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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
-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 | |
|---|---|---|---|---|---|---|
1101
Williams-Sonoma
WSM
$26.5B
| – | – |
-1,404
| Closed | -$251K |
|
1102
Woodward
WWD
$24.9B
| – | – |
-996
| Closed | -$301K |
|
1103
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| – | – |
-2,996
| Closed | -$365K |
|
1104
Xcel Energy
XEL
$50.8B
| – | – |
-5,575
| Closed | -$412K |
|
1105
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
| – | – |
-8,183
| Closed | -$330K |
|
1106
Xylem
XYL
$28.3B
| – | – |
-1,640
| Closed | -$223K |
|
1107
Zillow
Z
$6.99B
| – | – |
-4,460
| Closed | -$304K |
|
1108
Zeta Global
ZETA
$4.81B
| – | – |
-10,355
| Closed | -$211K |
|
1109
Zoom
ZM
$25.5B
| – | – |
-2,651
| Closed | -$229K |
|
1110
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.8B
| – | – |
-3,712
| Closed | -$372K |
|
1111
Solventum
SOLV
$13.5B
| – | – |
-3,539
| Closed | -$280K |
|
|
SW
1112
Smurfit Westrock
SW
$24B
| – | – |
-6,101
| Closed | -$236K |
|
|
FETH
1113
Fidelity Ethereum Fund
FETH
$1B
| – | – |
-7,219
| Closed | -$214K |
|
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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.