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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
AMN icon
1101
AMN Healthcare
AMN
$1.42B
– –
-13
Closed -$252
AMPH icon
1102
Amphastar Pharmaceuticals
AMPH
$864M
– –
-70
Closed -$1.87K
GOLD
1103
Gold.com Inc
GOLD
$1.26B
– –
-300
Closed -$7.76K
AMRX icon
1104
Amneal Pharmaceuticals
AMRX
$5.71B
– –
-24
Closed -$240
AMR icon
1105
Alpha Metallurgical Resources
AMR
$1.95B
– –
-11
Closed -$1.8K
AMSC icon
1106
American Superconductor
AMSC
$1.5B
– –
-114
Closed -$6.77K
AMSF icon
1107
AMERISAFE
AMSF
$522M
– –
-114
Closed -$5K
AMWD
1108
DELISTED
American Woodmark
AMWD
– –
-5
Closed -$334
AMWL icon
1109
American Well
AMWL
$231M
– –
-60
Closed -$369
AN icon
1110
AutoNation
AN
$6.88B
– –
-134
Closed -$29.3K
ANDE icon
1111
Andersons Inc
ANDE
$2.23B
– –
-7
Closed -$279
ANF icon
1112
Abercrombie & Fitch
ANF
$5.27B
– –
-1,276
Closed -$109K
ANGI icon
1113
Angi Inc
ANGI
$186M
– –
-488
Closed -$7.94K
ANGL icon
1114
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
– –
-500
Closed -$14.9K
ANGO icon
1115
AngioDynamics
ANGO
$651M
– –
-93
Closed -$1.04K
AOA icon
1116
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
– –
-1,909
Closed -$168K
AOM icon
1117
iShares Core Moderate Allocation ETF
AOM
$1.77B
– –
-86
Closed -$4.09K
AOSL icon
1118
Alpha and Omega Semiconductor
AOSL
$1.03B
– –
-12
Closed -$336
AOUT icon
1119
American Outdoor Brands
AOUT
$160M
– –
-6
Closed -$53
APA icon
1120
APA Corp
APA
$14.4B
– –
-117
Closed -$2.84K
APAM icon
1121
Artisan Partners
APAM
$3B
– –
-310
Closed -$13.5K
APG icon
1122
APi Group
APG
$18.3B
– –
-795
Closed -$27.3K
APLE icon
1123
Apple Hospitality REIT
APLE
$3.71B
– –
-1,139
Closed -$13.7K
APLS
1124
DELISTED
Apellis Pharmaceuticals
APLS
– –
-4
Closed -$91
APOG icon
1125
Apogee Enterprises
APOG
$887M
– –
-31
Closed -$1.35K
43 44
45
46 47

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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.