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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 | |
|---|---|---|---|---|---|---|
|
GLXY
1076
Galaxy Digital Inc
GLXY
$3.8B
| $81K | ﹤0.01% |
+2,395
| New | +$64.6K |
|
1077
Credo Technology Group
CRDO
$44.7B
| $80.7K | ﹤0.01% |
+554
| New | +$67.8K |
|
1078
PJT Partners
PJT
$4.33B
| $80.1K | ﹤0.01% |
+451
| New | +$81.2K |
|
1079
MVB Financial
MVBF
$387M
| $80K | ﹤0.01% |
+3,191
| New | +$75.8K |
|
1080
Watsco Inc
WSO
$13.5B
| $79.9K | ﹤0.01% |
+198
| New | +$84.7K |
|
1081
Deckers Outdoor
DECK
$13.3B
| $79.6K | ﹤0.01% |
+785
| New | +$85.6K |
|
1082
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
| $79.5K | ﹤0.01% |
+1,929
| New | +$78.9K |
|
1083
Zoom
ZM
$31.4B
| $79.4K | ﹤0.01% |
+962
| New | +$75.1K |
|
1084
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
| $78.9K | ﹤0.01% |
+1,185
| New | +$77.6K |
|
1085
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
| $78.9K | ﹤0.01% |
+982
| New | +$77.2K |
|
1086
Conagra Brands
CAG
$7.07B
| $78.8K | ﹤0.01% |
+4,303
| New | +$82.5K |
|
1087
Carpenter Technology
CRS
$27.8B
| $78.6K | ﹤0.01% |
+320
| New | +$81.8K |
|
1088
Reinsurance Group of America
RGA
$15.8B
| $78.4K | ﹤0.01% |
+408
| New | +$78.1K |
|
1089
NIO
NIO
$12.1B
| $78.3K | ﹤0.01% |
+10,273
| New | +$55.3K |
|
1090
KORU Medical Systems
KRMD
$157M
| $78.2K | ﹤0.01% |
+20,425
| New | +$78.1K |
|
1091
Williams-Sonoma
WSM
$29.5B
| $78.2K | ﹤0.01% |
+400
| New | +$76.4K |
|
1092
CBRE Group
CBRE
$41.7B
| $78.2K | ﹤0.01% |
+496
| New | +$76.7K |
|
1093
Ciena
CIEN
$54.9B
| $78.1K | ﹤0.01% |
+536
| New | +$54.6K |
|
1094
Franco-Nevada
FNV
$46.5B
| $77.8K | ﹤0.01% |
+349
| New | +$62.9K |
|
1095
Madison Square Garden
MSGS
$9.43B
| $77.8K | ﹤0.01% |
+343
| New | +$70.3K |
|
1096
Polaris
PII
$3.97B
| $77.3K | ﹤0.01% |
+1,330
| New | +$71.7K |
|
1097
Scotiabank
BNS
$108B
| $76.1K | ﹤0.01% |
+1,177
| New | +$69.4K |
|
1098
NRG Energy
NRG
$25B
| $76K | ﹤0.01% |
+469
| New | +$73.1K |
|
1099
iShares MSCI Global Gold Miners ETF
RING
$2.45B
| $75.5K | ﹤0.01% |
+1,166
| New | +$59.7K |
|
1100
Cabot Corp
CBT
$4.46B
| $75.4K | ﹤0.01% |
+991
| New | +$77.3K |
|
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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.