We are live on ! Find out more
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
+12.6%
1 Year Est. Return
+21.48%
3 Year Est. Return
+58.98%
5 Year Est. Return
+56.16%
10 Year Est. Return
–
AUM
$18.2B
AUM Growth
+$5.43B
Cap. Flow
+$3.94B
Cap. Flow %
21.71%
Top 10 Hldgs %
40.74%
Holding
1,344
New
412
Increased
553
Reduced
243
Closed
46

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$431M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$222M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$144M
4
IAU icon
iShares Gold Trust
IAU
+$138M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$120M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$147M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$92.6M
3
AON icon
Aon
AON
+$83.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$34.2M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$11.5M

Sector Composition

Rank Sector Weight
1 Financials 3.71%
2 Technology 3.12%
3 Consumer Discretionary 1.63%
4 Communication Services 1.36%
5 Healthcare 0.94%

No holdings matched the selected filter criteria.

42 43 44 45 46

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 Q2 2026 Portfolio in Review

As of Q2 2026, Wealthspire Advisors (New York) held 1,344 positions worth $18.2B, up 43% from $12.7B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Wealthspire Advisors (New York) deployed $3.94B of net new capital in Q2 2026, opening 412 new positions and adding to 553 existing holdings. Its largest new stake was State Street SPDR Portfolio Aggregate Bond ETF: 2,058,853 shares worth $52.5M.

By sector, the portfolio is most concentrated in Financials at 3.7% of assets, down from 4.7% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Large-Cap ETF, an estimated $92.6M trimmed.

  • Wealthspire Advisors (New York)'s largest Q2 2026 buy was State Street SPDR Portfolio Aggregate Bond ETF: 2,058,853 shares worth $52.5M.
  • Wealthspire Advisors (New York) added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $431M increase.
  • Wealthspire Advisors (New York)'s biggest Q2 2026 reduction was Vanguard Morningstar Large-Cap ETF, cutting an estimated $92.6M.
  • Wealthspire Advisors (New York) fully exited Apple in Q2 2026, selling an estimated $147M.
  • Wealthspire Advisors (New York)'s ten largest holdings make up 41% of its $18.2B portfolio in Q2 2026.
  • Wealthspire Advisors (New York) opened 412 new positions and closed 46 in Q2 2026.
  • Wealthspire Advisors (New York)'s portfolio value rose 43% quarter-over-quarter to $18.2B.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.