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WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $18.2B
1-Year Est. Return 21.48%
This Fund
S&P 500
This Quarter Est. Return
+2.11%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
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
CHEF icon
1351
Chefs' Warehouse
CHEF
$4.46B
– –
-74
Closed -$4.32K
CHGG icon
1352
Chegg
CHGG
$92.8M
– –
-7
Closed -$11
CHKP icon
1353
Check Point Software Technologies
CHKP
$13.2B
– –
-182
Closed -$37.7K
CHPT icon
1354
ChargePoint
CHPT
$162M
– –
-14
Closed -$153
CHRD icon
1355
Chord Energy
CHRD
$7.62B
– –
-97
Closed -$9.64K
CHRW icon
1356
C.H. Robinson
CHRW
$17B
– –
-417
Closed -$55.2K
CHT icon
1357
Chunghwa Telecom
CHT
$32.9B
– –
-247
Closed -$10.8K
CHTR icon
1358
Charter Communications
CHTR
$18.8B
– –
-528
Closed -$145K
CHWY icon
1359
Chewy
CHWY
$9.2B
– –
-1,222
Closed -$49.4K
CIFR icon
1360
Cipher Digital
CIFR
$7.14B
– –
-373
Closed -$4.7K
CIM
1361
Chimera Investment
CIM
$996M
– –
-7,098
Closed -$93.8K
CIVI
1362
DELISTED
Civitas Resources
CIVI
– –
-451
Closed -$14.7K
CLB icon
1363
Core Laboratories
CLB
$570M
– –
-195
Closed -$2.41K
CLBK icon
1364
Columbia Financial
CLBK
$1.15B
– –
-24
Closed -$360
CLF icon
1365
Cleveland-Cliffs
CLF
$7.08B
– –
-4,173
Closed -$50.9K
CLFD icon
1366
Clearfield
CLFD
$400M
– –
-60
Closed -$2.06K
CLH icon
1367
Clean Harbors
CLH
$16.4B
– –
-137
Closed -$31.8K
CLNE icon
1368
Clean Energy Fuels
CLNE
$377M
– –
-55
Closed -$142
CLOX icon
1369
Panagram AAA CLO ETF
CLOX
$323M
– –
-2,738
Closed -$70K
CLOV icon
1370
Clover Health Investments
CLOV
$2.33B
– –
-850
Closed -$2.6K
CLSK icon
1371
CleanSpark
CLSK
$2.96B
– –
-843
Closed -$12.2K
CLX icon
1372
Clorox
CLX
$13.1B
– –
-993
Closed -$122K
CMA
1373
DELISTED
Comerica
CMA
– –
-334
Closed -$22.9K
CMDT icon
1374
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$820M
– –
-188
Closed -$5.15K
CNA icon
1375
CNA Financial
CNA
$13.8B
– –
-4
Closed -$164
53 54
55
56 57

Similar funds

CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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.