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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 | |
|---|---|---|---|---|---|---|
1051
Webster Financial
WBS
$12.8B
| $87K | ﹤0.01% |
+1,463
| New | +$87.2K |
|
1052
Wheaton Precious Metals
WPM
$60.6B
| $86.6K | ﹤0.01% |
+774
| New | +$75.6K |
|
1053
Old Republic International
ORI
$10.3B
| $86.3K | ﹤0.01% |
+2,033
| New | +$78.4K |
|
1054
XPO
XPO
$23.5B
| $85.6K | ﹤0.01% |
+662
| New | +$85.9K |
|
1055
ITT
ITT
$18.9B
| $84.6K | ﹤0.01% |
+473
| New | +$79.4K |
|
|
ASGI
1056
abrdn Global Infrastructure Income Fund
ASGI
$757M
| $84.2K | ﹤0.01% |
+3,987
| New | +$83.3K |
|
1057
Zebra Technologies
ZBRA
$17.9B
| $84.1K | ﹤0.01% |
+283
| New | +$90.4K |
|
1058
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.81B
| $84.1K | ﹤0.01% |
+469
| New | +$79.9K |
|
1059
CRH
CRH
$66.9B
| $84.1K | ﹤0.01% |
+701
| New | +$74K |
|
1060
Iron Mountain
IRM
$36.2B
| $84K | ﹤0.01% |
+824
| New | +$79.4K |
|
1061
Vertiv
VRT
$104B
| $83.9K | ﹤0.01% |
+556
| New | +$74.2K |
|
1062
Teledyne Technologies
TDY
$32B
| $83.8K | ﹤0.01% |
+143
| New | +$78.3K |
|
1063
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
| $83.6K | ﹤0.01% |
+307
| New | +$75.6K |
|
1064
TotalEnergies
TTE
$195B
| $83.6K | ﹤0.01% |
+1,400
| New | +$86.3K |
|
1065
Vestis
VSTS
$1.83B
| $83.3K | ﹤0.01% |
18,382
-332
| -2% | -$1.7K |
|
1066
Rollins
ROL
$17.9B
| $83.1K | ﹤0.01% |
+1,415
| New | +$80.5K |
|
1067
iShares US Consumer Staples ETF
IYK
$1.43B
| $82.5K | ﹤0.01% |
+1,207
| New | +$84.2K |
|
1068
UMB Financial
UMBF
$11.1B
| $82.5K | ﹤0.01% |
+697
| New | +$80.3K |
|
1069
Ormat Technologies
ORA
$6.87B
| $82.4K | ﹤0.01% |
+856
| New | +$77.2K |
|
1070
Global X US Preferred ETF
PFFD
$2.16B
| $82.4K | ﹤0.01% |
+4,241
| New | +$81.9K |
|
1071
SoFi Technologies
SOFI
$23.4B
| $82K | ﹤0.01% |
+3,105
| New | +$73.7K |
|
1072
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
| $81.9K | ﹤0.01% |
+3,547
| New | +$79.5K |
|
1073
Crown Holdings
CCK
$13.1B
| $81.6K | ﹤0.01% |
+845
| New | +$84.8K |
|
|
REVG
1074
DELISTED
REV Group
REVG
| $81.4K | ﹤0.01% |
+1,436
| New | +$76.2K |
|
1075
York Water
YORW
$518M
| $81.3K | ﹤0.01% |
+2,673
| New | +$82.9K |
|
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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.