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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 | |
|---|---|---|---|---|---|---|
826
Angel Oak High Yield Opportunities ETF
AOHY
$125M
| $181K | ﹤0.01% |
16,201
| – | – |
|
827
Agnico Eagle Mines
AEM
$91.4B
| $181K | ﹤0.01% |
+1,074
| New | +$148K |
|
|
CTO
828
CTO Realty Growth
CTO
$805M
| $181K | ﹤0.01% |
11,089
| – | – |
|
829
Clearway Energy Class C
CWEN
$6.78B
| $180K | ﹤0.01% |
6,387
-430
| -6% | -$13K |
|
830
Otis Worldwide
OTIS
$27.7B
| $179K | ﹤0.01% |
1,961
-464
| -19% | -$42.1K |
|
831
abrdn Physical Silver Shares ETF
SIVR
$4.56B
| $179K | ﹤0.01% |
+4,029
| New | +$152K |
|
832
Vistra
VST
$48.2B
| $178K | ﹤0.01% |
910
-225
| -20% | -$44.6K |
|
833
Vodafone
VOD
$36.4B
| $177K | ﹤0.01% |
15,280
-759
| -5% | -$8.66K |
|
834
Royal Gold
RGLD
$19.8B
| $177K | ﹤0.01% |
+882
| New | +$153K |
|
835
Saic
SAIC
$5.3B
| $176K | ﹤0.01% |
1,776
-120
| -6% | -$13.4K |
|
836
Armstrong World Industries
AWI
$7.75B
| $176K | ﹤0.01% |
+899
| New | +$167K |
|
837
FS KKR Capital
FSK
$3.37B
| $176K | ﹤0.01% |
+11,792
| New | +$223K |
|
838
Tapestry
TPR
$33.3B
| $176K | ﹤0.01% |
+1,553
| New | +$163K |
|
839
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
| $175K | ﹤0.01% |
+3,916
| New | +$177K |
|
840
Builders FirstSource
BLDR
$7.74B
| $175K | ﹤0.01% |
1,446
-268
| -16% | -$35.6K |
|
841
Cloudflare
NET
$111B
| $175K | ﹤0.01% |
+814
| New | +$166K |
|
842
DoorDash
DASH
$90.9B
| $174K | ﹤0.01% |
641
-173
| -21% | -$43.4K |
|
843
Vertex Pharmaceuticals
VRTX
$133B
| $173K | ﹤0.01% |
443
-438
| -50% | -$183K |
|
844
Solventum
SOLV
$14.5B
| $173K | ﹤0.01% |
+2,368
| New | +$174K |
|
845
A.O. Smith
AOS
$8.48B
| $172K | ﹤0.01% |
2,349
-761
| -24% | -$54.3K |
|
846
iShares US Pharmaceuticals ETF
IHE
$1.66B
| $172K | ﹤0.01% |
+2,372
| New | +$164K |
|
847
iShares North American Natural Resources ETF
IGE
$778M
| $172K | ﹤0.01% |
+3,500
| New | +$163K |
|
848
Woodward
WWD
$21B
| $172K | ﹤0.01% |
+679
| New | +$169K |
|
849
Stanley Black & Decker
SWK
$15.5B
| $171K | ﹤0.01% |
+2,302
| New | +$169K |
|
850
CenterPoint Energy
CNP
$26.4B
| $170K | ﹤0.01% |
4,387
-3,883
| -47% | -$147K |
|
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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.