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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
Cap. Flow
+$184M
Cap. Flow %
0.96%
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$133M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$42.1M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$41.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.1M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$32.5M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$117M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$25.2M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.1M
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$16.6M
5
JNJ icon
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
PSKY
1226
Paramount Skydance Corp
PSKY
$10.4B
$53.3K ﹤0.01%
+2,817
New +$44.6K
RKLB icon
1227
Rocket Lab Corp
RKLB
$50B
$53.2K ﹤0.01%
+1,111
New +$50.4K
OLLI icon
1228
Ollie's Bargain Outlet
OLLI
$4.8B
$53.2K ﹤0.01%
+414
New +$55K
BBAX icon
1229
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.85B
$53K ﹤0.01%
+940
New +$52.6K
XSVM icon
1230
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$667M
$52.7K ﹤0.01%
+934
New +$51.5K
AVUS icon
1231
Avantis US Equity ETF
AVUS
$14.3B
$52.6K ﹤0.01%
+484
New +$50.8K
USIG icon
1232
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$52.5K ﹤0.01%
+1,006
New +$51.9K
ALAB icon
1233
Astera Labs
ALAB
$55B
$52.5K ﹤0.01%
+268
New +$44.1K
IRT icon
1234
Independence Realty Trust
IRT
$3.94B
$52.1K ﹤0.01%
+3,181
New +$55.1K
WDC icon
1235
Western Digital
WDC
$151B
$52K ﹤0.01%
+433
New +$35.4K
DLO icon
1236
dLocal
DLO
$4.23B
$52K ﹤0.01%
+3,640
New +$46.3K
DXCM icon
1237
DexCom
DXCM
$33.1B
$51.9K ﹤0.01%
+772
New +$61.1K
SHE icon
1238
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$336M
$51.8K ﹤0.01%
+406
New +$50.8K
RPV icon
1239
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
$51.8K ﹤0.01%
+521
New +$49.9K
ARWR icon
1240
Arrowhead Research
ARWR
$12.5B
$51.6K ﹤0.01%
+1,496
New +$32.9K
BLSH
1241
Bullish
BLSH
$3.72B
$51.3K ﹤0.01%
+807
New +$49.5K
CLF icon
1242
Cleveland-Cliffs
CLF
$7.13B
$50.9K ﹤0.01%
+4,173
New +$43.9K
NUSC icon
1243
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$50.8K ﹤0.01%
+1,152
New +$49K
MAN icon
1244
ManpowerGroup
MAN
$2.63B
$50.8K ﹤0.01%
+1,340
New +$55.2K
NZF icon
1245
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$50.8K ﹤0.01%
+4,041
New +$48.5K
RAL
1246
Ralliant Corp
RAL
$7.68B
$50.5K ﹤0.01%
+1,154
New +$51.3K
VVV icon
1247
Valvoline
VVV
$4.3B
$50.5K ﹤0.01%
+1,405
New +$53.6K
MLPA icon
1248
Global X MLP ETF
MLPA
$2.27B
$50.3K ﹤0.01%
+1,039
New +$51.7K
JEF icon
1249
Jefferies Financial Group
JEF
$12.8B
$50K ﹤0.01%
+765
New +$46.7K
SHYG icon
1250
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$49.8K ﹤0.01%
+1,151
New +$49.6K
48 49
50
51 52

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IMPI
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AIM
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ECM
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TRSOTSOK
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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.