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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 | |
|---|---|---|---|---|---|---|
|
NBIS
1026
Nebius Group N.V.
NBIS
$46.7B
| $95K | ﹤0.01% |
+846
| New | +$58.7K |
|
1027
AB InBev
BUD
$164B
| $94.8K | ﹤0.01% |
+1,590
| New | +$100K |
|
1028
CarMax
KMX
$8.34B
| $94.7K | ﹤0.01% |
+2,111
| New | +$126K |
|
|
CIM
1029
Chimera Investment
CIM
$980M
| $93.8K | ﹤0.01% |
+7,098
| New | +$98.8K |
|
1030
BHP
BHP
$230B
| $93.8K | ﹤0.01% |
+1,683
| New | +$89.6K |
|
1031
Parsons
PSN
$4.93B
| $93.3K | ﹤0.01% |
+1,125
| New | +$87K |
|
1032
Iris Energy
IREN
$13.8B
| $93.1K | ﹤0.01% |
+1,984
| New | +$48.2K |
|
1033
First Business Financial Services
FBIZ
$589M
| $92.3K | ﹤0.01% |
+1,800
| New | +$92.1K |
|
1034
Marriott Vacations Worldwide
VAC
$3.89B
| $91.7K | ﹤0.01% |
+1,377
| New | +$106K |
|
1035
IQVIA
IQV
$39.8B
| $91.4K | ﹤0.01% |
+481
| New | +$87.5K |
|
1036
Flex
FLEX
$44.2B
| $91.2K | ﹤0.01% |
+1,574
| New | +$83.6K |
|
1037
Sonoco
SON
$5.72B
| $91.1K | ﹤0.01% |
+2,115
| New | +$97.7K |
|
1038
Bank First Corp
BFC
$1.69B
| $90.4K | ﹤0.01% |
+745
| New | +$92.7K |
|
1039
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.36B
| $89.9K | ﹤0.01% |
+892
| New | +$88.3K |
|
1040
Darden Restaurants
DRI
$24.9B
| $89.9K | ﹤0.01% |
+472
| New | +$97K |
|
1041
Rocky Brands
RCKY
$364M
| $89.4K | ﹤0.01% |
+3,000
| New | +$80.5K |
|
1042
Vanguard Materials ETF
VAW
$3.1B
| $88.3K | ﹤0.01% |
+431
| New | +$87.6K |
|
1043
Paycom
PAYC
$9.62B
| $88.3K | ﹤0.01% |
+424
| New | +$95.5K |
|
1044
Hewlett Packard
HPE
$72.4B
| $88.1K | ﹤0.01% |
+3,582
| New | +$79.2K |
|
1045
Starwood Property Trust
STWD
$6.16B
| $87.9K | ﹤0.01% |
+4,540
| New | +$91.4K |
|
1046
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$106M
| $87.9K | ﹤0.01% |
+1,794
| New | +$87.1K |
|
1047
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $87.8K | ﹤0.01% |
+910
| New | +$87K |
|
1048
State Street SPDR S&P Biotech ETF
XBI
$10.4B
| $87.6K | ﹤0.01% |
+874
| New | +$78.7K |
|
1049
Globe Life
GL
$14.2B
| $87.2K | ﹤0.01% |
+610
| New | +$82.7K |
|
1050
iShares Environmentally Aware Real Estate ETF
ERET
$14M
| $87K | ﹤0.01% |
+3,159
| New | +$84.9K |
|
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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.