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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
(+7.5%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
3,078
New
2,229
Increased
233
Reduced
500
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$133M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$42.1M |
| 3 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$41.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$33.1M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$32.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$117M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$25.2M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$19.1M |
| 4 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$16.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1376
Equifax
EFX
$21.4B
| $35.1K | ﹤0.01% |
+137
| New | +$34.4K |
|
1377
Vontier
VNT
$4.64B
| $35.1K | ﹤0.01% |
+837
| New | +$34.5K |
|
1378
Euronet Worldwide
EEFT
$2.66B
| $35.1K | ﹤0.01% |
+400
| New | +$38.3K |
|
1379
Invesco Quality Municipal Securities
IQI
$534M
| $35.1K | ﹤0.01% |
+3,562
| New | +$33.8K |
|
1380
Performance Food Group
PFGC
$17.9B
| $35.1K | ﹤0.01% |
+337
| New | +$33.7K |
|
1381
HealthEquity
HQY
$8.82B
| $34.9K | ﹤0.01% |
+368
| New | +$34.6K |
|
|
BLD
1382
DELISTED
TopBuild
BLD
| $34.8K | ﹤0.01% |
+89
| New | +$35.5K |
|
1383
iShares International Treasury Bond ETF
IGOV
$1.53B
| $34.8K | ﹤0.01% |
+816
| New | +$34.6K |
|
1384
iShares MSCI Taiwan ETF
EWT
$11.2B
| $34.7K | ﹤0.01% |
+546
| New | +$32.9K |
|
|
ECHO
1385
EchoStar
ECHO
$25.6B
| $34.7K | ﹤0.01% |
+454
| New | +$20.6K |
|
1386
Brunswick
BC
$5.28B
| $34.7K | ﹤0.01% |
+548
| New | +$34K |
|
1387
GXO Logistics
GXO
$5.37B
| $34.5K | ﹤0.01% |
+653
| New | +$33.6K |
|
1388
Dynatrace
DT
$14.4B
| $34.3K | ﹤0.01% |
+708
| New | +$35.8K |
|
|
CBTJ
1389
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$24.7M
| $34.3K | ﹤0.01% |
+1,199
| New | +$34.1K |
|
1390
iShares MSCI Turkey ETF
TUR
$215M
| $34.2K | ﹤0.01% |
+1,000
| New | +$34K |
|
1391
Extra Space Storage
EXR
$31B
| $34.2K | ﹤0.01% |
+242
| New | +$34.8K |
|
1392
Suburban Propane Partners
SPH
$1.18B
| $34.1K | ﹤0.01% |
+1,831
| New | +$33.8K |
|
1393
CubeSmart
CUBE
$9.24B
| $34K | ﹤0.01% |
+836
| New | +$34.1K |
|
1394
Etsy
ETSY
$7.32B
| $34K | ﹤0.01% |
+512
| New | +$30.6K |
|
1395
Fluor
FLR
$7.17B
| $33.9K | ﹤0.01% |
+806
| New | +$37.1K |
|
1396
Cogent Communications
CCOI
$531M
| $33.9K | ﹤0.01% |
+883
| New | +$36.9K |
|
1397
SS&C Technologies
SSNC
$18.8B
| $33.8K | ﹤0.01% |
+381
| New | +$33K |
|
1398
Valmont Industries
VMI
$9.63B
| $33.7K | ﹤0.01% |
+87
| New | +$31.6K |
|
1399
KeyCorp
KEY
$24.4B
| $33.7K | ﹤0.01% |
+1,803
| New | +$33.4K |
|
1400
Rambus
RMBS
$10.4B
| $33.7K | ﹤0.01% |
+323
| New | +$24.9K |
|
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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.