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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 | |
|---|---|---|---|---|---|---|
926
Alcoa
AA
$11.7B
| – | – |
-4,617
| Closed | -$245K |
|
927
Agilent Technologies
A
$39.1B
| – | – |
-2,569
| Closed | -$350K |
|
928
Ambev
ABEV
$47.3B
| – | – |
-34,067
| Closed | -$84.1K |
|
929
American International
AIG
$41.9B
| – | – |
-5,445
| Closed | -$466K |
|
930
CALL
Akebia Therapeutics
AKBA
$327M
| – | – |
0
| – | -$40.4K |
|
931
A.O. Smith
AOS
$8.38B
| – | – |
-3,023
| Closed | -$202K |
|
932
Applovin
APP
$132B
| – | – |
-1,400
| Closed | -$943K |
|
933
Arrow Electronics
ARW
$10.9B
| – | – |
-2,033
| Closed | -$224K |
|
934
ASE Group
ASX
$80.8B
| – | – |
-11,179
| Closed | -$180K |
|
935
Armstrong World Industries
AWI
$6.86B
| – | – |
-1,489
| Closed | -$285K |
|
936
Acuity Brands
AYI
$9.88B
| – | – |
-661
| Closed | -$238K |
|
937
Brookfield Asset Management
BAM
$74B
| – | – |
-4,427
| Closed | -$232K |
|
938
Best Buy
BBY
$18B
| – | – |
-5,799
| Closed | -$388K |
|
939
Barclays
BCS
$94.1B
| – | – |
-10,645
| Closed | -$271K |
|
|
BFIN
940
DELISTED
BankFinancial
BFIN
| – | – |
-22,500
| Closed | -$270K |
|
941
BHP
BHP
$213B
| – | – |
-3,966
| Closed | -$239K |
|
942
Baker Hughes
BKR
$56.8B
| – | – |
-6,118
| Closed | -$279K |
|
943
Builders FirstSource
BLDR
$7.84B
| – | – |
-2,200
| Closed | -$226K |
|
944
Bank of Montreal
BMO
$125B
| – | – |
-6,835
| Closed | -$887K |
|
945
Broadridge
BR
$17.2B
| – | – |
-1,704
| Closed | -$380K |
|
946
Brown & Brown
BRO
$22.9B
| – | – |
-4,713
| Closed | -$376K |
|
947
Conagra Brands
CAG
$7.07B
| – | – |
-10,526
| Closed | -$182K |
|
948
CBRE Group
CBRE
$40.8B
| – | – |
-1,791
| Closed | -$288K |
|
949
Crown Castle
CCI
$32.7B
| – | – |
-2,730
| Closed | -$243K |
|
950
Carnival Corporation Ltd
CCL
$36.1B
| – | – |
-15,545
| Closed | -$475K |
|
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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.