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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
ADUS icon
1051
Addus HomeCare
ADUS
$2.23B
– –
-10
Closed -$1.18K
AEG icon
1052
Aegon
AEG
$14B
– –
-272
Closed -$2.17K
AEIS icon
1053
Advanced Energy
AEIS
$12.6B
– –
-55
Closed -$9.36K
AEO icon
1054
American Eagle Outfitters
AEO
$3.07B
– –
-35
Closed -$599
AER icon
1055
AerCap
AER
$23.5B
– –
-128
Closed -$15.5K
AESI icon
1056
Atlas Energy Solutions
AESI
$1.47B
– –
-222
Closed -$2.52K
AFG icon
1057
American Financial Group
AFG
$11.9B
– –
-168
Closed -$24.5K
AFRM icon
1058
Affirm
AFRM
$25.3B
– –
-24
Closed -$1.75K
AGCO icon
1059
AGCO
AGCO
$7.06B
– –
-178
Closed -$19.1K
AGIO icon
1060
Agios Pharmaceuticals
AGIO
$1.95B
– –
-6
Closed -$241
AGM icon
1061
Federal Agricultural Mortgage
AGM
$2.54B
– –
-58
Closed -$9.74K
AGO icon
1062
Assured Guaranty
AGO
$3.34B
– –
-161
Closed -$13.6K
AGQ icon
1063
ProShares Ultra Silver
AGQ
$1.47B
– –
-125
Closed -$9.53K
AGX icon
1064
Argan
AGX
$8.15B
– –
-1
Closed -$270
AGYS icon
1065
Agilysys
AGYS
$3.02B
– –
-20
Closed -$2.1K
AHCO icon
1066
AdaptHealth
AHCO
$696M
– –
-136
Closed -$1.22K
AHRT
1067
AH Realty Trust
AHRT
$503M
– –
-378
Closed -$2.65K
AI icon
1068
C3.ai
AI
$1.62B
– –
-1,918
Closed -$33.3K
AIN icon
1069
Albany International
AIN
$1.73B
– –
-3
Closed -$160
AIR icon
1070
AAR Corp
AIR
$5.74B
– –
-67
Closed -$6.01K
AIT icon
1071
Applied Industrial Technologies
AIT
$13.2B
– –
-114
Closed -$29.8K
AIZ icon
1072
Assurant
AIZ
$14.2B
– –
-21
Closed -$4.55K
AKAM icon
1073
Akamai
AKAM
$16.9B
– –
-99
Closed -$7.5K
AKR icon
1074
Acadia Realty Trust
AKR
$2.78B
– –
-150
Closed -$3.02K
AKRO
1075
DELISTED
Akero Therapeutics
AKRO
– –
-4
Closed -$190
41 42
43
44 45

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IMPI
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Fundsmith LLP
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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 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.