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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
APPF icon
1126
AppFolio
APPF
$7.11B
– –
-79
Closed -$21.8K
APPN icon
1127
Appian
APPN
$2.56B
– –
-1,000
Closed -$30.6K
APTV icon
1128
Aptiv
APTV
$10.4B
– –
-105
Closed -$9.05K
AR icon
1129
Antero Resources
AR
$11.6B
– –
-1,087
Closed -$36.5K
ARCB icon
1130
ArcBest
ARCB
$3.02B
– –
-83
Closed -$5.8K
ARCC icon
1131
Ares Capital
ARCC
$14.4B
– –
-9,848
Closed -$201K
ARCT icon
1132
Arcturus Therapeutics
ARCT
$213M
– –
-100
Closed -$1.84K
ARCO icon
1133
Arcos Dorados Holdings
ARCO
$1.68B
– –
-171
Closed -$1.16K
ARDX icon
1134
Ardelyx
ARDX
$997M
– –
-1,193
Closed -$6.57K
AREB
1135
DELISTED
American Rebel
AREB
– –
0
– -$96
ARE icon
1136
Alexandria Real Estate Equities
ARE
$8.39B
– –
-165
Closed -$13.8K
ARGT icon
1137
Global X MSCI Argentina ETF
ARGT
$830M
– –
-120
Closed -$8.37K
ARGX icon
1138
argenx
ARGX
$53.9B
– –
-5
Closed -$3.69K
ARI
1139
Apollo Commercial Real Estate
ARI
$879M
– –
-30
Closed -$304
ARKF icon
1140
ARK Blockchain & Fintech Innovation ETF
ARKF
$763M
– –
-557
Closed -$31.6K
ARKG icon
1141
ARK Genomic Revolution ETF
ARKG
$1.79B
– –
-1,033
Closed -$28.7K
ARKQ icon
1142
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
– –
-1,093
Closed -$122K
ARKX icon
1143
ARK Space & Defense Innovation ETF
ARKX
$853M
– –
-55
Closed -$1.57K
ARLO icon
1144
Arlo Technologies
ARLO
$1.59B
– –
-174
Closed -$2.95K
ARM icon
1145
Arm
ARM
$288B
– –
-1,334
Closed -$189K
ARMK icon
1146
Aramark
ARMK
$16.1B
– –
-1,080
Closed -$41.5K
AROC icon
1147
Archrock
AROC
$5.86B
– –
-1,552
Closed -$40.8K
AROW icon
1148
Arrow Financial
AROW
$641M
– –
-1,011
Closed -$28.6K
ARR
1149
Armour Residential REIT
ARR
$2.36B
– –
-69
Closed -$1.03K
ARWR icon
1150
Arrowhead Research
ARWR
$12.7B
– –
-1,496
Closed -$51.6K
44 45
46
47 48

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ZIG
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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.