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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
+2.11%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$12.6B
AUM Growth
-$6.56B
(-34%)
Cap. Flow
-$6.86B
Cap. Flow
% of AUM
-54.57%
Top 10 Holdings %
Top 10 Hldgs %
47.31%
Holding
3,079
New
21
Increased
693
Reduced
242
Closed
2,043
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PCLG
Polen Focus Growth ETF
PCLG
|
+$54.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$48.7M |
| 3 |
Apple
AAPL
|
+$39.7M |
| 4 |
Microsoft
MSFT
|
+$34M |
| 5 |
NVIDIA
NVDA
|
+$30.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.76B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$716M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$704M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$477M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$401M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.4% |
| 2 | Financials | 3.21% |
| 3 | Communication Services | 1.81% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Healthcare | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Invesco Trust Investment Grade Municipals
VGM
$564M
| $104K | ﹤0.01% |
10,000
| – | – |
|
1002
Nokia
NOK
$51B
| $86.7K | ﹤0.01% |
13,403
+11,837
| +756% | +$73.4K |
|
1003
Sweetgreen
SG
$649M
| $84.2K | ﹤0.01% |
12,458
-775
| -6% | -$5.33K |
|
1004
Ambev
ABEV
$45.4B
| $84.1K | ﹤0.01% |
+34,067
| New | +$81.1K |
|
1005
ICL Group
ICL
$6.89B
| $80.3K | ﹤0.01% |
+13,971
| New | +$80.9K |
|
1006
United Microelectronic
UMC
$47.1B
| $78.6K | ﹤0.01% |
10,006
+9,527
| +1,989% | +$72.3K |
|
1007
Full House Resorts
FLL
$90.5M
| $78.3K | ﹤0.01% |
30,000
| – | – |
|
1008
Wipro
WIT
$19.7B
| $75.7K | ﹤0.01% |
26,671
+25,615
| +2,426% | +$69.9K |
|
1009
Opendoor
OPEN
$3.38B
| $74.6K | ﹤0.01% |
12,795
-278
| -2% | -$1.99K |
|
1010
LG Display
LPL
$3.36B
| $72.2K | ﹤0.01% |
17,151
+15,025
| +707% | +$70.1K |
|
1011
GameSquare
GAME
$39.9M
| $69.9K | ﹤0.01% |
181,601
| – | – |
|
1012
Annovis Bio
ANVS
$80.4M
| $69.2K | ﹤0.01% |
20,000
+10,000
| +100% | +$30.1K |
|
1013
Kopin
KOPN
$780M
| $67.3K | ﹤0.01% |
+28,741
| New | +$83K |
|
1014
NIO
NIO
$12.1B
| $66.2K | ﹤0.01% |
12,980
+2,707
| +26% | +$16.7K |
|
1015
Gain Therapeutics
GANX
$75.5M
| $54.4K | ﹤0.01% |
+16,900
| New | +$45.1K |
|
1016
Recursion Pharmaceuticals
RXRX
$1.76B
| $52.5K | ﹤0.01% |
12,835
-231
| -2% | -$1.14K |
|
1017
E.W. Scripps
SSP
$309M
| $44.6K | ﹤0.01% |
11,178
+1,038
| +10% | +$3.49K |
|
1018
CALL
Akebia Therapeutics
AKBA
$234M
| – | – |
0
| – | – |
|
|
DHF
1019
BNY Mellon High Yield Strategies Fund
DHF
$172M
| $28K | ﹤0.01% |
11,308
+233
| +2% | +$591 |
|
1020
Beyond Meat
BYND
$268M
| $16.4K | ﹤0.01% |
20,015
+20,000
| +133,333% | +$27.8K |
|
1021
Femasys
FEMY
$7.16M
| $16.2K | ﹤0.01% |
1,407
| – | – |
|
|
CRDL
1022
Cardiol Therapeutics
CRDL
$169M
| $14.5K | ﹤0.01% |
+15,151
| New | +$15.9K |
|
1023
American Airlines Group
AAL
$9.93B
| – | – |
-5,346
| Closed | -$60.1K |
|
1024
Aaon
AAON
$7.31B
| – | – |
-114
| Closed | -$10.7K |
|
1025
Advance Auto Parts
AAP
$3.36B
| – | – |
-39
| Closed | -$2.4K |
|
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Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review
As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.
- Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
- Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
- Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
- Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
- Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
- Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.