We are live on
!
Find out more
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
-0.97%
1 Year Est. Return
+17.31%
3 Year Est. Return
+47.87%
5 Year Est. Return
+46.91%
10 Year Est. Return
–
AUM
$12.7B
AUM Growth
+$168M
(+1.3%)
Cap. Flow
+$367M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
47.08%
Holding
1,124
New
92
Increased
262
Reduced
503
Closed
191
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Aon
AON
|
+$236M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$82.1M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$64.7M |
| 4 |
Vanguard Growth ETF
VUG
|
+$36.1M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$35.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$27.4M |
| 2 |
Apple
AAPL
|
+$20.2M |
| 3 |
Microsoft
MSFT
|
+$19.1M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$18.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$16.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.72% |
| 2 | Technology | 3.27% |
| 3 | Consumer Discretionary | 1.58% |
| 4 | Communication Services | 1.27% |
| 5 | Healthcare | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
ARS Pharmaceuticals
SPRY
$601M
| – | – |
-23,650
| Closed | -$276K |
|
1077
Steel Dynamics
STLD
$35.5B
| – | – |
-1,768
| Closed | -$300K |
|
1078
State Street
STT
$50.7B
| – | – |
-3,248
| Closed | -$419K |
|
1079
Stanley Black & Decker
SWK
$14.1B
| – | – |
-3,320
| Closed | -$247K |
|
1080
Synchrony
SYF
$23.6B
| – | – |
-3,099
| Closed | -$259K |
|
1081
Takeda Pharmaceutical
TAK
$55.1B
| – | – |
-13,346
| Closed | -$208K |
|
1082
Toyota
TM
$210B
| – | – |
-1,629
| Closed | -$349K |
|
1083
Toast
TOST
$16.9B
| – | – |
-11,985
| Closed | -$426K |
|
1084
Tapestry
TPR
$28.6B
| – | – |
-3,342
| Closed | -$427K |
|
1085
Tractor Supply
TSCO
$16B
| – | – |
-4,289
| Closed | -$214K |
|
1086
Trade Desk
TTD
$8.11B
| – | – |
-5,933
| Closed | -$225K |
|
1087
Textron
TXT
$16.6B
| – | – |
-2,482
| Closed | -$216K |
|
1088
United Airlines
UAL
$38.5B
| – | – |
-4,271
| Closed | -$478K |
|
1089
Ulta Beauty
ULTA
$20.5B
| – | – |
-385
| Closed | -$233K |
|
1090
United Microelectronic
UMC
$48.6B
| – | – |
-10,006
| Closed | -$78.6K |
|
1091
United Therapeutics
UTHR
$26.4B
| – | – |
-832
| Closed | -$405K |
|
1092
VICI Properties
VICI
$29.4B
| – | – |
-11,143
| Closed | -$313K |
|
1093
Invesco Municipal Trust
VKQ
$535M
| – | – |
-11,500
| Closed | -$111K |
|
1094
Veralto
VLTO
$22.7B
| – | – |
-2,925
| Closed | -$292K |
|
1095
Voya Financial
VOYA
$8.88B
| – | – |
-3,568
| Closed | -$266K |
|
1096
Verisk Analytics
VRSK
$26.3B
| – | – |
-1,468
| Closed | -$328K |
|
1097
Vistra
VST
$55B
| – | – |
-1,709
| Closed | -$276K |
|
1098
Viatris
VTRS
$20.1B
| – | – |
-17,291
| Closed | -$215K |
|
1099
Wipro
WIT
$18.4B
| – | – |
-26,671
| Closed | -$75.7K |
|
1100
Wheaton Precious Metals
WPM
$50.5B
| – | – |
-2,435
| Closed | -$286K |
|
Similar funds
ACA
ZIG
IMPI
AIM
ECM
TRSOTSOK
GC
Wealthspire Advisors (New York)'s Q1 2026 Portfolio in Review
As of Q1 2026, Wealthspire Advisors (New York) held 1,124 positions worth $12.7B, up 1.3% from $12.6B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Wealthspire Advisors (New York)'s Q1 2026 filing shows 92 new, 262 increased, 503 reduced and 191 closed positions. Its largest new stake was Beazer Homes USA: 1,117,138 shares worth $21.5M. The largest sale was Alphabet (Google) Class C, an estimated $27.4M.
By sector, the portfolio is most concentrated in Financials at 4.7% of assets, up from 3.2% a quarter earlier, followed by Technology and Consumer Discretionary.
- Wealthspire Advisors (New York)'s largest Q1 2026 buy was Beazer Homes USA: 1,117,138 shares worth $21.5M.
- Wealthspire Advisors (New York) added most to Aon in Q1 2026, an estimated $236M increase.
- Wealthspire Advisors (New York)'s biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $27.4M.
- Wealthspire Advisors (New York) fully exited Huntington Bancshares in Q1 2026, selling an estimated $6.49M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.7B portfolio in Q1 2026.
- Wealthspire Advisors (New York) opened 92 new positions and closed 191 in Q1 2026.
- Wealthspire Advisors (New York)'s portfolio value rose 1.3% quarter-over-quarter to $12.7B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.