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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
AL
1076
DELISTED
Air Lease Corp
AL
– –
-145
Closed -$9.23K
ALC icon
1077
Alcon
ALC
$35.9B
– –
-451
Closed -$33.6K
ALB icon
1078
Albemarle
ALB
$15.5B
– –
-214
Closed -$17.4K
ALE
1079
DELISTED
Allete
ALE
– –
-392
Closed -$26K
ALEX
1080
DELISTED
Alexander & Baldwin
ALEX
– –
-180
Closed -$3.27K
ALG icon
1081
Alamo Group
ALG
$2.06B
– –
-11
Closed -$2.1K
ALGM icon
1082
Allegro MicroSystems
ALGM
$7.91B
– –
-290
Closed -$8.47K
ALGN icon
1083
Align Technology
ALGN
$12.5B
– –
-83
Closed -$10.4K
ALGT icon
1084
Allegiant Air
ALGT
$2.41B
– –
-90
Closed -$5.47K
ALK icon
1085
Alaska Air
ALK
$5.27B
– –
-369
Closed -$18.4K
ALKS icon
1086
Alkermes
ALKS
$8.29B
– –
-527
Closed -$15.8K
ALLE icon
1087
Allegion
ALLE
$14.1B
– –
-105
Closed -$18.6K
ALLY icon
1088
Ally Financial
ALLY
$13.3B
– –
-496
Closed -$19.4K
ALNY icon
1089
Alnylam Pharmaceuticals
ALNY
$29B
– –
-20
Closed -$9.26K
ALRM icon
1090
Alarm.com
ALRM
$2.77B
– –
-740
Closed -$39.3K
ALSN icon
1091
Allison Transmission
ALSN
$10.3B
– –
-81
Closed -$6.88K
ALV icon
1092
Autoliv
ALV
$8.92B
– –
-143
Closed -$17.7K
AM icon
1093
Antero Midstream
AM
$10.4B
– –
-3,300
Closed -$64.1K
AMBP icon
1094
Ardagh Metal Packaging
AMBP
$2.97B
– –
-63
Closed -$251
AMC icon
1095
AMC Entertainment Holdings
AMC
$2.16B
– –
-669
Closed -$1.94K
AMCX icon
1096
AMC Global Media
AMCX
$489M
– –
-39
Closed -$322
AMCR icon
1097
Amcor
AMCR
$21.8B
– –
-604
Closed -$24.7K
AMH icon
1098
American Homes 4 Rent
AMH
$12.3B
– –
-117
Closed -$3.89K
AMG icon
1099
Affiliated Managers Group
AMG
$9.6B
– –
-63
Closed -$15K
AMKR icon
1100
Amkor Technology
AMKR
$13.1B
– –
-689
Closed -$19.6K
42 43
44
45 46

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ZIG
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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.