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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$18.2B
1-Year Est. Return
21.48%
This Fund
S&P 500
This Quarter
Est. Return
-0.97%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
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 Morningstar Large-Cap ETF
VV
|
+$82.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$64.7M |
| 4 |
Vanguard Morningstar 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 | |
|---|---|---|---|---|---|---|
976
Devon Energy
DVN
$49.9B
| – | – |
-6,240
| Closed | -$229K |
|
|
EA
977
DELISTED
Electronic Arts
EA
| – | – |
-1,812
| Closed | -$370K |
|
978
eBay
EBAY
$47.2B
| – | – |
-4,677
| Closed | -$407K |
|
979
Everest Group
EG
$14B
| – | – |
-639
| Closed | -$217K |
|
980
EOG Resources
EOG
$75.2B
| – | – |
-2,145
| Closed | -$225K |
|
981
Equinix
EQIX
$102B
| – | – |
-449
| Closed | -$344K |
|
982
EQT Corp
EQT
$34B
| – | – |
-4,424
| Closed | -$237K |
|
983
Evergy
EVRG
$18.9B
| – | – |
-20,877
| Closed | -$1.51M |
|
984
Expedia Group
EXPE
$38.5B
| – | – |
-1,722
| Closed | -$488K |
|
985
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
| – | – |
-5,668
| Closed | -$432K |
|
986
First Citizens BancShares
FCNCA
$25.4B
| – | – |
-199
| Closed | -$427K |
|
|
FITB
987
Fifth Third Bancorp
FITB
$52.2B
| – | – |
-9,527
| Closed | -$446K |
|
988
Comfort Systems
FIX
$59.4B
| – | – |
-294
| Closed | -$274K |
|
989
Flex
FLEX
$45.2B
| – | – |
-3,952
| Closed | -$239K |
|
990
First Solar
FSLR
$25.9B
| – | – |
-1,251
| Closed | -$327K |
|
991
Globus Medical
GMED
$11.4B
| – | – |
-2,645
| Closed | -$231K |
|
992
Genuine Parts
GPC
$18.6B
| – | – |
-3,383
| Closed | -$416K |
|
|
GRMN
993
Garmin
GRMN
$59.7B
| – | – |
-1,798
| Closed | -$365K |
|
994
Halliburton
HAL
$28.2B
| – | – |
-7,840
| Closed | -$222K |
|
995
Huntington Bancshares
HBAN
$35.9B
| – | – |
-374,208
| Closed | -$6.49M |
|
996
HCA Healthcare
HCA
$89.1B
| – | – |
-1,551
| Closed | -$724K |
|
997
HDFC Bank
HDB
$120B
| – | – |
-7,406
| Closed | -$271K |
|
998
Huntington Ingalls Industries
HII
$12.9B
| – | – |
-943
| Closed | -$321K |
|
999
Haleon
HLN
$43.7B
| – | – |
-14,047
| Closed | -$142K |
|
1000
Honda
HMC
$41.1B
| – | – |
-7,498
| Closed | -$221K |
|
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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.