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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
Cap. Flow
-$6.86B
Cap. Flow %
-54.57%
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
GOOG icon
Alphabet (Google) Class C
GOOG
+$48.7M
3
AAPL icon
Apple
AAPL
+$39.7M
4
MSFT icon
Microsoft
MSFT
+$34M
5
NVDA icon
NVIDIA
NVDA
+$30.5M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$716M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$704M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$477M
5
SCHD icon
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
AAT
1026
American Assets Trust
AAT
$1.38B
– –
-110
Closed -$2.23K
ABAT icon
1027
American Battery Technology Co
ABAT
$361M
– –
-468
Closed -$2.27K
ABCB icon
1028
Ameris Bancorp
ABCB
$5.88B
– –
-363
Closed -$26.6K
ABCL icon
1029
AbCellera Biologics
ABCL
$2.85B
– –
-790
Closed -$3.97K
ABG icon
1030
Asbury Automotive
ABG
$3.78B
– –
-63
Closed -$15.4K
ABM icon
1031
ABM Industries
ABM
$2.81B
– –
-143
Closed -$6.6K
ABR icon
1032
Arbor Realty Trust
ABR
$1,000M
– –
-152
Closed -$1.86K
ACA icon
1033
Arcosa
ACA
$7.11B
– –
-494
Closed -$46.3K
ACAD icon
1034
Acadia Pharmaceuticals
ACAD
$5.06B
– –
-124
Closed -$2.65K
ACB
1035
Aurora Cannabis
ACB
$179M
– –
-4
Closed -$24
ACHC icon
1036
Acadia Healthcare
ACHC
$2.96B
– –
-53
Closed -$1.31K
ACHR icon
1037
Archer Aviation
ACHR
$4.78B
– –
-3,452
Closed -$33.1K
ACI icon
1038
Albertsons Companies
ACI
$5.89B
– –
-1,602
Closed -$28.1K
ACIC icon
1039
American Coastal Insurance
ACIC
$470M
– –
-3,190
Closed -$36.3K
ACIW icon
1040
ACI Worldwide
ACIW
$5.34B
– –
-162
Closed -$8.55K
ACLS icon
1041
Axcelis
ACLS
$4.1B
– –
-234
Closed -$22.8K
ACMR icon
1042
ACM Research
ACMR
$5.53B
– –
-100
Closed -$3.91K
ACM icon
1043
Aecom
ACM
$9.42B
– –
-446
Closed -$58.2K
ACT icon
1044
Enact Holdings
ACT
$6.67B
– –
-29
Closed -$1.11K
ACXP icon
1045
Acurx Pharmaceuticals
ACXP
$6.58M
– –
-15
Closed -$65
ADEA icon
1046
Adeia
ADEA
$3.07B
– –
-21
Closed -$353
ADMA icon
1047
ADMA Biologics
ADMA
$2.18B
– –
-248
Closed -$3.64K
ADNT icon
1048
Adient
ADNT
$1.44B
– –
-1,112
Closed -$26.8K
ADPT icon
1049
Adaptive Biotechnologies
ADPT
$4.05B
– –
-7
Closed -$105
ADT icon
1050
ADT
ADT
$5.49B
– –
-267
Closed -$2.33K
40 41
42
43 44

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ACA
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ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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.