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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
-1.64%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$16.7B
AUM Growth
+$6.68B
Cap. Flow
+$7.11B
Cap. Flow %
42.5%
Top 10 Hldgs %
56.42%
Holding
835
New
50
Increased
381
Reduced
267
Closed
46

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.55B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$638M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$599M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$489M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$402M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.1M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$5.2M
3
AON icon
Aon
AON
+$3.35M
4
OKE icon
Oneok
OKE
+$3.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.7M

Sector Composition

Rank Sector Weight
1 Technology 2.61%
2 Financials 1.9%
3 Consumer Discretionary 0.77%
4 Healthcare 0.76%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
701
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$237K ﹤0.01%
3,097
– –
WBD icon
702
Warner Bros
WBD
$67.1B
$237K ﹤0.01%
22,054
-162
-0.7% -$1.69K
SPTS icon
703
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$234K ﹤0.01%
8,018
– –
JAAA icon
704
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$233K ﹤0.01%
+4,589
New +$233K
OTIS icon
705
Otis Worldwide
OTIS
$28.2B
$229K ﹤0.01%
2,224
-241
-10% -$23.5K
PNW icon
706
Pinnacle West Capital
PNW
$12.2B
$229K ﹤0.01%
2,399
+7
+0.3% +$625
INGR icon
707
Ingredion
INGR
$6.58B
$228K ﹤0.01%
1,685
+92
+6% +$12.2K
RSPT icon
708
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$228K ﹤0.01%
6,661
+8
+0.1% +$300
HUBS icon
709
HubSpot
HUBS
$10.5B
$223K ﹤0.01%
+390
New +$274K
TD icon
710
Toronto Dominion Bank
TD
$200B
$222K ﹤0.01%
+3,706
New +$216K
ILCG icon
711
iShares Morningstar Growth ETF
ILCG
$3.28B
$222K ﹤0.01%
+2,740
New +$243K
TDG icon
712
TransDigm Group
TDG
$67.7B
$222K ﹤0.01%
160
-20
-11% -$26.7K
AXON
713
Axon Enterprise
AXON
$46.4B
$221K ﹤0.01%
420
+50
+14% +$29.3K
AWK icon
714
American Water Works
AWK
$26.9B
$221K ﹤0.01%
+1,496
New +$197K
KVYO icon
715
Klaviyo
KVYO
$4.73B
$220K ﹤0.01%
7,285
– –
SAIC icon
716
Saic
SAIC
$5.35B
$218K ﹤0.01%
1,946
+122
+7% +$13.2K
IBDT icon
717
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$218K ﹤0.01%
+8,639
New +$216K
EGHT icon
718
8x8 Inc
EGHT
$332M
$216K ﹤0.01%
108,183
– –
VOYA icon
719
Voya Financial
VOYA
$9.19B
$216K ﹤0.01%
3,186
+219
+7% +$15.3K
IPG
720
DELISTED
Interpublic Group of Companies
IPG
$216K ﹤0.01%
7,948
-407
-5% -$11.2K
SON icon
721
Sonoco
SON
$5.74B
$216K ﹤0.01%
4,562
-81
-2% -$3.83K
SURE icon
722
AdvisorShares Insider Advantage ETF
SURE
$57.6M
$215K ﹤0.01%
1,931
– –
CALF icon
723
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.84B
$214K ﹤0.01%
5,714
+26
+0.5% +$1.08K
CTO
724
CTO Realty Growth
CTO
$815M
$214K ﹤0.01%
11,089
– –
SMH icon
725
VanEck Semiconductor ETF
SMH
$71.8B
$213K ﹤0.01%
1,008
+14
+1% +$3.36K
27 28
29
30 31

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IMPI
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TRSOTSOK
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Wealthspire Advisors (New York)'s Q1 2025 Portfolio in Review

As of Q1 2025, Wealthspire Advisors (New York) held 835 positions worth $16.7B, up 66% from $10.1B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthspire Advisors (New York) deployed $7.11B of net new capital in Q1 2025, opening 50 new positions and adding to 381 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 13 shares worth $9.98M.

By sector, the portfolio is most concentrated in Technology at 2.6% of assets, down from 3.5% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $10.1M trimmed.

  • Wealthspire Advisors (New York)'s largest Q1 2025 buy was Berkshire Hathaway Class A: 13 shares worth $9.98M.
  • Wealthspire Advisors (New York) added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $1.55B increase.
  • Wealthspire Advisors (New York)'s biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $10.1M.
  • Wealthspire Advisors (New York) fully exited American Airlines Group in Q1 2025, selling an estimated $2.57M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 56% of its $16.7B portfolio in Q1 2025.
  • Wealthspire Advisors (New York) opened 50 new positions and closed 46 in Q1 2025.
  • Wealthspire Advisors (New York)'s portfolio value rose 66% quarter-over-quarter to $16.7B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.