
-21% -$94.9K
BDYN
696
iShares Dynamic Equity Active ETF
BDYN
$2.97B
$329K ﹤0.01%
13,546
– –
DLS icon
697
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$329K ﹤0.01%
4,038
+2
+0% +$169
VMC icon
698
Vulcan Materials
VMC
$36.3B
$327K ﹤0.01%
1,201
-566
-32% -$167K
APPN icon
699
Appian
APPN
$1.74B
$325K ﹤0.01%
+13,500
New +$366K
SPTL icon
700
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$322K ﹤0.01%
12,257
+429
+4% +$11.4K
26 27
28
29 30

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IMPI
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AIM
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ECM
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TRSOTSOK
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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.