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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
HPE icon
1001
Hewlett Packard
HPE
$63B
– –
-13,560
Closed -$326K
HSBC icon
1002
HSBC
HSBC
$354B
– –
-6,302
Closed -$496K
HUBB icon
1003
Hubbell
HUBB
$25.5B
– –
-676
Closed -$300K
HUM icon
1004
Humana
HUM
$46.9B
– –
-1,115
Closed -$285K
HWM icon
1005
Howmet Aerospace
HWM
$115B
– –
-3,310
Closed -$679K
IBKR icon
1006
Interactive Brokers
IBKR
$40.5B
– –
-3,429
Closed -$221K
ICL icon
1007
ICL Group
ICL
$6.83B
– –
-13,971
Closed -$80.3K
ILMN icon
1008
Illumina
ILMN
$29.5B
– –
-2,613
Closed -$343K
ING icon
1009
ING
ING
$93.8B
– –
-11,890
Closed -$333K
INGR icon
1010
Ingredion
INGR
$6.37B
– –
-2,670
Closed -$294K
INSP icon
1011
Inspire Medical Systems
INSP
$1.44B
– –
-2,882
Closed -$266K
IOO icon
1012
iShares Global 100 ETF
IOO
$8.56B
– –
-1,646
Closed -$208K
IQV icon
1013
IQVIA
IQV
$34.9B
– –
-1,493
Closed -$337K
IR icon
1014
Ingersoll Rand
IR
$32.9B
– –
-4,441
Closed -$352K
IT icon
1015
Gartner
IT
$9.39B
– –
-1,150
Closed -$290K
ITT icon
1016
ITT
ITT
$17.4B
– –
-1,985
Closed -$344K
IXG icon
1017
iShares Global Financials ETF
IXG
$653M
– –
-3,308
Closed -$400K
J icon
1018
Jacobs Solutions
J
$15.9B
– –
-1,908
Closed -$253K
KDP icon
1019
Keurig Dr Pepper
KDP
$40.4B
– –
-7,918
Closed -$222K
KGC icon
1020
Kinross Gold
KGC
$28.4B
– –
-8,246
Closed -$232K
KVYO icon
1021
Klaviyo
KVYO
$4.96B
– –
-7,285
Closed -$237K
L icon
1022
Loews
L
$24.2B
– –
-3,522
Closed -$371K
LDOS icon
1023
Leidos
LDOS
$14.3B
– –
-2,306
Closed -$416K
LMBS icon
1024
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
– –
-8,308
Closed -$415K
LPL icon
1025
LG Display
LPL
$3.21B
– –
-17,151
Closed -$72.2K
39 40
41
42 43

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IMPI
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AIM
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ECM
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TRSOTSOK
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GC
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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.